Ajinomoto's earnings call showcased strong revenue and profit growth, particularly in the Seasonings & Foods segment, and projected a positive outlook for FY 2025. However, the company faced challenges in the Frozen Foods segment and experienced a decline in profit attributable to the parent company due to structural reforms. Delays in Bio-Pharma Services shipments and potential impacts from tariffs and economic uncertainties were noted. Overall, the highlights slightly outweigh the lowlights, indicating a cautiously optimistic sentiment.

Company Guidance

During the Ajinomoto fiscal year 2024 results briefing, the company's leadership provided guidance for fiscal year 2025, highlighting several key metrics and strategic initiatives. Ajinomoto reported record sales of JPY1.530 trillion for FY 2024, marking a 6% year-on-year increase, and a 4% rise excluding currency translation impacts. Business profit reached JPY159.3 billion, representing a 7.9% increase year-on-year, or 4.5% without currency translation effects. Looking forward, Ajinomoto forecasts continued revenue and profit growth for FY 2025, with projected sales of JPY1.618 trillion, a 5.7% increase year-on-year, or 6.7% when excluding currency translation impacts. Business profit is expected to rise by 13% to JPY180 billion. The company is also committed to shareholder returns, planning to increase dividends and repurchase shares. Ajinomoto aims to enhance corporate value through strategic initiatives like evolving ASV (Ajinomoto Shared Value) indicators, with ROE and ROIC targets set at 19% and 12%, respectively, excluding the impact of the Forge acquisition. The company is focused on boosting its operating cash flow to over JPY220 billion and plans significant investments in intangible assets to support sustainable growth.

Record-Breaking Revenue and Growth

Sales in FY 2024 reached JPY1.530 trillion, an increase of 6% year-on-year, and business profit was JPY159.3 billion, an increase of 7.9% year-on-year. Revenue and profit are projected to increase further in FY 2025.

Strong Performance in Seasonings & Foods

Seasonings & Foods overseas continued to perform strongly, driving increased revenue overall. Both unit prices and volume increased by 3% overseas, resulting in a 6% sales growth on a local currency basis.

Significant Projected Increase in Profit for FY 2025

Ajinomoto forecasts a business profit of JPY180 billion for FY 2025, representing a 13% increase year-on-year. The Bio-Pharma Services & Ingredients segment is expected to significantly drive profit growth.

Positive Cash Flow and Shareholder Returns

Ajinomoto generated over JPY200 billion in operating cash flow in FY 2024 and plans to repurchase JPY100 billion in shares, enhancing shareholder returns.

New Business Initiatives and Expansions

Ajinomoto is focusing on new business initiatives such as amino acid feed to reduce greenhouse gases and fertilizer projects in Brazil, which are expected to contribute positively in the future.

Ajinomoto Co (JP:2802) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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JP:2802 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q2)	31.34 / -	25.98	―	―	―
Aug 04, 2025	2025 (Q1)	30.86 / 32.62	23.49	38.87% (+9.13)
May 08, 2025	2024 (Q4)	16.81 / -11.77	9.398	-225.24% (-21.17)
Feb 03, 2025	2024 (Q3)	31.43 / 32.07	29.92	7.19% (+2.15)
Nov 07, 2024	2024 (Q2)	22.09 / 25.98	18.515	40.32% (+7.46)
Aug 05, 2024	2024 (Q1)	27.44 / 23.49	25.885	-9.25% (-2.40)
May 09, 2024	2023 (Q4)	23.45 / 9.40	33.25	-71.74% (-23.85)
Feb 06, 2024	2023 (Q3)	30.24 / 29.92	27.465	8.94% (+2.46)
Nov 06, 2023	2023 (Q2)	21.52 / 18.52	17.975	3.00% (+0.54)
Aug 04, 2023	2023 (Q1)	- / 25.89	25.855	0.12% (+0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JP:2802 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	¥4058.00	¥4012.00	-1.13%
May 08, 2025	¥3005.00	¥3015.00	+0.33%
Feb 03, 2025	¥3102.17	¥3092.73	-0.30%
Nov 07, 2024	¥2900.49	¥2926.32	+0.89%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ajinomoto Co Inc (JP:2802) report earnings?

Ajinomoto Co Inc (JP:2802) is schdueled to report earning on Nov 10, 2025, TBA (Confirmed).

What is Ajinomoto Co Inc (JP:2802) earnings time?

Ajinomoto Co Inc (JP:2802) earnings time is at Nov 10, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Ajinomoto Co Inc stock?

The P/E ratio of Ajinomoto Co is N/A.

What is JP:2802 EPS forecast?

JP:2802 EPS forecast for the fiscal quarter 2025 (Q2) is 31.34.

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