Ajinomoto (2802) Investor Day 2026 summary

Strategic direction and sustainability integration

• Sustainability is positioned as the core of management and fully integrated with business strategy, driving both social and economic value creation and business growth through the ASV (Ajinomoto Group Creating Shared Value) framework.

• Six material themes guide initiatives, focusing on reducing negative impacts (e.g., GHG emissions, human rights risks), expanding positive impacts, and strengthening intangible assets for resilience and growth.

• 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 resilient supply chains, enhance corporate value, and address social issues across the value chain.

• Participation in global forums like COP 30 has led to partnerships and joint statements, reinforcing leadership in sustainable agri-food systems.

Agri-food system transformation and climate action

• Agri-food system transformation is prioritized due to its significant share of global GHG emissions and vulnerability to climate change, presenting both risks and business opportunities.

• Initiatives leverage proprietary AminoScience technology, including AjiPro-L for livestock and biostimulants for crops, with measurable results such as increased yields and reduced emissions.

• At COP30, the company advocated for increased climate finance in agriculture, presented solutions, and signed an MoU with Banco do Brasil to link GHG reduction to preferential loans for farmers using AjiPro-L.

• Farmer support programs in Thailand and Vietnam have led to productivity gains, income stability, and brand favorability, with yield increases of over 30% and doubled yields, respectively.

• Logistics efficiency projects, such as F-LINE in Japan and electric vehicle adoption in the Philippines, contribute to cost reduction and lower environmental impact, with a target to reduce GHG emissions by 24% by 2030 compared to FY2018.

Value creation and health & nutrition solutions

• Health and nutrition solutions address excessive salt, sugar, and fat intake, with a broad product portfolio and 56 reduced-salt products across 25 brands in 9 countries.

• Nutrition programs reached 950 million people in FY2024, and partnerships support government-led initiatives and AI-based meal planning services.

• Brand awareness and favorability have increased in regions with active farmer support and health initiatives, positively impacting B2C business.

• Wellbeing is a central theme, with efforts to scientifically demonstrate and communicate its value for broad societal impact.

• Sustainability and business strategies are aligned to ensure both financial and non-financial performance, with ongoing portfolio transformation and cost reduction initiatives.