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2815.T Tokyo Stock Exchange Food Processing

Ariake Japan Co Ltd

¥5 010,00
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JPY
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Mcap
P/E
EV / Rev
Div yield
3,16 %
Op margin
16,9 %
ROE
6,5 %
Net margin
12,5 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Ariake Japan Co Ltd is a food processing company that generates revenue primarily through the production and sale of processed food products.

Business. Ariake Japan Co Ltd (2815.T) is a food processing company headquartered in Japan. The firm operates within the Food & Beverages industry, focusing on the production and sale of food products. It is primarily listed on the Tokyo Stock Exchange. Specific details regarding operating segments or geographic revenue breakdowns are not available.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryFood Processing
Generated · model-assisted
Sell-side consensus
BUY3 analysts
2 buy1 hold0 sell
Avg 12m price target6 366,67

Analyst recommendations

3 analysts · consensus Buy
Buy2
Hold1
Sell0
12-month price target
6 366,67
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
3 analysts · indicative
Ownership
not yet wired
Profitability
6,5 %
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 2815.
  • 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 2815.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

    Ariake Japan Co Ltd (2815.T) is a food processing company headquartered in Japan. The firm operates within the Food & Beverages industry, focusing on the production and sale of food products. It is primarily listed on the Tokyo Stock Exchange. Specific details regarding operating segments or geographic revenue breakdowns are not available.

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

    Ariake Japan maintains a robust capital structure with a debt-to-equity ratio of 0.0, indicating no long-term debt obligations. The company's liquidity position is strong, with a current ratio of 7.85 and cash and equivalents amounting to ¥58,958,861,000. This liquidity provides a buffer against short-term obligations and supports operational flexibility.

    Profitability metrics show a return on equity (ROE) of 6.46% and a return on assets (ROA) of 5.63%. These figures are in line with the industry's preferred metrics for food processing companies, which emphasize asset efficiency and consistent returns. The company's operating income of ¥11,025,489,000 and net income of ¥8,206,403,000 reflect strong performance relative to its revenue of ¥65,400,887,000.

    Geographically, Ariake Japan's revenue is concentrated in Japan, with no disclosed international segments. The company's business model is heavily reliant on domestic demand, which exposes it to local economic conditions and consumer trends.

    The company's growth trajectory is stable, with no significant revenue growth or decline reported in the latest financial period. Analysts have provided a mean price target of ¥6,366.67 and a median price target of ¥6,400.00, suggesting a neutral outlook. The absence of immediate liquidity or dilution flags further supports a stable growth environment.

    Risk factors for Ariake Japan include potential regulatory changes in the food processing industry and fluctuations in raw material costs. The company's low dilution risk and strong liquidity position mitigate some of these concerns. No significant dilution sources were identified in the latest filings, and the company's capital structure remains unchanged.

    Recent events, including analyst estimates and price targets, indicate a cautious but stable outlook for the company. The mean recommendation of 2.33 suggests a "Hold" rating, with no strong buy recommendations. This reflects a balanced view of the company's current valuation and growth prospects.

    Key takeaways
    • Ariake Japan has a strong liquidity position with a current ratio of 7.85 and no long-term debt.
    • The company's profitability metrics (ROE of 6.46% and ROA of 5.63%) are in line with industry standards.
    • Revenue is concentrated in Japan, exposing the company to local economic conditions.
    • Analysts have a neutral outlook, with a mean price target of ¥6,366.67 and a median price target of ¥6,400.00.
    • The company faces low dilution risk and has no immediate liquidity concerns.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥5 010,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥127.10B
    Net cash
    ¥58.94B
    Current ratio
    7.8
    Debt / equity
    0.0
    ROA
    5.6%
    ROE
    6.5%
    Cash conversion
    148.0%
    CapEx / revenue
    -1.5%
    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

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    296,21
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    3
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-21 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate296,21
    Revenueno estimateno estimate70,6B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution3 analysts
    Strong buy0
    Buy2
    Hold1
    Sell0
    Strong sell0
    12-month price target¥6 366,67 · Median ¥6 400,00
    Low ¥6 000,00High ¥6 700,00
    EPS surprise
    +0,3 %
    reported vs consensus · beat
    Revenue surprise
    −5,2 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥6 000,00
    Mean¥6 366,67
    Median¥6 400,00
    High¥6 700,00
    Spot¥5 010,00
    +27.1 %implied to mean12-month sell-side price targets · ▲ spot

    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 Margin16,9 %Best in class
    Net Margin12,6 %Best in class
    ROE6,5 %Above median
    Capex / Rev-1,5 %Above P75
    D/E0,00Above P75
    Cash Conv1,48Above 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
    • Ariake Japan Co Ltd Market data — financials · 2026-05-26
    • Ariake Japan 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
    2815.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    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
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    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