Meiji Holdings Co AI Stock Analysis
Want to see JP:2269 full AI Analyst Report?
Meiji Holdings Co (2269) AI Stock Analysis
Meiji Holdings Co
(TSE/TYO:2269)
The overall score is constrained by weak profitability and negative free cash flow, which are significant risks. The strong balance sheet provides a floor, while technicals and valuation are neutral to slightly negative. The high P/E ratio is difficult to justify given declining earnings, and the stock's short-term price trend is under pressure.
Meiji Holdings Co (2269) vs. iShares MSCI Japan ETF (EWJ)
- Market Cap
- JPY 5.49B
- Dividend Yield
- 2.55%
- Average Volume (3M)
- 1.08M
- Price to Earnings (P/E)
- 28.4
- Beta (1Y)
- 0.19
- Revenue Growth
- 3.53%
- EPS Growth
- -14.19%
- Country
- Japan
- Employees
- 17,103
- Sector
- Consumer Defensive
- Sector Strength
- 62
- Industry
- Packaged Foods
Meiji Holdings Co Business Overview & Revenue Model
Company Description
Meiji Holdings Co., Ltd., established in Tokyo, Japan, in 1916, operates globally as a prominent manufacturer and seller across two core business segments: Food and Pharmaceutical. Its extensive Food division produces and markets a wide array of prod...
Meiji Holdings Co Earnings Call Summary
The earnings call presented a mixed picture with strong performances in the Pharmaceutical segment and growth in certain brands, but faced challenges in the Food segment, particularly in China and the U.S. The decline in profits and the revised vaccine outlook were notable concerns.
Q2-2025 Updates
Positive Updates
Negative Updates
Company Guidance
In the earnings call for Q2 2025, Meiji Holdings provided comprehensive guidance on its financial performance and future outlook. For the first half of fiscal 2024, the company reported consolidated net sales of JPY 569.0 billion, marking a 4.2% increase year-on-year. However, operating profit remained steady at JPY 44.3 billion, while profit attributable to owners of the parent decreased by 3.8% to JPY 26.8 billion due to lower extraordinary gains. The Food segment experienced a 2.2% increase in net sales to JPY 455.4 billion, although operating profit declined by 6.9% year-on-year, affected by increased raw material costs and challenges in overseas operations. Meanwhile, the Pharmaceutical segment saw a significant boost, with net sales rising by 12.9% to JPY 113.8 billion and operating profit increasing by 16.7% to JPY 18.5 billion, aided by strong sales of antibacterial injections and influenza vaccines. For the second half, Meiji plans to achieve a year-on-year increase in consolidated net sales to JPY 589.9 billion and an operating profit of JPY 41.6 billion, focusing on price adjustments and strategic marketing to counter cost pressures.
Meiji Holdings Co Financial Statement Overview
Summary
Financial performance is mixed. The balance sheet is strong (Score 75) with low leverage, but the income statement (Score 35) shows declining margins and slow revenue growth, while cash flow (Score 30) is weak with negative free cash flow. The overall financial health is moderate, weighed down by profitability and cash flow challenges.
Income Statement
35NegativeBalance Sheet
75PositiveCash Flow
30Negative| Breakdown | TTM | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.16T | 1.15T | 1.17T | 1.11T | 1.06T | 1.01T |
| Gross Profit | 350.80B | 339.10B | 359.04B | 327.35B | 306.80B | 323.25B |
| EBITDA | 134.97B | 137.84B | 123.97B | 143.20B | 149.46B | 179.07B |
| Net Income | 45.99B | 50.80B | 35.08B | 50.67B | 69.42B | 87.50B |
Balance Sheet | ||||||
| Total Assets | 1.31T | 1.18T | 1.26T | 1.21T | 1.14T | 1.12T |
| Cash, Cash Equivalents and Short-Term Investments | 78.88B | 78.19B | 69.25B | 106.86B | 63.52B | 67.41B |
| Total Debt | 142.12B | 52.13B | 112.58B | 54.77B | 69.18B | 82.46B |
| Total Liabilities | 496.38B | 392.69B | 444.20B | 417.49B | 384.90B | 404.44B |
| Stockholders Equity | 763.64B | 748.29B | 772.59B | 746.53B | 711.92B | 673.34B |
Cash Flow | ||||||
| Free Cash Flow | -35.78B | 12.36B | -47.23B | 54.54B | 16.20B | 39.21B |
| Operating Cash Flow | 49.32B | 68.98B | 56.52B | 107.98B | 85.01B | 127.53B |
| Investing Cash Flow | -94.39B | -40.64B | -110.38B | -24.60B | -36.79B | -27.61B |
| Financing Cash Flow | 20.87B | -61.67B | 34.60B | -43.77B | -54.73B | -77.00B |
Meiji Holdings Co Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2269, the sentiment is Negative. The current price of 4222.00 is below the 20-day moving average (MA) of 4312.15, below the 50-day MA of 4286.54, and above the 200-day MA of 3896.36, indicating a neutral trend. The MACD of 7.71 indicates Positive momentum. The RSI at 46.70 is Neutral, neither overbought nor oversold. The STOCH value of 42.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2269.
Meiji Holdings Co Peers Comparison
Overall Rating
JP:226477Outperform
JP:280971Outperform
JP:227066.5Neutral
JP:280262Neutral
JP:220658Neutral- JP:226949Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| JP:2264 | 77Outperform | JPY 389.75B | 18.28 | ― | 2.09% | 2.67% | 112.23% |
| JP:2809 | 71Outperform | JPY 658.88B | 25.31 | 7.92% | 1.35% | 4.07% | -6.32% |
| JP:2270 | 67Neutral | JPY 205.56B | 5.36 | ― | 2.94% | 0.87% | 163.17% |
| Sector * | 62Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% |
| JP:2802 | 62Neutral | JPY 4.07T | 26.44 | 20.53% | 1.15% | 9.89% | 126.77% |
| JP:2206 | 58Neutral | JPY 328.83B | 56.66 | 2.03% | 1.89% | 6.48% | -20.29% |
| JP:2269 | 49Neutral | JPY 1.18T | 28.38 | 5.27% | 2.55% | 3.53% | -14.19% |
* Consumer Defensive Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JP:2269 | Meiji Holdings Co | 4222.00 | 1120.76 | 36.14% | |
| JP:2802 | Ajinomoto Co | 4264.00 | 478.27 | 12.63% | |
| JP:2809 | Kewpie Corporation | 4729.00 | 475.67 | 11.18% | |
| JP:2206 | Ezaki Glico Co., Ltd. | 5017.00 | -181.11 | -3.48% | |
| JP:2264 | Morinaga Milk Industry Co., Ltd. | 1232.50 | 345.74 | 38.99% | |
| JP:2270 | MEGMILK SNOW BRAND Co., Ltd. | 3405.00 | 541.78 | 18.92% |
Meiji Holdings Co Corporate Events
Meiji to Sell Frozen Foods Subsidiary Nihon Kanzume to Yoshimura
Meiji Holdings has decided to transfer all shares of its consolidated subsidiary Nihon Kanzume Co., Ltd. to Yoshimura Food Holdings, as part of a restructuring of its food portfolio and to support the sustainable growth of the smaller unit. Nihon Kan...
Meiji Seika Pharma Forms JV to Acquire KYORIN’s Generic Drug Unit
Meiji Seika Pharma, together with Daito Pharmaceutical and the Development Bank of Japan, has agreed to establish a new joint venture, Pharmatech Co-creation Platform, Inc., which will acquire KYORIN Rimedio Co., Ltd., the generic drug subsidiary of...
Meiji Holdings Finalizes Treasury Share Disposal for Manager Incentive Plan
Meiji Holdings has completed full payment for the disposal of treasury stock under its restricted stock incentive plan for employees in managerial positions, finalized on September 25, 2026. The plan now allocates 16,300 common shares at ¥3,805 per s...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Nov 07, 2026