Teijin Limited

TSE:3401 Lagerbericht

Marktkapitalisierung: JP¥318.6b

Teijin Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 0/6

Die Gewinne von Teijin sind mit einer durchschnittlichen Jahresrate von -59.1% zurückgegangen, während die Gewinne der Branche Chemicals um 5.4% pro Jahr wuchsen. Die Umsätze sind gewachsen mit einer durchschnittlichen Jahresrate von 1.7%.

Wichtige Informationen

-59.12%

Wachstumsrate der Gewinne

-59.07%

EPS-Wachstumsrate

Chemicals Wachstum der Industrie6.58%
Wachstumsrate der Einnahmen1.67%
Eigenkapitalrendite-23.85%
Netto-Marge-10.08%
Letzte Ertragsaktualisierung31 Mar 2026

Jüngste Aktualisierungen vergangener Leistungen

Recent updates

Narrativ-Update May 25

3401: Deepening Loss Guidance And Impairments Will Sustain Weak Earnings And Overvaluation

Analysts have held Teijin's fair value estimate steady at ¥1,368. The updated price target reflects revised assumptions around a 7.0% discount rate, revenue growth of about 2.21%, a profit margin of roughly 2.14%, and a future P/E of about 16.22x.
Narrativ-Update May 02

3401: Deepening Loss Guidance Will Still Signal Weak Earnings And Overvaluation

Analysts kept their price target for Teijin steady at ¥1,368, citing only slight model tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their view of the shares. What's in the News Teijin cut its consolidated earnings guidance for the fiscal year ending March 31, 2026, and now expects an operating loss of JPY 75,000 million to JPY 85,000 million instead of the previously guided operating income of JPY 5,000 million (Key Developments).
Narrativ-Update Apr 14

3401: Deepening Loss Outlook Will Still Signal Weak Earnings And Overvaluation

Analysts have revised their price target on Teijin to ¥1,368 from ¥1,328. The new target reflects updated assumptions for revenue growth, profit margins, the discount rate and future P/E multiples.
Narrativ-Update Mar 31

3401: Stable Assumptions Will Still Signal Weak Earnings And Overvaluation

Analysts have kept their ¥1,328 price target for Teijin unchanged, citing only minor model adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially alter their view on the shares. Valuation Changes Fair Value: Modelled fair value remains unchanged at ¥1,328.
Narrativ-Update Mar 17

3401: Higher P/E Assumptions Will Still Signal Weak Earnings Outlook

Narrative Update on Teijin The analyst fair value estimate for Teijin has been revised from ¥1,298 to ¥1,328, with analysts linking this change to updated assumptions for revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: Revised slightly higher from ¥1,298 to ¥1,328.
Narrativ-Update Mar 03

3401: Higher P/E Assumptions Will Still Signal Weak Earnings Outlook

Analysts have raised their price target for Teijin from ¥1,256 to ¥1,298, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: revised from ¥1,256 to ¥1,298, a modest uplift in the model output.
Narrativ-Update Feb 16

3401: Modest Margin Gains And Merger Plans Will Still Signal Weak Outlook

Analysts have kept their ¥1,256 price target for Teijin unchanged, citing a slightly lower discount rate, an expected shift from a 1.66% revenue decline to a 0.21% revenue increase, a modest uptick in profit margin, and a reduced assumed future P/E as key factors supporting their maintained view. What's in the News A board meeting is scheduled for December 1, 2025, to consider a basic agreement for an absorption-type merger between Teijin Frontier Co., Ltd., a wholly owned Teijin subsidiary, and Asahi Kasei Advance Corporation, a wholly owned Asahi Kasei subsidiary, with Teijin Frontier as the surviving company (Key Developments).
Narrativ-Update Feb 02

3401: Aramid Impairment Will Drive Weaker Outlook Despite Merger Plans

Analysts have maintained their fair value estimate for Teijin at ¥1,256. A slightly lower discount rate and a marginally reduced future P/E assumption support a modestly refined price target narrative.
Narrativ-Update Jan 19

3401: Aramid Impairment Will Drive Cautious Outlook Despite Merger Plans

Analysts have nudged their fair value estimate for Teijin up from ¥1,246 to ¥1,256, citing slightly softer assumed revenue declines, a modestly lower discount rate, and a small adjustment to future P/E expectations as the key drivers of the change. What's in the News Teijin plans a board meeting on December 1, 2025 to consider a basic agreement for an absorption type merger between Teijin Frontier Co., Ltd.
Narrativ-Update Jan 05

3401: Aramid Impairment And Joint Venture Integration Will Shape Balanced Outlook

Analysts kept their fair value estimate for Teijin steady at ¥1,246, with only small tweaks to the discount rate, long term revenue and margin assumptions, and the future P/E used in their models. This reflects fine tuning rather than a change in their overall view.
Narrativ-Update Dec 21

3401: Aramid Impairment And Joint Venture Integration Will Define Balanced Outlook

Analysts have nudged their price target on Teijin modestly higher to ¥1,246. This reflects slightly lower perceived risk and a marginally cheaper forward earnings multiple, even as growth and margin assumptions remain essentially unchanged.
Analyseartikel Dec 19

Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00

Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥25.00 per share on the 4th of June. Based on...
Narrativ-Update Dec 07

3401: Aramid Impairment And Earnings Resilience Will Shape Balanced Forward Prospects

Analysts have nudged their price target on Teijin slightly higher to JPY 1,246, citing a modestly lower perceived risk profile and stable long term earnings assumptions, despite limited changes to underlying growth and margin forecasts. What's in the News Board meeting scheduled for December 1, 2025, to approve a basic agreement for an absorption type merger between Teijin Frontier and Asahi Kasei Advance, with Teijin Frontier as the surviving company and later becoming a joint venture of Teijin and Asahi Kasei (company disclosure) Resin and plastic processing business briefing session held for analysts and investors, focusing on the outlook and strategy for this segment (company event) Impairment loss of JPY 48.4 billion recorded on fixed assets in the aramid business for the six months ended September 30, 2025, driven by intensifying competition and adverse exchange rate movements, with charges booked in cost of sales and SG&A (company results) Full-year 2025 to 2026 earnings guidance revised downward, with operating income forecast cut from JPY 20 billion to JPY 5 billion and profit attributable to owners of parent now expected to be a loss of JPY 10 billion, mainly due to the aramid impairment and weaker materials and equity method contributions (guidance update) Valuation Changes Fair Value: unchanged at approximately ¥1,246 per share, implying no revision to the analyst central valuation.
Analyseartikel Dec 05

Teijin's (TSE:3401) Dividend Will Be ¥25.00

Teijin Limited ( TSE:3401 ) will pay a dividend of ¥25.00 on the 4th of June. Based on this payment, the dividend yield...
Narrativ-Update Nov 23

3401: Impairment Loss And Margin Stability Will Define Balanced Investment Prospects

The analyst price target for Teijin has been reaffirmed at ¥1,246 as analysts cite stable forecasts and no material changes in forecasts for discount rate, revenue growth, profit margin, or projected valuation multiples. What's in the News Teijin held a Resin & Plastic Processing Business Briefing Session as part of their Analyst/Investor Day.
Narrativ-Update Nov 08

3401: Revenue Outlook Will Moderate Risks While Supporting Balanced Opportunity

Analysts have raised their price target for Teijin from ¥1,180 to ¥1,246. This reflects an improved revenue growth outlook and a lower discount rate in updated forecasts.
Neues Narrativ Sep 07

Global Demand For Advanced Composites Will Expand Opportunities

Key Takeaways Refocus on high-margin specialty materials and healthcare segments, combined with operational reforms, is expected to drive margin expansion and more stable earnings. Innovation in sustainable materials and divestment of low-yield businesses position the company for new growth opportunities and improved earnings quality.
Analyseartikel Jul 24

Teijin (TSE:3401) Has Debt But No Earnings; Should You Worry?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Apr 14

Are Investors Undervaluing Teijin Limited (TSE:3401) By 45%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Teijin fair value estimate is JP¥2,032 Teijin's JP¥1,127 share...
Analyseartikel Mar 22

Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00

The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend on the 30th of May, with investors...
Analyseartikel Feb 03

Is Teijin (TSE:3401) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Dec 31

Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00

Teijin Limited ( TSE:3401 ) will pay a dividend of ¥25.00 on the 30th of May. This takes the dividend yield to 3.7...
Analyseartikel Dec 17

Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00

The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥25.00 per share on the 30th of...
Analyseartikel Dec 03

Teijin (TSE:3401) Has Announced A Dividend Of ¥25.00

Teijin Limited's ( TSE:3401 ) investors are due to receive a payment of ¥25.00 per share on 30th of May. This will take...
Analyseartikel Dec 01

Is There An Opportunity With Teijin Limited's (TSE:3401) 46% Undervaluation?

Key Insights Teijin's estimated fair value is JP¥2,422 based on 2 Stage Free Cash Flow to Equity Teijin is estimated to...
Analyseartikel Nov 07

Some Confidence Is Lacking In Teijin Limited's (TSE:3401) P/S

With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Chemicals industry in Japan, you could be...
Analyseartikel Oct 17

Be Wary Of Teijin (TSE:3401) And Its Returns On Capital

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Analyseartikel Sep 18

Teijin (TSE:3401) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Aug 04

Investor Optimism Abounds Teijin Limited (TSE:3401) But Growth Is Lacking

With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Chemicals industry in Japan, you could be...
Analyseartikel Jun 10

A Look At The Fair Value Of Teijin Limited (TSE:3401)

Key Insights Teijin's estimated fair value is JP¥1,442 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analyseartikel May 21

There May Be Underlying Issues With The Quality Of Teijin's (TSE:3401) Earnings

Despite announcing strong earnings, Teijin Limited's ( TSE:3401 ) stock was sluggish. We did some digging and found...
Analyseartikel Apr 09

Teijin (TSE:3401) Will Be Looking To Turn Around Its Returns

Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
Analyseartikel Mar 21

Teijin (TSE:3401) Will Pay A Dividend Of ¥15.00

The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥15.00 per share on the 31st of...
Analyseartikel Mar 16

Teijin Limited's (TSE:3401) Share Price Matching Investor Opinion

There wouldn't be many who think Teijin Limited's ( TSE:3401 ) price-to-sales (or "P/S") ratio of 0.3x is worth a...
Analyseartikel Feb 28

Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥15.00

The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥15.00 per share on the 31st of...

Aufschlüsselung der Einnahmen und Ausgaben

Wie Teijin Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.


Gewinn- und Umsatzhistorie

TSE:3401 Einnahmen, Ausgaben und Erträge (JPY Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 26873,190-88,003200,3900
31 Dec 25909,237-81,603197,4370
30 Sep 25949,011-76,620250,4830
30 Jun 25993,247-82,148226,0650
31 Mar 251,005,471-77,711270,3300
31 Dec 241,080,075-50,562281,4530
30 Sep 241,033,772-44,786195,80142,560
30 Jun 241,059,05113,490264,3290
31 Mar 241,032,77310,599190,83042,560
31 Dec 231,013,251-7,190194,34131,935
30 Sep 231,014,802-25,811178,44531,935
30 Jun 231,019,758-23,108176,69031,935
31 Mar 231,018,751-17,695173,96631,935
31 Dec 221,004,148-9,733173,05233,341
30 Sep 22983,1229,163172,87833,341
30 Jun 22943,99920,628168,25833,341
31 Mar 22926,05423,158163,72133,341
31 Dec 21913,776-7,646174,47032,719
30 Sep 21895,756-1,088166,66232,719
30 Jun 21883,288-2,558160,19932,719
31 Mar 21836,512-6,662153,68332,719
31 Dec 20816,02721,908150,15934,482
30 Sep 20811,84720,804151,76034,482
30 Jun 20818,23820,171154,88634,482
31 Mar 20853,74625,252158,50534,482
31 Dec 19876,39934,470159,94736,422
30 Sep 19885,21131,593161,04136,422
30 Jun 19886,83636,353159,27536,422
31 Mar 19888,58945,057159,03636,422
31 Dec 18879,95846,582159,98935,926
30 Sep 18869,74950,281156,51435,926
30 Jun 18853,12051,641155,32635,926
31 Mar 18834,98545,556152,65535,926
31 Dec 17820,78855,795152,99735,416
30 Sep 17792,89657,946150,45235,416
30 Jun 17765,30452,093151,51235,416
31 Mar 17741,29150,133149,17735,416
31 Dec 16734,63530,233158,22033,285
30 Sep 16751,74027,996157,42133,285
30 Jun 16772,40931,336187,4560
31 Mar 16790,74831,090154,02433,285
31 Dec 15799,01441,260145,43732,366
30 Sep 15800,82938,724159,27216,950
30 Jun 15796,8781,456140,81132,366

Qualität der Erträge: 3401 ist derzeit unrentabel.

Wachsende Gewinnspanne: 3401 ist derzeit unrentabel.


Analyse von freiem Cashflow und Gewinn


Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: 3401 ist unrentabel, und die Verluste haben in den letzten 5 Jahren mit einer Rate von 59.1% pro Jahr zugenommen.

Beschleunigtes Wachstum: Das Gewinnwachstum des letzten Jahres kann nicht mit dem 5-Jahres-Durchschnitt von 3401 verglichen werden, da das Unternehmen derzeit nicht profitabel ist.

Erträge im Vergleich zur Industrie: 3401 ist unrentabel, was einen Vergleich des Gewinnwachstums des letzten Jahres mit der Branche Chemicals (11%) erschwert.


Eigenkapitalrendite

Hohe Eigenkapitalrendite: 3401 hat eine negative Eigenkapitalrendite (-23.85%), da es derzeit unrentabel ist.


Kapitalrendite


Rendite auf das eingesetzte Kapital


Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/01 09:40
Aktienkurs zum Tagesende2026/06/01 00:00
Gewinne2026/03/31
Jährliche Einnahmen2026/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Teijin Limited wird von 17 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Mikiya YamadaBarclays
Akiko KuwaharaBofA Global Research
Atsushi IkedaCitigroup Inc