Food and Beverage Production

Nichirei Corporation

Nish 冷公布 2025 fiscal year performance and 2026 fiscal year targets

2871

Nichirei Corporation's subsidiary, Nichirei Logistics Group Inc., has signed a share purchase agreement to acquire Malaysia's ICCL Group, enhancing its cold chain logistics in Southeast Asia. The deal, signed on September 26, 2025, is expected to finalize by December 2025. This acquisition will strengthen Nichirei's operations in Malaysia and leverage ICCL's cross-border transportation capabilities, integrating with existing bases in Thailand and Vietnam.

Reuters

Nichirei Corporation to Acquire Malaysia’s ICCL Group, Expanding Cold Chain Logistics Presence in Southeast Asia

According to TipRanks, Morita is a 2-star analyst with an average return of 5.3% and a 57.14% success rate. Morita covers the Consumer Defensive sector, focusing on stocks such as Coca-Cola Bottlers Japan Holdings, Nissin Foods Holdings Co, and Nippon Suisan Kaisha. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Nichirei Corporation with a €10.61 average price target.

Tip Ranks

Nomura Sticks to Its Buy Rating for Nichirei Corporation (NI3)

Nichirei Corporation has confirmed its inclusion in all six ESG indices adopted by the Government Pension Investment Fund (GPIF) for Japanese companies. This marks nine consecutive years in the FTSE Blossom Japan Index and MSCI Japan Empowering Women index, eight years in the S&P/JPX Carbon Efficient Index, and three years in the Morningstar Japan ex-REIT Gender Diversity Tilt Index. Additionally, Nichirei has been part of the FTSE4Good Index Series for 23 years, reflecting its commitment to social responsibility and sustainable management under its long-term goal, “N-FIT 2035.”

Nichirei Corporation Maintains Inclusion in All Six ESG Indices Adopted by GPIF

Nichirei Corporation's stock has declined 6.8% over the past three months, despite decent fundamentals. The company's return on equity (ROE) stands at 9.7%, above the industry average of 7.6%. However, earnings growth has been low at 4.6% over the past five years, lagging behind the industry average of 8.8%. Despite a moderate payout ratio of 36%, the company faces challenges that may hinder growth. Analysts forecast continued earnings expansion, indicating potential for future improvement.

Simplywall

Nichirei Corporation's (TSE:2871) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?

Nichirei Corporation will participate in the 2025 Osaka-Kansai Expo, opening a restaurant named Terrace Nichirei in the "EARTH TABLE - Future Diner" area. This is the second time the company has opened a restaurant at the Expo, the first being in 1970. The restaurant aims to showcase the potential of frozen foods, aligning with Nichirei Foods' vision for the future.

Nichirei Corporation to Showcase Future of Frozen Foods at Osaka-Kansai Expo

Nichirei Corporation has completed the consolidation of NL Litt Tatt Group Sdn. Bhd. as a subsidiary in Malaysia, following an earlier acquisition announcement on May 1, 2025. Nichirei Logistics Group Inc. now holds a 49% stake, with SETIABAKTI LOGISTICS SDN. BHD. and other minority shareholders holding 48.9% and 2.1%, respectively. This strategic move aims to enhance management efficiency and strengthen Nichirei's business foundation in Malaysia, supporting further regional expansion.

Nichirei Corporation Completes Consolidation of NL Litt Tatt Group as Subsidiary in Malaysia

Nichirei Corporation has completed the issuance of 55,225 ordinary shares under a new restricted stock compensation plan for executives, following a Board resolution on June 25, 2025. The shares were issued at 1,881 yen each, totaling 103,878,225 yen. Key personnel, including six directors and four executive officers, received the shares, with the payment date set for July 24, 2025. This announcement serves as a corporate announcement regarding the stock compensation plan.

Nichirei Corporation Finalizes New Restricted Stock Compensation Plan for Executives

Nichirei Corporation reported its FY2025 financial results, with net sales increasing to ¥702.08 billion and profit attributable to owners rising to ¥24.73 billion. EPS reached ¥97.35. The company aims for FY2026 targets of ¥800 billion in net sales, ¥56 billion in operating profit, and an EPS of ¥151.7, while maintaining a 10% ROE as part of its long-term management goal, "N-FIT 2035."

Nichirei Corporation Reports FY2025 Results: Net Sales Increase to ¥702.08 Billion, Profit Attributable to Owners Rises to ¥24.73 Billion, EPS Reaches ¥97.35

Nichirei Corporation has been selected for the FTSE4Good Index Series for the 23rd consecutive year, reflecting its strong ESG performance. This inclusion highlights the company's commitment to environmental, social, and governance standards in the investment community.

Nichirei Corporation Selected for FTSE4Good Index Series for 23rd Year

Nichirei Corporation has announced its acquisition of NL Litt Tatt Group Sdn. Bhd. in Malaysia, aiming to enhance its logistics operations. This follows previous investments in the region, including a complete ownership of NL Cold Chain Network in 2023. The acquisition, expected to be finalized by July 2025, will consolidate Nichirei’s storage and transportation services, boosting synergies between the two companies and driving business growth in Malaysia.

Nichirei Corporation to Fully Acquire NL Litt Tatt Group, Boosting Logistics Operations in Malaysia

Nichirei said misconduct by a former chairman and general manager of its Chinese subsidiary, Nichirei Corporation Shanghai, caused an estimated loss of about 90 million yen, according to a Monday filing on the Tokyo Stock Exchange. The employee, whose name was not disclosed, allegedly set up a separate company without approval and entered into client agreements involving financial liabilities and debt guarantees, bypassing internal decision-making procedures. A special investigation committee led by an external director has submitted a public version of its report, which was approved by the board.

Trading View

Nichirei Uncovers Misconduct by Former Executive at China Unit

Nichirei Corporation (TSE:2871) has seen a 9.0% decline in stock over the past month, despite decent financial indicators, including a 10% return on equity (ROE) compared to the industry average of 8.0%. However, the company's earnings growth has been low at 5.0% over the past five years, below the industry average of 8.6%. Despite a moderate payout ratio of 30%, the lack of growth raises concerns about potential external threats to the business. Analysts expect earnings to gain momentum, but the reasons behind the current performance remain unclear.