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Japanese maker of sake, shochu and mirin cooking wine, and majority owner of biotech firm Takara Bio.
Japanese maker of sake, shochu and mirin cooking wine, and majority owner of biotech firm Takara Bio.
Two unlike businesses under one holding: shochu, sake and mirin sold through wholesalers and shops in Japan at mature volumes, and Takara Bio, a separately listed subsidiary that sells research reagents and contract gene-therapy manufacturing to labs and drug developers. Beverages bring the steadier cash; the bio side swings with research spending.
In one line: A sake brewer with a biotech subsidiary attached.
Moat: narrow (brand, IP / patents). Established sake/mirin brand plus Takara Bio's PCR reagent and gene-therapy IP portfolio.
Headquarters: Kyoto, Japan · Founded: 1842 · Employees: 5,720
Size Takara (2531.T) is a Japan Consumer Staples company (Beverages: Alcoholic) with a market value of $3.84B, the 297th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥3,100 on 6 Nov 2026.
Performance Over six months the shares gained 75.1%, against -2.3% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 8.9% over the last twelve months (peer median -4.0%); the operating margin is 4.1% (peer median 14.7%).
Valuation It trades at 34.6× forward earnings against a peer median of 19.8× (5th most expensive of 20).
Capital Return on invested capital runs 2.2 points below its cost of capital (6.0% WACC).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥404B | ¥394B | ¥363B | ¥339B | ¥351B |
| Revenue growth | — | +9% | +7% | -3% | — |
| Gross profit | ¥130B | ¥122B | ¥115B | ¥110B | ¥117B |
| EBITDA | ¥32.2B | ¥32.4B | ¥32.7B | ¥33.4B | ¥48.1B |
| Net income | ¥11.2B | ¥11.7B | ¥16.2B | ¥16.2B | ¥21.2B |
| Free cash flow | n/a | -¥4.85B | -¥3.99B | ¥9.96B | ¥34.9B |
| Capital expenditure | n/a | ¥22.2B | ¥20.1B | ¥19.2B | ¥10.6B |
| Total debt | ¥116B | ¥98.3B | ¥93.0B | ¥49.0B | ¥45.5B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Takara 2531.T | $3.84B | +75% | +9% | 4% | 34.6× | n/a |
| Asahi Group Hldgs 2502.T | $16.4B | +10% | +3% | 9% | 13.1× | 1.8% |
| Kirin 2503.T | $15.2B | +21% | +6% | 11% | 13.7× | -4.2% |
| Thermo Fisher Scientific TMO | $257B | +50% | +8% | 19% | 25.8× | 20.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 2531.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +23.5% | +5.9% | 3rd highest of 21 |
| 6-month return | +75.1% | -2.3% | highest of 21 |
| Distance from 52-week high | -12.6% | -20.8% | 7th highest of 21 |
| Revenue growth (TTM) | +8.9% | -4.0% | 2nd highest of 20 |
| Operating margin | 4.1% | 14.7% | lowest of 20 |
| Forward P/E | 34.6× | 19.8× | 5th most expensive of 20 |
| ROIC minus cost of capital | -2.2 pp | +0.3 pp | 6th lowest of 20 |
| EV / EBITDA | 20.2× | 17.7× | 5th most expensive of 12 |
| Net debt / EBITDA | 1.1× | 2.2× | 5th least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Takara 2531.T | Japan | $3.84B | +75% | +9% | 4% | 34.6× | n/a | n/a |
| Treasury Wine Estates TWE.AX | Australia | $3.56B | +52% | -12% | 17% | 18.4× | 9.3% | -0.4% |
| ZJLD 6979.HK | Hong Kong | $3.41B | -3% | -29% | 13% | 27.6× | n/a | n/a |
| Royal Unibrew A/S RBREW.CO | Denmark | $3.37B | +11% | +3% | 14% | 13.3× | -7.1% | +16.5% |
| United Breweries UBL.NS | India | $3.33B | -17% | +7% | 6% | 65.9× | n/a | n/a |
| Remy Cointreau RCO.PA | France | $3.08B | +30% | -5% | 16% | 29.2× | 17.0% | -1.5% |
| Beijing Yanjing Brewery 000729.SZ | China | $4.82B | -14% | +7% | 16% | 15.7× | -4.2% | +7.3% |
| Guangzhou Zhujiang Brewery 002461.SZ | China | $2.91B | -15% | +2% | 15% | 19.8× | -5.8% | +6.9% |
| Chongqing Brewery 600132.SS | China | $2.88B | -28% | -4% | 20% | 17.3× | -8.9% | +6.2% |
| Sapporo Breweries 2501.T | Japan | $5.34B | +24% | -6% | 5% | 2.8× | 14.8% | +3.1% |
| Anhui Yingjia Distillery 603198.SS | China | $5.35B | +17% | 0% | 41% | 17.1× | 5.3% | +11.7% |
| Radico Khaitan RADICO.NS | India | $6.37B | +33% | +16% | 17% | 66.7× | 45.1% | +20.5% |
| Jiangsu King's Luck Brewery Joint-stock 603369.SS | China | $6.40B | +25% | -5% | 33% | 16.2× | 1.9% | +15.3% |
| Boston Beer SAM | United States | $2.24B | +12% | -4% | 5% | 21.0× | 6.5% | +2.5% |
| Allied Blenders and Distillers ABDL.NS | India | $2.10B | +24% | -20% | 11% | 63.5× | n/a | n/a |
| Sichuan Swellfun 600779.SS | China | $2.06B | -13% | -30% | 20% | 46.3× | 16.6% | +0.1% |
| Compania Cervecerias Unidas S.A. Sponsored ADR CCU | United States | $2.02B | -9% | +6% | 7% | 13.7× | 0.4% | +5.5% |
| Anhui Gujing Distillery 000596.SZ | China | $7.29B | -2% | -28% | 17% | 21.5× | 4.3% | +12.7% |
| Molson Coors Canada TPX-B.TO | Canada | $7.38B | -12% | n/a | n/a | n/a | n/a | n/a |
| Molson Coors Beverage TAP | United States | $7.54B | -4% | -2% | 12% | 9.2× | -4.7% | +2.9% |
| Jiangsu Yanghe Distillery 002304.SZ | China | $8.50B | -23% | -31% | 4% | 32.6× | n/a | n/a |