2802.T Ajinomoto
Sole major supplier of ABF build-up film
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
2802.T · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-05EarningsBeat / raise
Reported EPS 38.11 vs 34.34 expected (+11.0% surprise).
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7
2026-05-06EarningsBeat / raise
Reported EPS 46.54 vs 41.47 expected (+12.2% surprise).
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6
2026-02-05EarningsBeat / raise
Reported EPS 39.64 vs 37.66 expected (+5.3% surprise).
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5
2025-11-05EarningsMiss / cut
Reported EPS 19.56 vs 32.01 expected (-38.9% surprise).
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4
2025-08-04EarningsBeat / raise
Reported EPS 32.62 vs 30.86 expected (+5.7% surprise).
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3
2025-05-07EarningsMiss / cut
Reported EPS -11.77 vs 17.86 expected (-165.9% surprise).
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2
2025-02-02EarningsBeat / raise
Reported EPS 32.07 vs 31.69 expected (+1.2% surprise).
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1
2024-11-07EarningsBeat / raise
Reported EPS 25.98 vs 21.94 expected (+18.4% surprise).
Latest headlines
Auto-updated daily- bitBiome Achieves Milestones in Joint Development Project with Ajinomoto Co., Inc.2026-10-20
- Ajinomoto (TSE:2802) Stock May Be 16% Undervalued On Cash Flow2026-10-17
- Recombinant Proteins Market Forecasts Growth from $5.78B (2026) to $11.42B by 2032, Profiling GenScript, Takara Bio, Ajinomoto & 37 Other Key Players2026-09-15
- Ajinomoto Co Inc (AJINF) (Q1 2027) Earnings Call Highlights: Record Sales and Profit Surge ...2026-08-08
- Palliser Takes Stake in Ajinomoto, Urges 30%+ ABF Price Increase2026-03-31
- A Look At Ajinomoto (TSE:2802) Valuation After Recent Share Price Momentum2026-04-15
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-05 | 34.34 | 38.11 | +11.0% |
| 2026-05-06 | 41.47 | 46.54 | +12.2% |
| 2026-02-05 | 37.66 | 39.64 | +5.3% |
| 2025-11-05 | 32.01 | 19.56 | −38.9% |
| 2025-08-04 | 30.86 | 32.62 | +5.7% |
| 2025-05-07 | 17.86 | -11.77 | −165.9% |
| 2025-02-02 | 31.69 | 32.07 | +1.2% |
| 2024-11-07 | 21.94 | 25.98 | +18.4% |
| 2024-08-05 | 27.0 | 23.49 | −13.0% |
| 2024-05-08 | 23.45 | 9.4 | −59.9% |
| 2024-02-05 | 30.69 | 29.92 | −2.5% |
| 2023-11-05 | 21.52 | 18.52 | −14.0% |
| 2023-05-10 | 12.51 | 16.69 | +33.5% |
| 2023-01-30 | 25.96 | 27.47 | +5.8% |
| 2022-11-06 | 19.02 | 17.98 | −5.5% |
| 2022-07-28 | 19.94 | 25.86 | +29.7% |
| 2022-05-10 | -12.37 | -5.08 | +58.9% |
| 2022-01-30 | 18.92 | 25.33 | +33.9% |
| 2021-11-03 | 14.52 | 29.35 | +102.1% |
| 2021-07-29 | 15.88 | 20.11 | +26.6% |
| 2021-05-09 | -12.64 | -2.96 | +76.6% |
| 2021-01-28 | 7.84 | 23.71 | +202.2% |
| 2020-11-03 | 6.52 | 13.05 | +100.2% |
| 2020-07-29 | 8.84 | 20.39 | +130.7% |
About Ajinomoto
Website ↗Ajinomoto Co., Inc. engages in the seasonings and foods, frozen foods, and healthcare and other businesses in Japan and internationally. The company operates through three segments: Seasonings and Foods; Frozen Foods; and Healthcare, etc. The Seasonings and Foods segment offers sauces and seasoning products under the AJI-NO-MOTO, HON-DASHI, Cook Do, Ajinomoto KK Consommé, Pure Select Mayonnaise, Ros Dee, Masako, Aji-ngon, Sazón, Sajiku, and CRISPY FRY names. This segment also provides instant noodles under the Knorr Cup Soup and YumYum names; coffee beverages under the Birdy and Blendy brands; powdered drink under the Birdy 3in1 name; MAXIM brand products; A Little Luxury Coffee Shop brand products and various gifts, office drinks, cup vending machines, and tea dispensers, etc. The Frozen Foods segment offers Gyoza dumplings, rice dishes, noodles, sweets, shumai, processed chicken, and o…
Large AI packages need big, many-layer ABF substrates. The build-up film itself comes from one supplier; glass-core substrates are the next transition.
What would prove us wrong. Weakens if substrate makers report utilisation falling while AI package sizes keep growing.
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.