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Overview

Retail Trade

YAMADA HOLDINGS CO.,LTD.

Yamada Holdings is Japan's largest consumer electronics retailer, operating primarily through its core subsidiary Yamada Denki, which sells home appliances, information technology products, and home-related goods across a nationwide network of stores. Beyond retail, the group has diversified into housing-related businesses including homebuilding and renovation (via Hinokiya Group, Yamada Homes), financial services (consumer finance, credit cards, and insurance), and environmental services including reuse, recycling, and resource recovery of electronics. The group pursues a 'whole life' strategy, offering integrated solutions spanning electronics, housing, finance, and environmental services to Japanese consumers.

Activists: Former Murakami Fund group (City Index Eleventh, Reno, Minamiaoyama Real Estate) 6.78%

Market Cap

¥484B

US$3.08B

¥733B

US$4.67B

Stock¥728.1▼-0.87%

US$1 = ¥157.05 (2026-10-22)

LTM EV/EBITDA

15.3

LTM EV/EBIT

39.5

LTM PER

30.4

LTM PBR

0.8

Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+28.1%pt

Oct 23, 25 – Oct 23, 26StockTOPIX

1Jul 21, 26Former Murakami Fund group (City Index Eleventh, Reno, Mi… filed large shareholding report

2Jul 28, 26Former Murakami Fund group (City Index Eleventh, Reno, Minamiao… changed stake (0.0%→0.0%)

3Aug 21, 26Former Murakami Fund group (City Index Eleventh, Reno, Minami… changed stake (3.32%→5.21%)

4Oct 19, 26Former Murakami Fund group (City Index Eleventh, Reno, Minami… changed stake (5.75%→6.78%)

MC → EV Bridge

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Generating insights…

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

68%

32%

EquityD/E 0.47xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 42.2%

as of 2026-03-31 · Source: Annual Securities Report

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

11.30%

Tech Planning Co., Ltd.

9.83%

Custody Bank of Japan, Ltd. (Trust Account)

4.94%

SoftBank Corp.

3.64%

Noboru YAMADA

3.08%

Noboru Yamada Memorial Foundation (Public Interest Foundation)

2.36%

Aya NOMURA

2.16%

The Gunma Bank,Ltd.

1.81%

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

1.69%

YAMADA HOLDINGS CO.,LTD. Employee Stock Ownership Association

1.39%

Management

12 officers

Noboru YAMADA

Representative Director, Chairman and CEO

Yoshinori UENO

Representative Director, President and COO

Megumi KOGURE

Representative Director; Executive Vice President and Executive Officer; CHRO

Kenichi KOYANO

Director; Senior Managing Executive Officer and CFO; General Manager, Administration and Property Division

Tsuyoshi NAGANO

Director; Executive Officer; General Manager, Integrated Management Planning Office

Miki MITSUNARI

Director

Makoto IGARASHI

Director (Full-time Audit and Supervisory Committee Member)

Kenji YAMAZAKI

Director (Full-time Audit and Supervisory Committee Member)

Kita IIMURA

Director (Audit and Supervisory Committee Member)

Hirohisa ISHII

Director (Audit and Supervisory Committee Member)

Yasuaki MUTO

Director

Apr 1980 Joined Mitsubishi Research Institute, Inc. Jul 2001 Director, Japan Association of Private Employment Agencies (public interest incorporated association) (current) Oct 2003 Special Adviser, Japan Railway Construction, Transport and Technology Agency Jun 2004 Director; Chairman of Management Advisory Committee, Japan Professional Football League (J.League) Apr 2006 Professor, Waseda University Jun 2008 Chairman of the Board, Daigin Economic and Management Research Institute, Inc. Nov 2010 Adviser, Japan Society of Sport Management (current) Sep 2016 Dean, Graduate School of Sport Sciences, Waseda University Apr 2018 Councillor, Waseda University (school corporation) Jul 2020 Adviser, Japan Financial Planners Association (NPO) (current) Mar 2026 Research Fellow, Sports Knowledge Research Association (NPO) (current) Jun 2026 Director of the Company

1955-06-09

Arei SHIRAI

Director (Audit and Supervisory Committee Member)

Apr 2003 Joined Ministry of Health, Labour and Welfare Sep 2005 Joined McKinsey & Company Nov 2012 Joined Shiseido Company, Limited Sep 2020 Joined Benesse Corporation Apr 2021 General Manager, Business Strategy Department, Benesse Corporation Jan 2023 Joined Benesse Holdings, Inc. Deputy General Manager, Management Planning Promotion Headquarters, Benesse Holdings, Inc. Director, Waris Inc. Apr 2025 General Manager, Business Development Department, DE&I, University and Working Adults Company, Benesse Corporation (current) Jun 2025 Outside Director (Audit and Supervisory Committee Member), Paramount Bed Holdings Co., Ltd. (current) Apr 2026 Director, Benesse i-Career Co., Ltd. (current) Jun 2026 Director (Audit and Supervisory Committee Member) of the Company

1979-06-06

Large Shareholding Reports

Nomura Aya

2026-10-19

5.75%→6.78%