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Operates CoCo Ichibanya, the world's largest curry-rice restaurant chain, majority-owned by House Foods Group.
Operates CoCo Ichibanya, the world's largest curry-rice restaurant chain, majority-owned by House Foods Group.
Most outlets are run by franchisees, so the company earns from supplying them curry roux, rice and other ingredients and from fees and royalties. House Foods Group, a curry-roux maker, is its largest shareholder.
In one line: A curry-rice Chipotle with a customizable bowl format.
Moat: narrow (brand, scale). Largest curry-chain scale and customizable-bowl format built strong brand loyalty.
Headquarters: Toyokawa, Aichi, Japan · Founded: 1978 · Employees: 1,298
Size Ichibanya (7630.T) is a Japan Consumer Discretionary company (Restaurants) with a market value of $1.06B, the 711th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,043 on 6 Nov 2026.
Performance Over six months the shares gained 20.6%, against +12.3% for the median peer and +1.8% for the Japan market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 8.4% over the last twelve months (peer median +6.0%); the operating margin is 6.2% (peer median 5.4%).
Valuation It trades at 57.3× forward earnings against a peer median of 19.4× (2nd most expensive of 19).
Price implies For today's price to make sense, revenue must grow about 12% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 8.3 points above its cost of capital (5.0% WACC).
Next results Next results expected around 21 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥68.7B | ¥65.5B | ¥61.0B | ¥55.1B | ¥48.3B |
| Revenue growth | — | +7% | +11% | +14% | — |
| Gross profit | ¥33.6B | ¥30.7B | ¥29.0B | ¥25.4B | ¥21.6B |
| EBITDA | ¥6.73B | ¥7.02B | ¥6.91B | ¥6.52B | ¥5.24B |
| Net income | ¥2.27B | ¥2.56B | ¥3.17B | ¥2.69B | ¥2.54B |
| Free cash flow | n/a | ¥2.36B | ¥2.88B | ¥4.60B | ¥2.71B |
| Capital expenditure | n/a | ¥3.64B | ¥3.12B | ¥2.21B | ¥1.40B |
| Total debt | ¥1.19B | ¥1.80B | ¥1.51B | ¥386M | ¥744M |
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 |
|---|---|---|---|---|---|---|
| Ichibanya 7630.T | $1.06B | +21% | +8% | 6% | 57.3× | 12.2% |
| Yoshinoya 9861.T | $1.84B | +42% | +10% | 4% | 45.5× | 11.2% |
| Zensho 7550.T | $12.2B | +41% | +12% | 7% | 34.3× | 6.1% |
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 | 7630.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.8% | +8.2% | 6th lowest of 21 |
| 6-month return | +20.6% | +12.3% | 9th highest of 21 |
| Distance from 52-week high | -12.4% | -14.9% | 11th highest of 21 |
| Revenue growth (TTM) | +8.4% | +6.0% | 7th highest of 21 |
| Operating margin | 6.2% | 5.4% | 9th highest of 21 |
| Forward P/E | 57.3× | 19.4× | 2nd most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 12.2% | 5.0% | 6th most demanding of 19 |
| Growth delivered (Del g) | +8.2% | +11.5% | 7th lowest of 19 |
| Hurdle (Req g minus delivered) | +4.0 pp | -6.1 pp | 7th most demanding of 19 |
| ROIC minus cost of capital | +8.3 pp | +1.1 pp | 2nd highest of 20 |
| EV / EBITDA | 23.2× | 10.4× | 2nd most expensive of 17 |
| Net debt / EBITDA | -1.7× | 3.0× | 4th least indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ichibanya 7630.T | Japan | $1.06B | +21% | +8% | 6% | 57.3× | 12.2% | +8.2% |
| Westlife Foodworld WESTLIFE.NS | India | $1.08B | +31% | +10% | 5% | 343.5× | 49.0% | +21.7% |
| Doutor Nichires 3087.T | Japan | $1.03B | +33% | +8% | 7% | 16.3× | -4.7% | +10.6% |
| Biglari BH | United States | $1.01B | +5% | +8% | 5% | n/a | 22.1% | -1.8% |
| Ohsho Food Service 9936.T | Japan | $1.11B | -1% | 0% | 7% | 27.5× | 4.2% | +7.7% |
| Xiaocaiyuan International 0999.HK | Hong Kong | $1.17B | +16% | +3% | 15% | 13.1× | -9.6% | +15.8% |
| BJ's Restaurants BJRI | United States | $1.18B | +30% | +4% | 3% | 22.5× | 26.8% | +12.4% |
| Domino's Pizza DOM.L | United Kingdom | $1.19B | +24% | +6% | 15% | 13.1× | 9.5% | +6.3% |
| Royal 8179.T | Japan | $887M | +5% | +7% | 5% | 24.6× | 5.7% | +14.4% |
| KOMEDA 3543.T | Japan | $859M | -4% | +13% | 17% | 19.2× | -0.7% | +14.7% |
| Guangzhou Restaurant 603043.SS | China | $1.31B | 0% | +9% | 11% | 17.3× | -3.5% | +10.4% |
| Kura Sushi 2695.T | Japan | $848M | -2% | +4% | 1% | 48.1× | 21.5% | +12.5% |
| Mos Food Services 8153.T | Japan | $845M | +10% | +6% | 5% | 30.3× | 2.2% | +7.4% |
| J D Wetherspoon JDW.L | United Kingdom | $1.33B | +69% | +5% | 5% | 19.6× | 7.7% | +23.7% |
| Bloomin' Brands BLMN | United States | $835M | +23% | -2% | 3% | 10.5× | 10.6% | +4.5% |
| First Watch Restaurant FWRG | United States | $794M | +6% | +16% | 3% | 53.3× | n/a | n/a |
| Auntea Jenny (Shanghai) Industrial 2589.HK | Hong Kong | $784M | -61% | +36% | 15% | 8.5× | -7.1% | +23.7% |
| Sweetgreen SG | United States | $1.43B | +72% | -1% | -18% | n/a | n/a | n/a |
| Cracker Barrel Old Country Store CBRL | United States | $1.45B | +106% | -5% | 0% | 30.3× | 14.0% | +3.3% |
| Arcos Dorados ARCO | United States | $1.45B | -23% | +11% | 6% | 9.1× | -3.5% | +18.7% |
| Collins Foods CKF.AX | Australia | $762M | +15% | +5% | 8% | 16.3× | 1.4% | +8.4% |