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2911.T Tokyo Stock Exchange Food Processing

2911.T

¥2 237,00
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Mcap
P/E
EV / Rev
Div yield
1,56 %
Op margin
2,7 %
ROE
2,9 %
Net margin
3,0 %
Debt / equity
0,09
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 processed food products to generate revenue through retail and wholesale channels.

Business. The company operates in the Food Processing industry, manufacturing and selling processed food products to generate revenue through retail and wholesale channels.

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
2,9 %
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 2911.
  • 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 2911.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 processed food products to generate revenue through retail and wholesale channels.

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

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥2,098,381,000 and a current ratio of 3.83, indicating a robust ability to meet short-term obligations. The debt-to-equity ratio is low at 0.09, suggesting a conservative capital structure with limited leverage. Free cash flow stands at ¥225,365,000, supporting operational flexibility and potential reinvestment.

    Profitability metrics show a return on equity of 2.92% and a return on assets of 2.33%, which are below the industry median for Food Processing companies. The operating margin is 2.73% (¥218,562,000 / ¥8,017,567,000), indicating moderate efficiency in converting revenue into profit. The net profit margin is 2.98% (¥238,819,000 / ¥8,017,567,000), which is in line with the industry average.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and regulatory changes. The company's revenue is primarily derived from domestic operations, with no material international revenue streams.

    The company's revenue growth trajectory is stable, with a year-over-year increase of 1.2% in the most recent fiscal year. Capital expenditures are negative at ¥454,471,000, indicating asset disposals or reductions in capital spending. The company is expected to maintain a flat revenue outlook in the next fiscal year, with no significant growth or contraction anticipated.

    The company faces low liquidity and dilution risk, with no immediate filing-based flags detected. The low debt-to-equity ratio and strong cash reserves reduce the likelihood of financial distress. No dilution events are expected in the near term, as the company has not issued new shares recently and has no announced plans for additional equity offerings.

    Recent filings and transcripts indicate no material changes in the company's operations or strategic direction. The company has not disclosed any new product launches, market expansions, or significant regulatory challenges. The most recent earnings report confirmed stable performance, with revenue and EPS in line with analyst estimates.

    Key takeaways
    • The company maintains a strong liquidity position with a current ratio of 3.83 and cash reserves of ¥2,098,381,000.
    • Profitability metrics are below the industry median, with a return on equity of 2.92% and a return on assets of 2.33%.
    • The company's revenue is concentrated in a single business segment with no material international exposure.
    • Revenue growth is stable, with a year-over-year increase of 1.2% and a flat outlook for the next fiscal year.
    • The company faces low liquidity and dilution risk, with no immediate financial distress or equity issuance expected.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥2 237,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥8.19B
    Net cash
    ¥1.37B
    Current ratio
    3.8
    Debt / equity
    0.1
    ROA
    2.3%
    ROE
    2.9%
    Cash conversion
    200.0%
    CapEx / revenue
    -5.7%
    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 riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin2,7 %Below median
    Net Margin3,0 %Below median
    ROE2,9 %Below median
    Capex / Rev-5,7 %Below median
    D/E0,09Above median
    Cash Conv2,00Above 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
    • 2911.T Market data — financials · 2026-05-26
    • Asahimatsu Foods 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
    2911.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