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Kotobuki Spirits Co., Ltd. (JP:2222)
:2222
Japanese Market
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Kotobuki Spirits Co., Ltd. (2222) AI Stock Analysis

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JP:2222

Kotobuki Spirits Co., Ltd.

(2222)

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Outperform 81 (OpenAI - 5.2)
Rating:81Outperform
Price Target:
¥3,172.00
▲(24.20% Upside)
Action:Reiterated
Date:08/17/26
The score is driven primarily by strong financial performance (high profitability since 2022, strong cash generation, and an excellent near debt-free balance sheet). Technicals also support the rating with a clear uptrend and positive momentum, though overbought signals raise near-term pullback risk. Valuation tempers the overall score due to a relatively high P/E and only modest dividend yield.
Positive Factors
Profitability and Revenue Expansion
The shift from losses in 2021 to sustained profitability, alongside substantial multi-year revenue expansion and high margins, indicates stronger execution and a more scalable earnings base.
Negative Factors
Moderating Revenue Growth
The slowdown suggests the exceptionally rapid expansion phase is normalizing. If this moderation persists, it could limit operating leverage and reduce the pace of future earnings growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitability and Revenue Expansion
The shift from losses in 2021 to sustained profitability, alongside substantial multi-year revenue expansion and high margins, indicates stronger execution and a more scalable earnings base.
Read all positive factors

Kotobuki Spirits Co., Ltd. (2222) vs. iShares MSCI Japan ETF (EWJ)

Kotobuki Spirits Co., Ltd. Business Overview & Revenue Model

Company Description
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How the Company Makes Money
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Kotobuki Spirits Co., Ltd. Financial Statement Overview

Summary
Strong fundamentals supported by high Income Statement (88), Balance Sheet (95), and Cash Flow (86) scores. The company shows a clear turnaround to robust profitability since 2022, rapid multi-year revenue expansion, near debt-free financial position by 2026, and solid operating/free cash flow generation. Key watch items are moderating growth and imperfect free cash flow conversion versus net income.
Income Statement
88
Very Positive
Balance Sheet
95
Very Positive
Cash Flow
86
Very Positive
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue80.47B78.78B72.35B64.04B50.16B32.19B
Gross Profit49.63B48.38B44.80B39.80B30.11B17.62B
EBITDA21.16B20.44B19.10B16.83B11.42B4.10B
Net Income12.98B12.56B12.12B10.83B7.02B1.92B
Balance Sheet
Total Assets56.30B60.14B51.98B46.51B36.95B27.47B
Cash, Cash Equivalents and Short-Term Investments28.81B32.20B26.08B23.69B17.16B9.91B
Total Debt220.00M0.00300.00M307.02M450.69M734.00M
Total Liabilities11.01B12.20B11.89B11.29B10.44B7.11B
Stockholders Equity45.28B47.93B40.09B35.22B26.52B20.36B
Cash Flow
Free Cash Flow0.0011.35B10.08B8.97B8.53B3.86B
Operating Cash Flow0.0013.80B13.20B10.85B9.09B4.29B
Investing Cash Flow0.00-5.45B-3.44B-2.00B-1.62B-526.87M
Financing Cash Flow0.00-5.24B-7.37B-2.32B-1.22B-1.18B

Kotobuki Spirits Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2554.00
Price Trends
50DMA
2518.66
Positive
100DMA
2264.59
Positive
200DMA
2052.58
Positive
Market Momentum
MACD
58.52
Negative
RSI
62.17
Neutral
STOCH
67.77
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2222, the sentiment is Positive. The current price of 2554 is below the 20-day moving average (MA) of 2595.48, above the 50-day MA of 2518.66, and above the 200-day MA of 2052.58, indicating a bullish trend. The MACD of 58.52 indicates Negative momentum. The RSI at 62.17 is Neutral, neither overbought nor oversold. The STOCH value of 67.77 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2222.

Kotobuki Spirits Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
81
Outperform
¥420.66B31.881.39%9.04%7.32%
79
Outperform
¥74.36B11.831.55%5.66%24.88%
66
Neutral
¥211.59B12.6413.39%2.40%3.34%-0.81%
66
Neutral
¥31.43B12.701.23%4.60%12.15%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
52
Neutral
¥43.31B33.550.60%21.59%1672.91%
49
Neutral
¥64.13B57.581.14%7.75%-32.47%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:2222
Kotobuki Spirits Co., Ltd.
2,680.50
856.09
46.92%
JP:2201
Morinaga & Co
2,584.50
-38.81
-1.48%
JP:2208
Bourbon Corporation
3,100.00
592.88
23.65%
JP:2209
Imuraya Group Co., Ltd.
2,417.00
-108.23
-4.29%
JP:2211
Fujiya Co., Ltd.
2,504.00
2.56
0.10%
JP:2594
Key Coffee Inc.
2,027.00
10.94
0.54%

Kotobuki Spirits Co., Ltd. Corporate Events

Kotobuki Spirits Delivers Record Quarterly Profit on Strong Inbound and Store Expansion
Aug 3, 2026
Kotobuki Spirits reported that for the first quarter of FY2027, covering April to June 2026, net sales rose 10.0% year on year to 18.67 billion yen and ordinary profit increased 20.3%, with gross profit, operating profit and profit attributable to...
Shou Spirits Lifts Dividend Outlook on Strong First-Quarter Earnings
Aug 3, 2026
Shou Spirits Inc. reported strong first-quarter results for the three months to June 30, 2026, with net sales rising 10% to ¥18.67 billion and operating profit climbing 20.7% to ¥4.15 billion. Profit attributable to owners of the parent ...
Kotobuki Spirits Unveils FY2027 Q1 Results and Strategic Outlook
Aug 3, 2026
Kotobuki Spirits Co., Ltd. has released its consolidated business results for the first quarter of fiscal year 2027, covering the period ending March 31, 2027, along with a business forecast for the full year. The disclosure package also includes ...
Kotobuki Spirits lifts Q1 FY2027 sales and margins on broad-based confectionery growth
Aug 3, 2026
Kotobuki Spirits Co., Ltd. reported consolidated first-quarter FY2027 net sales of ¥20.40 billion, up ¥1.73 billion year on year, with gross profit of ¥11.77 billion and an improved gross margin of 57.7%. Operating profit rose to &#...
Kotobuki Spirits Introduces Interim Dividend and Raises Payout Forecast
Aug 3, 2026
Kotobuki Spirits Co., Ltd., a TSE Prime-listed confectionery-focused company, is emphasizing shareholder returns through a structured cash allocation plan under its Value Up Vision 2030, targeting a total shareholder return ratio of at least 50%. ...
Kotobuki Spirits Completes Restricted Share Treasury Stock Disposal for Executive Pay
Jul 24, 2026
Kotobuki Spirits Co., Ltd. has completed the payment procedures for disposing of treasury stock to be used as restricted share-based remuneration, following a resolution approved by its Board of Directors in late June. The program targets key mana...
Kotobuki Spirits Sees 10% Q1 Sales Gain on Inbound and Store Expansion
Jul 9, 2026
Kotobuki Spirits reported estimated net sales of 18,668 million yen for the first quarter of the fiscal year ending March 2027, a 10.0% year-on-year increase driven by stronger product appeal, enhanced store attractiveness, and reinforced sales ca...
Kotobuki Spirits to Grant Restricted Treasury Shares to Executives for Long-Term Incentives
Jun 25, 2026
Kotobuki Spirits has approved the disposal of 61,272 shares of its treasury stock as restricted share-based remuneration, valued at about ¥143.5 million, to directors and executive employees of the company and its subsidiaries. The move is pa...
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: Aug 17, 2026