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ARIAKE JAPAN Co
(2815)
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Rating:80Outperform
Price Target:
¥6,222.00
▲(17.40% Upside)
Action:Reiterated
Date:08/17/26
The score is driven primarily by strong financial performance—especially the ultra-conservative balance sheet and consistent growth/profitability—partly tempered by margin volatility and uneven cash conversion. Technical indicators are mildly supportive, and valuation is reasonable with a solid dividend yield, together supporting an above-average overall profile.
Positive Factors
Consistent Revenue Growth
Recurring top-line expansion indicates sustained demand for ARIAKE’s seasoning solutions across food manufacturers and foodservice customers. The 2026 acceleration may strengthen operating leverage and support continued scale over the next several quarters.
Negative Factors
Margin Volatility
The changing profitability profile indicates that raw-material costs, pricing power, or product mix can materially affect earnings. Even with recent improvement, recurring margin swings make long-term profit expansion less predictable and warrant ongoing monitoring.
Read all positive and negative factors
Positive Factors
Negative Factors
Consistent Revenue Growth
Recurring top-line expansion indicates sustained demand for ARIAKE’s seasoning solutions across food manufacturers and foodservice customers. The 2026 acceleration may strengthen operating leverage and support continued scale over the next several quarters.
Read all positive factors
ARIAKE JAPAN Co (2815) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥171.03B
Dividend Yield3.35%
Average Volume (3M)61.81K
Price to Earnings (P/E)18.6
Beta (1Y)0.44
Revenue Growth3.08%
EPS Growth5.13%
CountryJP
Employees1,201
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)274.55
Shares Outstanding32,808,685
10 Day Avg. Volume53,610
30 Day Avg. Volume61,809
Financial Highlights & Ratios
PEG Ratio1.24
Price to Book (P/B)1.34
Price to Sales (P/S)2.66
P/FCF Ratio26.45
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)300.82
Revenue Forecast (FY)¥69.17B
ARIAKE JAPAN Co Business Overview & Revenue Model
Company Description
ARIAKE JAPAN Co., Ltd. manufactures, processes, and sells natural seasoning products with extracts from chicken, pork, beef, and other fresh livestock ingredients. It provides chicken bone base soups, ramen soups, chanpon soups, bouillon and conso...
How the Company Makes Money
ARIAKE JAPAN primarily makes money by manufacturing and selling natural seasoning ingredients (e.g., liquid and powdered broths/stock bases and other flavoring materials) to business customers. Its revenue model is largely B2B: customers incorpora...
ARIAKE JAPAN Co Financial Statement Overview
Summary
Income Statement
82
Very Positive
Balance Sheet
93
Very Positive
Cash Flow
74
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 65.52B | 66.96B | 65.40B | 59.98B | 55.70B | 52.66B |
| Gross Profit | 20.10B | 20.58B | 19.72B | 16.77B | 16.30B | 18.10B |
| EBITDA | 14.49B | 15.93B | 14.24B | 12.85B | 11.20B | 12.99B |
| Net Income | 8.74B | 9.46B | 8.21B | 7.35B | 6.38B | 7.71B |
Balance Sheet | ||||||
| Total Assets | 144.50B | 151.05B | 145.73B | 136.60B | 126.26B | 119.96B |
| Cash, Cash Equivalents and Short-Term Investments | 56.24B | 53.64B | 58.96B | 50.21B | 56.80B | 64.90B |
| Total Debt | 15.86M | 9.77M | 18.03M | 26.27M | 34.43M | 42.87M |
| Total Liabilities | 17.51B | 16.30B | 17.35B | 16.32B | 14.52B | 13.63B |
| Stockholders Equity | 125.77B | 133.33B | 127.10B | 119.18B | 110.76B | 105.49B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 6.74B | 11.21B | 5.76B | 2.57B | 5.93B |
| Operating Cash Flow | 0.00 | 9.06B | 12.17B | 8.81B | 5.60B | 8.30B |
| Investing Cash Flow | 0.00 | -9.96B | 675.47M | -14.50B | -1.92B | 7.06B |
| Financing Cash Flow | 0.00 | -5.45B | -3.54B | -3.28B | -3.09B | -2.48B |
ARIAKE JAPAN Co Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | ¥171.03B | 18.61 | 7.21% | 3.40% | 3.08% | 5.13% | |
73 Outperform | ¥176.73B | 16.51 | ― | 1.08% | 5.84% | 41.39% | |
72 Outperform | ¥1.78T | 26.15 | 11.56% | 1.55% | 9.27% | 12.89% | |
68 Neutral | ¥664.30B | 26.43 | 7.76% | 1.30% | 4.85% | -9.29% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
62 Neutral | ¥342.90B | 32.05 | 2.53% | 1.79% | 0.01% | 1.50% | |
60 Neutral | ¥5.05T | 37.51 | 18.38% | 0.94% | 6.72% | 83.84% |
* Consumer Defensive Sector Average
JP:2815
ARIAKE JAPAN Co
5,370.00
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-9.83%
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ARIAKE JAPAN Co Corporate Events
ARIAKE JAPAN Corrects First-Quarter Financial Results Presentation
Aug 10, 2026
ARIAKE JAPAN Co., Ltd. announced that it has identified errors in the presentation materials for its financial results briefing covering the first quarter of the fiscal year ending March 31, 2027. The corrections relate specifically to the section...
ARIAKE JAPAN’s Q1 Profit Slips Despite Solid Domestic and European Growth
Aug 7, 2026
ARIAKE JAPAN reported consolidated net sales of ¥15.99 billion for the first quarter of FY2027, up 3.8% year on year but below plan, as robust domestic demand was offset by sluggish sales in China amid the ongoing real estate slump. Consolida...
Ariake Japan Posts Higher Sales but Profit Dip, Affirms Outlook and Boosts Dividend
Aug 7, 2026
Ariake Japan reported consolidated net sales of ¥15,989 million for the quarter ended June 30, 2026, up 3.8% year on year, but profits declined as operating profit slipped 2.2% to ¥2,550 million and profit attributable to owners fell 11....
ARIAKE JAPAN Completes Treasury Share Disposal for Director Restricted Stock Compensation
Jul 17, 2026
ARIAKE JAPAN Co., Ltd. announced the completion of payment procedures for the disposal of treasury shares used as restricted stock compensation to its directors. The move follows a June 19, 2026 board resolution and represents a total disposal of ...
ARIAKE JAPAN Weighs Cutting Share Investment Unit to Boost Liquidity
Jul 8, 2026
ARIAKE JAPAN has announced its view that lowering the minimum investment unit for its shares would be an effective way to broaden its investor base and stimulate trading activity in its stock. The company is responding to Tokyo Stock Exchange rule...
ARIAKE JAPAN Grants Restricted Treasury Shares to Directors Under Performance-Linked Plan
Jun 19, 2026
ARIAKE JAPAN has approved the disposal of 3,014 treasury shares, worth about ¥14.98 million, to six internal directors as part of its restricted stock compensation plan, with the disposal price set at the June 18 closing level. The move is in...
Ariake Japan Lifts Profits as European Growth Offsets China Slowdown
Jun 9, 2026
Ariake Japan reported that growth in its European operations offset weaker performance in Japan and a decline in China, resulting in higher consolidated net sales of ¥66.96 billion and operating profit of ¥11.78 billion for the fiscal ye...
ARIAKE JAPAN Lifts Profits and Dividends as Balance Sheet Strengthens
Jun 9, 2026
ARIAKE JAPAN reported consolidated net sales of ¥66.96 billion for the fiscal year ended March 31, 2026, up 2.4% year on year, with operating profit rising 6.0% to ¥11.78 billion and profit attributable to owners of parent climbing 15.3%...
Ariake Japan Strengthens Board Governance With New Committee and Diversity Push
May 29, 2026
ARIAKE JAPAN has evaluated the effectiveness of its Board of Directors through a self-assessment questionnaire completed by all directors, covering board composition, operations, deliberation quality, support structures, and stakeholder engagement...
Ariake Japan Clarifies Largest Shareholder’s Role and Affirms Management Independence
May 29, 2026
ARIAKE JAPAN Co., Ltd. has disclosed shareholder information indicating that Japan Food Business Co., Ltd., the founding family’s asset management company, holds 33.70% of its voting rights as an other affiliated company. Despite this signif...
Ariake Japan Discloses Robust Profit at Non-Listed Asset Management Affiliate
May 29, 2026
Ariake Japan disclosed the fiscal 2025–26 financial results of its non-listed affiliate Japan Food Business Co., Ltd., an asset management company based in Tokyo and wholly owned by a single shareholder as of February 28, 2026. The affiliate...
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.