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Meiji Holdings Co (MEJHF) AI Stock Analysis

MEJHF

Meiji Holdings Co

(Other OTC:MEJHF)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
Revenue resilienceTop-line growth indicates continued demand across Meiji’s food, nutrition, and pharmaceutical businesses. Sustained revenue expansion can support scale, distribution strength, and reinvestment, even though profitability remains under pressure.
Negative Factors
Negative free cash flowNegative free cash flow means current operations are not translating into sufficient cash after investment needs. If sustained, weaker cash conversion could constrain shareholder returns, debt capacity, and funding for long-term growth.

Meiji Holdings Co (MEJHF) vs. SPDR S&P 500 ETF (SPY)

-10%0%10%20%30%40%MEJHF+22.26%SPY+11.79%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
$5.49B
Dividend Yield
3.36%
Average Volume (3M)
―
Price to Earnings (P/E)
29.0
Beta (1Y)
-0.03
Revenue Growth
0.46%
EPS Growth
-16.43%
Country
US
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

Earnings Call Date:Nov 10, 2024(Q2-2025)|% Change Since:8.04%|Next Earnings Date:Nov 11, 2026
Earnings Call SentimentNeutral

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.

Positive Updates

Increase in Consolidated Net Sales
Consolidated net sales for the first half of fiscal 2024 was JPY 569.0 billion, a year-on-year increase of 4.2%.

Negative Updates

Decline in Profit Attributable to Owners
Profit attributable to owners of parent was JPY 26.8 billion, a year-on-year decline of 3.8% due to decreased extraordinary gains.

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 Peers Comparison

Overall Rating

UnderperformOutperform
Sector (62)

Financial Indicators

MEJHF against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
JP:2270JP:227074OutperformJPY 217.14B5.67―2.81%0.44%138.68%
JP:2809JP:280968NeutralJPY 641.23B24.617.92%1.39%4.07%-6.32%
JP:2802JP:280263NeutralJPY 4.79T35.5818.50%0.96%6.72%83.84%
Sector *62Neutral$20.33B14.63-3.31%3.23%1.93%-12.26%
JP:2264JP:226459NeutralJPY 352.47B14.42―2.36%1.89%227.30%
JP:2206JP:220655NeutralJPY 326.17B50.492.29%1.89%10.44%-22.76%

* Consumer Defensive Sector Average

Performance Comparison

-20%0%20%40%60%MEJHFJP:2802JP:2809JP:2206JP:2264JP:2270Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
MEJHF and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
MEJHFMeiji Holdings Co 22.894.1822.35%
JP:2802Ajinomoto Co 5118.00789.8918.25%
JP:2809Kewpie Corporation4613.00404.989.62%
JP:2206Ezaki Glico Co., Ltd.5028.00193.534.00%
JP:2264Morinaga Milk Industry Co., Ltd.1092.00279.8134.45%
JP:2270MEGMILK SNOW BRAND Co., Ltd.3565.00825.9330.15%
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.