Komori
Revision of earnings forecasts2802Ajinomoto Co.,Inc.Food

Financial Results Summary for the Fiscal Year Ending March 2026 [IFRS] (Consolidated)

The company announced its consolidated results for the fiscal year ended March 2026. Revenue, business profit and profit for the year attributable to owners of the parent all exceeded the previous fiscal year. It also provided full-year forecasts for the fiscal year ending March 2027 of revenue of ¥1.723 trillion, business profit of ¥197.0 billion, profit for the year attributable to owners of the parent of ¥120.0 billion and an annual dividend of ¥50.

Worth reading
65In focus
Scored from 4 of 5 sections
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
10.9
%
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Full year
Net Sales—→1,723,000million
—
Profit attributable to owners of the parent—→120,000million
—
Net income per share—→126.16yen and sen
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

For the fiscal year ended March 2026, higher revenue and profit in the Seasonings and Foods, Healthcare and other segments, strong sales of electronic materials, and a gain on the sale of fixed assets arising from the transfer of the land and building for the head office affected results. For the fiscal year ending March 2027, the main assumptions are an exchange rate of ¥150 to the US dollar, moderate global economic growth and generally stable raw material and fuel prices. The company will pursue price adjustments and cost reductions in response to higher raw material, fuel and logistics costs. The impact of escalating tensions in the Middle East is not included in the earnings forecasts.

Details and amount of extraordinary loss

Impairment losses and reversal of impairment losses: ¥8,450 million (as stated in the consolidated statement of cash flows)

Previous-period resultsRevenue: ¥1,583,719 million; business profit: ¥181,163 million; profit for the year attributable to owners of the parent: ¥134,675 million; basic earnings per share: ¥138.36
Dividend forecast revisionThe annual dividend for the fiscal year ending March 2027 is expected to be ¥50, comprising an interim dividend of ¥25 and a year-end dividend of ¥25, an increase of ¥2 from the ¥48 annual dividend for the fiscal year ended March 2026.
Consolidated / non-consolidatedConsolidated / non-consolidated (standalone)
Revised forecast
ItemDetails
Net SalesNot disclosed → ¥1,723,000 million
Profit attributable to owners of the parentNot disclosed → ¥120,000 million
Net income per shareNot disclosed → 126.16 yen and sen
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredFull year
Previous-period resultsRevenue: ¥1,583,719 million; business profit: ¥181,163 million; profit for the year attributable to owners of the parent: ¥134,675 million; basic earnings per share: ¥138.36
Reason for the revisionFor the fiscal year ended March 2026, higher revenue and profit in the Seasonings and Foods, Healthcare and other segments, strong sales of electronic materials, and a gain on the sale of fixed assets arising from the transfer of the land and building for the head office affected results. For the fiscal year ending March 2027, the main assumptions are an exchange rate of ¥150 to the US dollar, moderate global economic growth and generally stable raw material and fuel prices. The company will pursue price adjustments and cost reductions in response to higher raw material, fuel and logistics costs. The impact of escalating tensions in the Middle East is not included in the earnings forecasts.
Details and amount of extraordinary lossImpairment losses and reversal of impairment losses: ¥8,450 million (as stated in the consolidated statement of cash flows)
Dividend forecast revisionThe annual dividend for the fiscal year ending March 2027 is expected to be ¥50, comprising an interim dividend of ¥25 and a year-end dividend of ¥25, an increase of ¥2 from the ¥48 annual dividend for the fiscal year ended March 2026.
Consolidated / non-consolidatedConsolidated / non-consolidated (standalone)
Items this document does not state (3)
Operating profitOrdinary incomePublication date of previous forecast

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

For the fiscal year ended March 2026, business profit increased due to higher revenue and profit in the Seasonings and Foods, Healthcare and other segments, as well as strong sales of electronic materials. In addition, a gain on the sale of fixed assets arising from the transfer of the land and building for the head office pushed up operating profit. For the fiscal year ending March 2027, the company assumes moderate global economic growth, price adjustments and cost reductions, while stating that the impact of higher raw material, fuel and logistics costs and the situation in the Middle East remains highly uncertain.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Financial Results Summary for the Fiscal Year Ending March 2026 [IFRS] (Consolidated) | Ajinomoto Co.,Inc. (2802) timely disclosure | Komori