Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>Revenue grew 8.2% YoY, driven by expanded product lineups and restaurant industry recovery, despite increased CoGS ratio.</li><li>Revised FY03/25 forecasts project revenue of JPY47.0bn, with operating profit down 37.5% YoY, reflecting cost reductions.</li><li>Consumer product revenue rose 2.1% YoY, with meat seasonings up 2.1%, but hotpot seasonings decreased 2.2% YoY.</li></ul>

Revenue grew 8.2% YoY, driven by expanded product lineups and restaurant industry recovery, despite increased CoGS ratio.Revised FY03/25 forecasts project revenue of JPY47.0bn, with operating profit down 37.5% YoY, reflecting cost reductions.Consumer product revenue rose 2.1% YoY, with meat seasonings up 2.1%, but hotpot seasonings decreased 2.2% YoY.

Ebara Foods Industry (2819 JP): 1H FY03/25 flash update

<ul><li>Q1 FY03/25 revenue was JPY11.9bn (+9.6% YoY); operating profit JPY725mn (-2.4% YoY); recurring profit JPY813mn (-0.7% YoY).</li><li>Food business revenue JPY10.0bn (+10.4% YoY); household-use products JPY7.2bn (+4.1% YoY); commercial-use products JPY2.8bn (+30.7% YoY).</li><li>Distribution business revenue JPY1.8bn (+5.2% YoY); segment profit JPY8mn (-65.2% YoY); Other businesses revenue JPY134mn (+13.6% YoY).</li></ul>

Q1 FY03/25 revenue was JPY11.9bn (+9.6% YoY); operating profit JPY725mn (-2.4% YoY); recurring profit JPY813mn (-0.7% YoY).Food business revenue JPY10.0bn (+10.4% YoY); household-use products JPY7.2bn (+4.1% YoY); commercial-use products JPY2.8bn (+30.7% YoY).Distribution business revenue JPY1.8bn (+5.2% YoY); segment profit JPY8mn (-65.2% YoY); Other businesses revenue JPY134mn (+13.6% YoY).

Ebara Foods Industry (2819 JP): Q1 FY03/25 flash update

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Small but ubiquitous specialty condiments maker <a href="https://www.smartkarma.com/entities/ebara-foods-industry-inc" target="_blank" data-smartkarma-citation="entities:17173:1" rel="noopener">Ebara Foods Industry (2819 JP)</a> sells ¥50bn of product a year. Three years ago, longtime CEO Morimura passed. His son is CEO now.</li>
<li>The company entered TSE1 in 2014 but despite meeting the requirements, it announced today it would seek listing on TSE Standard and not TSE Prime. A selldown looms.</li>
<li>Today, the company announced a buyback. The company has conducted 6 of them in 13 years so this is not unusual, but the method is, and the setup deserves attention.</li>
</ul>


Small but ubiquitous specialty condiments maker Ebara Foods Industry (2819 JP) sells ¥50bn of product a year. Three years ago, longtime CEO Morimura passed. His son is CEO now.
The company entered TSE1 in 2014 but despite meeting the requirements, it announced today it would seek listing on TSE Standard and not TSE Prime. A selldown looms.
Today, the company announced a buyback. The company has conducted 6 of them in 13 years so this is not unusual, but the method is, and the setup deserves attention.


Smallcap Ebara Foods Industry (2819) - A Delicious Buyback Snack

Japan

EBARA Foods Industry Inc produces liquid forms of seasoning such as barbecue sauce for commercial and home use. The Company specializes in products related to Yakiniku (grilled meat) and other meat-use condiments.

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Ebara Foods Industry (2819 JP)