GoAI
Get started
Alfresa Holdings Corporation logo

Alfresa Holdings Corporation

2784.T

JPXHealthcareMedical - Distribution

Open in GoAI

Latest quote

¥2,321

+¥2.50 · +0.11%

Aug 25, 9:41 AM JST

2784.T company overview

Regular session · JST · Market data may be delayed.

Company profile

Industry
Medical - Distribution
Sector
Healthcare
Headquarters
JP

Market position

Day range

Current ¥2,321

52-week range

Current ¥2,321

Open
¥2,335
Previous close
¥2,318.5
Volume
53.4K
Market cap
407.13B JPY
50-day average
¥2,246.32
+3.32% above average
200-day average
¥2,377.54
-2.38% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
302.11B JPY
P/E (TTM)
10.74×
P/B (TTM)
0.85×
P/S (TTM)
0.13×
EV / EBITDA
3.9×
Earnings yield
9.08%
Free cash flow yield
3.51%
Dividend yield
2.93%

Profitability & efficiency

Gross margin
6.98%
Operating margin
1.11%
Net margin
1.25%
Return on equity
8.23%
Return on assets
2.77%
Return on invested capital
4.26%

Financial health

Debt / equity
0.06×
Current ratio
1.24×
Altman Z-score
3
Piotroski F-score
5 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends8%5%3%0%Gross margin, FY2022: 6.90%Gross margin, FY2023: 6.76%Gross margin, FY2024: 6.87%Gross margin, FY2025: 6.85%Gross margin, FY2026: 7.02%Operating margin, FY2022: 1.13%Operating margin, FY2023: 1.12%Operating margin, FY2024: 1.35%Operating margin, FY2025: 1.29%Operating margin, FY2026: 1.16%Net margin, FY2022: 1.24%Net margin, FY2023: 0.96%Net margin, FY2024: 1.03%Net margin, FY2025: 0.93%Net margin, FY2026: 1.34%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 6.90%. Gross margin FY2023 6.76%. Gross margin FY2024 6.87%. Gross margin FY2025 6.85%. Gross margin FY2026 7.02%. Operating margin FY2022 1.13%. Operating margin FY2023 1.12%. Operating margin FY2024 1.35%. Operating margin FY2025 1.29%. Operating margin FY2026 1.16%. Net margin FY2022 1.24%. Net margin FY2023 0.96%. Net margin FY2024 1.03%. Net margin FY2025 0.93%. Net margin FY2026 1.34%.

Income trends

Revenue

3.1T JPY+4.83%

Operating income

36.02B JPY-5.88%

Net income

41.75B JPY+52.41%
Income trends across reported periods3.41T JPY2.18T JPY949.27B JPY−282.04B JPYRevenue, FY2022: 2.59T JPYRevenue, FY2023: 2.7T JPYRevenue, FY2024: 2.86T JPYRevenue, FY2025: 2.96T JPYRevenue, FY2026: 3.1T JPYOperating income, FY2022: 29.09B JPYOperating income, FY2023: 30.15B JPYOperating income, FY2024: 38.46B JPYOperating income, FY2025: 38.27B JPYOperating income, FY2026: 36.02B JPYNet income, FY2022: 32.18B JPYNet income, FY2023: 25.79B JPYNet income, FY2024: 29.56B JPYNet income, FY2025: 27.39B JPYNet income, FY2026: 41.75B JPYFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 2.59T JPY. Revenue FY2023 2.7T JPY. Revenue FY2024 2.86T JPY. Revenue FY2025 2.96T JPY. Revenue FY2026 3.1T JPY. Operating income FY2022 29.09B JPY. Operating income FY2023 30.15B JPY. Operating income FY2024 38.46B JPY. Operating income FY2025 38.27B JPY. Operating income FY2026 36.02B JPY. Net income FY2022 32.18B JPY. Net income FY2023 25.79B JPY. Net income FY2024 29.56B JPY. Net income FY2025 27.39B JPY. Net income FY2026 41.75B JPY.
Metric (JPY)FY2026FY2025FY2024FY2023FY2022
Revenue3.1T JPY2.96T JPY2.86T JPY2.7T JPY2.59T JPY
Cost of goods sold2.89T JPY2.76T JPY2.66T JPY2.51T JPY2.41T JPY
Gross profit217.88B JPY202.71B JPY196.36B JPY182.26B JPY178.31B JPY
Research and development—1.9B JPY2.2B JPY2.09B JPY1.37B JPY
Selling, general, and administrative181.86B JPY162.54B JPY155.7B JPY150.02B JPY147.85B JPY
Operating expenses181.86B JPY164.44B JPY157.9B JPY152.11B JPY149.22B JPY
Interest income376M JPY144M JPY59M JPY56M JPY64M JPY
Interest expense354M JPY279M JPY132M JPY64M JPY73M JPY
Depreciation and amortization15.05B JPY14.92B JPY13.51B JPY13.3B JPY12.82B JPY
Operating income36.02B JPY38.27B JPY38.46B JPY30.15B JPY29.09B JPY
Net income41.75B JPY27.39B JPY29.56B JPY25.79B JPY32.18B JPY

Company facts updated Aug 25, 2026.

Earnings

EPS beat rate
55%
6 beats, 5 misses, 0 met estimates
Average EPS surprise
+4.11%
11 comparable reports
Latest EPS result
13.85
Estimate 32.96 · Miss by 57.98%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates120.7983.2745.758.23Q1 '25BeatQ2 '25MissQ3 '25MissQ4 '25MissQ1 '26BeatQ2 '26BeatQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 10, 2025: actual 62.6, estimate 48.18, surprise +29.93%, Beat. Q2 2025, reported May 15, 2025: actual 9.68, estimate 29.27, surprise -66.93%, Miss. Q3 2025, reported Aug 6, 2025: actual 27.53, estimate 37.1, surprise -25.80%, Miss. Q4 2025, reported Nov 6, 2025: actual 35.82, estimate 47.78, surprise -25.03%, Miss. Q1 2026, reported Feb 10, 2026: actual 112.56, estimate 65.45, surprise +71.98%, Beat. Q2 2026, reported May 15, 2026: actual 53.73, estimate 34.67, surprise +54.98%, Beat. Q3 2026, reported Aug 5, 2026: actual 13.85, estimate 32.96, surprise -57.98%, Miss. Q4 2026, reported Nov 5, 2026: actual —, estimate 29.94, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates866.66B799.1B731.55B663.99BQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 10, 2025: actual 805.97B JPY, estimate 774.15B JPY, surprise +4.11%, Beat. Q2 2025, reported May 15, 2025: actual 698.73B JPY, estimate 697.32B JPY, surprise +0.20%, Beat. Q3 2025, reported Aug 6, 2025: actual 758.12B JPY, estimate 752.64B JPY, surprise +0.73%, Beat. Q4 2025, reported Nov 6, 2025: actual 771.64B JPY, estimate 764.98B JPY, surprise +0.87%, Beat. Q1 2026, reported Feb 10, 2026: actual 833.32B JPY, estimate 832.85B JPY, surprise +0.06%, Beat. Q2 2026, reported May 15, 2026: actual 740.98B JPY, estimate 737.46B JPY, surprise +0.48%, Beat. Q3 2026, reported Aug 5, 2026: actual 788.96B JPY, estimate 771.56B JPY, surprise +2.26%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 785.25B JPY, surprise —, Comparison unavailable.

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

¥66.00

2025 complete year+22.2% since 2021

2026 partial: ¥34.00

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Sep 29, 2026

¥35.00

Semi-Annual

Record Sep 30, 2026 · Payment Sep 29, 2026

DividendUpcoming

Ex-dividend Mar 31, 2027

¥36.00

Semi-Annual

Record Mar 31, 2027 · Payment Mar 31, 2027

Dividend

Ex-dividend Mar 30, 2026

¥34.00

Semi-Annual

Record Mar 31, 2026 · Payment Jun 2, 2026

Dividend

Ex-dividend Sep 29, 2025

¥34.00

Semi-Annual

Record Sep 30, 2025 · Payment Dec 5, 2025

Dividend

Ex-dividend Mar 28, 2025

¥32.00

Semi-Annual

Record Mar 31, 2025 · Payment Jun 3, 2025

Dividend

Ex-dividend Sep 27, 2024

¥31.00

Annual

Record Sep 30, 2024 · Payment Dec 5, 2024

2784.T peers

Chugai Pharmaceutical Co., Ltd. logo

4519.T

Chugai Pharmaceutical Co., Ltd.

¥6,930

-0.82%

Takeda Pharmaceutical Company Limited logo

4502.T

Takeda Pharmaceutical Company Limited

¥5,795

-0.03%

HOYA Corporation logo

7741.T

HOYA Corporation

¥24,530

-1.47%

Otsuka Holdings Co., Ltd. logo

4578.T

Otsuka Holdings Co., Ltd.

¥12,085

-1.02%

Daiichi Sankyo Company, Limited logo

4568.T

Daiichi Sankyo Company, Limited

¥2,847.5

-0.37%

Astellas Pharma Inc. logo

4503.T

Astellas Pharma Inc.

¥2,397

-0.39%

ETFs holding 2784.T

Funds reporting this stock among their holdings, ordered by reported position size.

iShares Core TOPIX ETF logoiShares Core TOPIX ETF1475.T
Market value
1.19B
Weight
0.04%
AUM
2.89T JPY
Expense ratio
0.05%
Price / 1D
¥416.9-0.19%
Vanguard Total International Stock ETF logoVanguard Total International Stock ETFVXUS
Market value
37.65M
Weight
0.01%
AUM
646.2B USD
Expense ratio
0.05%
Price / 1D
$87.20-0.58%
Avantis International Small Cap Value ETF logoAvantis International Small Cap Value ETFAVDV
Market value
35.14M
Weight
0.17%
AUM
20.24B USD
Expense ratio
0.36%
Price / 1D
$111.83-0.11%
Vanguard FTSE Developed Markets ETF logoVanguard FTSE Developed Markets ETFVEA
Market value
24.06M
Weight
0.01%
AUM
315B USD
Expense ratio
0.03%
Price / 1D
$73.06-0.49%
iShares Core MSCI EAFE ETF logoiShares Core MSCI EAFE ETFIEFA
Market value
16.87M
Weight
0.01%
AUM
195.14B USD
Expense ratio
0.07%
Price / 1D
$100.67-0.18%
iShares MSCI EAFE Small-Cap ETF logoiShares MSCI EAFE Small-Cap ETFSCZ
Market value
8.55M
Weight
0.06%
AUM
13.28B USD
Expense ratio
0.40%
Price / 1D
$86.50-0.12%
Dimensional - International Small Cap Value ETF logoDimensional - International Small Cap Value ETFDISV
Market value
7.17M
Weight
0.14%
AUM
5.23B USD
Expense ratio
0.42%
Price / 1D
$44.48-0.02%
Avantis International Equity ETF logoAvantis International Equity ETFAVDE
Market value
6.22M
Weight
0.03%
AUM
19.1B USD
Expense ratio
0.23%
Price / 1D
$94.05-0.22%

Continue in GoAI

Research 2784.T

research.disclaimer