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Ajinomoto Community
TSE:2802 Community
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Ajinomoto
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expansion In Bio-Pharma And AI Materials Will Drive Future Success
Key Takeaways Growth in Bio-Pharma Services and Ingredients, driven by increasing projects, is expected to positively impact earnings and business profits. Strategic market and product expansion in Frozen Foods and premium Seasonings aim to boost revenue and profitability.
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JP¥3.95k
FV
2.7% overvalued
intrinsic discount
5.12%
Revenue growth p.a.
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2 days ago
author updated this narrative
Ajinomoto
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Legacy Seasoning Reliance Will Suffer Under Tightening Regulations
Key Takeaways Shifting consumer preferences and rising regulatory scrutiny threaten the relevance and profitability of Ajinomoto's core MSG and legacy product lines. Slow diversification and heavy reliance on traditional segments expose Ajinomoto to competitive, operational, and geopolitical risks, pressuring future margins and growth stability.
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JP¥3.30k
FV
23.0% overvalued
intrinsic discount
3.87%
Revenue growth p.a.
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9 days ago
author updated this narrative
Ajinomoto
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Emerging Lifestyles And Health Trends Will Elevate Processed Foods Markets
Key Takeaways Accelerated innovation, digital transformation, and targeted emerging market strategies position Ajinomoto to surpass market expectations in both revenue growth and profitability. Leadership in sustainable and health-focused solutions, alongside portfolio optimization, supports robust cash flow and outsized shareholder returns.
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JP¥4.70k
FV
13.7% undervalued
intrinsic discount
6.77%
Revenue growth p.a.
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9 days ago
author updated this narrative
Your Valuation for
2802
2802
Ajinomoto
Your Fair Value
JP¥
Current Price
JP¥4.06k
7.8% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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Future
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2t
2015
2018
2021
2024
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Revenue JP¥1.9t
Earnings JP¥87.2b
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