[Shareholder Benefit] 2114 Fuji Nihon (formerly: Fuji Nihon Seito) x 2 servings
―― A staple stock for “everyday life benefits” that delivers 4kg of sugar ――
1. Stock Overview
Fuji Nihon (Securities Code: 2114)
Changed its company name from “Fuji Nihon Seito” in October 2024.
In addition to its core sugar (saccharide) business,
in recent years, functional materials (inulin) and overseas business have been driving growth.
In shareholder communications, with both sales and profits hitting record highs,
one can see the evolution from a “sugar company” to a “food science company.”
2. Purchase Background and Holding Composition
Nobita and Mamachan each hold 100 shares at 1,148 yen, for a total of 200 shares.
The reason is simple.
Because the 4kg of sugar benefit directly helps with household expenses.
Sugar, which used to be 98 yen at supermarket sales, is now around 198 yen even at its cheapest.
4kg for 100 shares -> Since the Nobita household has two people, that is 8kg per year.
It is at a level where we can live for almost a year without buying sugar.
It used to be an unrealized loss, but the stock price has recovered, and with
a 1:2 stock split and dividend increase scheduled for the end of December, it is now in a situation where it is easy to hold for the long term.
3. Stock Price and Dividend Information
Closing price on November 27: 1,139 yen
Expected annual dividend: 36 yen (yield 2.96%)
End of December: 1:2 stock split & year-end dividend increase (10.5 yen -> 21 yen)
With the split, the investment unit will become lighter, making it easier for individual investors to participate,
so its popularity as a benefit stock is likely to increase even further.
4. Shareholder Benefit
Official:
https://www.fuji-nihon.com/ir/stock-information/
4kg of sugar (worth 1,000 yen) for 100 shares
The Nobita household receives for 2 people, Nobita + Mamachan = 8kg delivered.
Now that sugar prices are soaring,
even if it is nominally worth 1,000 yen, the perceived value of the benefit is much higher.
Considering the shipping costs, it is a benefit that makes you feel the company's efforts.
◆ Actual Benefit Items
Here is what actually arrived at our home.
4 bags of 1kg white sugar with the Mt. Fuji logo, 2kg of San-on sugar, and 2kg of Nakazara sugar arrived in one big delivery.
Since there are two of us in our household, it is 8kg in total.
A grateful benefit that allows us to go almost a year without buying sugar.
◆ Benefit Guide
The benefit guide details the contents based on the number of shares held,
with a style that increases in stages from 100 shares to 1,000 shares or more.
・Sugar (White Soft Sugar)
・San-on Sugar
・Nakazara Sugar
・Inulin
・Onomitsu (Liquid Sugar)
It is delightful to be able to choose a "full set of sweeteners" that is typical of Fuji Nihon.
⑤ Financial Analysis & Performance (Key Points)
(※From IR materials, shareholder newsletters, and semi-annual reports)
● Sales and profits are growing steadily
Fiscal Year Ending March 2026 Interim Results
Sales: 14.18 billion yen (+4.2%)
Operating Profit: 1.847 billion yen (+14.3%)
Ordinary Profit: 1.972 billion yen (+3.9%)
Net profit decreased slightly because the previous year was too good, but there is no problem.
● By Segment
Sugars (Sugar): Sales +1.5%, recovery in demand for food and confectionery
Functional Materials: Inulin and gummy ingredients are performing exceptionally well (+7.7%, profit +43%)
Real Estate: Stable operation of Toyoko Inn Kayabacho, etc.
● Financial position is very sound
Equity Ratio 72.4%
Cash and Cash Equivalents Over 7 billion yen
Top-class stability as a food company.
● Business growth potential
In the medium-term plan "CHANGE 2028",
we are investing in growth, focusing on business expansion in Southeast Asia and functional materials.
Collaborating with Thai company TWPC, cassava starch we have also entered the business.
⑥ Nobita's perspective summary
Daily necessity-based benefits + financial stability + growth investment
This is one of the few stocks that has all of these.
Now that sugar prices have risen, the practical benefits as a shareholder perk are strong,
and with the announcement of stock splits and dividend increases, it is easy to hold for the long term.
Moving forward, as a "shareholder benefit stock that supports our daily lives,"
the Nobita family plans to hold it stably.
📎 Related links
※Official IR
https://www.fuji-nihon.com/ir/
Disclaimer
This article is Nobita's personal investment memo and is not an investment solicitation.
Please make your own investment decisions.
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