ヤマノＨＤ Research Memo（11）：2025年3月期は復配の見込み

2025年01月22日 16:21:00
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ヤマノホールディングスは2025年3月期に1株当たり1.0円の配当を復配する見込み。2024年3月期は減損や繰延税金資産の取崩しにより無配としたが、業績回復を予定している。役員報酬が一部返納され経営責任を明確化。

*16:21JST ヤマノＨＤ Research Memo（11）：2025年3月期は復配の見込み ■株主還元策

ヤマノホールディングス<7571>は、株主への利益還元を経営の重要課題の1つとして位置付けている。経営成績、配当性向、並びに経営基盤の強化及び事業拡大に向けた投資における内部留保などを総合的に勘案し、安定的な配当の維持を基本方針としている。2024年3月期の配当は期初に1株当たり1.5円と、前期と同額を予想していたが、店舗などに係る固定資産の減損、OLD FLIPに係るのれんの減損、繰延税金資産の取崩しにより親会社株主に帰属する当期純損失を計上したため無配とした。これに伴い、同社では経営責任明確化のため、役員報酬の一部自主返納を行っている。2025年3月期は業績回復により1株当たり1.0円の復配を見込んでいる。

（執筆：フィスコ客員アナリスト　松本章弘）

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