TSE:2802Food
Does Holding ABF Prices Amid AI Demand Recast Ajinomoto’s Portfolio Strategy (TSE:2802)?
Ajinomoto Co., Inc. recently reported record fiscal year-end earnings while keeping prices for its Ajinomoto Build-up Film (ABF) unchanged despite strong AI-related demand and announcing capacity expansion targeting production in 2032.
The company also introduced a three-tier pricing structure in Japan to support margins, highlighting differing pricing power between its frozen foods and seasonings businesses and underlining how its electronic materials and core food segments are being...