Toray Industries

Project AP-G 2025 And Performance Chemicals Poised To Boost Profit Margins And Revenue Growth

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

05 Jan 25

Updated

16 Dec 25

Views

30

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

2.5%

7D

-2.4%

Loading

1Y

2.5%

7D

-2.4%

You can edit this narrative until Dec 17 12:10 PM. Then, changes will post as Updates.

Author's Valuation

JP¥1.14k10.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 16 Dec 25

Fair value Increased 2.71%

3402: Future Buybacks And Higher Dividend Will Shape Balanced Capital Returns

Analysts have raised their fair value estimate for Toray Industries to approximately ¥1,137 from about ¥1,107, citing slightly improved discount rate assumptions and expectations for a modestly stronger earnings multiple, while long term growth and margin forecasts remain largely unchanged. What's in the News The board of directors is scheduled to meet on November 14, 2025 to approve additional share buybacks and address other agenda items (company announcement).

Shared on 02 Dec 25

Fair value Increased 1.10%

3402: Share Buyback Initiatives And Dividend Hike Will Influence Capital Returns

Analysts have modestly raised their price target for Toray Industries from ¥1,095 to ¥1,107.08. This change reflects improved expectations for revenue growth and profit margins.

Shared on 01 May 25

Fair value Decreased 3.06%

Shared on 23 Apr 25

Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.081%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.081%

Shared on 02 Apr 25

Fair value Increased 1.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 5.56%

Shared on 12 Mar 25

Fair value Increased 3.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

JP¥1.14k

10.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.83%

Chemicals revenue growth rate

0.60%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.37%

Calculation

JP¥127.13b

Earnings '28

x

13.78x

PE Ratio '28

=

JP¥1.75t

Market Cap '28

JP¥1.75t

Market Cap '28

/

1.28b

No. shares '28

=

JP¥1.37k

Share Price '28

JP¥1.37k Share Price '28

Discounted to 2025 @ 6.34% p.a.

=

JP¥1.14k

Fair Value '25