Q1 2026 Ajinomoto Co Inc Earnings Call Transcript

Aug 4, 2025 / 08:00 AM GMT

Release Date Price: 円4012 (-1.13%)

Transcript

Key Points

Positve

Ajinomoto Co Inc (AJINF) reported a 103% year-on-year increase in sales, excluding currency translation impacts.
Business profit grew by 112% year-on-year, with a significant rise in the business profit margin to 13%, driven by price increases and a strengthened business structure.
The Bio & Fine Chemical business showed strong growth, particularly in Functional Materials and Bio-Pharma Services & Ingredients, leading to a significant profit increase.
Profit attributable to the owners of the parent increased by 34.4%, with EPS up by 38.8%, indicating strong financial performance.
Overseas business profit in the Seasonings & Foods segment increased by double-digit percentages, despite challenges in certain markets.

Negative

Japan's Frozen Foods segment faced challenges, with lower profit due to a negative impact from price hikes and insufficient compensation from increased unit prices.
The volume decline in Nigeria, due to currency devaluation and inflation, negatively impacted the overall volume of Overseas Seasonings & Food Products by about 1%.
The Japanese coffee business experienced a volume decline due to multiple price increases, impacting overall sales.
The Functional Materials division saw slower operating profit growth compared to revenue growth, attributed to increased R&D and human capital investments.
The Japanese Frozen Foods segment reported a high single-digit decline in home use sales, with Gyoza products particularly affected.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

2802.T - Ajinomoto Co Inc
Q1 2026 Ajinomoto Co Inc Earnings Call
Aug 04, 2025 / 08:00AM GMT

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Conference Call Participants
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* Masataka Kaji
* Hiroshi Saji
* Takashi Miyazaki
* Tsukasa Furuta
* Shingo Hirata
* Euan Mcleish
* Makoto Morita
* Haruka Miyake
* Satoshi Fujiwara

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Presentation
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Masataka Kaji, [1]
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Yes. Thank you very much for joining us today. First of all, could you turn to Page 2. This is a summary. The first quarter sales, Ajinomoto Althea sale had an impact, but excluding currency translation, the sales increased 103% year-on-year.

Business profit grew by double digit year-on-year to 112%, excluding currency translation. The business profit margin rose significantly to 13% plus 1.2% year-on-year, thanks to the effect

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