NH Foods Ltd. (JP:2282)
:2282
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NH Foods
(2282)
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Rating:63Neutral
Price Target:
¥7,893.00
▲(37.44% Upside)
Action:DowngradedDate:02/04/26
The score is driven primarily by stable financials with improving operating performance and manageable leverage, offset by persistently thin net margins and uneven free-cash-flow conversion. Technicals are supportive but not strongly overbought or oversold, while valuation (P/E ~22.6) appears only fair given the modest profitability and a moderate dividend yield (~1.95%).
Positive Factors
Vertical Integration
NH Foods' control of procurement through distribution creates durable supply security and margin capture across the value chain. Vertical integration reduces reliance on third parties, enables better cost management and quality control, and supports consistent product availability over cycles.
Negative Factors
Thin Net Margin
A structurally thin net margin leaves limited buffer against input-cost inflation (livestock, feed, energy) and compresses retained earnings. Over time, low net profitability restricts the company's ability to self-fund growth, absorb shocks, or materially expand shareholder returns without margin improvement.
Read all positive and negative factors
Positive Factors
Negative Factors
Vertical Integration
NH Foods' control of procurement through distribution creates durable supply security and margin capture across the value chain. Vertical integration reduces reliance on third parties, enables better cost management and quality control, and supports consistent product availability over cycles.
Read all positive factors
NH Foods (2282) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥610.55B
Dividend Yield2.04%
Average Volume (3M)418.49K
Price to Earnings (P/E)15.2
Beta (1Y)0.22
Revenue Growth4.68%
EPS Growth16.45%
CountryJP
Employees15,429
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)107.94
Shares Outstanding94,245,000
10 Day Avg. Volume401,560
30 Day Avg. Volume418,490
Financial Highlights & Ratios
PEG Ratio-4.90
Price to Book (P/B)0.97
Price to Sales (P/S)0.37
P/FCF Ratio12.21
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥6,750.00Price Target Upside17.53% Upside
Rating ConsensusModerate Sell
Number of Analyst Covering2
EPS Forecast (FY)433.96
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 meat and processed food products through multiple channels and geographies. Key revenue streams typically include: (1) Fresh meat: Revenue from supplying pork, beef, chicken, and other meats to supermarkets, ...
NH Foods Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
68
Positive
Cash Flow
60
Neutral
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.42T | 1.37T | 1.30T | 1.26T | 1.15T | 1.11T |
| Gross Profit | 241.41B | 204.71B | 188.25B | 161.58B | 184.68B | 184.75B |
| EBITDA | 95.00B | 77.66B | 71.28B | 49.38B | 78.83B | 82.73B |
| Net Income | 31.01B | 26.59B | 28.08B | 19.37B | 36.01B | 32.62B |
Balance Sheet | ||||||
| Total Assets | 1.01T | 949.27B | 958.24B | 937.15B | 909.21B | 825.40B |
| Cash, Cash Equivalents and Short-Term Investments | 63.11B | 71.56B | 65.47B | 64.99B | 85.37B | 83.83B |
| Total Debt | 237.03B | 223.90B | 214.85B | 242.06B | 211.41B | 193.75B |
| Total Liabilities | 451.19B | 412.20B | 419.04B | 434.37B | 419.66B | 381.10B |
| Stockholders Equity | 539.28B | 524.29B | 527.50B | 492.91B | 479.07B | 433.60B |
Cash Flow | ||||||
| Free Cash Flow | 58.60B | 41.47B | 38.11B | -70.93B | -11.09B | 23.12B |
| Operating Cash Flow | 90.49B | 77.44B | 86.59B | 11.33B | 33.39B | 82.52B |
| Investing Cash Flow | -41.57B | -42.72B | -39.22B | -63.68B | -23.03B | -59.31B |
| Financing Cash Flow | -71.91B | -29.85B | -53.19B | 28.42B | -11.97B | -13.45B |
NH Foods Technical Analysis
Neutral
5743.00
Price Trends
6848.51
Positive
6759.35
Positive
6099.68
Positive
Market Momentum
67.17
Positive
46.41
Neutral
11.29
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2282, the sentiment is Neutral. The current price of 5743 is below the 20-day moving average (MA) of 7024.40, below the 50-day MA of 6848.51, and below the 200-day MA of 6099.68, indicating a neutral trend. The MACD of 67.17 indicates Positive momentum. The RSI at 46.41 is Neutral, neither overbought nor oversold. The STOCH value of 11.29 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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 |
|---|---|---|---|---|---|---|---|
76 Outperform | ¥1.09T | 13.07 | 13.07% | 1.82% | -2.06% | -3.97% | |
73 Outperform | ¥375.82B | 10.77 | 10.18% | 2.56% | 4.98% | 23.38% | |
72 Outperform | ¥479.36B | 15.17 | 9.86% | 2.58% | 0.63% | 5.96% | |
66 Neutral | ¥830.40B | 12.71 | 9.77% | 2.41% | 1.90% | 7.42% | |
63 Neutral | ¥610.55B | 15.19 | 6.04% | 2.04% | 4.68% | 16.45% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
57 Neutral | ¥275.14B | 12.27 | ― | 2.61% | 8.35% | 54.38% |
* Consumer Defensive Sector Average
JP:2282
NH Foods
6,527.00
1,188.63
22.27%
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NH Foods Corporate Events
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...
NH Foods Confirms Reviewed Nine-Month IFRS Results With Profit Surge
Feb 6, 2026
NH Foods announced that the quarterly review by certified public accountants of its consolidated financial results for the nine months ended December 31, 2025, prepared under IFRS, has been completed with no changes to the figures previously discl...
NH Foods Updates Progress on ¥30 Billion Share Buyback Program
Feb 2, 2026
NH Foods has disclosed the latest status of its ongoing share buyback program authorized by its board in May 2025 under Article 459 of the Companies Act. During the period from January 1 to January 31, 2026, the company repurchased 518,600 of its ...
NH Foods Reshapes Top Management as Fumio Maeda Named Next President and CEO
Feb 2, 2026
NH Foods has announced a major leadership reshuffle effective April 1, 2026, with current President and CEO Nobuhisa Ikawa moving to the role of Chairperson and Director, while Director and Vice President Fumio Maeda will be promoted to President ...
NH Foods Lifts Earnings and Dividend Forecasts on Strong Meat Business
Feb 2, 2026
NH Foods has raised its full-year net sales and business profit forecasts for the fiscal year ending March 31, 2026, citing stronger-than-expected performance in its Fresh Meats Business. Higher unit prices for domestic chicken and robust beef sal...
NH Foods Lifts Profit Outlook and Dividend on Strong Nine-Month Results
Feb 2, 2026
NH Foods reported solid results for the nine months ended 31 December 2025, with net sales up 5.1% year-on-year to ¥1.11 trillion and business profit surging 45.3%, driving a 16.7% rise in profit before tax and a 15.2% increase in profit attr...
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.