Kadoya Sesame Mills Incorporated (JP:2612)
:2612
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Kadoya Sesame Mills Incorporated
(2612)
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Rating:73Outperform
Price Target:
¥1,650.00
▼(-58.75% Downside)
Action:Reiterated
Date:05/18/26
The score is driven primarily by strong financial quality (especially the very conservative balance sheet and improved 2026 cash generation) and an attractive valuation (low P/E and ~3% dividend yield). These positives are tempered by weak technical momentum, with the stock trading below key moving averages and bearish/oversold indicators.
Positive Factors
Conservative balance sheet
Near-zero leverage and steadily growing shareholders’ equity provide durable financial flexibility. This lowers refinancing and solvency risk, supports continuation of dividends or opportunistic buybacks, and enables the company to invest or absorb commodity shocks without relying on external funding.
Negative Factors
Revenue contraction
An ~8.5% revenue decline in 2026 erodes scale and could pressure fixed-cost absorption and long-term growth momentum. If demand or distribution weakness persists, the company may face tougher competition to regain shelf space and restore prior growth trends.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Near-zero leverage and steadily growing shareholders’ equity provide durable financial flexibility. This lowers refinancing and solvency risk, supports continuation of dividends or opportunistic buybacks, and enables the company to invest or absorb commodity shocks without relying on external funding.
Read all positive factors
Kadoya Sesame Mills Incorporated (2612) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥41.41B
Dividend Yield2.55%
Average Volume (3M)3.69K
Price to Earnings (P/E)15.7
Beta (1Y)0.24
Revenue Growth1.47%
EPS Growth15.57%
CountryJP
Employees550
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)98.66
Shares Outstanding28,200,000
10 Day Avg. Volume4,590
30 Day Avg. Volume3,690
Financial Highlights & Ratios
PEG Ratio1.01
Price to Book (P/B)1.15
Price to Sales (P/S)1.07
P/FCF Ratio8.08
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Kadoya Sesame Mills Incorporated Business Overview & Revenue Model
Company Description
Kadoya Sesame Mills Incorporated engages in the development, manufacture, and sale of sesame oil products in Japan. The company offers cooking oil, such as pure, hot, and white sesame oil. It also provides edible seed products comprising sesame pa...
How the Company Makes Money
Kadoya makes money primarily by manufacturing and selling sesame-based food products, with revenue recognized from product sales to wholesalers, retailers, and foodservice/industrial customers. The company’s key revenue stream is sesame oil (inclu...
Kadoya Sesame Mills Incorporated Financial Statement Overview
Summary
Income Statement
71
Positive
Balance Sheet
92
Very Positive
Cash Flow
78
Positive
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 40.03B | 39.45B | 35.68B | 33.69B | 32.19B |
| Gross Profit | 11.32B | 10.15B | 9.78B | 9.44B | 10.16B |
| EBITDA | 4.89B | 4.51B | 4.71B | 4.73B | 5.55B |
| Net Income | 2.72B | 2.36B | 2.25B | 2.22B | 2.77B |
Balance Sheet | |||||
| Total Assets | 47.35B | 43.54B | 42.67B | 41.49B | 39.36B |
| Cash, Cash Equivalents and Short-Term Investments | 11.98B | 7.88B | 8.70B | 6.89B | 6.15B |
| Total Debt | 61.00M | 68.00M | 71.00M | 71.00M | 0.00 |
| Total Liabilities | 9.90B | 8.27B | 8.31B | 8.76B | 8.21B |
| Stockholders Equity | 37.44B | 35.27B | 34.35B | 32.73B | 31.15B |
Cash Flow | |||||
| Free Cash Flow | 5.31B | 83.00M | 2.70B | 1.77B | 3.86B |
| Operating Cash Flow | 5.69B | 384.00M | 2.97B | 2.46B | 4.54B |
| Investing Cash Flow | -671.00M | -258.00M | -239.00M | -720.00M | -473.00M |
| Financing Cash Flow | -920.00M | -925.00M | -922.00M | -1.00B | -781.00M |
Kadoya Sesame Mills Incorporated Technical Analysis
Negative
4000.00
Price Trends
1604.53
Negative
1488.69
Negative
1359.03
Positive
Market Momentum
-23.21
Positive
31.61
Neutral
1.97
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2612, the sentiment is Negative. The current price of 4000 is above the 20-day moving average (MA) of 1571.65, above the 50-day MA of 1604.53, and above the 200-day MA of 1359.03, indicating a neutral trend. The MACD of -23.21 indicates Positive momentum. The RSI at 31.61 is Neutral, neither overbought nor oversold. The STOCH value of 1.97 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2612.
Kadoya Sesame Mills Incorporated Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | ¥41.41B | 15.74 | ― | 2.55% | 1.47% | 15.57% | |
71 Outperform | ¥556.16B | 28.74 | 9.28% | 1.30% | 5.86% | -17.47% | |
69 Neutral | ¥21.03B | 20.45 | ― | 2.54% | 5.51% | 386.06% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
60 Neutral | ¥168.88B | 7.50 | 12.56% | 3.44% | 4.40% | 91.05% | |
58 Neutral | ¥65.52B | 14.05 | ― | 3.77% | -1.82% | -32.12% | |
51 Neutral | ¥311.96B | 27.71 | ― | 1.45% | 15.06% | 399.49% |
* Consumer Defensive Sector Average
JP:2612
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Kadoya Sesame Mills Incorporated Corporate Events
Kadoya Sesame Mills Posts Higher Profit and Strengthens Financial Base in FY2026
May 13, 2026
Kadoya Sesame Mills reported consolidated net sales of ¥40.03 billion for the fiscal year ended March 31, 2026, a 1.4% increase from the prior year, while operating profit climbed 20.5% to ¥3.82 billion and profit attributable to owners ...
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.