Ajinomoto (2802) Stock Overview
Engages in the seasonings and foods, frozen foods, and healthcare and other businesses in Japan and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 3/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
2802 Community Fair Values
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Analyst Price Targets
Ajinomoto Co., Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥5,480.00 |
| 52 Week High | JP¥6,166.00 |
| 52 Week Low | JP¥3,270.00 |
| Beta | 0.38 |
| 1 Month Change | 0.091% |
| 3 Month Change | 21.40% |
| 1 Year Change | 45.90% |
| 3 Year Change | 90.71% |
| 5 Year Change | 280.03% |
| Change since IPO | 682.86% |
Recent News & Updates
Recent updates
Analysis Article • Jun 19
There May Be Underlying Issues With The Quality Of Ajinomoto's (TSE:2802) Earnings
Ajinomoto Co., Inc.'s ( TSE:2802 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Narrative Update • Jun 10
2802: Raw Material Pricing Power Will Support A Higher Future Rating
Ajinomoto's analyst price target has shifted from ¥5,500 to ¥6,700, with analysts pointing to raw material related price increases on its flagship semiconductor input material as a key driver for potential margin expansion, supporting the higher fair value and updated assumptions for growth, discount rate, margin profile, and future P/E. What's in the News Ajinomoto is holding an Analyst/Investor Day focused on the growth strategy for its electronic materials business, including a virtual factory tour of Ajinomoto Fine Techno Co., Inc.
Narrative Update • May 27
2802: Rising Input Pricing Expectations Will Heighten Margin And Execution Risk
Ajinomoto's analyst price target is updated to ¥3,650, as analysts highlight the impact of raw material related price increases on its key semiconductor input material as a driver for potential margin expansion, while also reflecting more measured assumptions for revenue growth, profit margins, the discount rate and future P/E. Analyst Commentary Recent research comments point to a mixed backdrop for Ajinomoto, with some investors focusing on potential margin benefits from pricing on its key semiconductor input material, while others flag valuation and execution risks.Analysis Article • May 10
Ajinomoto Co., Inc. (TSE:2802) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?
It's been a good week for Ajinomoto Co., Inc. ( TSE:2802 ) shareholders, because the company has just released its...
Narrative Update • May 08
2802: ASV And Sustainability Initiatives Will Support Balanced Market Perform Outlook
Analysts have lifted Ajinomoto's fair value estimate from ¥4,757 to ¥4,932, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E after the recent price target reset and valuation driven downgrade to Market Perform. Analyst Commentary Recent commentary around Ajinomoto focuses less on the company’s fundamentals and more on how the share price lines up with updated valuation work after a rapid move higher.Narrative Update • Apr 23
2802: Share Buyback And ASV Focus Will Support Full Valuation Rating
Ajinomoto's analyst-derived fair value price target has been nudged higher from ¥4,700 to about ¥4,757. Analysts point to relatively full valuation after a sharp recent share price move as a key factor in their updated views.Narrative Update • Apr 09
2802: Share Buyback And Sustainability Shift Will Balance Rich Share Price
Analysts have raised their Ajinomoto price target from ¥4,450 to ¥4,700, reflecting updated assumptions around revenue, profit margins, and future P/E. This comes even as some Street research highlights valuation concerns after a sharp recent share price move.Narrative Update • Mar 26
2802: Recent Share Surge Will Raise Execution Risk For Earnings Outlook
Ajinomoto's analyst fair value target has been revised from ¥3,500 to ¥3,650. Analysts cite valuation after the shares moved sharply in recent weeks and have recalibrated their assumptions on revenue growth, profit margin, and future P/E to support the updated view.Narrative Update • Mar 12
2802: Sustained Earnings Mix And Buybacks Will Support A Higher Future Rating
Analysts have maintained their Ajinomoto fair value estimate at ¥5,500 and have made slight adjustments to assumptions around revenue growth, profit margins, and future P/E after a recent downgrade to Market Perform that was linked to valuation following a sharp share price move. Analyst Commentary The recent downgrade to Market Perform is rooted in valuation after a sharp share price move, with the stock up 42% over the last eight weeks.Narrative Update • Feb 25
2802: Sustainability Initiatives And Share Repurchases Will Support A Higher Future Rating
Analysts have raised their price target on Ajinomoto from ¥5,100 to ¥5,500, citing updated assumptions around revenue growth, profit margins and future P/E as support for the higher fair value estimate. What's in the News Ajinomoto plans an analyst and investor day focused on opening remarks and initiatives to maximize ASV through enhanced sustainability, signalling continued emphasis on integrating sustainability with its business model (Key Developments).Narrative Update • Feb 10
2802: Share Repurchases And Treasury Share Cancellations Will Support A Higher Future Rating
Analysts have nudged their price target on Ajinomoto to ¥5,100 from ¥5,000, reflecting updated assumptions around a slightly lower revenue growth rate, a higher projected profit margin, and a reduced future P/E multiple. What's in the News Ajinomoto has scheduled a board meeting on February 5, 2026.Analysis Article • Feb 09
Why Investors Shouldn't Be Surprised By Ajinomoto Co., Inc.'s (TSE:2802) 33% Share Price Surge
Ajinomoto Co., Inc. ( TSE:2802 ) shares have had a really impressive month, gaining 33% after a shaky period...Analysis Article • Feb 08
Ajinomoto Co., Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Shareholders of Ajinomoto Co., Inc. ( TSE:2802 ) will be pleased this week, given that the stock price is up 16% to...Narrative Update • Jan 26
2802: Gene Therapy Capacity And Share Cancellations Will Support Balanced Outlook
Analysts have kept their price target for Ajinomoto unchanged at ¥3,500, citing slightly higher assumptions for revenue growth and profit margin, along with a marginally lower future P/E multiple, as key drivers within their updated models. What's in the News Ajinomoto completed a share repurchase of 2,750,700 shares, about 0.28% of outstanding shares, for ¥9,332.49 million under the buyback announced on November 6, 2025 (Key Developments).Narrative Update • Jan 11
2802: Share Repurchases And Biopharma Agreements Will Support A Higher Future Rating
Analysts have raised their price target on Ajinomoto from ¥4,800 to ¥5,000, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E as the key drivers of the change. What's in the News Ajinomoto completed a share repurchase of 2,750,700 shares, or 0.28% of outstanding shares, for ¥9,332.49 million between November 6, 2025 and December 31, 2025 under the buyback announced on November 6, 2025 (company announcement).Narrative Update • Dec 26
2802: Gene Therapy CDMO And Share Buybacks Will Support Balanced Outlook
Analysts have modestly raised their price target on Ajinomoto to ¥3,500 from ¥3,500, citing slightly stronger long term revenue growth and profit margin assumptions that more than offset a marginally lower future P/E multiple. What's in the News Board approves a new share repurchase program of up to 30,000,000 shares, or 3.09% of outstanding stock, for ¥80 billion, with all repurchased shares to be cancelled by November 30, 2026 (Board/Buyback announcement).Narrative Update • Dec 12
2802: Gene Therapy CDMO And Share Buybacks Will Support Balanced Outlook
Analysts have raised their price target on Ajinomoto from ¥3,300 to ¥3,500, citing slightly stronger expected revenue growth, modestly higher profit margins, and a small uptick in the assumed future P E multiple, despite a marginally higher discount rate. What's in the News Ajinomoto has completed a major share buyback program announced on May 8, 2025, repurchasing 27,902,000 shares, or 2.83% of outstanding stock, for about ¥100 billion to enhance shareholder returns (company announcement).Narrative Update • Nov 15
2802: Share Buyback and Biopharma Partnerships Will Support Future Upside
Narrative Update: Ajinomoto Analyst Price Target Revision Ajinomoto's analyst price target has been maintained at ¥4,450, as analysts cite steady improvements in revenue growth balanced by only marginal adjustments to profit margin and discount rate assumptions. What's in the News Ajinomoto has announced a share repurchase program of up to 30,000,000 shares, equivalent to 3.09% of its issued share capital, valued at ¥80,000 million.Analysis Article • Nov 14
There May Be Reason For Hope In Ajinomoto's (TSE:2802) Disappointing Earnings
The most recent earnings report from Ajinomoto Co., Inc. ( TSE:2802 ) was disappointing for shareholders. However, our...Analysis Article • Nov 09
Ajinomoto Co., Inc. Just Missed EPS By 39%: Here's What Analysts Think Will Happen Next
It's shaping up to be a tough period for Ajinomoto Co., Inc. ( TSE:2802 ), which a week ago released some disappointing...Narrative Update • Nov 01
2802: Recent Share Buybacks And Margins Will Support Balanced Outlook
Narrative Update on Ajinomoto Ajinomoto's analyst price target has been raised from ¥4,377.27 to ¥4,450.00. Analysts cite improved expectations for revenue growth and profit margins supporting the slightly higher valuation.Analysis Article • Oct 29
Here's Why Ajinomoto (TSE:2802) Can Manage Its Debt Responsibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narrative Update • Oct 18
Indonesia And Philippines Price Adjustments And R&D Will Drive Recovery
Analysts have raised their price target for Ajinomoto from ¥4,304 to ¥4,377. This reflects improved expectations for revenue growth and profit margins.Analysis Article • Oct 13
Here's What To Make Of Ajinomoto's (TSE:2802) Decelerating Rates Of Return
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Narrative Update • Oct 04
Indonesia And Philippines Price Adjustments And R&D Will Drive Recovery
Analysts have raised Ajinomoto’s price target from ¥4,255 to ¥4,304.55, citing slight improvements in projected profit margins and an upward revision of future earnings estimates. What's in the News Ajinomoto completed its share buyback plan, having repurchased a total of 22,268,400 shares, representing 2.25% of outstanding shares, for ¥77,303.13 million between July and September 2025 (Key Developments).Narrative Update • Sep 17
Indonesia And Philippines Price Adjustments And R&D Will Drive Recovery
Ajinomoto’s future P/E and net profit margin have both remained virtually unchanged, supporting a stable outlook and leading to only a slight increase in the consensus analyst price target from ¥4185 to ¥4255. What's in the News Ajinomoto, in partnership with Solar Foods, launched Solein®-powered Flowering Ice Cream and other products under its Atlr.72™ brand at the World Aquatics Championships in Singapore, promoting a healthy and environmentally conscious food lifestyle.Analysis Article • Sep 06
Why We're Not Concerned About Ajinomoto Co., Inc.'s (TSE:2802) Share Price
Ajinomoto Co., Inc.'s ( TSE:2802 ) price-to-earnings (or "P/E") ratio of 52.1x might make it look like a strong sell...Narrative Update • Aug 27
Indonesia And Philippines Price Adjustments And R&D Will Drive Recovery
Ajinomoto’s fair value estimate saw a negligible increase, as both future P/E and revenue growth forecasts remained essentially unchanged. What's in the News Ajinomoto and Solar Foods introduced Solein®-powered Flowering Ice Cream and other innovative products at the World Aquatics Championships in Singapore, promoting healthier and environmentally friendly snacking.Analysis Article • Jul 18
Is Ajinomoto (TSE:2802) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Jul 02
Returns On Capital At Ajinomoto (TSE:2802) Have Hit The Brakes
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Narrative • Nov 24
Expanding Electronic Materials And Biopharma Propel Growth Amidst Coffee And Food Challenges
Ajinomoto is prioritizing expansion in electronic materials, CDMO biopharma, and organic growth overseas to enhance revenue and profitability.Shareholder Returns
| 2802 | JP Food | JP Market | |
|---|---|---|---|
| 7D | 2.6% | 3.0% | -0.2% |
| 1Y | 45.9% | 20.0% | 43.7% |
Return vs Industry: 2802 exceeded the JP Food industry which returned 20% over the past year.
Return vs Market: 2802 exceeded the JP Market which returned 43.7% over the past year.
Price Volatility
| 2802 volatility | |
|---|---|
| 2802 Average Weekly Movement | 7.2% |
| Food Industry Average Movement | 3.1% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.3% |
Stable Share Price: 2802's share price has been volatile over the past 3 months compared to the JP market.
Volatility Over Time: 2802's weekly volatility (7%) has been stable over the past year, but is still higher than 75% of JP stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1909 | 34,787 | Shigeo Nakamura | www.ajinomoto.co.jp |
Ajinomoto Co., Inc. engages in the seasonings and foods, frozen foods, and healthcare and other businesses in Japan and internationally. The company operates through three segments: Seasonings and Foods; Frozen Foods; and Healthcare, etc. The Seasonings and Foods segment offers sauces and seasoning products under the AJI-NO-MOTO, HON-DASHI, Cook Do, Ajinomoto KK Consommé, Pure Select Mayonnaise, Ros Dee, Masako, Aji-ngon, Sazón, Sajiku, and CRISPY FRY names. This segment also provides instant noodles under the Knorr Cup Soup and YumYum names; coffee beverages under the Birdy and Blendy brands; powdered drink under the Birdy 3in1 name; MAXIM brand products; A Little Luxury Coffee Shop brand products and various gifts, office drinks, cup vending machines, and tea dispensers, etc. The Frozen Foods segment offers Gyoza dumplings, rice dishes, noodles, sweets, shumai, processed chicken, and other products.
Ajinomoto Co., Inc. Fundamentals Summary
| 2802 fundamental statistics | |
|---|---|
| Market cap | JP¥5.40t |
| Earnings (TTM) | JP¥134.68b |
| Revenue (TTM) | JP¥1.58t |
38.9x
P/E Ratio3.3x
P/S RatioIs 2802 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 2802 income statement (TTM) | |
|---|---|
| Revenue | JP¥1.58t |
| Cost of Revenue | JP¥986.57b |
| Gross Profit | JP¥597.15b |
| Other Expenses | JP¥462.47b |
| Earnings | JP¥134.68b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Aug 06, 2026
| Earnings per share (EPS) | 140.89 |
| Gross Margin | 37.71% |
| Net Profit Margin | 8.50% |
| Debt/Equity Ratio | 49.9% |
How did 2802 perform over the long term?
See historical performance and comparisonDividends
0.9%
Current Dividend Yield35%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/24 15:19 |
| End of Day Share Price | 2026/06/24 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Ajinomoto Co., Inc. is covered by 28 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Takayuki Hayano | Barclays |
| Hao Dai | Bernstein |
| Euan Grant Mcleish | Bernstein |