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2112.T — Tokyo Stock Exchange Food Processing

2112.T

¥438,00
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Mcap
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P/E
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EV / Rev
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Div yield
3,07 %
Op margin
8,9 %
ROE
12,9 %
Net margin
6,6 %
Debt / equity
0,50
Beta
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52w range
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Volume
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Day range
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Prev close
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Open
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Next earnings
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Ex-dividend
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TR 1Y
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About

The company operates in the Food Processing industry, manufacturing and distributing processed food products, primarily generating revenue through the sale of packaged food items to retail and wholesale customers.

Business. The company operates in the Food Processing industry, manufacturing and distributing processed food products, primarily generating revenue through the sale of packaged food items to retail and wholesale customers.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryFood Processing
Generated · model-assisted
Sell-side consensus
—consensus pending
— buy— hold— sell
Avg 12m price target—
Upcoming events
— missing data
See all catalysts →

At a glance

Score
—
not yet scored
Valuation
—
valuation pending
Analysts
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not yet wired
Ownership
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not yet wired
Profitability→
12,9 %
return on equity
Quality
—
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 2112.

    • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 2112.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the Food Processing industry, manufacturing and distributing processed food products, primarily generating revenue through the sale of packaged food items to retail and wholesale customers.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Beverages
    IndustryFood Processing
    AI synthesis
    GENERATED

    The company maintains a debt-to-equity ratio of 0.5, indicating a relatively balanced capital structure with moderate leverage. Its liquidity position is characterized by a current ratio of 1.23, suggesting limited short-term liquidity cushion, while cash and equivalents amount to 3.313 billion JPY. However, the company's net cash position is negative after subtracting total debt, signaling potential liquidity constraints.

    Profitability metrics show a return on equity (ROE) of 12.86% and a return on assets (ROA) of 7.27%, both of which are in line with typical performance for the Food Processing industry. The company's operating margin is 8.85% (calculated as operating income of 2.88 billion JPY divided by revenue of 32.52 billion JPY), which is consistent with industry norms.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of segment or geographic diversification increases exposure to regional economic shifts and supply chain disruptions.

    Looking ahead, the company is projected to maintain stable revenue growth, with no significant changes expected in the near term. Historical revenue trends show a consistent performance, with no material year-over-year volatility reported in the latest financial snapshot.

    The company's risk profile is marked by moderate liquidity risk and low dilution potential. The negative net cash position raises concerns about short-term liquidity, but the absence of significant share dilution in the past suggests a conservative approach to capital structure management.

    Recent financial filings and disclosures have not revealed any material events or strategic shifts. The company's latest earnings and revenue figures align with analyst estimates, indicating stable performance and no unexpected volatility.

    Key takeaways
    • The company maintains a balanced capital structure with a debt-to-equity ratio of 0.5.
    • Profitability metrics, including ROE and ROA, are in line with industry norms.
    • Revenue is concentrated in a single business segment, with no geographic diversification disclosed.
    • The company's liquidity position is moderate, with a current ratio of 1.23 and a negative net cash position.
    • No significant dilution risk is present, and the company has not issued new shares recently.
    • Revenue performance is stable, with no material year-over-year volatility reported.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥438,00
    Market cap
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    Enterprise valueⓘ
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    P/Eⓘ
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    Non-GAAP P/Eⓘ
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    EV / Revenueⓘ
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    EV / Op incomeⓘ
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    EV / OCFⓘ
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    P / Bⓘ
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    P / Tangible bookⓘ
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    Tangible book
    ¥16.62B
    Net cashⓘ
    -¥4.93B
    Current ratioⓘ
    1.2
    Debt / equityⓘ
    0.5
    ROAⓘ
    7.3%
    ROEⓘ
    12.9%
    Cash conversionⓘ
    173.0%
    CapEx / revenueⓘ
    -1.7%
    SBC / revenueⓘ
    —
    Dilution ratioⓘ
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin8,9 %Above median
    Net Margin6,6 %Above median
    ROE12,9 %Above P75
    Capex / Rev-1,7 %Above P75
    D/E0,50Below median
    Cash Conv1,73Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 2112.T Market data — financials · 2026-05-26
    • Ensuiko Sugar Refining Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    2112.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage