Kadoya Sesame Mills Incorporated (2612) AI Stock Analysis

Kadoya Sesame Mills Incorporated

(TSE/TYO:2612)

Select Model

Rating:73Outperform

Price Target:JPY 3,122.00▼(-0.10% Downside)

Action:reiterated

Date:09/16/26

The score is driven primarily by strong financial quality (especially the very low-debt balance sheet and solid profitability). This is tempered by technically overextended conditions that increase near-term pullback risk and a valuation that looks relatively expensive versus the modest dividend yield.

Positive Factors

Very Low LeverageThe exceptionally low debt burden gives Kadoya substantial financial flexibility and minimizes refinancing risk. A balance sheet funded primarily by equity can better support ongoing operations, absorb weaker periods, and preserve capacity for investment or shareholder returns over the next several quarters.

Negative Factors

Weak Revenue MomentumWeak top-line momentum limits the company’s ability to expand earnings through volume or broader market reach. Flat annual revenue and sharply negative TTM growth also raise questions about demand or timing effects, making sustained profit improvement harder to maintain.

Kadoya Sesame Mills Incorporated (2612) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 86.29B
Dividend Yield: 1.44%
Average Volume (3M): 151.94K
Price to Earnings (P/E): 30.0
Beta (1Y): 0.28
Revenue Growth: -1.85%
EPS Growth: 22.66%
Country: Japan
Employees: 530
Sector: Consumer Defensive
Sector Strength: 62
Industry: Packaged Foods

Kadoya Sesame Mills Incorporated Business Overview & Revenue Model

Company Description

Kadoya Sesame Mills Incorporated, a Japanese enterprise, specializes in the creation, manufacturing, and distribution of a diverse array of sesame-derived goods. Their product offerings include culinary oils such as pure, spicy, and light sesame oil....

How the Company Makes Money

Kadoya Sesame Mills makes money primarily by manufacturing and selling sesame oil and other sesame-derived food products. Its core revenue model is product sales: the company sources sesame seeds, processes them (e.g., roasting and pressing/refining...

Kadoya Sesame Mills Incorporated Financial Statement Overview

Summary

Strong overall fundamentals anchored by an exceptionally conservative balance sheet (very low leverage) and solid profitability with improving TTM margins. Offsetting factors are soft/negative top-line momentum (sharply negative TTM revenue growth noted) and some year-to-year cash-flow volatility despite strong recent free cash flow.

Income Statement

78Positive

Balance Sheet

92Very Positive

Cash Flow

70Positive

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Mar 2024	Mar 2023	Mar 2022
Income Statement
Total Revenue	39.67B	40.03B	39.45B	35.68B	33.69B	32.19B
Gross Profit	11.67B	11.32B	10.15B	9.78B	9.44B	10.16B
EBITDA	5.18B	4.89B	4.51B	4.71B	4.73B	5.55B
Net Income	2.87B	2.72B	2.36B	2.25B	2.22B	2.77B
Balance Sheet
Total Assets	45.00B	47.35B	43.54B	42.67B	41.49B	39.36B
Cash, Cash Equivalents and Short-Term Investments	11.62B	11.98B	7.88B	8.70B	6.89B	6.15B
Total Debt	224.00M	61.00M	68.00M	71.00M	71.00M	0
Total Liabilities	7.96B	9.90B	8.27B	8.31B	8.76B	8.21B
Stockholders Equity	37.03B	37.44B	35.27B	34.35B	32.73B	31.15B
Cash Flow
Free Cash Flow	4.68B	5.31B	83.00M	2.70B	1.77B	3.86B
Operating Cash Flow	5.05B	5.69B	384.00M	2.97B	2.46B	4.54B
Investing Cash Flow	-668.00M	-671.00M	-258.00M	-239.00M	-720.00M	-473.00M
Financing Cash Flow	-1.21B	-920.00M	-925.00M	-922.00M	-1.00B	-781.00M

Kadoya Sesame Mills Incorporated Technical Analysis

Technical Analysis SentimentPositive

Last Price3125.00

Price Trends

50DMA2545.22Positive

100DMA2146.54Positive

200DMA1830.90Positive

Market Momentum

MACD124.50Positive

RSI79.83Negative

STOCH90.25Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2612, the sentiment is Positive. The current price of 3125.00 is above the 20-day moving average (MA) of 2904.00, above the 50-day MA of 2545.22, and above the 200-day MA of 1830.90, indicating a bullish trend. The MACD of 124.50 indicates Positive momentum. The RSI at 79.83 is Negative, neither overbought nor oversold. The STOCH value of 90.25 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2612.

Kadoya Sesame Mills Incorporated Peers Comparison

Overall Rating

UnderperformOutperform

Sector (62)

Financial Indicators

JP:2612 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:2612	73Outperform	JPY 87.50B	30.03	―	1.44%	-1.85%	22.66%
JP:4404	71Outperform	JPY 22.22B	12.96	―	3.22%	5.68%	-81.28%
JP:2809	68Neutral	JPY 641.23B	24.61	7.92%	1.39%	4.07%	-6.32%
Sector *	62Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
JP:2602	62Neutral	JPY 193.98B	17.44	5.21%	2.91%	7.51%	-53.44%
JP:2613	59Neutral	JPY 75.29B	14.46	―	3.29%	0.83%	-17.00%
JP:2607	57Neutral	JPY 391.30B	29.07	―	1.25%	9.93%	1562.32%

* Consumer Defensive Sector Average

Performance Comparison

JP:2612 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:2612	Kadoya Sesame Mills Incorporated	3125.00	1885.67	152.15%
JP:2602	Nisshin OilliO Group, Ltd.	2064.00	417.73	25.37%
JP:2809	Kewpie Corporation	4613.00	404.98	9.62%
JP:2607	Fuji Oil Holdings, Inc.	4552.00	1405.87	44.69%
JP:2613	J-Oil Mills, Inc.	2282.00	334.14	17.15%
JP:4404	Miyoshi Oil & Fat Co., Ltd.	2177.00	63.46	3.00%

Kadoya Sesame Mills Incorporated Corporate Events

Kadoya Sesame Mills Boosts Profitability Despite Lower Quarterly Sales

Aug 3, 2026

Kadoya Sesame Mills reported a 3.4% year-on-year decline in net sales to ¥10.2 billion for the quarter ended June 2026, but improved profitability, with operating profit rising 10.1% to ¥1.4 billion and profit attributable to owners of the...

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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: Sep 16, 2026

Kadoya Sesame Mills Incorporated AI Stock Analysis