NH Foods Ltd. (JP:2282)
:2282
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NH Foods
(2282)
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Rating:56Neutral
Price Target:
¥6,260.00
▲(9.00% Upside)
Action:Reiterated
Date:05/12/26
The score is supported by improving fundamentals after 2023 (better revenue/margins and a manageable balance sheet), but is held back by weak technicals (price below key moving averages with negative momentum) and only moderate valuation support from a mid-range P/E and a ~2.63% dividend yield.
Positive Factors
Revenue and margin recovery
Sustained revenue growth and margin improvement over 2024–2026 indicate the company has regained operating momentum after 2023. This durable uplift supports stronger operating cash generation, better reinvestment capacity and improves resilience to input cost cycles over the medium term.
Negative Factors
Thin net profitability
Low single-digit net margins limit the company's ability to absorb feed and procurement cost shocks, constrain capacity to invest or raise returns, and leave less buffer for debt servicing or dividend growth, raising structural vulnerability if pricing power weakens.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and margin recovery
Sustained revenue growth and margin improvement over 2024–2026 indicate the company has regained operating momentum after 2023. This durable uplift supports stronger operating cash generation, better reinvestment capacity and improves resilience to input cost cycles over the medium term.
Read all positive factors
NH Foods (2282) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥582.77B
Dividend Yield2.04%
Average Volume (3M)418.49K
Price to Earnings (P/E)19.5
Beta (1Y)0.21
Revenue Growth6.34%
EPS Growth38.64%
CountryJP
Employees15,429
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)361.13
Shares Outstanding94,245,000
10 Day Avg. Volume401,560
30 Day Avg. Volume418,490
Financial Highlights & Ratios
PEG Ratio0.52
Price to Book (P/B)1.27
Price to Sales (P/S)0.47
P/FCF Ratio14.26
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥6,800.00Price Target Upside18.41% Upside
Rating ConsensusHold
Number of Analyst Covering2
EPS Forecast (FY)441.02
Revenue Forecast (FY)¥1.45T
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 pro...
How the Company Makes Money
NH Foods makes money mainly by selling fresh meats and processed food products through domestic and international channels. A core revenue stream comes from meat-related operations, where the company earns sales by processing and distributing pork...
NH Foods Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
70
Positive
Cash Flow
55
Neutral
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.46T | 1.37T | 1.30T | 1.26T | 1.15T |
| Gross Profit | 250.58B | 204.71B | 188.25B | 161.58B | 184.68B |
| EBITDA | 102.65B | 77.66B | 71.28B | 49.38B | 78.83B |
| Net Income | 35.07B | 26.59B | 28.08B | 19.37B | 36.01B |
Balance Sheet | |||||
| Total Assets | 997.48B | 949.27B | 958.24B | 937.15B | 909.21B |
| Cash, Cash Equivalents and Short-Term Investments | 68.68B | 71.56B | 65.47B | 64.99B | 85.37B |
| Total Debt | 228.55B | 223.90B | 214.85B | 242.06B | 211.41B |
| Total Liabilities | 445.79B | 412.20B | 419.04B | 434.37B | 419.66B |
| Stockholders Equity | 536.94B | 524.29B | 527.50B | 492.91B | 479.07B |
Cash Flow | |||||
| Free Cash Flow | 47.87B | 41.47B | 38.11B | -70.93B | -11.09B |
| Operating Cash Flow | 82.34B | 77.44B | 86.59B | 11.33B | 33.39B |
| Investing Cash Flow | -34.04B | -42.72B | -39.22B | -63.68B | -23.03B |
| Financing Cash Flow | -56.00B | -29.85B | -53.19B | 28.42B | -11.97B |
NH Foods Technical Analysis
Negative
5743.00
Price Trends
6698.69
Negative
6709.05
Negative
6267.68
Negative
Market Momentum
-167.57
Positive
39.82
Neutral
49.04
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 5743 is below the 20-day moving average (MA) of 6408.80, below the 50-day MA of 6698.69, and below the 200-day MA of 6267.68, indicating a bearish trend. The MACD of -167.57 indicates Positive momentum. The RSI at 39.82 is Neutral, neither overbought nor oversold. The STOCH value of 49.04 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
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥1.13T | 15.42 | 13.07% | 1.82% | 5.72% | 13.87% | |
65 Neutral | ¥415.82B | 14.90 | 10.18% | 2.56% | 5.09% | 10.53% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
60 Neutral | ¥472.76B | 18.06 | 9.86% | 2.58% | 2.00% | 12.21% | |
57 Neutral | ¥260.03B | 19.19 | ― | 2.61% | 8.35% | 54.38% | |
56 Neutral | ¥582.77B | 19.47 | 6.04% | 2.04% | 6.34% | 38.64% | |
53 Neutral | ¥788.67B | 19.10 | 9.77% | 2.41% | 1.49% | -14.54% |
* Consumer Defensive Sector Average
JP:2282
NH Foods
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NH Foods Corporate Events
NH Foods Launches Up To ¥40 Billion Share Buyback Ahead of Stock Split
May 8, 2026
NH Foods has approved a new share buyback program, authorizing the repurchase of up to 7 million shares, or 7.4% of its outstanding stock, for a maximum of ¥40 billion via market purchases on the Tokyo Stock Exchange between May 8, 2026 and M...
NH Foods Announces 3-for-1 Stock Split and Overhaul of Shareholder Benefit Plan
May 8, 2026
NH Foods will implement a three-for-one stock split of its common shares effective October 1, 2026, tripling issued shares to about 282.7 million and lifting authorized shares to 855 million to reduce the price per trading unit. The move is design...
NH Foods Delivers Strong FY2026 Profit Growth and Lifts Dividend Payout
May 8, 2026
NH Foods reported solid earnings growth for the fiscal year ended March 31, 2026, with net sales rising 6.3% to ¥1.46 trillion and business profit jumping 60.7% to ¥68.3 billion, driven by improved margins and stronger operational perfor...
NH Foods to Cancel 4.85 Million Treasury Shares, Tightening Equity Base
Apr 13, 2026
NH Foods has resolved to cancel 4,850,004 of its treasury shares, representing about 4.9% of its issued shares prior to the move, as approved by its board of directors on April 13, 2026. Following the cancellation, scheduled for April 30, 2026, th...
NH Foods Completes ¥30 Billion Share Buyback Program
Mar 25, 2026
NH Foods has completed a share buyback program authorized by its board, acquiring 432,400 common shares on the Tokyo Stock Exchange between March 1 and March 24, 2026, for about ¥2.95 billion. This latest tranche brings total repurchases unde...
NH Foods Nears Completion of ¥30 Billion Share Buyback Program
Mar 2, 2026
NH Foods has been actively using share repurchases as a capital policy tool, reflecting management’s focus on shareholder returns and capital efficiency. The latest update underscores continued execution of a previously approved buyback prog...
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.