Kadoya Sesame Mills Incorporated (2612) AI Stock Analysis

• Market Cap: ¥34.04B
• Dividend Yield: 2.69%
• Average Volume (3M): 8.19K
• Price to Earnings (P/E): 14.5
• Beta (1Y): 0.16
• Revenue Growth: 10.50%
• EPS Growth: -3.82%
• Country: JP
• Employees: 550
• Sector: Consumer Defensive
• Sector Strength: 58
• Industry: Packaged Foods
• EPS (TTM): 90.70
• Shares Outstanding: 9,400,000
• 10 Day Avg. Volume: 4,750
• 30 Day Avg. Volume: 8,190
• 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: ¥4,254.00
• Price Target Upside: 14.82% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0

• Rating: 79 Outperform
• Price Target: ¥4,254.00 ▲(14.82% Upside)

Kadoya Sesame Mills scores well due to its strong financial performance and reasonable valuation. The technical analysis shows moderate momentum, supporting a positive outlook. The absence of earnings call data and corporate events does not detract from the overall stability and potential of the stock.

Kadoya Sesame Mills Incorporated Business Overview & Revenue Model

Company Description

Kadoya Sesame Mills Incorporated is a Japanese company primarily engaged in the production and sale of sesame oil and related products. Established in 1858, the company has a long-standing history in the food industry and is recognized for its high-quality products. Kadoya focuses on the manufacturing and distribution of sesame oil, which is used in various culinary applications, ranging from cooking to seasoning.

How the Company Makes Money

Kadoya Sesame Mills Incorporated generates revenue through the sale of its sesame oil products. The company's primary revenue stream comes from the production and distribution of sesame oil to both domestic and international markets. Kadoya utilizes a network of retailers, wholesalers, and direct sales channels to deliver its products to consumers and businesses, including restaurants and food manufacturers. The company's earnings are significantly influenced by its ability to maintain quality standards and meet consumer demand for healthy and natural food products. Additionally, Kadoya may engage in strategic partnerships and collaborations to enhance its market presence and expand its product offerings.

Kadoya Sesame Mills Incorporated Financial Statement Overview

Summary

Kadoya Sesame Mills shows consistent revenue growth, strong profitability margins, and a robust balance sheet with low leverage and high equity. Despite some challenges in cash flow generation, the overall financial health is strong and stable.

Income Statement

Kadoya Sesame Mills has demonstrated consistent revenue growth over the years, with a significant increase in revenue from 2024 to 2025. The gross profit margin is strong at approximately 25.7%, and the net profit margin has improved to around 6.0%. EBIT and EBITDA margins are healthy, indicating efficient operations and cost management. The company has shown resilience in maintaining profitability despite fluctuations in gross profit in the past.

Balance Sheet

The balance sheet is robust, with a low debt-to-equity ratio of 0.002, reflecting minimal leverage. The return on equity is solid at approximately 6.68%, indicating effective utilization of shareholder funds. The equity ratio is strong at about 81%, suggesting a solid financial foundation with high equity relative to total assets. The company’s liquidity position is favorable, with significant cash reserves enhancing financial stability.

Cash Flow

The cash flow performance is stable, with a positive free cash flow despite some fluctuations. The operating cash flow to net income ratio is lower in the latest period, indicating potential challenges in converting income into cash. However, the free cash flow to net income ratio remains positive, showing the company’s capability to generate cash. The free cash flow growth rate has declined recently, which could be a concern if it continues.

Breakdown	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	39.45B	35.68B	33.69B	32.19B	35.10B
Gross Profit	10.15B	9.78B	9.44B	10.16B	12.88B
EBITDA	4.51B	4.42B	4.73B	5.55B	4.96B
Net Income	2.36B	2.25B	2.22B	2.77B	2.10B
Balance Sheet
Total Assets	43.54B	42.67B	41.53B	39.36B	36.31B
Cash, Cash Equivalents and Short-Term Investments	7.88B	8.70B	6.89B	6.15B	2.86B
Total Debt	65.00M	68.00M	72.00M	0.00	1.00M
Total Liabilities	8.27B	8.32B	8.71B	8.21B	7.21B
Stockholders Equity	35.27B	34.35B	32.82B	31.15B	29.10B
Cash Flow
Free Cash Flow	83.00M	2.70B	1.77B	3.86B	1.62B
Operating Cash Flow	384.00M	2.97B	2.46B	4.54B	2.71B
Investing Cash Flow	-258.00M	-239.00M	-720.00M	-473.00M	-846.00M
Financing Cash Flow	-925.00M	-922.00M	-1.00B	-781.00M	-3.01B

Kadoya Sesame Mills Incorporated Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 3705.00
• 50DMA: Positive
• 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:2612, the sentiment is Positive. The current price of 3705 is below the 20-day moving average (MA) of 3753.50, above the 50-day MA of 3683.70, and above the 200-day MA of 3592.53, indicating a neutral trend. The MACD of 0.96 indicates Positive momentum. The RSI at 49.23 is Neutral, neither overbought nor oversold. The STOCH value of 68.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2612.

Kadoya Sesame Mills Incorporated Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2612	79 Outperform	¥34.04B	14.54		2.69%	10.50%	-3.82%
2804	71 Outperform	¥29.12B	11.97		1.60%	1.31%	10549.54%
2613	70 Outperform	¥69.22B	11.04		2.88%	-4.47%	-7.10%
2811	69 Neutral	¥259.77B	20.28		1.95%	11.08%	-46.09%
2602	69 Neutral	€165.29B	6.77	13.21%	3.50%	4.12%	60.25%
Sector *	69 Neutral	¥222.72B	21.81	8.23%	2.13%	4.96%	1.22%
2819	66 Neutral	¥24.02B	24.61		1.74%	3.96%	-42.78%

Kadoya Sesame Mills Incorporated Corporate Events

Kadoya Sesame Mills Reports Strong Q1 Sales Growth

Kadoya Sesame Mills Incorporated reported a 10% increase in net sales for the first quarter of fiscal year 2026, reaching 10,566 million yen. Operating profit also rose by 13.9% to 1,267 million yen, although ordinary profit and profit attributable to owners of the parent saw slight declines. The company’s capital adequacy ratio remains strong at 81.4%, indicating robust financial health. These results highlight Kadoya’s steady market presence and operational efficiency, despite minor setbacks in ordinary profit.