Toray Industries, Inc.

Informe acción TSE:3402

Capitalización de mercado: JP¥1.7t

Toray Industries Dirección

Dirección controles de criterios 3/4

El CEO de Toray Industries es Mitsuo Ohya , nombrado en Jun 2023, tiene una permanencia de 14.42 años. compensación anual total es ¥156.00M, compuesta por 62.8% salario y 37.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.007% de las acciones de la empresa, por valor de ¥108.90M. La antigüedad media del equipo directivo y de la junta directiva es de 0.4 años y 3.2 años, respectivamente.

Información clave

Mitsuo Ohya

Chief Executive Officer (CEO)

JP¥156.0m

Compensación total

Porcentaje del salario del CEO62.82%
Permanencia del CEO3yrs
Participación del CEO0.007%
Permanencia media de la direcciónless than a year
Promedio de permanencia en la Junta Directiva3.2yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 09

3402: Share Buybacks And 2028 Earnings Plan Will Support Future Upside

Analysts have nudged their fair value estimate for Toray Industries slightly higher from ¥1,279.55 to ¥1,281.25, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Toray Industries updated its earnings guidance for the 2028 financial year, with a plan for revenue of ¥3t compared with a prior plan of ¥2.6t, according to company guidance.
Actualización de narrativa May 26

3402: Share Buybacks And 2028 Profitability Plan Will Support Future Upside

Analysts have adjusted their price target on Toray Industries to ¥1,279.55, reflecting updated assumptions that include a slightly lower discount rate, a higher expected revenue growth rate, a modestly reduced profit margin, and a lower future P/E multiple. What's in the News Toray Industries updated earning guidance for the 2028 financial year, planning revenue of ¥3t compared with a prior plan of ¥2.6t, and Core Operating Income of ¥230b compared with ¥150b, with a focus on both growth and Profitability Improvement (company guidance).
Actualización de narrativa Apr 22

3402: Share Buybacks And Renewable Plastics Supply Chain Will Support Future Upside

Analysts have slightly adjusted their price target for Toray Industries to ¥1,279.55, with the modest change linked to updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples, while keeping the overall valuation view broadly consistent. What's in the News Toray plans for Financial Year 2028 revenue of ¥3t, compared with a prior plan of ¥2.6t, and Core Operating Income of ¥230b compared with ¥150b, with an emphasis on both growth and profitability improvement (Corporate guidance).
Actualización de narrativa Apr 07

3402: Share Buybacks And Renewable Plastics Initiative Will Support Future Upside Potential

Analysts have adjusted their price target for Toray Industries to ¥1,280 from about ¥1,240, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Completed share repurchase of 44,734,100 shares, representing 3% of outstanding shares, for ¥49,999.93 million under the buyback announced on November 14, 2025.
Actualización de narrativa Mar 21

3402: Buybacks And Renewable Plastics Partnership Will Support Future Upside Potential

Analysts have kept Toray Industries' fair value estimate broadly unchanged at around ¥1,240 per share, noting only slight tweaks in assumptions such as discount rate, revenue growth, profit margin and future P/E, rather than a material shift in the overall view. What's in the News Toray completed a share buyback announced on November 14, 2025, repurchasing a total of 44,734,100 shares, or 3% of shares, for ¥49,999.93m.
Actualización de narrativa Mar 07

3402: Renewable Plastics Alliance And Buybacks Will Support Steady Future Returns

The analyst price target for Toray Industries has shifted from ¥1,193.75 to ¥1,240.45. Analysts point to updated fair value estimates, a slightly adjusted discount rate, modest tweaks to revenue growth and profit margin assumptions, and a recalibrated future P/E multiple as the key drivers.
Actualización de narrativa Feb 21

3402: Share Buybacks And Renewable Plastics Alliance Will Support Balanced Future Returns

Analysts have raised their fair value estimate for Toray Industries from ¥1,147.92 to ¥1,193.75, reflecting updated assumptions for the discount rate, revenue growth, profit margins and a future P/E of 14.96. What's in the News Toray revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, and now expects revenue of ¥2,600,000 million compared with the previous forecast of ¥2,630,000 million, with core operating income held at ¥150,000 million and profit attributable to owners of parent unchanged at ¥82,000 million (Key Developments).
Artículo de análisis Feb 18

Some Investors May Be Willing To Look Past Toray Industries' (TSE:3402) Soft Earnings

The market for Toray Industries, Inc.'s ( TSE:3402 ) shares didn't move much after it posted weak earnings recently. We...
Artículo de análisis Feb 12

Toray Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week saw the newest quarterly earnings release from Toray Industries, Inc. ( TSE:3402 ), an important milestone in...
Actualización de narrativa Feb 06

3402: Share Cancellations And Higher Dividend Will Support Balanced Future Returns

Analysts have maintained their fair value estimate for Toray Industries at ¥1,147.92 per share. They have made only slight adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E, reflecting a largely unchanged view of the stock's risk and return profile.
Actualización de narrativa Jan 23

3402: Share Cancellations And Higher Dividend Will Support Balanced Future Returns

Analysts have lifted their fair value estimate for Toray Industries from ¥1,138.75 to about ¥1,147.92, citing modest adjustments to the discount rate, revenue growth, profit margin assumptions, and a slightly higher future P/E multiple. What's in the News The Board of Directors authorized a share repurchase program on November 14, 2025, allowing Toray Industries to buy back up to 63,000,000 shares, or 4.2% of issued share capital (excluding treasury stock), for up to ¥50,000 million.
Actualización de narrativa Jan 09

3402: Ongoing Share Cancellations And Higher Dividend Will Support Balanced Capital Returns

Analysts now place Toray Industries' fair value at ¥1,138.75, a modest adjustment from ¥1,137.08. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.
Artículo de análisis Jan 06

Toray Industries (TSE:3402) Is Due To Pay A Dividend Of ¥10.00

The board of Toray Industries, Inc. ( TSE:3402 ) has announced that it will pay a dividend on the 29th of June, with...
Artículo de análisis Jan 05

The Return Trends At Toray Industries (TSE:3402) Look Promising

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Artículo de análisis Dec 19

Estimating The Intrinsic Value Of Toray Industries, Inc. (TSE:3402)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Toray Industries fair value estimate is JP¥1,015 With JP¥1,014...
Actualización de narrativa Dec 16

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).
Artículo de análisis Dec 03

Toray Industries (TSE:3402) Will Pay A Dividend Of ¥10.00

The board of Toray Industries, Inc. ( TSE:3402 ) has announced that it will pay a dividend on the 29th of June, with...
Actualización de narrativa Dec 02

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.
Artículo de análisis Nov 18

Toray Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

It's shaping up to be a tough period for Toray Industries, Inc. ( TSE:3402 ), which a week ago released some...
Artículo de análisis Oct 10

Toray Industries, Inc.'s (TSE:3402) Earnings Haven't Escaped The Attention Of Investors

With a price-to-earnings (or "P/E") ratio of 21.4x Toray Industries, Inc. ( TSE:3402 ) may be sending bearish signals...
Artículo de análisis Sep 11

Is Toray Industries (TSE:3402) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Aug 27

Toray Industries (TSE:3402) Is Paying Out A Larger Dividend Than Last Year

Toray Industries, Inc. ( TSE:3402 ) will increase its dividend from last year's comparable payment on the 2nd of...
Artículo de análisis Aug 16

Toray Industries (TSE:3402) Is Posting Promising Earnings But The Good News Doesn’t Stop There

The stock was sluggish on the back of Toray Industries, Inc.'s ( TSE:3402 ) recent earnings report. Along with the...
Artículo de análisis Aug 13

Toray Industries (TSE:3402) Is Increasing Its Dividend To ¥10.00

Toray Industries, Inc. ( TSE:3402 ) will increase its dividend from last year's comparable payment on the 2nd of...
Artículo de análisis Aug 08

Toray Industries (TSE:3402) Has More To Do To Multiply In Value Going Forward

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Artículo de análisis Jul 24

Toray Industries' (TSE:3402) Shareholders Will Receive A Bigger Dividend Than Last Year

Toray Industries, Inc.'s ( TSE:3402 ) dividend will be increasing from last year's payment of the same period to ¥10.00...
Artículo de análisis Jul 10

Toray Industries (TSE:3402) Is Paying Out A Larger Dividend Than Last Year

Toray Industries, Inc. ( TSE:3402 ) has announced that it will be increasing its dividend from last year's comparable...
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Nueva narrativa Jan 05

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

Strategic reforms and pricing initiatives aimed at high-growth segments are set to enhance profit margins and streamline operations.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mitsuo Ohya en comparación con los beneficios de Toray Industries?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026JP¥156mJP¥98m

JP¥80b

Dec 31 2025n/an/a

JP¥43b

Sep 30 2025n/an/a

JP¥59b

Jun 30 2025n/an/a

JP¥68b

Mar 31 2025JP¥155mJP¥98m

JP¥78b

Dec 31 2024n/an/a

JP¥51b

Sep 30 2024n/an/a

JP¥49b

Jun 30 2024n/an/a

JP¥35b

Mar 31 2024JP¥124mJP¥88m

JP¥22b

Compensación vs. Mercado: La compensación total de Mitsuo($USD964.39K) está por debajo de la media de empresas de tamaño similar en el mercado JP ($USD1.44M).

Compensación vs. Ingresos: La compensación de Mitsuo ha sido consistente con los resultados de la empresa en el último año.


CEO

Mitsuo Ohya (70 yo)

3yrs
Permanencia
JP¥156,000,000
Compensación

Mr. Mitsuo Ohya serves as President & Representative Director at Toray Industries, Inc. since June 2023 and also served Executive Vice President of Legal & Compliance Division (Security TradeAdministration...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Mitsuo Ohya
President3yrsJP¥156.00m0.0065%
¥ 108.9m
Yuichiro Kato
Senior Executive Officerno datasin datossin datos
Kenichiro Miki
Executive Vice President of Marketing & Salesless than a yearsin datossin datos
Katsuyuki Yanai
Senior VP of Human Resources Divisionless than a yearsin datossin datos
Kazuhiko Shuto
Executive Advisor & Director10yrssin datos0.0043%
¥ 71.2m
Tetsuya Tsunekawa
Executive VP & Representative Directorless than a yearsin datos0.0049%
¥ 82.5m
Toshiyuki Kondo
Senior Executive Officerno datasin datossin datos
Masahiko Okamoto
SEO and Head of General Affairsno datasin datos0.0030%
¥ 50.4m
Takashi Yoshiyama
Senior VP of Torayca & Advanced Composites Divisionless than a yearsin datossin datos
Shigeki Terada
Senior Executive Officer3yrssin datossin datos
Hajime Ishii
Senior VP & Chief Representative of Chinaless than a yearsin datossin datos
Masahiko Oyama
Senior VP of Purchasing & Logistics Division and Manufacturing Divisionless than a yearsin datossin datos
0.4yrs
Permanencia media
66yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de 3402 no se considera experimentado ( 0.4 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Mitsuo Ohya
President14.4yrsJP¥156.00m0.0065%
¥ 108.9m
Yuichiro Kato
Senior Executive Officer1yrsin datossin datos
Kazuhiko Shuto
Executive Advisor & Director4yrssin datos0.0043%
¥ 71.2m
Tetsuya Tsunekawa
Executive VP & Representative Director3.4yrssin datos0.0049%
¥ 82.5m
Shigeki Terada
Senior Executive Officer1yrsin datossin datos
Akihiro Nikkaku
Chairman24yrsJP¥156.00m0.013%
¥ 220.3m
Kunio Ito
Independent Outside Director12yrssin datos0.0049%
¥ 82.5m
Susumu Kaminaga
Independent Outside Director6yrssin datos0.00048%
¥ 8.0m
Kozo Ogino
Outside Corporate Auditor3yrssin datos0.00014%
¥ 2.3m
Hideki Hirabayashi
Corporate Auditor3yrssin datos0.0075%
¥ 125.1m
Yuko Harayama
Independent Outside Director3yrssin datos0.000070%
¥ 1.2m
Akiko Innes-Taylor
Outside Independent Director1yrsin datossin datos
3.2yrs
Permanencia media
69yo
Promedio de edad

Junta con experiencia: La junta directiva de 3402 se considera experimentada (3.2 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/25 09:49
Precio de las acciones al final del día2026/06/25 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Toray Industries, Inc. está cubierta por 24 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Mikiya YamadaBarclays
Takashi EnomotoBofA Global Research
Atsushi IkedaCitigroup Inc