SHINYEI KAISHA

Business Details

Engages in domestic and overseas sales of Frozen Vegetables, Frozen Prepared Foods, Frozen Processed Marine Products, and agricultural products. Domestically, it leverages its strength in frozen food sales to routes with high quality control requirements, such as medical and long-term care facilities, and maintains competitive advantage through stable supply chain management spanning production to logistics. Overseas, Shinyei Shoji (Qingdao) Trading Co., Ltd. handles business toward China. In FY2026 (ending March 2026), external customer sales were ¥34,870 million, accounting for approximately 80.6% of the Group's total sales of ¥43,267 million, making it the core business.

Recent Overview

Increased sales and profit across all products. Agricultural products grew significantly, while frozen foods maintained a stable profit margin.

In FY2026 (ending March 2026), sales were ¥34,870 million (up 8.9% year on year) and segment profit was ¥2,148 million (up 14.0% year on year), achieving increased sales and profit. In the frozen food segment, naturally-thawed products and convenience products grew, pushing total sales volume above the previous fiscal year. In the agricultural products segment, despite an upward trend in nut prices, the company accurately captured market needs, resulting in significant increases in both sales and profit. In response to exchange rate fluctuations, flexible price adjustments were implemented, maintaining a stable profit margin.

Key Products

Growth Drivers

• Expanding demand for labor-shortage-response products such as naturally-thawed products and convenience products in frozen vegetables and frozen prepared foods
• Recovery in food demand across a wide range of business categories including the food service industry and medical/long-term care facilities, including expanding inbound demand
• Significant increase in sales and profit through strengthened capture of market needs for cashew nuts and other nuts in the agricultural products field
• Maintaining and strengthening competitive advantage through stable supply chain management spanning production to logistics
• Promoting product development responsive to diverse needs and expanding procurement and sales routes (medium-term management plan policy)

Risks

• Rising procurement costs in the frozen food field due to the ongoing weak yen
• Continued cost pressure from rising logistics costs and labor costs
• Decrease in consumption volume and changes in consumer purchasing behavior due to rising food prices
• Rising factory expenses and geopolitical risks in overseas sourcing countries (such as China)
• Increased procurement costs due to the continued upward trend in prices of cashew nuts and other nuts
• Difficulty in adjusting procurement costs and sales prices due to turmoil in the foreign exchange market