Ajinomoto Inc. (AJINY)
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AI Needs Ajinomoto's Film, But Its CEO Won't Raise Prices Just Because
The world's hunger for artificial-intelligence chips is straining the industry's ability to produce the materials they rely on, creating new pressure points that could slow the boom.
Ajinomoto Q4 Earnings: The Good And The Bad
I am initiating on Ajinomoto with a 'Hold' rating, after evaluating its results and outlook. The company's FY2025 EPS beat the consensus forecast, but its FY26 business profit guidance implies a substantial growth deceleration. There is also a significant divergence in the prospects of its Ajinomoto Build-up Film/ABF and frozen foods businesses.
Is MSG Maker Ajinomoto Sitting on an AI Goldmine? This Investor Thinks So
An activist investor has built a stake in a Japanese company it says has a lucrative monopoly on a material vital to artificial-intelligence infrastructure.
Ajinomoto Co., Inc. - Special Call
Ajinomoto Co., Inc. - Special Call Company Participants Masataka Kaji Shigeo Nakamura - President, CEO, Representative Executive Officer & Director Naoko Yamamoto - Executive Officer Normando Filho Naralice Fuzinelli Yoshiteru Masai - Executive Managing Director & GM of Food Business Division Sumio Maeda - Executive Officer, Senior VP & GM of Bio & Fine Chemicals Division Conference Call Participants Hiroshi Saji - Mizuho Securities Co., Ltd., Research Division Takashi Miyazaki - Goldman Sachs Group, Inc., Research Division Euan Mcleish - Sanford C.
Ajinomoto Co., Inc. (AJINY) Q1 2026 Earnings Call Transcript
Ajinomoto Co., Inc. (OTCPK:AJINY) Q1 2026 Earnings Conference Call August 4, 2025 4:00 AM ET Company Participants Masataka Kaji - Former General Manager of IR Group, Global Finance Department Conference Call Participants Euan Grant McLeish - Sanford C. Bernstein & Co., LLC.
Ajinomoto Co., Inc. (AJINY) Q4 2025 Earnings Call Transcript
Ajinomoto Co., Inc. (OTCPK:AJINY) Q4 2025 Results Conference Call May 8, 2025 5:00 AM ET Company Participants Masataka Kaji - Investor Relations Department Shigeo Nakamura - President, CEO & Representative Executive Officer Tatsuya Sasaki - Executive Officer, Senior VP, GM of Corporate Division & Director Yoshiteru Masai - Executive Officer, Senior VP & GM of Food Products Division Sumio Maeda - Executive Officer, VP & GM of Bio & Fine Chemicals Division Eiichi Mizutani - Executive Officer, VP and In charge of Finance & Investor Relations Hideaki Kawana - Executive Officer & VP of Supervision of Frozen Foods Shino Kayahara - Executive Officer and In charge of Diversity & HR Conference Call Participants Hiroshi Saji - Mizuho Securities Rei Ihara - UBS Securities Takashi Miyazaki - Goldman Sachs Shun Igarashi - Daiwa Securities Satoshi Fujiwara - JPMorgan Securities Haruka Miyake - Morgan Stanley Makoto Morita - Nomura Securities Tsukasa Furuta - SMBC Nikko Hiroki Watanabe - Citigroup Masataka Kaji Good evening, everyone. Thank you for joining Ajinomoto's Fiscal '24 Results Briefing despite your busy schedule.
Ajinomoto Co., Inc. (AJINY) Q2 2024 Earnings Call Transcript
Ajinomoto Co., Inc. (OTCPK:AJINY) Q2 2024 Earnings Conference Call November 7, 2024 4:00 AM ET Company Participants Masataka Kaji - Investor Relations Department Taro Fujie - Representative Executive Officer, President Hiroshi Shirakami - Representative Executive Officer, Executive Vice President Tatsuya Sasaki - Executive Officer and Senior Vice President, General Manager, Corporate Division Yoshiteru Masai - Executive Officer, Food Products Division Sumio Maeda - Bio & Fine Chemical Division, Executive Officer Eiichi Mizutani - Executive Officer, Finance and IR Hideaki Kawana - Supervision, Frozen Foods, Executive Officer. Smriga Miroslav - Quality Assurance, Executive Officer.
Ajinomoto Co., Inc. (AJINY) Q1 2024 Earnings Call Transcript
Ajinomoto Co., Inc. (OTCPK:AJINY) Q1 2024 Earnings Conference Call August 5, 2024 4:00 AM ET Company Participants Masataka Kaji - GM Taro Fujie - Director, Representative Executive Officer, President and CEO Eiichi Mizutani - Finance and IR Conference Call Participants Hiroshi Saji - Mizuho Securities Takashi Miyazaki - Goldman Sachs Naomi Takagi - SMBC Nikko Securities Manabu Sumoge - Okasan Securities Rei Ihara - UBS Securities Makoto Morita - Daiwa Securities Operator Good evening, despite your busy schedule, thank you very much for your participation to the Ajinomoto Group's Financial Results for Q1 of FY 2024 Conference Call. This is Pat from IR office.
