Ajinomoto Co., Inc.

2026/02/17 Updated
Market Cap: $28.6B (¥4.4T)
Stock Price: $29.74 (¥4,548)
Exchange Rate: 1 USD = ¥152.91

Notice Regarding Revision of Full-Year Consolidated Earnings Guidance

Revised the full-year consolidated earnings guidance for the fiscal year ending March 2026 to net sales of 1.6 trillion yen (1.1% decrease from previous forecast), operating income of 181 billion yen (0.6% increase), and net income attributable to owners of parent of 130 billion yen (8.3% increase).

Importance:
Page Updated: February 5, 2026
IR Disclosure Date: February 5, 2026

Key Figures

  • Net Sales: 1,600,000 million yen (Compared to previous forecast △180,000 million yen, △1.1%)
  • Operating Income: 181,000 million yen (Compared to previous forecast +1,000 million yen, +0.6%)
  • Net Income Attributable to Owners of Parent: 130,000 million yen (Compared to previous forecast +10,000 million yen, +8.3%)

AI要約

Details of Earnings Guidance Revision

Ajinomoto Co., Inc. has revised its full-year consolidated earnings guidance for the fiscal year ending March 2026, setting net sales at 1.6 trillion yen (down 18 billion yen from the previous forecast), operating income at 181 billion yen (up 1 billion yen), and net income attributable to owners of parent at 130 billion yen (up 10 billion yen). The decrease in net sales is mainly due to declines in the Seasonings & Foods segment (down 11.4 billion yen) and the Frozen Foods segment (down 9.5 billion yen), while the Healthcare and Others segment increased by 1.7 billion yen. Operating income benefited from profit increases in the Seasonings & Foods and Healthcare and Others segments, which offset profit declines in the Frozen Foods and Other segments.

Background and Future Outlook for the Revision

This revision reflects changes in economic conditions, sales trends, and raw material cost fluctuations. The increase in net income attributable to owners of parent includes gains on fixed asset sales scheduled to be recorded in the fourth quarter. The exchange rate assumption remains at 1 USD = 150 JPY. Going forward, the company intends to appropriately revise its earnings guidance in response to changes in the business environment.

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