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Earnings transcript
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2802
2802.T
Ajinomoto Co., Inc.
$5237
-203
(-3.73%)
| Exchange: | JPX |
| Market Cap: | 4.999T |
| Shares Outstanding: | 1.097B |
Delayed data
About The Company
| Sector: | Consumer DefensiveView sector performance | |||||
| Industry: | Packaged FoodsView industry performance | |||||
| CEO: | Shigeo Nakamura | |||||
| Full Time Employees: | 34787 | |||||
| Address: |
| |||||
| Website: | https://www.ajinomoto.com |
Ajinomoto Co., Inc. is a Japanese multinational corporation with a global presence, specializing in three main business areas: seasonings and food products, frozen culinary items, and a diverse healthcare and specialty chemicals portfolio. Its Seasonings and Foods division offers an extensive range of sauces and seasonings, featuring well-known brands such as AJI-NO-MOTO, HON-DASHI, Cook Do, Ajinomoto KK Consommé, Pure Select Mayonnaise, Ros Dee, Masako, Aji-ngon, Sazón, Sajiku, and CRISPY FRY. This segment also provides tailored ingredient solutions for both consumer packaged goods and the food service industry. Beyond culinary staples, it includes popular instant noodle brands like Knorr Cup Soup and YumYum, various coffee products under the Birdy and Blendy labels, the Birdy 3in1 powdered drink, MAXIM products, and Chyotto Zeitakuna Kohiten items. Additionally, it supplies gift sets and office amenities, including coffee vending machines and tea servers. Within the Frozen Foods segment, the company produces a variety of convenient meal options such as Chinese dumplings, cooked rice dishes, noodles, desserts, shumai, and processed chicken products. The Healthcare and Other segment demonstrates significant diversification. It supplies amino acids for a range of applications in the pharmaceutical, food, and cosmetic industries, alongside sports nutrition products and personal care ingredients. This division also provides sterile products and specialized contract manufacturing services for pharmaceutical intermediates and active ingredients. A notable offering is the Ajinomoto Build-up Film, an advanced interlayer insulating material crucial for semiconductor packages. Ajinomoto Co., Inc. was established in 1909 and maintains its headquarters in Tokyo, Japan.
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Revenue Segmentation
EPS
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Earnings Call
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 1,439,231,000 | 1,530,556,000 | 1,583,719,000 |
| Gross Profit | 511,448,000 | 550,764,000 | 597,149,000 |
| EBITDA | 232,755,000 | 209,222,000 | 297,347,000 |
| Operating Income | 146,682,000 | 113,968,000 | 173,052,000 |
| Net Income | 87,121,000 | 70,272,000 | 134,675,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 1,774,495,000 | 1,721,131,000 | 1,812,346,000 |
| Total Liabilities | 890,432,000 | 907,859,000 | 968,067,000 |
| Total Stockholders Equity | 814,690,000 | 746,804,000 | 770,819,000 |
| Total Debt | 491,676,000 | 496,059,000 | 421,355,000 |
| Cash and Cash Equivalents | 171,537,000 | 164,776,000 | 106,693,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 168,074,000 | 209,898,000 | 239,351,000 |
| Capital Expenditure | -65,786,000 | -88,104,000 | -96,446,000 |
| Free Cash Flow | 102,288,000 | 121,794,000 | 142,905,000 |
| Net Income | 87,121,000 | 70,272,000 | 134,675,000 |
| Net Change in Cash | 38,760,000 | -6,761,000 | -58,083,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2031 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 2,081,660,027.155 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 2,275,394,501.106 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 2,151,350,000 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 543,473,608.478 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 595,597,566.375 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 562,223,585.303 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 276,264,163.104 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 310,027,775.341 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 288,409,575.166 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 498,976,516.889 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 545,414,913.050 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 515,681,290.703 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 296.290 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 318.500 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 283.810 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 5 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 6 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates 2802.T intrinsic value between $16.29 – $23.00 per share. This depends on revenue growth, margins, and discount rate.
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Common questions about 2802.T valuation
Is Ajinomoto Co., Inc. (2802.T) overvalued or undervalued right now?
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What is 2802.T’s P/E ratio?
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2802.T
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Daily snapshot
-3.73
Trading Metrics:
| Open: | 5313 | Previous Close: | 5440 | |
| Day Low: | 5203 | Day High: | 5317 | |
| Year Low: | 3270 | Year High: | 6340 | |
| Price Avg 50: | 5221.32 | Price Avg 200: | 4839.39 | |
| Volume: | 3.96M | Average Volume: | 3.982M |
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