INTERVIEW: Ajinomoto Sees Autumn Recovery For Japan's Economy
June 16 2011 - 3:23PM
Dow Jones News
Japanese food and seasonings maker Ajinomoto Co.'s (AJINY,
2802.TO) Chief Executive Masatoshi Ito said Thursday he expects
Japan's economy to largely recover from the effects of the March
earthquake and tsunami by the autumn of this year.
"Before [the event] I think that the economy was just about to
get over the Lehman Brothers shock [from 2008] and just getting
into a mode of growth," Ito told Dow Jones Newswires in an
interview at the Consumer Goods Forum's Global Summit. "The
fundamental infrastructure was [there] for the recovery mode and,
although there were effects from the earthquake, the final impact
will not be that great.
"Especially in consumer goods, sales for April and May have been
very stable," he said. "Although there are certain sectors of the
industry that have been heavily affected by the earthquake, we
believe that by the autumn much of the economy will recover."
Ito also said that, as the company bids to recover some costs
from rising commodity prices, it will increase prices on its
products in some of its overseas markets first as its customers in
Japan don't have the appetite for hikes.
"Because we had the earthquake this year, [it] will be very
difficult for customers to accept price increases," he said. "We
will probably have the price increases initially in the overseas
[markets]." The company forecasts an impact of $130 million from
raw material price increases this year, $70 million lower than last
year.
In May, the Tokyo company, which competes with Nestle SA (NSRGY,
NESN.VX) and Unilever PLC (UL, ULVR.LN) in seasonings, recorded an
83% jump in its net profit to Y30.4 billion for the year ended
March 31, boosted by to robust sales of processed foods and
flavored seasonings.
Stronger sales of amino acids for animal feed fueled by growing
demand in China and other emerging economies, contributed to the
profit expansion.
Ajinomoto, which also sells condiments, frozen food, noodles and
soft drinks, suffered extraordinary losses of Y25.2 billion due to
damage from the March 11 earthquake and tsunami and asset
impairment costs, but they were offset by an increased bottom line.
Sales grew 3% to Y1.21 trillion.
The company, which is also the world's largest maker of amino
acids used in both animal feed and pharmaceuticals, is also
targeting overseas acquisitions and partnerships to expand its
profile globally.
"The basic business model is to understand the local needs and
local tastes of the consumer," Ito said. "If there are companies
that could speed up this process, that fit in with our model, that
would make acquisitions [a possibility]. The Japanese market is
very stagnant, so I would like to expand globally by utilizing
Japanese technology and experience. It will take time [but] we
believe once we tend to the roots, then the growth will be
rapid."
-By Simon Zekaria, Dow Jones Newswires; +44 207 842-9410;
simon.zekaria@dowjones.com
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