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Employees: 530
Size Kadoya Sesame Mills (2612.T) is a Japan Consumer Staples company (Agricultural Commodities/Milling) with a market value of $550M, the 1019th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥3,095 on 6 Nov 2026.
Performance Over six months the shares gained 93.6%, against -5.8% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue fell 1.9% over the last twelve months (peer median +4.1%); the operating margin is 10.0% (peer median 3.9%).
Valuation It trades at 1.9× enterprise value to sales against a peer median of 1.3× (7th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -4 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.7 points above its cost of capital (5.0% WACC).
Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥39.7B | ¥40.0B | ¥39.5B | ¥35.7B | ¥33.7B |
| Revenue growth | — | +1% | +11% | +6% | — |
| Gross profit | ¥11.7B | ¥11.3B | ¥10.1B | ¥9.78B | ¥9.71B |
| EBITDA | ¥4.99B | ¥4.89B | ¥4.30B | ¥4.42B | ¥4.43B |
| Net income | ¥2.87B | ¥2.72B | ¥2.36B | ¥2.25B | ¥2.22B |
| Free cash flow | ¥4.68B | ¥5.31B | ¥83.0M | ¥2.73B | ¥1.79B |
| Capital expenditure | ¥369M | ¥379M | ¥303M | ¥272M | ¥693M |
| Total debt | ¥224M | ¥64.0M | ¥68.0M | ¥71.0M | ¥75.0M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 2612.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.2% | -2.0% | 2nd highest of 21 |
| 6-month return | +93.6% | -5.8% | highest of 21 |
| Distance from 52-week high | -2.2% | -28.3% | highest of 21 |
| Revenue growth (TTM) | -1.9% | +4.1% | 7th lowest of 21 |
| Operating margin | 10.0% | 3.9% | 6th highest of 21 |
| EV / Sales | 1.9× | 1.3× | 7th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 0.9% | -1.2% | 3rd most demanding of 8 |
| Growth delivered (Del g) | +5.0% | +4.1% | 4th highest of 8 |
| Hurdle (Req g minus delivered) | -4.1 pp | -5.0 pp | 4th most demanding of 8 |
| ROIC minus cost of capital | +5.7 pp | -1.8 pp | 4th highest of 21 |
| EV / EBITDA | 15.1× | 8.5× | 4th most expensive of 10 |
| Net debt / EBITDA | -2.3× | 2.2× | least indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Kadoya Sesame Mills 2612.T | Japan | $550M | +94% | -2% | 10% | 1.9× | 0.9% | +5.0% |
| Shiyue Daotian 9676.HK | Hong Kong | $545M | -35% | +26% | 7% | 0.5× | n/a | n/a |
| WELLNEO SUGAR 2117.T | Japan | $555M | +2% | +8% | 10% | 0.8× | -10.2% | +20.9% |
| Wanxiang Doneed 600371.SS | China | $544M | +41% | -13% | -11% | 17.8× | n/a | n/a |
| Triveni Engineering and Industries TRIVENI.NS | India | $561M | -4% | +2% | 8% | 0.9× | n/a | n/a |
| Jiangsu Yike Food 301116.SZ | China | $538M | -28% | +6% | 0% | 0.3× | n/a | n/a |
| ForFarmers FFARM.AS | Netherlands | $537M | -18% | +7% | 3% | 0.2× | -9.9% | +6.0% |
| Inghams ING.AX | Australia | $563M | +13% | +2% | 4% | 0.7× | -1.2% | +3.9% |
| Baiyang Investment 002696.SZ | China | $569M | +62% | +25% | 0% | 1.3× | n/a | n/a |
| Baotou Huazi Industry 600191.SS | China | $582M | -37% | +56% | 5% | 5.7× | n/a | n/a |
| Gansu Dunhuang Seed 600354.SS | China | $589M | +19% | +9% | 25% | 2.4× | -4.7% | +4.1% |
| Piccadily Agro Industries PICCADIL.NS | India | $607M | -8% | +29% | 20% | 5.3× | n/a | n/a |
| Solbar Ningbo Protein Technology 603231.SS | China | $493M | +1% | +20% | 8% | 1.3× | n/a | n/a |
| Zhanjiang Guolian Aquatic Products 300094.SZ | China | $490M | -8% | -9% | -28% | 1.6× | 0.7% | -6.6% |
| Rogers Sugar RSI.TO | Canada | $618M | +2% | -6% | 10% | 1.1× | n/a | n/a |
| Fujian Tianma Science & Technology 603668.SS | China | $488M | -52% | +6% | -1% | 1.4× | 29.6% | +10.5% |
| Shandong Homey Aquatic Development 600467.SS | China | $486M | -9% | -21% | 14% | 5.0× | 5.0% | -3.1% |
| Dongrui Food 001201.SZ | China | $629M | +23% | +2% | -30% | 3.1× | n/a | n/a |
| J-Oil Mills 2613.T | Japan | $474M | +15% | +1% | 2% | 0.4× | n/a | n/a |
| CNFC Overseas Fisheries 000798.SZ | China | $470M | -8% | -2% | -2% | 1.4× | n/a | n/a |
| Bajaj Hindusthan Sugar BAJAJHIND.NS | India | $470M | -8% | -2% | 1% | 0.8× | n/a | n/a |