Ajinomoto Co Inc

2802: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Ajinomoto Earnings: ABF Strength Lifts Fair Value by 20% as AI Packaging Demand Accelerates

Kazunori Ito

Aug 10, 2026

Ajinomoto reported 13% year-on-year revenue growth in the first quarter, driven by yen weakness and strong demand for Ajinomoto build-up film used in artificial intelligence semiconductors. The company raised its fiscal 2026 (ending March 2027) guidance, reflecting only the first-quarter upside.

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Ajinomoto Co Inc

Ajinomoto Earnings: ABF Strength Lifts Fair Value by 20% as AI Packaging Demand Accelerates

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