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2612.T Tokyo Stock Exchange Food Processing

2612.T

¥1 586,00
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JPY
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
2,11 %
Op margin
8,0 %
ROE
6,7 %
Net margin
6,0 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Food Processing industry, manufacturing and selling food products, primarily generating revenue through the sale of processed food items to consumers and businesses.

Business. The company operates in the Food Processing industry, manufacturing and selling food products, primarily generating revenue through the sale of processed food items to consumers and businesses.

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
not yet wired
Ownership
not yet wired
Profitability
6,7 %
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 2612.
  • 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 2612.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 selling food products, primarily generating revenue through the sale of processed food items to consumers and businesses.

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

    The company maintains a strong liquidity position, with a current ratio of 5.05, indicating a robust ability to meet short-term obligations. The liquidity_fpt metric shows a high level of cash and equivalents at 7,881,000,000 JPY, which supports operational flexibility and financial stability.

    Profitability metrics indicate a moderate return on equity of 6.68% and a return on assets of 5.41%. These figures are in line with the industry's preferred metrics, suggesting the company is generating returns that are consistent with its sector. The operating margin, calculated as operating income divided by revenue, is 7.99%, which is a key indicator of operational efficiency.

    The company's revenue is primarily concentrated in its core food processing operations, with no significant geographic diversification disclosed. The financial data does not provide a breakdown of revenue by geographic region, but the company's operations are likely centered in Japan, given the JPY-based financials and the ticker symbol.

    The company's growth trajectory is stable, with the most recent fiscal year showing a revenue of 39,450,000,000 JPY. While no specific growth rate is provided, the company's operating cash flow of 384,000,000 JPY and free cash flow of 2,268,000,000 JPY suggest a capacity for reinvestment and expansion. The capital expenditure of -297,000,000 JPY indicates a reduction in capital spending, which may reflect a strategic shift or a focus on optimizing existing assets.

    The company's risk profile is low, with no immediate filing-based liquidity or dilution flags detected. The debt-to-equity ratio is 0.0, indicating no long-term debt, which reduces financial risk. The dilution potential is also low, with no significant changes in shares outstanding between basic and diluted shares.

    Recent events, as reflected in the financial data, show a stable performance with no significant disruptions. The company's last actual EPS was 85.37 JPY, and the last actual revenue was 39,450,000,000 JPY, aligning with analyst estimates. These figures suggest a consistent performance and a reliable earnings stream.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 5.05 and significant cash and equivalents.
    • Profitability metrics are in line with industry standards, with a return on equity of 6.68% and a return on assets of 5.41%.
    • The company's revenue is primarily concentrated in its core food processing operations, with no significant geographic diversification disclosed.
    • The company's growth trajectory is stable, with a revenue of 39,450,000,000 JPY and positive operating and free cash flows.
    • The company's risk profile is low, with no immediate liquidity or dilution flags and a debt-to-equity ratio of 0.0.
    • **margin_outlook_rationale**: The company's operating margin of 7.99% is stable, indicating consistent cost management and pricing power.
    • **rd_outlook_rationale**: No specific R&D data is provided, but the company's focus on food processing suggests ongoing innovation to maintain competitiveness.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 586,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥35.27B
    Net cash
    ¥7.81B
    Current ratio
    5.0
    Debt / equity
    0.0
    ROA
    5.4%
    ROE
    6.7%
    Cash conversion
    16.0%
    CapEx / revenue
    -0.8%
    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 riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin8,0 %Above median
    Net Margin6,0 %Above median
    ROE6,7 %Above median
    Capex / Rev-0,8 %Above P75
    D/E0,00Above P75
    Cash Conv0,16Below 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
    • 2612.T Market data — financials · 2026-05-26
    • Kadoya Sesame Mills Inc 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
    2612.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    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