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Investor Relations14 Oct 2025
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Ajinomoto (2802) investor relations material
Ajinomoto Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary14 Oct, 2025
Latin American business overview and growth strategy
Operations span food and bio-fine chemicals, with Brazil and Peru as key hubs and a regional headquarters in Brazil coordinating strategy and governance.
Sales in Latin America reached ¥125 billion in FY2024, with strong market shares and a CAGR of 8% in Brazil and 14% in Peru from FY2018-2024.
Growth is driven by robust distribution networks, high brand awareness, and expansion into neighboring countries.
The business model leverages local production, adaptation to regional food cultures, and synergies between food and bio-fine chemicals.
There is significant untapped potential compared to ASEAN, with plans to expand product categories and accelerate growth in new markets.
Product and business segment highlights
Tempero Sazon is the leading seasoning in Brazil, with 96% brand recognition and 76% household penetration.
The food business accounts for 50% of sales, food ingredients and agriculture 30%, and bio-fine chemicals 20%.
New product launches include frozen gyoza and supplements like Amino Vital and Amino Move, targeting evolving consumer needs.
Distribution in Brazil includes five centers and 80 exclusive distributors, overcoming logistical challenges.
High-speed development and innovation enable rapid product launches and continuous improvement.
Sustainability and ESG initiatives
Sustainability is central, with initiatives to reduce environmental impact through the Biocycle and products that support nutrition and agriculture.
Agipro L and AjiPro™ M-L, along with pasture recovery projects, aim to reduce GHG emissions in livestock and agriculture, with results to be showcased at COP30 in Brazil.
The company is pursuing carbon credits and new economic value from GHG reduction efforts.
Participating in the "Recovery of Degraded Pasture Verification Study" in Brazil, contributing to environmental restoration and sustainable farming.
MSG and fertilizer production utilizes a bio-cycle, recycling sugarcane co-products for sustainable agriculture.
Quantify COP30's impact on ASV business growth.
What new categories will drive growth beyond SAZON?
How will Brazil's unique distribution model evolve?
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Q2 20266 Nov, 2025
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Frequently asked questions
Ajinomoto Co., Inc., established in 1909, is a Japanese multinational corporation known for its diverse array of products in the food and biotechnology sectors. The company is a pioneer in the production of seasonings, cooking oils, frozen foods, beverages, sweeteners, and amino acids. Additionally, it is involved in the pharmaceutical industry. Ajinomoto's flagship product, Aji-No-Moto, a brand of monosodium glutamate (MSG), is one of the most popular products of its kind on the market. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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