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Ajinomoto (2802) investor relations material
Ajinomoto Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Sales, business profit, and profit attributable to owners reached new record highs for the first three quarters of FY2025, with strong performance in both domestic and overseas markets and significant acceleration in the third quarter.
Upward revisions were made to full-year forecasts for business profit and profit attributable to owners, reflecting robust results and expected gains from asset sales.
Strategic focus for FY2026 includes accelerating growth in Bio & Fine Chemicals and achieving 2030 Roadmap targets ahead of schedule.
Financial highlights
Cumulative Q3 FY2025 sales reached ¥1,164.1 billion (101% YoY), business profit ¥145.9 billion (105% YoY), and profit attributable to owners ¥89.7 billion (108% YoY).
Q3 FY2025 alone saw sales of ¥425.2 billion (104% YoY), business profit ¥59.2 billion (115% YoY), and profit attributable to owners ¥38.5 billion (119% YoY).
FY2025 revised full-year forecast: sales ¥1,600 billion (104% YoY), business profit ¥181 billion (113% YoY), profit attributable to owners ¥130 billion (184% YoY).
Gross profit for the nine months was ¥445.4 billion, up from ¥422.0 billion year-over-year.
Basic earnings per share increased to ¥91.82 from ¥81.54 year-over-year.
Outlook and guidance
Full-year FY2025 business profit and profit attributable to owners revised upward, supported by strong performance and asset sales, while sales forecast was slightly reduced due to currency effects.
FY2026 targets include continued growth in core businesses and dramatic expansion in Bio & Fine Chemicals.
2030 Roadmap aims for approximately 3x EPS versus FY2022 and ROE of approximately 17%.
Forecast assumes an exchange rate of ¥150 to US$1.
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
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