Ajinomoto Co Inc (AJINF) Q3 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for joining the IR briefing for the third quarter of FI 2025 ending March 31st, 2026 of Ajinomoto. I'm Goto of IR office. We have Mr. Kashi, the general manager of IR office, participating as the speaker. This session will be a 60-minute session. Mr. Kachi will present on the disclosure material followed by Q&A. Please refer to the materials through the homepage of Ajinomoto IR site. Mr. Kachi's presentation will follow the presentation material. Please also refer to the financial summary and also a forecast. session will be recorded and to be posted on our IR site. We would like to start Mr. Kaji, please. Hello, everyone. First, please turn to page two. This is the summary. For the first three quarters of FY2025, sales, business profit, and profit attributable to owners of the parent company all reached new record highs. In the seasonings and foods business, despite negative factors in solutions and ingredients, higher sales and profits were achieved overall, driven mainly by Japan and overseas seasonings as well as the Japan coffee business. In the bio and fine chemicals business, Functional materials recorded significant increases in both sales and profits. Biopharma services and ingredients achieved higher sales and substantially higher profit, excluding the impact of the divestment of Ajinomoto Altea Inc. For the full year FI25 forecast, both business profit and profit attributable to owners of the parent company have been revised upward. Looking ahead to FY26, in addition to achieving sustainable growth of seasonings and foods, we aim to realize significant growth in the bio and fine chemicals business and challenge ourselves to achieve the 2030 roadmap ahead of schedule. Before going into the detailed explanation of the cumulative results through the...