Update shared on 15 Nov 2025
Narrative Update: Ajinomoto Analyst Price Target Revision
Ajinomoto's analyst price target has been maintained at ¥4,450, as analysts cite steady improvements in revenue growth balanced by only marginal adjustments to profit margin and discount rate assumptions.
What's in the News
- Ajinomoto has announced a share repurchase program of up to 30,000,000 shares, equivalent to 3.09% of its issued share capital, valued at ¥80,000 million. The program runs through November 30, 2026, with repurchased shares to be cancelled. (Key Developments)
- The Board of Directors authorized a new buyback plan on November 6, 2025 as part of ongoing capital efficiency initiatives. (Key Developments)
- A dividend of JPY 24.00 per share was announced for Q2 2025, compared to JPY 40.00 per share a year earlier. Payment will begin on December 2, 2025. (Key Developments)
- Ajinomoto signed a licensing agreement with Astellas Pharma Inc. for AJICAP, its proprietary antibody-drug conjugate (ADC) technology, further supporting biopharmaceutical development and global technology collaboration. (Key Developments)
- A new dairy-free coffee drink, GRe:en Drop Coffee, blending regular and beanless coffee to lower CO2 emissions by 25%, was launched in Singapore as part of Ajinomoto's sustainable product strategy. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target remains unchanged at ¥4,450.
- The discount rate has risen slightly from 4.72% to 4.8%.
- Revenue growth has increased modestly from 5.38% to 5.54%.
- Net profit margin has decreased slightly from 8.89% to 8.83%.
- Future P/E has fallen moderately from 28.93x to 28.21x.
Disclaimer
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