Board Change • May 20
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Director Tomoko Torii was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annonce • May 11
Teijin Limited, Annual General Meeting, Jun 19, 2026 Teijin Limited, Annual General Meeting, Jun 19, 2026. Annonce • Mar 30
Teijin Limited to Report Fiscal Year 2026 Results on May 11, 2026 Teijin Limited announced that they will report fiscal year 2026 results on May 11, 2026 Annonce • Dec 16
Teijin Limited to Report Q3, 2026 Results on Feb 04, 2026 Teijin Limited announced that they will report Q3, 2026 results on Feb 04, 2026 Annonce • Oct 31
MANAC Chemical Partners Co.,Ltd (TSE:4360) agreed to acquire 99.90% stake in Kinkai Chemicals Co.,Ltd. from Teijin Limited (TSE:3401). MANAC Chemical Partners Co.,Ltd (TSE:4360) agreed to acquire 99.90% stake in Kinkai Chemicals Co.,Ltd. from Teijin Limited (TSE:3401) on October 30, 2025. As part of acquisition, 164,840 shares will be acquired.
For the period ending March 31, 2025, Kinkai Chemicals Co.,Ltd. reported net sales of ¥691 million and operating income of ¥55 million. As of March 31, 2025, Kinkai Chemicals Co.,Ltd. reported total assets of ¥1.15 billion and net assets of ¥863 million.
The expected completion of the transaction is March 31, 2026. Annonce • Sep 18
Teijin Limited to Report Q2, 2026 Results on Nov 05, 2025 Teijin Limited announced that they will report Q2, 2026 results on Nov 05, 2025 Annonce • Jun 25
Teijin Limited Announces Board and Committee Appointments Teijin Limited at its 159th Ordinary General Meeting of Shareholders held on june 25, 2025 elected Toichi Maeda as Director and Tamie Minami and Yaeko Takeoka as Audit & Supervisory Committee Members. Audit & Supervisory Committee Members: Masanori Shimai, Tomoko Torii, Koich Tsuji, Tamie Minami and Yaeko Takeoka. Annonce • Jun 20
Teijin Limited to Report Q1, 2026 Results on Aug 05, 2025 Teijin Limited announced that they will report Q1, 2026 results on Aug 05, 2025 Annonce • May 12
Teijin Limited, Annual General Meeting, Jun 25, 2025 Teijin Limited, Annual General Meeting, Jun 25, 2025. Annonce • Mar 22
Teijin Limited to Report Fiscal Year 2025 Results on May 12, 2025 Teijin Limited announced that they will report fiscal year 2025 results on May 12, 2025 Annonce • Dec 21
Teijin Limited to Report Q3, 2025 Results on Feb 06, 2025 Teijin Limited announced that they will report Q3, 2025 results on Feb 06, 2025 Reported Earnings • Nov 10
Second quarter 2025 earnings released: JP¥309 loss per share (vs JP¥12.46 loss in 2Q 2024) Second quarter 2025 results: JP¥309 loss per share (further deteriorated from JP¥12.46 loss in 2Q 2024). Revenue: JP¥252.2b (down 3.6% from 2Q 2024). Net loss: JP¥59.6b (loss widened JP¥57.2b from 2Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Annonce • Nov 07
Teijin Limited Revises Consolidated Earnings Guidance for the Year Ending March 31, 2025 Teijin Limited revised consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects revenue of JPY 1,010,000 million compared to previous guidance of JPY 1,010,000 a year ago. Operating loss of JPY 80,000 million compared to previous guidance of JPY 19,000 million. Profit attributable to owners of parent of JPY 25,000 million. Basic earnings per share of JPY 129.78. Annonce • Sep 21
Teijin Limited to Report Q2, 2025 Results on Nov 07, 2024 Teijin Limited announced that they will report Q2, 2025 results on Nov 07, 2024 Upcoming Dividend • Sep 20
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.1%). New Risk • Sep 11
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 7.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings are forecast to decline by an average of 7.5% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Reported Earnings • Aug 07
First quarter 2025 earnings released: EPS: JP¥19.20 (vs JP¥9.66 in 1Q 2024) First quarter 2025 results: EPS: JP¥19.20 (up from JP¥9.66 in 1Q 2024). Revenue: JP¥255.3b (up 4.3% from 1Q 2024). Net income: JP¥3.70b (up 99% from 1Q 2024). Profit margin: 1.4% (up from 0.8% in 1Q 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 15% per year. Buy Or Sell Opportunity • Aug 02
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 11% to €8.15. The fair value is estimated to be €10.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 22% per annum over the same time period. Declared Dividend • Jul 11
Final dividend of JP¥15.00 announced Shareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 207%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but not covered by cash flows (131% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annonce • Jun 26
Teijin Limited to Report Q1, 2025 Results on Aug 06, 2024 Teijin Limited announced that they will report Q1, 2025 results on Aug 06, 2024 Reported Earnings • Jun 25
Full year 2024 earnings released: EPS: JP¥55.07 (vs JP¥92.05 loss in FY 2023) Full year 2024 results: EPS: JP¥55.07 (up from JP¥92.05 loss in FY 2023). Revenue: JP¥1.03t (up 1.4% from FY 2023). Net income: JP¥10.6b (up JP¥28.3b from FY 2023). Profit margin: 1.0% (up from net loss in FY 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Annonce • May 23
Teijin Limited Announces Retirement of Eiji Ogawa from its Director of Board Teijin Limited announced a change in its Representative Directors with the resolution of the Board of Directors Meeting held on May 22, 2024. Name: Eiji Ogawa. Current Title: Representative Director of the Board. New Title: Retirement from Director of the Board. Reason for change: to change in the Board structure. Annonce • May 15
Teijin Limited, Annual General Meeting, Jun 20, 2024 Teijin Limited, Annual General Meeting, Jun 20, 2024. Reported Earnings • May 13
Full year 2024 earnings released: EPS: JP¥55.07 (vs JP¥92.05 loss in FY 2023) Full year 2024 results: EPS: JP¥55.07 (up from JP¥92.05 loss in FY 2023). Revenue: JP¥1.03t (up 1.4% from FY 2023). Net income: JP¥10.6b (up JP¥28.3b from FY 2023). Profit margin: 1.0% (up from net loss in FY 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Annonce • May 11
Sony Group, Others Reportedly Consider Buying Infocom for $1.28 billion Sony Group Corporation (TSE:6758) and other parties are considering buying online comic store operator Infocom Corporation (TSE:4348) in a deal worth up to JPY 200 billion ($1.28 billion), Bloomberg News reported on May 9, 2024. Infocom parent Teijin Limited (TSE:3401) is aiming to sell its entire stake of around 55% and scheduled a second round of bidding for mid-May, Bloomberg said, citing multiple sources. Other likely bidders include the U.S. investment funds Blackstone Inc. (NYSE:BX) and KKR & Co. Inc. (NYSE:KKR), Bloomberg said. Some bidders are aiming to acquire all of Infocom's shares through a tender offer that could put the purchase price at JPY 200 billion, Bloomberg said, citing once source. Sony will bid in concert with investment fund Integral Corp, according to another source, Bloomberg said. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 31 May 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%). Annonce • Mar 20
Teijin Limited to Report Fiscal Year 2024 Results on May 13, 2024 Teijin Limited announced that they will report fiscal year 2024 results on May 13, 2024 Reported Earnings • Feb 11
Third quarter 2024 earnings released: EPS: JP¥20.78 (vs JP¥76.08 loss in 3Q 2023) Third quarter 2024 results: EPS: JP¥20.78 (up from JP¥76.08 loss in 3Q 2023). Revenue: JP¥253.1b (flat on 3Q 2023). Net income: JP¥3.99b (up JP¥18.6b from 3Q 2023). Profit margin: 1.6% (up from net loss in 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance. Buying Opportunity • Dec 28
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 9.8%. The fair value is estimated to be €10.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Meanwhile, the company became loss making. Annonce • Dec 22
Teijin Limited to Report Q3, 2024 Results on Feb 08, 2024 Teijin Limited announced that they will report Q3, 2024 results on Feb 08, 2024 Reported Earnings • Nov 07
Second quarter 2024 earnings released: JP¥12.45 loss per share (vs JP¥1.59 profit in 2Q 2023) Second quarter 2024 results: JP¥12.45 loss per share (down from JP¥1.59 profit in 2Q 2023). Revenue: JP¥261.7b (down 1.9% from 2Q 2023). Net loss: JP¥2.40b (down JP¥2.70b from profit in 2Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Annonce • Sep 24
Teijin Limited to Report Q2, 2024 Results on Nov 06, 2023 Teijin Limited announced that they will report Q2, 2024 results on Nov 06, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥15.00 per share at 1.9% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%). Reported Earnings • Aug 08
First quarter 2024 earnings released: EPS: JP¥9.65 (vs JP¥37.84 in 1Q 2023) First quarter 2024 results: EPS: JP¥9.65 (down from JP¥37.84 in 1Q 2023). Revenue: JP¥244.8b (flat on 1Q 2023). Net income: JP¥1.86b (down 75% from 1Q 2023). Profit margin: 0.8% (down from 3.0% in 1Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance. Buying Opportunity • Aug 01
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 3.6%. The fair value is estimated to be €12.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Jun 25
Full year 2023 earnings released: JP¥92.05 loss per share (vs JP¥121 profit in FY 2022) Full year 2023 results: JP¥92.05 loss per share (down from JP¥121 profit in FY 2022). Revenue: JP¥1.02t (up 10.0% from FY 2022). Net loss: JP¥17.7b (down 176% from profit in FY 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Annonce • Jun 22
Teijin Limited Approves the Election of Noboru Yamanishi and Tamie Minami as Directors Teijin Limited approved the election of Noboru Yamanishi and Tamie Minami as Directors, at the AGM held on June 21, 2023. Annonce • Jun 18
Teijin Limited to Report Q1, 2024 Results on Aug 07, 2023 Teijin Limited announced that they will report Q1, 2024 results on Aug 07, 2023 Reported Earnings • May 14
Full year 2023 earnings released: JP¥92.05 loss per share (vs JP¥121 profit in FY 2022) Full year 2023 results: JP¥92.05 loss per share (down from JP¥121 profit in FY 2022). Revenue: JP¥1.02t (up 10.0% from FY 2022). Net loss: JP¥17.7b (down 176% from profit in FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Annonce • May 12
Teijin Limited, Annual General Meeting, Jun 21, 2023 Teijin Limited, Annual General Meeting, Jun 21, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥12.50 per share at 2.9% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 01 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%). Reported Earnings • Feb 09
Third quarter 2023 earnings released: JP¥76.08 loss per share (vs JP¥22.22 profit in 3Q 2022) Third quarter 2023 results: JP¥76.08 loss per share (down from JP¥22.22 profit in 3Q 2022). Revenue: JP¥254.6b (up 9.0% from 3Q 2022). Net loss: JP¥14.6b (down 443% from profit in 3Q 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings. Annonce • Dec 24
Teijin Limited to Report Q3, 2023 Results on Feb 08, 2023 Teijin Limited announced that they will report Q3, 2023 results on Feb 08, 2023 Reported Earnings • Nov 17
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: JP¥266.6b (up 17% from 2Q 2022). Net income: JP¥305.0m (down 97% from 2Q 2022). Profit margin: 0.1% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Board Change • Nov 16
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director & Member of Advisory Board Masaru Onishi was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Reported Earnings • Nov 08
Second quarter 2023 earnings released: EPS: JP¥1.59 (vs JP¥61.29 in 2Q 2022) Second quarter 2023 results: EPS: JP¥1.59 (down from JP¥61.29 in 2Q 2022). Revenue: JP¥266.6b (up 17% from 2Q 2022). Net income: JP¥305.0m (down 97% from 2Q 2022). Profit margin: 0.1% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Annonce • Oct 07
Teijin Limited (TSE:3401) agreed to acquire all the remaining stake in 3Sunny. Teijin Limited (TSE:3401) entered into an agreement to acquire all the remaining stake in 3Sunny on October 5, 2022. The transaction is expected to close on October 15, 2022. Annonce • Sep 23
Teijin Limited to Report Q2, 2023 Results on Nov 07, 2022 Teijin Limited announced that they will report Q2, 2023 results on Nov 07, 2022 Upcoming Dividend • Sep 22
Upcoming dividend of JP¥27.50 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%). Reported Earnings • Aug 09
First quarter 2023 earnings released: EPS: JP¥37.84 (vs JP¥51.05 in 1Q 2022) First quarter 2023 results: EPS: JP¥37.84 (down from JP¥51.05 in 1Q 2022). Revenue: JP¥243.8b (up 7.9% from 1Q 2022). Net income: JP¥7.27b (down 26% from 1Q 2022). Profit margin: 3.0% (down from 4.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.9%, compared to a 3.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Reported Earnings • Jun 26
Full year 2022 earnings released Full year 2022 results: Revenue: JP¥926.1b (up 11% from FY 2021). Net income: JP¥23.2b (up JP¥29.8b from FY 2021). Profit margin: 2.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 4.6%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance. Annonce • Jun 25
Teijin Limited to Report Q1, 2023 Results on Aug 08, 2022 Teijin Limited announced that they will report Q1, 2023 results on Aug 08, 2022 Reported Earnings • May 13
Full year 2022 earnings released: EPS: JP¥121 (vs JP¥34.71 loss in FY 2021) Full year 2022 results: EPS: JP¥121 (up from JP¥34.71 loss in FY 2021). Revenue: JP¥926.1b (up 11% from FY 2021). Net income: JP¥23.2b (up JP¥29.8b from FY 2021). Profit margin: 2.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 6.0%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance. Annonce • May 12
Teijin Limited, Annual General Meeting, Jun 22, 2022 Teijin Limited, Annual General Meeting, Jun 22, 2022. Board Change • Apr 27
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director & Member of Advisory Board Yukako Uchinaga was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Annonce • Mar 31
Teijin Limited to Report Fiscal Year 2022 Results on May 12, 2022 Teijin Limited announced that they will report fiscal year 2022 results on May 12, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥27.50 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 02 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.7%). Reported Earnings • Feb 08
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥22.22 (down from JP¥56.40 in 3Q 2021). Revenue: JP¥233.6b (up 8.4% from 3Q 2021). Net income: JP¥4.27b (down 61% from 3Q 2021). Profit margin: 1.8% (down from 5.0% in 3Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.8%, compared to a 6.0% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance. Reported Earnings • Nov 09
Second quarter 2022 earnings released: EPS JP¥61.29 (vs JP¥53.66 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥227.5b (up 5.8% from 2Q 2021). Net income: JP¥11.8b (up 14% from 2Q 2021). Profit margin: 5.2% (up from 4.8% in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥27.50 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.4%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.7%). Reported Earnings • Aug 10
First quarter 2022 earnings released: EPS JP¥51.05 (vs JP¥29.68 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥225.9b (up 26% from 1Q 2021). Net income: JP¥9.80b (up 72% from 1Q 2021). Profit margin: 4.3% (up from 3.2% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Annonce • Aug 06
Teijin Limited Revises Earnings Guidance for the Year Fiscal Year 2021 Teijin Limited revised earnings guidance for the year fiscal year 2021. For the year, the company expects sales to be JPY 900.0 billion, +8% from previous forecast. Operating income was JPY 60 billion. Profit attributable to owners of parent was JPY 35 billion. Reported Earnings • Jun 27
Full year 2021 earnings released: JP¥34.71 loss per share (vs JP¥132 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥836.5b (down 2.0% from FY 2020). Net loss: JP¥6.66b (down 126% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Annonce • May 13
Teijin Limited Provides Dividend Guidance for the Second Quarter of 2021 Teijin Limited provided dividend guidance for the second quarter and fourth quarter of 2021. For the second quarter, the company expected to pay dividend of JPY 27.50 compared with JPY 25.00 a year ago.
For the fourth quarter, the company expected to pay dividend of JPY 27.50 compared with JPY 25.00 a year ago. Reported Earnings • May 12
Full year 2021 earnings released: JP¥34.71 loss per share (vs JP¥132 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥836.5b (down 2.0% from FY 2020). Net loss: JP¥6.66b (down 126% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 May 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.6%). Annonce • Mar 04
Teijin Limited (TSE:3401) completed the acquisition of 57.7% stake in Japan Tissue Engineering Co., Ltd. (JASDAQ:7774) from Fujifilm Corporation for ¥19.2 billion Teijin Limited (TSE:3401) signed an agreement to acquire a 50.1% stake in Japan Tissue Engineering Co., Ltd. (JASDAQ:7774) from Fujifilm Corporation for ¥16.7 billion on January 29, 2021. Under the transaction, Fujifilm Corporation will tender all of its 20.36 million shares of Japan Tissue Engineering Co., Ltd. in a tender offer to be conducted by Teijin Limited at a price of ¥820 per share. If the tender offer is completed, the capital and business alliance between Fujifilm and Japan Tissue Engineering Co., Ltd. will be terminated and Japan Tissue Engineering Co., Ltd. will no longer be a consolidated subsidiary of Fujifilm. The tender offer will remain open from February 1, 2021 to March 2, 2021.
Teijin Limited (TSE:3401) completed the acquisition of 57.7% stake in Japan Tissue Engineering Co., Ltd. (JASDAQ:7774) from Fujifilm Corporation for ¥19.2 billion on March 2, 2021 Is New 90 Day High Low • Mar 02
New 90-day low: €14.20 The company is down 1.0% from its price of €14.30 on 01 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.45 per share. Annonce • Feb 18
Teijin Limited Promotes Steve Rooney to General Manager of the Composites Business Unit Continental Structural Plastics (CSP) reported that Steve Rooney, CEO, has been promoted to General Manager of the Composites Business Unit of Teijin Limited. In this expanded role, the company noted, Rooney will report directly to Akimoto Uchikawa, who has been named President of the Materials Business. Steve will continue to be a Teijin Group Corporate Officer, while Uchikawa becomes a Teijin Group Executive Officer. As general manager of the Composites Business Unit, Rooney will now be responsible for all composites operations in North America, Europe and Asia Pacific. This will include Japanese composites operations in Matsuyama and Ibigawa; and the operations of Inapal Plasticos, Benet Automotive and Teijin Automotive Center Europe, in addition to CSP's existing operations in Pouance, France. It also includes the operations of CSP Victall. These management changes will become effective April 1. Reported Earnings • Feb 11
Third quarter 2021 earnings released: EPS JP¥56.39 (vs JP¥50.68 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥215.6b (up 2.0% from 3Q 2020). Net income: JP¥10.8b (up 11% from 3Q 2020). Profit margin: 5.0% (up from 4.6% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Feb 11
Revenue beats expectations Revenue exceeded analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 1.3%, compared to a 5.1% growth forecast for the Chemicals industry in Germany. Annonce • Feb 04
Teijin Limited Announces Board Changes Teijin Limited announces a change in its Representative Directors with the resolution of the Board of Directors Meeting held on February 3, 2021, the board changed the title of Yoshihisa Sonobe from Representative Director to Director and Akihisa Nabeshima from Director to Representative Director. Annonce • Jan 31
Teijin Limited (TSE:3401) signed an agreement to acquire a 50.1% stake in Japan Tissue Engineering Co., Ltd. (JASDAQ:7774) from Fujifilm Corporation for ¥16.7 billion. Teijin Limited (TSE:3401) signed an agreement to acquire a 50.1% stake in Japan Tissue Engineering Co., Ltd. (JASDAQ:7774) from Fujifilm Corporation for ¥16.7 billion on January 29, 2021. Under the transaction, Fujifilm Corporation will tender all of its 20.36 million shares of Japan Tissue Engineering Co., Ltd. in a tender offer to be conducted by Teijin Limited at a price of ¥820 per share. If the tender offer is completed, the capital and business alliance between Fujifilm and Japan Tissue Engineering Co., Ltd. will be terminated and Japan Tissue Engineering Co., Ltd. will no longer be a consolidated subsidiary of Fujifilm. The tender offer will remain open from February 1, 2021 to March 2, 2021. Is New 90 Day High Low • Jan 15
New 90-day high: €15.70 The company is up 16% from its price of €13.50 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.55 per share. Annonce • Dec 10
Teijin Limited to Report Q3, 2021 Results on Feb 08, 2021 Teijin Limited announced that they will report Q3, 2021 results on Feb 08, 2021 Is New 90 Day High Low • Dec 08
New 90-day high: €15.10 The company is up 14% from its price of €13.30 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.60 per share. Analyst Estimate Surprise Post Earnings • Nov 17
Revenue beats expectations Revenue exceeded analyst estimates by 12%. Over the next year, revenue is forecast to stay flat compared to a 3.6% growth forecast for the Chemicals industry in Germany. Reported Earnings • Nov 15
Second quarter 2021 earnings released: EPS JP¥53.66 The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥215.0b (down 2.9% from 2Q 2020). Net income: JP¥10.3b (up 6.5% from 2Q 2020). Profit margin: 4.8% (up from 4.4% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Nov 12
New 90-day high: €14.20 The company is up 7.0% from its price of €13.30 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.68 per share.