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Overview

Foods

S Foods Inc.

SFOODS Inc. is a comprehensive meat enterprise operating an integrated supply chain from upstream production to downstream retail and foodservice. The company's core products include processed meat items such as its flagship 'Kotetchan' beef offal brand, as well as wholesale distribution of domestic and imported beef and pork. The group also operates retail meat shops and yakiniku restaurant chains, targeting both business-to-business and general consumer markets.

Market Cap

¥86.7B

US$553M

¥99.3B

US$633M

Stock¥2,735▲+0.33%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

6.3

LTM EV/EBIT

8.0

LTM PER

10.4

LTM PBR

0.7

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-14.6%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Jan 15, 26Market-wide: New Year rally, broad buying momentum

MC → EV Bridge

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Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

73%

27%

EquityD/E 0.36xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 59.6%

as of 2026-08-31 · Source: Annual Securities Report

Shinnosuke MURAKAMI

25.25%

Marubeni Corporation

15.28%

The Master Trust Bank of Japan, Ltd. (Trust Account)

7.24%

Custody Bank of Japan, Ltd. (Trust Account)

3.26%

SMBC Trust Bank Ltd. (Retirement Benefit Trust, Sumitomo Mitsui Banking Corporation Account)

1.92%

BBH FOR FIDELITY LOW-PRICED STOCK FUND (Standing Proxy: MUFG Bank, Ltd.)

1.66%

Morgan Stanley MUFG Securities Co., Ltd.

1.47%

Japan Securities Finance Co.,Ltd.

1.30%

Nomura Trust and Banking Co., Ltd. (Investment Trust Account)

1.20%

BNYM SA/NV FOR BNYM FOR BNYM GCM CLIENT ACCTS M ILM FE (Standing Proxy: MUFG Bank, Ltd.)

0.99%

Management

14 officers

Shinnosuke MURAKAMI

Representative Director, President; Group-wide Oversight and Affiliate Management

Apr 1975 Joined Murakami Chikusan Jun 1981 Established M&M Food Co., Ltd., assumed position of Representative Director Dec 1982 Established Murachiku Co., Ltd., assumed position of Representative Director, President Sep 2004 Assumed position of Representative Director, Executive Vice President and General Manager of Meat Division of the Company Mar 2006 Assumed position of Representative Director, President and General Manager of Sales Division of the Company Mar 2010 Assumed position of Representative Director, President of the Company (current)

1957-03-02

Hiroyasu IWABUCHI

Managing Director, General Manager of Sales Division

Mar 2001 Joined Murachiku Co., Ltd. Mar 2020 Assumed position of Executive Officer, General Manager of Sales Division and Manager of Tokyo Sales Office of the Company May 2022 Assumed position of Director, General Manager of Sales Division and Manager of Tokyo Sales Office of the Company Mar 2024 Assumed position of Director, General Manager of Sales Division of the Company Mar 2025 Assumed position of Managing Director, General Manager of Sales Division of the Company (current)

1977-03-11

Takayuki SEKIGUCHI

Managing Director; Representative Director, President, PFC Co., Ltd.

Sep 2002 Joined Murachiku Co., Ltd. May 2011 Left the Company May 2011 Joined PFC Apr 2015 Assumed position of Representative Director, President of PFC Co., Ltd. (current) May 2025 Assumed position of Managing Director of the Company (current)

1973-08-28

Junji IDETA

Director, General Manager of Domestic Pork Business Division

Oct 2003 Joined Murachiku Co., Ltd. Mar 2019 Assumed position of Executive Officer, General Manager of Domestic Pork Business Division of the Company May 2022 Assumed position of Director, General Manager of Domestic Pork Business Division of the Company (current)

1971-08-02

Takahiro MAKIMOTO

Director, General Manager of Imported Meat Business Division

Mar 1993 Joined the Company Mar 2018 Assumed position of Executive Officer, General Manager of Raw Materials Division, Imported Meat Business Division of the Company Mar 2022 Assumed position of Executive Officer, General Manager of Imported Meat Business Division of the Company May 2024 Assumed position of Director, General Manager of Imported Meat Business Division of the Company (current)

1971-03-16

Naoki KAMBAYASHI

Director, in charge of Kyushu and Chugoku-Shikoku

Jun 1993 Joined Murachiku Co., Ltd. Mar 2022 Assumed position of Executive Officer, General Manager of Sales Division, in charge of Kyushu and San'in of the Company Mar 2026 Assumed position of Executive Officer, in charge of Kyushu and Chugoku-Shikoku of the Company (current)

1970-12-12

Shizuko KAMODA

Director

Dec 2008 Registered as Attorney-at-Law Jun 2018 Established RITA Sogo Law Office, assumed position of Representative (current) May 2019 Assumed position of Director of the Company (current)

1980-01-04

Masako SHIRAMIZU

Director

Mar 2020 Assistant Professor, Department of Dental Hygiene, Otemae College May 2022 Assumed position of Director of the Company (current) Apr 2023 Lecturer, Department of Dental Hygiene, Otemae College Apr 2024 Lecturer, Kyoto Koka Women's University Junior College (current)

1977-07-24

Nobuyuki YASUOKA

Full-time Audit & Supervisory Board Member

Apr 1977 Joined Marubeni Corporation Apr 2009 Assumed position of General Manager, Trade Control Department, Marubeni Corporation Apr 2010 Joined the Company, assumed position of Senior Advisor, Management Division May 2010 Assumed position of Managing Director, Assistant to General Manager of Management Division of the Company Sep 2010 Assumed position of Managing Director, General Manager of Management Division of the Company May 2018 Advisor of the Company, stationed in Tokyo May 2021 Assumed position of Full-time Audit & Supervisory Board Member of the Company (current)

1954-04-28

Ryuji URAKAWA

Audit & Supervisory Board Member

Apr 2001 Nada Branch Manager, Sumitomo Mitsui Banking Corporation Dec 2003 Joined Banshu Shinkin Bank May 2013 Assumed position of Full-time Audit & Supervisory Board Member of the Company May 2021 Assumed position of Audit & Supervisory Board Member of the Company (current)

1952-05-23

Chiyo OTSUKA

Audit & Supervisory Board Member

Oct 2006 Registered as Attorney-at-Law Oct 2006 Worked at Osaka Senba Law Office Feb 2009 Attorney-at-Law, Otsuka Law Office May 2013 Assumed position of Audit & Supervisory Board Member of the Company (current) Oct 2020 Assumed position of Head of Otsuka Law Office (current)

1971-08-29

Hiroyuki OKABE

Director, in charge of Overseas Business

Apr 1997 Joined Marubeni Corporation Apr 2011 Assumed position of Branch Manager, Omaha Branch, Marubeni America Corporation Apr 2021 Assumed position of Deputy General Manager, Livestock Department, Marubeni Corporation Apr 2026 Joined the Company, assumed position in charge of Overseas Business (current)

1974-05-23

Hide MATSUNO

Director

Dec 2007 Registered as Attorney-at-Law Sep 2014 Established Nishinomiya Shiyakusho-mae Law Office (now Matsuno Law Office) (current) May 2016 Assumed position of Director of the Company (current)

1973-05-01

Eiki SATO

Director

Apr 2013 Joined Azusa Audit LLC Aug 2016 Registered as Certified Public Accountant Aug 2018 Left Azusa Audit LLC Sep 2018 Established Eiki Sato CPA Office, assumed position of Head (current) May 2021 Assumed position of Director of the Company (current)

1990-06-12

Large Shareholding Reports

FMR LLC

2026-06-15

6.73%→6.35%

Correction filing (name/detail fix only) — ratio carried over from the original filing

Fidelity Management & Research Company LLC

2026-06-15

7.00%→5.93%

FMR LLC

2026-06-15

—

FMR LLC

2026-06-15

—

FMR LLC

2026-06-15

—

FMR LLC

2026-06-15

—

FMR LLC

2026-06-15

—

FMR LLC

2026-06-15

—

Fidelity Management & Research Company LLC

2026-06-15

3.91%→3.54%

Fidelity Management & Research Company LLC

2026-06-15

4.95%→3.91%

Fidelity Management & Research Company LLC

2026-06-15

3.54%→3.54%

Fidelity Management & Research Company LLC

2026-06-15

7.00%→7.00%

Fidelity Management & Research Company LLC

2026-06-15

6.05%→8.96%

Fidelity Management & Research Company LLC

2026-06-15

5.48%→4.95%

Fidelity Management & Research Company LLC

2026-06-15

7.64%→7.00%

Fidelity Management & Research Company LLC

2026-06-15

7.90%→7.64%

Fidelity Management & Research Company LLC

2026-06-15

5.93%→5.48%

Fidelity Management & Research Company LLC

2026-06-15

8.96%→7.90%

FMR LLC

2026-06-15

—

FMR LLC

2026-03-23

6.35%→6.35%

FMR LLC

2026-03-06

6.73%→6.35%

FMR LLC

2025-11-21

7.83%→6.73%

FMR LLC

2025-09-22

8.39%→7.83%

FMR LLC

2025-09-05

8.87%→8.39%

FMR LLC

2025-08-22

9.94%→8.87%

Disclosures

No disclosures

Primary Source Filings

EDINET

2026-10-15

Semi-Annual Securities Report

Period: Mar 2026 – Feb 2027

S Foods Inc.

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S Foods Inc.

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