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Nisshin Seifun Group Inc. (JP:2002)
:2002
Japanese Market
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Nisshin Seifun Group Inc. (2002) AI Stock Analysis

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JP:2002

Nisshin Seifun Group Inc.

(2002)

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Neutral 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
¥2,205.00
▲(7.61% Upside)
Action:Downgraded
Date:05/15/26
The score is driven mainly by solid financial performance (notably low leverage and recovered profitability) and supportive valuation (low P/E and ~3% yield). These positives are partially offset by softer technical momentum (negative MACD and trading below the 50-day average) and cash-flow volatility.
Positive Factors
Profitability recovery
Returning to positive net income across 2024–2026 indicates the core milling and processed-food operations regained pricing or cost control. Sustained profitability improves capacity to fund reinvestment, maintain dividends and absorb commodity shocks, supporting medium-term financial stability.
Negative Factors
Earnings volatility
A prior net loss demonstrates the business is exposed to commodity price swings and margin pressure. Such volatility can impede sustained margin expansion and makes long-term earnings forecasts and strategic investments riskier for a company in the low-margin packaged-foods sector.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitability recovery
Returning to positive net income across 2024–2026 indicates the core milling and processed-food operations regained pricing or cost control. Sustained profitability improves capacity to fund reinvestment, maintain dividends and absorb commodity shocks, supporting medium-term financial stability.
Read all positive factors

Nisshin Seifun Group Inc. (2002) vs. iShares MSCI Japan ETF (EWJ)

Nisshin Seifun Group Inc. Business Overview & Revenue Model

Company Description
Nisshin Seifun Group Inc., a Tokyo, Japan-based company established in 1900, maintains a robust international presence through its multifaceted operations. Its diverse portfolio spans flour milling, where it produces wheat flour and bran, alongsid...
How the Company Makes Money
Nisshin Seifun Group makes money primarily by selling flour and other milled grain products to business customers (e.g., bakeries, noodle makers, and food manufacturers) and by selling processed foods derived from or related to its milling operati...

Nisshin Seifun Group Inc. Financial Statement Overview

Summary
Financial profile is solid overall: revenue has been broadly stable recently and profitability recovered from the 2023 loss to positive net income in 2024–2026. Balance sheet leverage is conservative (low debt-to-equity), but cash flow quality is less consistent due to volatile free cash flow and weaker cash conversion in 2025.
Income Statement
72
Positive
Balance Sheet
78
Positive
Cash Flow
64
Positive
BreakdownMar 2026Mar 2026Mar 2025Mar 2024Mar 2023
Income Statement
Total Revenue865.00B851.49B858.25B798.68B679.74B
Gross Profit194.67B190.18B184.13B160.62B148.08B
EBITDA82.84B82.05B76.91B31.14B62.60B
Net Income32.59B34.69B31.74B-10.38B17.51B
Balance Sheet
Total Assets849.71B789.71B826.70B713.87B723.07B
Cash, Cash Equivalents and Short-Term Investments100.22B96.12B109.47B82.97B70.71B
Total Debt91.55B85.71B88.31B85.05B81.31B
Total Liabilities311.26B287.14B310.32B275.37B262.43B
Stockholders Equity518.84B485.01B500.30B423.88B449.27B
Cash Flow
Free Cash Flow28.02B13.74B44.00B4.76B23.15B
Operating Cash Flow69.19B55.21B73.19B23.42B41.83B
Investing Cash Flow-32.55B-34.96B-30.94B487.00M-15.52B
Financing Cash Flow-40.78B-35.43B-19.54B-10.63B-17.85B

Nisshin Seifun Group Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
¥240.15B11.078.07%2.77%1.84%-17.25%
73
Outperform
¥714.71B16.689.43%1.42%5.55%17.29%
69
Neutral
¥579.61B18.592.93%1.59%-3.14%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
60
Neutral
¥186.65B7.8711.76%3.44%4.40%89.96%
58
Neutral
¥342.47B30.741.45%15.06%399.51%
53
Neutral
¥894.26B19.269.25%2.42%1.49%-14.60%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:2002
Nisshin Seifun Group Inc.
2,173.50
466.36
27.32%
JP:2897
Nissin Foods Holdings Co
3,097.00
295.72
10.56%
JP:2001
NIPPN Corporation
2,956.00
827.67
38.89%
JP:2212
Yamazaki Baking Co
3,676.00
454.05
14.09%
JP:2602
Nisshin OilliO Group, Ltd.
2,007.00
354.97
21.49%
JP:2607
Fuji Oil Holdings, Inc.
4,174.00
1,364.49
48.57%

Nisshin Seifun Group Inc. Corporate Events

Nisshin Seifun to Cancel Treasury Shares in Capital Optimization Move
Jul 30, 2026
Nisshin Seifun Group Inc. has announced that its Board of Directors resolved on July 30, 2026 to cancel 1,540,900 shares of its common stock, equivalent to 0.55% of the total issued shares before cancellation. The move, scheduled to take effect on...
Nisshin Seifun Posts Softer Q1 Profits but Upholds Guidance and Ups Dividend Outlook
Jul 30, 2026
Nisshin Seifun Group reported first-quarter fiscal 2027 net sales of ¥217.7 billion, up 1.1% year on year, while operating profit edged down 0.9% and profit attributable to owners of parent dropped 19.5%, reflecting margin pressure despite mo...
Nisshin Seifun Renews and Updates Anti‑Takeover Defense Plan
Jun 25, 2026
Nisshin Seifun Group’s board has resolved to continue its takeover response plan that relies on the gratis allotment of share subscription rights, a poison-pill style measure first introduced in 2006 and most recently renewed with shareholde...
Nisshin Seifun Extends Stock-Based Pay Plan for Directors Through 2029
May 14, 2026
Nisshin Seifun Group has resolved to continue its stock-based remuneration plan for directors and executive officers at the parent company and key subsidiaries, extending the scheme for another three fiscal years through the 2029 shareholders&#821...
Nisshin Seifun to Tighten Governance With Leaner, More Independent Board
May 14, 2026
Nisshin Seifun Group Inc. plans to overhaul its governance framework by amending its articles of incorporation, shifting to a Board of Directors where outside directors hold a majority and cutting the maximum number of directors from 14 to 11. The...
Nisshin Seifun Lifts Dividend as Profit Dips but Cash Flow and Equity Strengthen
May 14, 2026
Nisshin Seifun Group reported fiscal 2026 net sales of ¥865.0 billion, up 1.6% year on year, with operating profit edging up 0.7% to ¥46.7 billion and ordinary profit rising 4.4%, although profit attributable to owners of parent fell 6.0...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 15, 2026