NH Foods (2282) AI Stock Analysis

• Market Cap: ¥500.13B
• Dividend Yield: 2.81%
• Average Volume (3M): 386.59K
• Price to Earnings (P/E): 19.3
• Beta (1Y): 0.22
• Revenue Growth: 5.15%
• EPS Growth: -3.91%
• Country: JP
• Employees: 15,429
• Sector: Consumer Goods
• Sector Strength: N/A
• Industry: Packaged Foods
• EPS (TTM): 112.24
• Shares Outstanding: 99,095,000
• 10 Day Avg. Volume: 305,960
• 30 Day Avg. Volume: 386,590
• PEG Ratio: -0.51
• Price to Book (P/B): 0.80
• Price to Sales (P/S): 0.00
• P/FCF Ratio: -5.54
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: ¥5,667.05
• Price Target Upside: 12.67% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 3

• Rating: 66 Neutral
• Price Target: ¥5,420.00 ▲(7.75%Upside)

NH Foods displays strong financial health with robust revenue growth and cash flow efficiency. However, bearish technical indicators and moderate valuation metrics lower the overall score. The absence of recent earnings call data and corporate events also limits the evaluation.

NH Foods Business Overview & Revenue Model

Company Description

NH Foods Ltd. (2282) is a leading Japanese food processing company engaged in the production and distribution of a wide range of food products. Specializing in meat processing, the company operates across various sectors including fresh meats, processed foods, and logistics. NH Foods is renowned for its vertically integrated supply chain, ensuring quality control from farm to table, and offers products such as fresh beef, pork, chicken, and processed foods like hams and sausages. The company also engages in the production of marine and dairy products, making it a versatile player in the global food industry.

How the Company Makes Money

NH Foods generates revenue primarily through the sale of its fresh and processed meat products. The company's key revenue streams include the domestic and international sales of fresh meats, which account for a significant portion of its income. Additionally, processed foods such as hams, sausages, and other ready-to-eat products contribute substantially to its earnings. NH Foods leverages its extensive logistics network and distribution channels to ensure efficient delivery of products, enhancing its market reach and profitability. Strategic partnerships and collaborations with international food companies help NH Foods expand its global footprint, further boosting its revenue. The company's focus on quality control and sustainability throughout its supply chain also plays a crucial role in maintaining customer trust and driving sales.

NH Foods Financial Statement Overview

Summary

NH Foods demonstrates solid financial health with steady revenue growth, strong gross margins, and efficient cash flow operations. However, the decline in net profit margin and return on equity slightly impacts the financial performance score.

Income Statement

NH Foods exhibited a steady revenue increase with a revenue growth rate of approximately 5.2% from 2024 to 2025. Gross profit margin remained strong at 16.1%, indicating effective cost management. However, net profit margin slightly decreased to 1.94%, which may suggest rising expenses or cost challenges. The EBIT and EBITDA margins were stable, reflecting solid operational efficiency.

Balance Sheet

The debt-to-equity ratio improved slightly to 0.43, showing a sound leverage position. Return on Equity (ROE) decreased to 5.1% due to a lower net income, impacting shareholder returns. Equity ratio increased to 55.2%, suggesting a strong equity base and financial stability.

Cash Flow

NH Foods maintained a solid operating cash flow to net income ratio of 2.91, demonstrating effective cash conversion from earnings. Free cash flow grew by 8.8% year-over-year, supporting growth and investment opportunities. However, free cash flow to net income ratio was 1.56, indicating room for improvement in cash flow efficiency.

Breakdown
Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement		Total Revenue
1.37T	1.30T	1.26T	1.17T	1.18T
	Gross Profit
220.38B	203.63B	177.03B	200.03B	211.73B
	EBIT
35.93B	31.56B	10.54B	42.55B	51.31B
	EBITDA
82.39B	82.17B	48.97B	79.02B	85.42B
	Net Income Common Stockholders
26.59B	28.08B	16.64B	48.05B	32.62B
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
71.56B	65.47B	74.08B	110.02B	98.91B
	Total Assets
949.27B	958.24B	937.15B	909.21B	825.40B
	Total Debt
223.90B	214.85B	242.06B	211.41B	193.75B
	Net Debt
152.34B	149.39B	177.07B	126.03B	109.92B
	Total Liabilities
412.20B	419.04B	434.37B	419.66B	381.10B
	Stockholders Equity
524.29B	527.50B	492.91B	479.07B	433.60B
Cash Flow		Free Cash Flow
41.47B	38.11B	-70.93B	-11.09B	23.12B
	Operating Cash Flow
77.44B	86.59B	11.33B	33.39B	82.52B
	Investing Cash Flow
-42.72B	-39.22B	-63.68B	-22.84B	-57.83B
	Financing Cash Flow
-29.85B	-53.19B	28.42B	-12.16B	-14.93B

NH Foods Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 5030.00
• 50DMA: Negative
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2282, the sentiment is Negative. The current price of 5030 is below the 20-day moving average (MA) of 5098.55, below the 50-day MA of 5194.22, and above the 200-day MA of 4983.03, indicating a neutral trend. The MACD of -41.01 indicates Positive momentum. The RSI at 39.34 is Neutral, neither overbought nor oversold. The STOCH value of 32.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2282.

NH Foods Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2296	72 Outperform	¥261.35B	21.40		3.04%	3.47%	-15.46%
2288	71 Outperform	€44.62B	7.98	8.38%	3.00%	2.69%	―
2871	68 Neutral	€472.53B	19.15	9.55%	2.20%	3.23%	1.50%
8043	67 Neutral	¥63.38B	5.19		2.74%	6.23%	62.08%
2282	66 Neutral	¥500.13B	19.32	4.96%	2.81%	5.15%	-3.91%
2264	63 Neutral	¥292.46B	51.04		2.73%	2.58%	-90.55%
Sector *	62 Neutral	$1.72B	11.51	-0.96%	6.56%	-1.48%	-25.40%

NH Foods Corporate Events

NH Foods Announces Treasury Stock Acquisition Plan

NH Foods Ltd. has announced a resolution to acquire up to 6 million of its own shares, representing 6.1% of the total issued shares, as part of its Medium-Term Management Plan. This strategic move aims to optimize the company’s capital structure and enhance shareholder returns, with the acquisition period set from May 9, 2025, to March 31, 2026, through market purchases on the Tokyo Stock Exchange.

NH Foods Reports Mixed Financial Results for FY2025

NH Foods Ltd. reported its consolidated financial results for the year ended March 31, 2025, showing a 5.1% increase in net sales compared to the previous year. However, the company experienced declines in business profit, profit before tax, and profit attributable to owners of the parent, indicating challenges in maintaining profitability despite revenue growth.

NH Foods Announces Election of New Directors

NH Foods Ltd. announced a resolution for the election of new directors, including outside director candidates, which will be finalized at the upcoming Ordinary General Meeting of Shareholders in June 2025. This leadership change is expected to influence the company’s strategic direction and strengthen its governance, potentially impacting its market positioning and stakeholder relations.