Company Alfresa Holdings Corporation

Equities

2784

JP3126340003

Medical Equipment, Supplies & Distribution

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Sector

Sales per Business

Ratings for Alfresa Holdings Corporation

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Medical Equipment, Supplies & Distribution

Market Closed - Japan Exchange Other stock markets 02:00:00 2024-04-26 am EDT			5-day change	1st Jan Change
2,295 ^JPY	+4.20%		+6.84%	-4.24%

Feb. 08	Alfresa Holdings Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024	CI
2023	Alfresa Holdings Corporation Revises Consolidated Earnings Guidance for the First Half Ended September 30, 2023 and Fiscal Year March 31, 2024	CI

Alfresa Holdings Corporation is a Japan-based holding company primarily engaged in the wholesale of drugs. The Company operates in four business segments. The Pharmaceutical Wholesale segment is engaged in the wholesale of medical products, test reagents, as well as medical equipment and materials. The Self Medication Wholesale segment is engaged in the wholesale of general drugs. The Pharmaceutical Manufacture segment is engaged in the manufacture and sale of pharmaceuticals, test reagents, medical equipment and implements, as well as pharmaceutical powders. The Medical-Related segment is mainly engaged in operation of pharmacies. The others business is engaged in the information system business, the transportation business, the warehousing business, the insurance agency business, the real estate management business, the sale of miscellaneous goods, as well as the manpower dispatching business, among others.

Number of employees: 11,772

JPY in Million	2022	Weight	2023	Weight	Delta
Prescription Drug Wholesale 88.2 %	2,272,357	87.9 %	2,378,531	88.2 %	+4.67%
Self Medication Wholesale 9.1 %	244,212	9.4 %	246,152	9.1 %	+0.79%
Medical Related 1.3 %	34,468	1.3 %	36,202	1.3 %	+5.03%
Pharmaceutical Manufacturing 1.3 %	34,605	1.3 %	35,183	1.3 %	+1.67%

JPY in Million	2022	Weight	2023	Weight	Delta
Japan 100.0 %	2,585,643	100.0 %	2,696,069	100.0 %	+4.27%

Managers	Title	Age	Since
Seiichi Kishida DFI	Director of Finance/CFO	64	18-03-31
Ryuji Arakawa PSD	President	61	07-05-31
Toshiki Tanaka CMP	Compliance Officer	-	-
Shigeki Ohashi BRD	Director/Board Member	-	-
Yusuke Fukujin BRD	Director/Board Member	47	20-05-31
Toshikazu Urakabe HRO	Human Resources Officer	-	-
Masakazu Ozaki AUD	Comptroller/Controller/Auditor	62	14-03-31
Yuji Ueda AUD	Comptroller/Controller/Auditor	-	-

Members of the board	Title	Age	Since
Yusuke Fukujin BRD	Director/Board Member	47	20-05-31
Ryuji Arakawa PSD	President	61	07-05-31
Manabu Kinoshita BRD	Director/Board Member	69	20-05-31
Kimiko Kunimasa BRD	Director/Board Member	64	-
Hisashi Katsuki BRD	Director/Board Member	67	17-05-31
Koichi Shimada BRD	Director/Board Member	65	18-05-31
Seiichi Kishida DFI	Director of Finance/CFO	64	18-03-31
Shigeki Ohashi BRD	Director/Board Member	-	-
Toshiki Tanaka CMP	Compliance Officer	-	-
Toshie Takeuchi BRD	Director/Board Member	69	20-05-31

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	202,840,000	171,853,321 ( 84.72 %)	15,970,259 ( 7.873 %)	84.72 %

Name	Equities	%	Valuation
Silchester International Investors LLP 10.31 %	20,908,000	10.31 %	307 M ¥
ALFRESA HOLDINGS CORPORATION 7.652 %	15,521,322	7.652 %	228 M ¥
Alfresa Holdings Employee Stock Ownership Plan 2.838 %	5,756,000	2.838 %	85 M ¥
Daiichi Sankyo Pension Fund 1.927 %	3,908,000	1.927 %	57 M ¥
DAIICHI SANKYO CO., LTD. 1.579 %	3,202,000	1.579 %	47 M ¥
Yusuke Fukujin 1.009 %	2,046,000	1.009 %	30 M ¥
Mitsubishi UFJ Asset Management Co., Ltd. 0.8467 %	1,717,400	0.8467 %	25 M ¥
SUMITOMO PHARMA CO., LTD. 0.8091 %	1,641,120	0.8091 %	24 M ¥
TSUMURA & CO. 0.5708 %	1,157,896	0.5708 %	17 M ¥
ONO PHARMACEUTICAL CO., LTD. 0.4677 %	948,620	0.4677 %	14 M ¥

Name	Equities	%	Valuation
ALFRESA HOLDINGS CORPORATION 7.65%	15,521,322	7.65%	227,930,458 $
OTSUKA HOLDINGS CO., LTD. 0.59%	3,272,000	0.59%	136,418,907 $
DAIICHI SANKYO CO., LTD. 0.22%	4,217,541	0.22%	133,120,988 $
MATSUKIYOCOCOKARA & CO. 0.51%	2,179,152	0.51%	35,125,315 $
ONO PHARMACEUTICAL CO., LTD. 0.38%	1,912,865	0.38%	31,022,672 $
KUSURI NO AOKI HOLDINGS CO., LTD. 1.33%	1,260,000	1.33%	26,341,409 $
TSUMURA & CO. 0.93%	710,371	0.93%	17,944,092 $
HISAMITSU PHARMACEUTICAL CO., INC. 0.36%	302,497	0.36%	7,940,933 $
ROHTO PHARMACEUTICAL CO.,LTD. 0.10%	229,400	0.10%	4,497,208 $
MOCHIDA PHARMACEUTICAL CO., LTD. 0.49%	182,412	0.49%	3,880,978 $

Alfresa Holdings Corp.

Ote Center Building, 23/F 1-1-3 Otemachi

100-0004, Tokyo

http://www.alfresa.com

address Alfresa Holdings Corporation(2784)

Trading Rating

Investor Rating

ESG Refinitiv

C+

More Ratings

Sell

Buy

Mean consensus

HOLD

Number of Analysts

Last Close Price

2,202 JPY

Average target price

2,288 JPY

Spread / Average Target

+3.86%

Consensus

Estimates Revisions

Company calendar

Healthcare

Healthcare Services

Healthcare Equipment & Supplies

Medical Equipment, Supplies & Distribution

Other Medical Equipment, Supplies & Distribution

	1st Jan change	Capi.
ALFRESA HOLDINGS CORPORATION	-4.24%	2.65B
ABBOTT LABORATORIES	-2.92%	185B
MEDTRONIC PLC	-3.80%	105B
BECTON, DICKINSON AND COMPANY	-5.48%	66.59B
DEXCOM, INC.	+11.22%	54.66B
CENCORA, INC.	+16.74%	47.78B
HOYA CORPORATION	+4.06%	41.26B
WEST PHARMACEUTICAL SERVICES, INC.	+4.56%	26.95B
METTLER-TOLEDO INTERNATIONAL, INC.	+1.64%	26.37B
TERUMO CORPORATION	+12.96%	24.8B

Other Medical Equipment, Supplies & Distribution