NH Foods (2282) AI Stock Analysis

• Market Cap: €539.68B
• Dividend Yield: 2.47%
• Average Volume (3M): 848.53K
• Price to Earnings (P/E): 22.0
• Beta (1Y): 0.22
• Revenue Growth: 5.10%
• EPS Growth: -13.09%
• Country: JP
• Employees: 15,429
• Sector: Consumer Defensive
• Sector Strength: 64
• Industry: Packaged Foods
• EPS (TTM): 112.24
• Shares Outstanding: 99,095,000
• 10 Day Avg. Volume: 772,210
• 30 Day Avg. Volume: 848,533
• PEG Ratio: N/A
• Price to Book (P/B): 0.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• 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: €5,500.26
• Price Target Upside: 0.63% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 4

• Rating: 69 Neutral
• Price Target: ¥5,452.00 ▼(-0.26% Downside)

NH Foods scores well due to its solid financial performance and reasonable valuation, although technical analysis suggests a lack of upward momentum. The strong balance sheet and dividend yield add to its investment appeal.

NH Foods Business Overview & Revenue Model

Company Description

NH Foods Ltd. engages in the meat processing and packing business in Japan and internationally. The company's Processed Foods Business division offers hams and sausages primarily under the SCHAU ESSEN and Utsukushi-no-Kuni brands; and deli and processed foods primarily under the Chuka Meisai and Ishigama Kobo brand names. Its Fresh Meats Business division is involved in the production and raising, slaughtering, processing, distribution, and sale of fresh meat products. The company's Affiliated Business division produces and sells marine products and dairy products. This segment procures, processes, produces, and sells marine products, such as seafood salads, Chinese jellyfish, and other delicacies, as well as mackerels to supermarkets, restaurants, and other customers; and offers cheese products under the ROLF brand name to bakeries, confectionery makers, and convenience store chains, as well as yogurt and lactic acid probiotic beverages under the Luna brand name. It also engages in the provision of freeze-dried foods, meat extracts, and health foods; and information, accounting, personnel system design, human resource development, welfare programs, and architectural design services, as well as trading and sports activities. The company was formerly known as Nippon Meat Packers Inc. and changed its name to NH Foods Ltd. in June 2014. NH Foods Ltd. was founded in 1942 and is headquartered in Osaka, Japan.

How the Company Makes Money

NH Foods makes money primarily through the sale of fresh meats, including beef, pork, and chicken, which constitute a significant portion of its revenue. The company operates an integrated supply chain, from farming and processing to distribution, ensuring control over quality and costs. In addition to fresh meats, NH Foods generates revenue from processed foods such as hams, sausages, and ready-to-eat meals, catering to consumer demand for convenience. The company also earns income from its dairy product segment, which includes cheese and yogurt. NH Foods leverages strategic partnerships and acquisitions to expand its market reach and enhance its product offerings. Its focus on innovation, brand strength, and a commitment to sustainability further contribute to its financial performance.

NH Foods Financial Statement Overview

Summary

NH Foods demonstrates solid financial health with steady revenue growth and strong gross margins. Despite a slight decline in net profit margin and ROE, the company maintains a robust balance sheet with low leverage and a high equity base.

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
EBITDA	82.39B	82.17B	48.97B	79.02B	85.42B
Net Income	26.59B	28.08B	16.64B	48.05B	32.62B
Balance Sheet
Total Assets	949.27B	958.24B	937.15B	909.21B	825.40B
Cash, Cash Equivalents and Short-Term Investments	71.56B	65.47B	74.08B	110.02B	98.91B
Total Debt	223.90B	214.85B	242.06B	211.41B	193.75B
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: Positive
• Last Price: 5466.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2282, the sentiment is Positive. The current price of 5466 is above the 20-day moving average (MA) of 5096.30, above the 50-day MA of 5042.04, and above the 200-day MA of 4940.56, indicating a bullish trend. The MACD of 119.48 indicates Negative momentum. The RSI at 74.80 is Negative, neither overbought nor oversold. The STOCH value of 91.39 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2282.

NH Foods Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2282	69 Neutral	€539.68B	22.05	4.92%	2.47%	5.10%	-13.09%
Sector *	63 Neutral	$20.98B	14.59	-8.07%	3.13%	2.83%	-9.85%
NI3	―	€2.55B	17.23	9.74%	―	―	―
MFL1	―	€290.12M	12.30	5.88%	―	―	―
2296	73 Outperform	¥293.16B	18.99		4.16%	8.96%	9.34%
8043	67 Neutral	¥70.69B	5.72		2.36%	6.23%	62.04%
2264	60 Neutral	¥286.96B	38.52		2.78%	2.97%	-46.46%

NH Foods Corporate Events

NH Foods Ltd. Restructures Leadership to Boost Global Strategy

NH Foods Ltd. announced changes in its executive officers to enhance its overseas strategy, particularly in the Processed Foods Business Division. The restructuring aims to integrate its recent North American acquisitions and foster partnerships in the ASEAN region, aligning with its Medium-Term Management Plan 2026 to strengthen global operations.

The most recent analyst rating on (JP:2282) stock is a Sell with a Yen4900.00 price target. To see the full list of analyst forecasts on NH Foods stock, see the JP:2282 Stock Forecast page.

NH Foods Reports Q1 2025 Financial Results with Mixed Performance

NH Foods Ltd. announced the completion of the interim review of its consolidated financial results for the three months ended June 30, 2025. The results show a slight increase in net sales by 4.8% compared to the previous year, although profits before tax and attributable profits to owners decreased by 7.0% and 12.5%, respectively. This indicates a challenging financial environment for the company, potentially impacting its market positioning and stakeholder confidence.

The most recent analyst rating on (JP:2282) stock is a Sell with a Yen4900.00 price target. To see the full list of analyst forecasts on NH Foods stock, see the JP:2282 Stock Forecast page.

NH Foods Announces Treasury Stock Acquisition

NH Foods Ltd. has announced the acquisition of 408,400 treasury shares at a total cost of 2,027,315,600 yen, as part of a broader plan approved by its Board of Directors to acquire up to 6,000,000 shares. This move is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (JP:2282) stock is a Sell with a Yen4900.00 price target. To see the full list of analyst forecasts on NH Foods stock, see the JP:2282 Stock Forecast page.

NH Foods Announces Q1 2025 Financial Results with Mixed Performance

NH Foods Ltd. reported its consolidated financial results for the three months ended June 30, 2025, showing a 4.8% increase in net sales compared to the previous year. However, the company experienced a decrease in profit before tax and profit attributable to owners, indicating challenges in maintaining profitability. The company’s total assets and equity remained stable, and there were no significant changes in accounting policies or consolidation scope. NH Foods also announced a forecasted increase in annual dividends per share, reflecting its commitment to shareholder returns.

The most recent analyst rating on (JP:2282) stock is a Buy with a Yen6000.00 price target. To see the full list of analyst forecasts on NH Foods stock, see the JP:2282 Stock Forecast page.

NH Foods Announces Secondary Share Offering to Boost Market Presence

NH Foods Ltd. has announced the pricing details for a secondary offering of its common stock, with a selling price set at 4,809 yen per share, totaling approximately 45.86 billion yen. This move is part of a strategic effort to strengthen its market presence, with a significant portion of shares being offered to overseas investors, excluding the United States and Canada, which could enhance the company’s international market positioning.

The most recent analyst rating on (JP:2282) stock is a Sell with a Yen4900.00 price target. To see the full list of analyst forecasts on NH Foods stock, see the JP:2282 Stock Forecast page.

NH Foods Announces Secondary Offering to Boost Liquidity and Growth

NH Foods Ltd. has announced a secondary offering of shares as part of its strategy to enhance stock liquidity and broaden its investor base. This move aligns with its Medium-term Management Plan 2026, aiming to transform the company into a value-creating entity through structural reforms, growth strategies, and increased shareholder returns.

The most recent analyst rating on (JP:2282) stock is a Sell with a Yen4900.00 price target. To see the full list of analyst forecasts on NH Foods stock, see the JP:2282 Stock Forecast page.