Ajinomoto (2802) Investor Day 2026 summary

Strategic direction and sustainability integration

• Sustainability is fully integrated with business strategy to create both social and economic value, aiming to maximize ASV and accelerate growth in key sectors including Healthcare, Food & Wellness, ICT, and Green.

• Six material themes guide initiatives, focusing on reducing negative impacts, expanding positive impacts, and strengthening intangible assets, especially in the agri-food system.

• The company targets a 50% reduction in environmental impact and aims to help extend healthy life expectancy for 1 billion people, focusing on resilient and sustainable food systems.

• Collaboration with stakeholders, including governments and financial institutions, is emphasized to build sustainable agri-food systems, enhance corporate value, and address social issues across the value chain.

• Efforts include increasing cash flow, reducing cost of capital, evolving the business portfolio, and pursuing high-speed development and ecosystem co-creation.

Agri-food system transformation and climate action

• Agri-food system transformation is prioritized due to its significant share of global GHG emissions, with proprietary AminoScience technology addressing climate change.

• Initiatives include farmer support programs in Thailand and Vietnam, improving productivity and income while reducing GHG emissions, with yield increases of over 30% and doubled yields.

• Biostimulant products and AjiPro-L for livestock are leveraged to enhance efficiency and reduce environmental impact, supported by regenerative agriculture projects.

• Partnerships with governments and financial institutions, such as Banco do Brasil, facilitate adoption through financial schemes, carbon credits, and preferential loans.

• Expansion of solutions is supported by international frameworks like the Joint Crediting Mechanism (JCM) and the Midori Infinity framework, advancing global decarbonization projects.

Value creation across the value chain

• Upstream: Capacity building and technical support for farmers have led to significant yield increases and economic development.

• Midstream: Joint transport initiatives reduce environmental impact, improve logistics efficiency, and lower costs, targeting a 24% GHG reduction by 2030 compared to FY2018.

• Downstream: Health and nutrition solutions address excessive salt, sugar, and fat intake, with 56 reduced-salt products across 25 brands in 9 countries and nutrition programs reaching 950 million people in FY2024.

• Partnerships support government-led nutrition programs and AI-based meal planning services for medical and consumer health.

• Brand awareness and favorability have increased in regions with active farmer support and health initiatives, reaching near 90% in Thailand and Vietnam.