Ensuiko Sugar Refining Co., Ltd. (2112.T)

Ensuiko Sugar Refining Co., Ltd. (2112.T) — VMCI valuation read

2112.T screens at VMCI 63/100, a 13-point gap above the Consumer Defensive sector median (50). For a mid-cap Ensuiko Sugar Refining Co., Ltd. share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.

2112.T has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: 2112.T trades at 24.0x earnings, 33% above the Consumer Defensive median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Consumer Defensive group. Quality: ROIC of 8.0% trails the Consumer Defensive median (10.0%) by 2.0pp, the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 1.2x leaves covenant headroom, which sets the rate-cycle exposure for Ensuiko Sugar Refining Co., Ltd..

2112.T fell 2.0% over the trailing 7 days, with a -23.9% read on a 30-day basis.