Saint Marc Holdings Co., Ltd. operates restaurant and cafe businesses in Japan through its subsidiaries. The company also runs franchise chain systems. Founded in 1989, it is headquartered in Okayama, Japan.
Saint Marc Holdings to acquire Tsurutontan business for 12.8 billion yen
Saint Marc Holdings announced it will acquire the udon specialty business Tsurutontan, operated by K Express, for 12.8 billion yen. The company, which runs bakery restaurants and cafes, will take over the udon specialty restaurant business, including brands such as Mensho no Kokorotsukushi Tsurutontan, through an absorption-type company split, covering 14 directly operated domestic stores, 2 overseas franchise stores, and noodle manufacturing and gift product sales. The inherited division posted sales of 6.135 billion yen for the fiscal year ending March 2026. The announcement came after the market close on the 17th, and Saint Marc Holdings, seen as a buy candidate, rebounded for the first time in three days, rising 117 yen from the previous day to 2,593 yen. Its closing price on the 18th was 2,535 yen, up 59 yen from the previous day.
September 17 Earnings and News Roundup: Apple International Raises Ordinary Profit Forecast by 18%
Disclosure filings released after the September 17 market close produced a full slate of positive and negative developments relevant to investment decisions. On the positive side, Apple International raised its ordinary profit forecast for the current fiscal year by 18% and increased its dividend by 5 yen; Choshimaru reversed its current-year ordinary profit outlook to a 21% increase, projecting a record high for the first time in three terms along with a 1 yen dividend hike; Kasumigaseki Capital raised its prior-year ordinary profit forecast by 7%, adding to its record-high projection; and Hobonichi raised its prior-year ordinary profit forecast by 67%. In M&A, Saint Marc Holdings will take over the udon specialty restaurant business Tsurutontan from K Express for 12.8 billion yen, while B-style Holdings will acquire all shares of HR Asocié for 1.21 billion yen, making it a subsidiary. Ferrotec will launch a tender offer for Japan Resistor Manufacturing at 1,901 yen per share, a 49.1% premium to the September 17 closing price, aiming to make it a wholly owned subsidiary, while Nippon Seiki will buy back up to 3.61 million shares, or 6.27% of its outstanding shares, for a maximum of 9.979 billion yen. On the negative side, Chubu Steel Plate reversed its current-year ordinary profit outlook to a 46% decline; PharmaRise Holdings ended the June-August quarter with a 31% drop in ordinary profit; Industrial & Infrastructure Fund Investment Corporation is expected to post a 2% decline in current-year ordinary profit; Advance Residence Investment Corporation a 6% decline; and Ichigo Hotel REIT Investment Corporation an 18% decline.
Saint Marc Holdings: Q1 Profits Plunge, Shareholder Benefits Expanded with New Holding Requirement
Saint Marc Holdings reported consolidated results for the first quarter of fiscal year ending March 2027, with net sales of 22.061 billion yen (up 2.9% year-on-year), but operating profit of 589 million yen (down 42.2%), ordinary profit of 563 million yen (down 41.8%), and net profit of 227 million yen (down 45.6%), marking a significant decline in profits. The company struggled to pass on rising raw material and labor costs through price increases, and while its coffee business is working on price adjustments, profitability deteriorated on a company-wide basis. The full-year forecast (net sales of 93 billion yen, operating profit of 5.3 billion yen, ordinary profit of 5.1 billion yen, and net profit of 2.9 billion yen) remains unchanged, but the first-quarter profit progress rate is only around 10%. Additionally, the company expanded its shareholder benefit program, adding 10 new restaurant formats such as Gyukatsu Kyoto Katsugyu to the discount list, while also introducing a new continuous holding requirement from the March 2027 period, which requires shares to be held as of the end of September.
Saint Marc Holdings Introduces All-Day Unlimited Bread at New-Style Bakery Restaurant
Saint Marc Holdings has made unlimited bread a permanent daily offering at its BAKERY RESTAURANT C, following a limited-time trial in February 2025. At the Shibuya Mark City location, diners can enjoy over 30 varieties of bread for 90 minutes, with prices starting from 2,079 yen including a drink, and from 2,849 yen with a main dish. The company has opened six locations nationwide since launching the Shibuya Mark City store in September 2024, and in April 2025 it debuted the café-focused BAKERY CAFE C at Osaka Namba CITY and Tokyo Solamachi. Revenue has climbed steadily from 47.7 billion yen in the fiscal year ended March 2022 to a projected 88.4 billion yen for March 2026, with a forecast of 93 billion yen for March 2027.
Japan