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ARIAKE JAPAN Co (2815) AI Stock Analysis

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JP:2815

ARIAKE JAPAN Co

(TSE/TYO:2815)

Select Model
Rating:80.4Outperform
Price Target:JPY 6,232.00â–²(17.81% Upside)
Action:reiterated
Date:08/17/26

Ariake Japan earns an overall score of 80.4, reflecting its strong financial foundation, positive technical trend, and reasonable valuation. The company's nearly debt-free balance sheet and consistent profitability are key strengths. While revenue growth has moderated, the stock's technical posture suggests bullish momentum, and the attractive dividend yield adds to its appeal.

Positive Factors
Consistent Revenue GrowthRecurring top-line expansion indicates sustained demand for ARIAKE’s seasoning solutions across food manufacturers and foodservice customers. The 2026 acceleration may strengthen operating leverage and support continued scale over the next several quarters.
Negative Factors
Margin VolatilityThe changing profitability profile indicates that raw-material costs, pricing power, or product mix can materially affect earnings. Even with recent improvement, recurring margin swings make long-term profit expansion less predictable and warrant ongoing monitoring.

ARIAKE JAPAN Co (2815) vs. iShares MSCI Japan ETF (EWJ)

-5%0%5%10%15%20%25%30%JP:2815+5.10%EWJ+15.69%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
JPY 1.18B
Dividend Yield
3.40%
Average Volume (3M)
92.38K
Price to Earnings (P/E)
18.1
Beta (1Y)
0.41
Revenue Growth
5.04%
EPS Growth
-8.98%
Country
Japan
Employees
1,201
Sector
Consumer Defensive
Sector Strength
62
Industry
Packaged Foods

ARIAKE JAPAN Co Business Overview & Revenue Model

Company Description

ARIAKE JAPAN Co., Ltd. manufactures, processes, and sells natural seasoning products with extracts from chicken, pork, beef, and other fresh livestock ingredients. It provides chicken bone base soups, ramen soups, chanpon soups, bouillon and consomme...

How the Company Makes Money

ARIAKE JAPAN primarily makes money by manufacturing and selling natural seasoning ingredients (e.g., liquid and powdered broths/stock bases and other flavoring materials) to business customers. Its revenue model is largely B2B: customers incorporate...

ARIAKE JAPAN Co Financial Statement Overview

Summary

Ariake Japan demonstrates strong financial health with a robust balance sheet (score 92), consistent profitability (income score 78), and positive cash flow (score 75). The balance sheet is nearly debt-free, providing exceptional stability. Revenue growth has slowed recently, but margins remain healthy. Overall financial performance is solid.

Income Statement

78Positive

Balance Sheet

92Very Positive

Cash Flow

75Positive
Financial statement breakdown
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue65.52B66.96B65.40B59.98B55.70B52.66B
Gross Profit20.10B20.58B19.72B16.77B16.30B18.10B
EBITDA14.48B15.93B14.24B12.96B11.20B12.99B
Net Income8.74B9.46B8.21B7.35B6.38B7.71B
Balance Sheet
Total Assets144.50B151.05B145.73B136.60B126.26B119.96B
Cash, Cash Equivalents and Short-Term Investments56.24B53.64B58.96B50.21B56.80B64.90B
Total Debt15.86M9.77M18.03M26.27M34.43M42.87M
Total Liabilities17.51B16.30B17.35B16.32B14.52B13.63B
Stockholders Equity125.77B133.33B127.10B119.18B110.76B105.49B
Cash Flow
Free Cash Flow06.74B11.21B5.76B2.57B5.93B
Operating Cash Flow09.06B12.17B8.81B5.60B8.30B
Investing Cash Flow0-9.96B675.47M-14.50B-1.92B7.06B
Financing Cash Flow0-5.45B-3.54B-3.28B-3.09B-2.48B

ARIAKE JAPAN Co Peers Comparison

Overall Rating

UnderperformOutperform
Sector (62)

Financial Indicators

JP:2815 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
JP:2815JP:281580OutperformJPY 164.34B18.087.08%3.40%5.04%-8.98%
JP:2801JP:280174OutperformJPY 1.62T23.2712.10%1.45%11.29%19.64%
JP:2809JP:280971OutperformJPY 657.35B25.537.92%1.34%4.07%-6.32%
JP:2805JP:280570OutperformJPY 194.41B17.95―0.77%6.99%29.27%
JP:2810JP:281065NeutralJPY 399.08B34.244.01%2.16%1.82%-4.45%
Sector *62Neutral$20.33B14.63-3.31%3.23%1.93%-12.26%
JP:2802JP:280262NeutralJPY 3.99T26.1420.53%1.15%9.89%126.77%

* Consumer Defensive Sector Average

Performance Comparison

0%50%100%JP:2815JP:2802JP:2810JP:2801JP:2809JP:2805Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
JP:2815 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
JP:2815ARIAKE JAPAN Co 5290.00140.712.73%
JP:2802Ajinomoto Co 4260.00497.0313.21%
JP:2810House Foods Group 4445.001588.6455.62%
JP:2801Kikkoman Corporation1720.50350.7525.61%
JP:2809Kewpie Corporation4787.00457.8210.58%
JP:2805S&B Foods Inc.7320.003927.01115.74%

ARIAKE JAPAN Co Corporate Events

ARIAKE JAPAN Corrects First-Quarter Financial Results Presentation

Aug 10, 2026

ARIAKE JAPAN Co., Ltd. announced that it has identified errors in the presentation materials for its financial results briefing covering the first quarter of the fiscal year ending March 31, 2027. The corrections relate specifically to the section on...

ARIAKE JAPAN’s Q1 Profit Slips Despite Solid Domestic and European Growth

Aug 7, 2026

ARIAKE JAPAN reported consolidated net sales of ¥15.99 billion for the first quarter of FY2027, up 3.8% year on year but below plan, as robust domestic demand was offset by sluggish sales in China amid the ongoing real estate slump. Consolidated oper...

Ariake Japan Posts Higher Sales but Profit Dip, Affirms Outlook and Boosts Dividend

Aug 7, 2026

Ariake Japan reported consolidated net sales of ¥15,989 million for the quarter ended June 30, 2026, up 3.8% year on year, but profits declined as operating profit slipped 2.2% to ¥2,550 million and profit attributable to owners fell 11.3% to ¥2,086...

ARIAKE JAPAN Completes Treasury Share Disposal for Director Restricted Stock Compensation

Jul 17, 2026

ARIAKE JAPAN Co., Ltd. announced the completion of payment procedures for the disposal of treasury shares used as restricted stock compensation to its directors. The move follows a June 19, 2026 board resolution and represents a total disposal of 3,0...

ARIAKE JAPAN Weighs Cutting Share Investment Unit to Boost Liquidity

Jul 8, 2026

ARIAKE JAPAN has announced its view that lowering the minimum investment unit for its shares would be an effective way to broaden its investor base and stimulate trading activity in its stock. The company is responding to Tokyo Stock Exchange rules a...

ARIAKE JAPAN Grants Restricted Treasury Shares to Directors Under Performance-Linked Plan

Jun 19, 2026

ARIAKE JAPAN has approved the disposal of 3,014 treasury shares, worth about ¥14.98 million, to six internal directors as part of its restricted stock compensation plan, with the disposal price set at the June 18 closing level. The move is intended t...

Ariake Japan Lifts Profits as European Growth Offsets China Slowdown

Jun 9, 2026

Ariake Japan reported that growth in its European operations offset weaker performance in Japan and a decline in China, resulting in higher consolidated net sales of ¥66.96 billion and operating profit of ¥11.78 billion for the fiscal year ended Marc...

ARIAKE JAPAN Lifts Profits and Dividends as Balance Sheet Strengthens

Jun 9, 2026

ARIAKE JAPAN reported consolidated net sales of ¥66.96 billion for the fiscal year ended March 31, 2026, up 2.4% year on year, with operating profit rising 6.0% to ¥11.78 billion and profit attributable to owners of parent climbing 15.3% to ¥9.46 bil...

Ariake Japan Strengthens Board Governance With New Committee and Diversity Push

May 29, 2026

ARIAKE JAPAN has evaluated the effectiveness of its Board of Directors through a self-assessment questionnaire completed by all directors, covering board composition, operations, deliberation quality, support structures, and stakeholder engagement. T...

Ariake Japan Clarifies Largest Shareholder’s Role and Affirms Management Independence

May 29, 2026

ARIAKE JAPAN Co., Ltd. has disclosed shareholder information indicating that Japan Food Business Co., Ltd., the founding family’s asset management company, holds 33.70% of its voting rights as an other affiliated company. Despite this significant sta...

Ariake Japan Discloses Robust Profit at Non-Listed Asset Management Affiliate

May 29, 2026

Ariake Japan disclosed the fiscal 2025–26 financial results of its non-listed affiliate Japan Food Business Co., Ltd., an asset management company based in Tokyo and wholly owned by a single shareholder as of February 28, 2026. The affiliate reported...

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: Aug 17, 2026