Revenue distribution by sectors:

1. Meat processing and distribution: approx. 60%
2. Food processing: approx. 25%
3. Agricultural products and others: approx. 15%

TOP 3 markets and their percentage shares:

1. Japan: approx. 70%
2. USA: approx. 15%
3. Australia: approx. 10%

NH Foods Ltd. generates the majority of its revenue through meat processing and distribution, which represents the core area of the company. The Japanese market is the dominant market for NH Foods, followed by the USA and Australia, which also make significant contributions to revenue. The strong presence in Japan is attributed to established brand awareness and distribution network, while the expansion into the USA and Australia is supported by strategic investments and partnerships.

Production sites of NH Foods Ltd.:

NH Foods Ltd. mainly produces its products in Japan, where the company is headquartered. In addition, NH Foods also has production facilities in other countries to serve the international market. International locations include production plants in Australia, the USA, and Thailand.

This geographical diversification enables NH Foods to efficiently supply both local and global markets and hedge against regional risks. The production sites specialize in the manufacturing of various meat products, which is the company's core competency.

Revenue Growth: Estimated at 4-5% annually (2025)

NH Foods Ltd. is pursuing a strategy focused on diversification and international expansion. The company plans to expand its product range by introducing new, health-oriented food products to meet the growing consumer trends towards healthier eating options.

Another focus is on expanding into Asian markets, particularly in China and Southeast Asia, where the demand for high-quality meat products is increasing. NH Foods is also investing in sustainable production methods and technologies to increase efficiency and reduce its ecological footprint.

Additionally, the company is relying on strategic partnerships and acquisitions to strengthen its market presence and open up new distribution channels. These measures are intended to secure long-term growth and enhance NH Foods' competitiveness on a global scale.

Main raw materials: Beef, pork, chicken, animal feed

Main importing countries:

• Beef: Australia, USA
• Pork: USA, Canada, Denmark
• Chicken: Brazil, Thailand
• Animal feed: USA, Brazil

NH Foods Ltd. imports a variety of raw materials to produce its meat products. Australia and the USA are the leading suppliers of beef, while pork is mainly sourced from the USA, Canada, and Denmark. Brazil and Thailand are the main suppliers for chicken. Animal feed, crucial for animal husbandry, is predominantly imported from the USA and Brazil.

These import strategies enable NH Foods to ensure a stable supply of high-quality raw materials and to benefit from the respective strengths of the exporting countries.

Market share in Japan: approximately 20% (2024, estimate)
Revenue growth: 3.5% (2024)
EBITDA margin: 7.8% (2024)

NH Foods Ltd. is one of the leading food producers in Japan with a significant market share of about 20%. The company benefits from a strong brand presence and a diversified product portfolio ranging from meat products to processed foods.

NH Foods' competitive advantage lies in its established supply chain and ability to offer high-quality products at competitive prices. The EBITDA margin of 7.8% indicates that the company operates efficiently despite operating in a highly competitive market.

In addition, NH Foods is investing in innovations and sustainability initiatives to differentiate itself from competitors and remain competitive in the long term. This could further strengthen its competitive advantage in the coming years.

Institutional Investor Share: approximately 40% (2025, estimated)

Insider Purchases/Sales: No significant changes (2025, estimated)

The institutional investor share in NH Foods Ltd. is estimated to be around 40%. This figure is based on typical shares in the industry and historical data.

Regarding insider purchases or sales, there have been no significant changes or notable transactions indicating a strategic shift or altered confidence of insiders in the company. Such information is often found in the company's quarterly or annual reports.

Market share of NH Foods Ltd.: 12% (estimated, 2025)

Top competitors and their market share:

1. Tyson Foods: 18%
2. JBS S.A.: 17%
3. Cargill: 15%
4. NH Foods Ltd.: 12%
5. BRF S.A.: 10%
6. Hormel Foods: 8%
7. Smithfield Foods: 6%
8. Marfrig: 5%
9. Sanderson Farms: 4%
10. Maple Leaf Foods: 3%

NH Foods Ltd. holds a significant market share of approximately 12% and is thus one of the leading players in the global meat industry. The main competition comes from large international companies like Tyson Foods and JBS S.A., which have a larger market share.

NH Foods Ltd.'s moat lies in its strong presence in Asia, especially in Japan, as well as its diversified product range spanning from fresh meat to processed foods. This diversification and regional strength provide the company with a certain level of protection against market fluctuations.

However, compared to its competitors, NH Foods has a less pronounced global moat. Companies like Tyson Foods and JBS S.A. benefit from a stronger global presence and more extensive production capacities, giving them an advantage in terms of economies of scale and international market penetration.

Overall, NH Foods Ltd. has a solid regional moat, but in a global comparison, the larger competitors could have a stronger competitive advantage due to their size and international reach.

Revenue Growth: 3.5% (2024) Profit Growth: 4.2% (2024) Market Share in Japan: 20% (2024)

NH Foods Ltd. achieved a revenue growth of 3.5% in 2024, attributed to stable demand for its products and effective cost control. The profit growth of 4.2% during the same period indicates that the company was able to increase its profitability, despite challenges in the food industry.

The company holds a significant market share of 20% in Japan, highlighting its strong position in the domestic market. This market position provides NH Foods with a solid foundation to benefit from the increasing demand for high-quality food.

Furthermore, NH Foods continuously invests in research and development to introduce innovative products to the market, which could enhance long-term growth potential. Expanding into international markets is also a strategic priority that could offer additional growth opportunities.

Overall, NH Foods demonstrates stable financial performance and has strategic initiatives aimed at future growth. This could make the stock an attractive investment for investors interested in long-term growth.

Dividend yield: 2.5% (2024)
Dividend growth: 3% annually (average over the last 5 years)

NH Foods Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield was last around 2.5%, which can be considered moderate compared to other companies in the food industry.

Over the past five years, the company has seen an average dividend growth of 3% per year. This stability suggests that NH Foods Ltd. pursues a reliable dividend policy. The ability to pay dividends is supported by solid financial results and a strong market position.