Ajinomoto Co., Inc. Raises FY2027 Earnings Forecast on Strong Electronics Materials Demand

Ajinomoto Co., Inc. Raises FY2027 Earnings Forecast on Strong Electronics Materials Demand

Ajinomoto Co., Inc. (TSE:2802) has revised upward its earnings guidance for the fiscal year ending March 2027, citing robust sales in high-performance substrate materials for artificial intelligence and data center applications.

The company lifted revenue guidance by JPY 9.0bn to JPY 1732.0bn, with operating profit (jigyo rieki) increased by JPY 5.0bn to JPY 202.0bn. Net profit attributable to parent company shareholders rose JPY 3.5bn to JPY 123.5bn. Management attributed the revision to stronger-than-expected demand in its Healthcare segment, where electronic materials for AI servers and network infrastructure are performing well. The company also reassessed macroeconomic conditions, including Middle East geopolitical tensions and raw material cost trends, in light of current business conditions. The Seasonings & Food Products and Frozen Foods segments maintained previous forecasts.

The upward revision reflects improving momentum in Ajinomoto’s electronics materials business, a strategic growth area amid global AI infrastructure expansion. However, investors should note that year-to-date progress stands at 23.8% of revised revenue guidance and 29.8% of operating profit guidance, leaving substantial execution risk for the remainder of the fiscal year. Management’s ability to sustain current demand trends and manage input costs will be critical to achieving the updated targets.

Source: Original filing (TDnet) | 日本語版

This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.