Toray Industries Gestion
Gestion contrôle des critères 3/4
Le PDG Toray Industries est Mitsuo Ohya, nommé en Jun2023, a un mandat de 3.25 ans. La rémunération annuelle totale est ¥ 156.00M, composée du salaire de 62.8% et des bonus 37.2%, y compris les actions et options de la société. détient directement 0.007% des actions de la société, d'une valeur de ¥ 120.38M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 0.7 ans et 3.3 ans.
Informations clés
Mitsuo Ohya
Directeur général
JP¥156.0m
Rémunération totale
| Pourcentage du salaire du PDG | 62.82% |
| Durée du mandat du directeur général | 3.3yrs |
| Propriété du PDG | 0.007% |
| Durée moyenne d'occupation des postes de direction | less than a year |
| Durée moyenne du mandat des membres du conseil d'administration | 3.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Sep 04
3402: 2027 Earnings, Dividends And Hydrogen Policy Will Guide Measured Upside
Analysts have adjusted their price target for Toray Industries to ¥1,398 from ¥1,364, citing slightly different assumptions for revenue growth, profit margins and future P/E levels, along with a modestly revised discount rate. What’s in the News for Toray Industries Japan advanced its long running hydrogen policy with the Green Hydrogen Park Hakushu, a large scale green hydrogen facility launched in October 2025, as part of a broader national focus on energy security and diversified fuels including LNG, nuclear power, ammonia and synthetic fuels.
Mise à jour du récit • Aug 21
3402: Higher P/E Assumptions Will Likely Overstate Earnings Recovery Potential
Analysts have adjusted their price target for Toray Industries from ¥970 to about ¥1,000. This reflects updated views on its fair value, discount rate, revenue growth, profit margin and future P/E assumptions.Article d’analyse • Aug 08
Toray Industries, Inc. Just Beat EPS By 30%: Here's What Analysts Think Will Happen Next
Toray Industries, Inc. ( TSE:3402 ) just released its quarterly report and things are looking bullish. It was overall a...Mise à jour du récit • Aug 07
3402: 2027 Earnings And Dividend Plans Will Shape Measured Future Upside
Analysts have adjusted their fair value estimate for Toray Industries to ¥1,364 from ¥1,293, citing updated assumptions for revenue growth, profit margins, the discount rate and future P/E levels. What’s in the News for Toray Industries Toray Industries issued new consolidated earnings guidance for the fiscal year ending March 31, 2027, with expected revenue of ¥2.83b, profit attributable to owners of parent of ¥90,000 million, and basic earnings per share of ¥61.80.Mise à jour du récit • Jul 23
3402: Higher P/E Assumptions Will Likely Limit Future Share Returns
Analysts have raised Toray Industries' fair value estimate from ¥880 to ¥970, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for the revised price target. What’s in the News for Toray Industries No recent news items for Toray Industries are available from the provided sources.
Mise à jour du récit • Jul 09
nan
Analysts have lifted their price target on Toray Industries from ¥1,492.62 to ¥1,600, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News No recent company specific news for Toray Industries has been provided in the available sources.Mise à jour du récit • Jun 25
3402: Share Buybacks And 2028 Earnings Plan Will Support Future Upside
Analysts have raised their fair value estimate for Toray Industries slightly, from ¥1,281.25 to ¥1,292.92, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Toray Industries No recent news items for Toray Industries are available from the provided primary sources.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | JP¥94b |
| Mar 31 2026 | JP¥156m | JP¥98m | JP¥80b |
| Dec 31 2025 | n/a | n/a | JP¥43b |
| Sep 30 2025 | n/a | n/a | JP¥59b |
| Jun 30 2025 | n/a | n/a | JP¥68b |
| Mar 31 2025 | JP¥155m | JP¥98m | JP¥78b |
| Dec 31 2024 | n/a | n/a | JP¥51b |
| Sep 30 2024 | n/a | n/a | JP¥49b |
| Jun 30 2024 | n/a | n/a | JP¥35b |
| Mar 31 2024 | JP¥124m | JP¥88m | JP¥22b |
Rémunération vs marché: La rémunération totale de Mitsuo ($USD 999.80K ) est inférieure à la moyenne des entreprises de taille similaire sur le marché JP ($USD 1.62M ).
Rémunération et revenus: La rémunération de Mitsuo a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Mitsuo Ohya (70 yo)
3.3yrs
Titularisation
JP¥156,000,000
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 3.3yrs | JP¥156.00m | 0.0065% ¥ 120.4m | |
| Senior Executive Officer | no data | pas de données | pas de données | |
| Executive Vice President of Marketing & Sales and Director | less than a year | pas de données | pas de données | |
| Senior VP of Human Resources Division | less than a year | pas de données | pas de données | |
| Executive VP & Representative Director | less than a year | pas de données | 0.0049% ¥ 91.2m | |
| Senior Executive Officer | no data | pas de données | pas de données | |
| SEO and Head of General Affairs | no data | pas de données | 0.0030% ¥ 55.8m | |
| Senior VP of Torayca & Advanced Composites Division | less than a year | pas de données | pas de données | |
| Senior Executive Officer | 3.3yrs | pas de données | pas de données | |
| Senior VP & Chief Representative of China | less than a year | pas de données | pas de données | |
| Senior VP of Purchasing & Logistics Division and Manufacturing Division | less than a year | pas de données | pas de données | |
| Senior VP of Pharmaceuticals & Medical Products Division | no data | pas de données | pas de données |
0.7yrs
Durée moyenne de l'emploi
65yo
Âge moyen
Gestion expérimentée: L'équipe de direction de 3402 n'est pas considérée comme expérimentée (ancienneté moyenne 0.7 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 14.7yrs | JP¥156.00m | 0.0065% ¥ 120.4m | |
| Senior Executive Officer | 1.3yrs | pas de données | pas de données | |
| Executive Vice President of Marketing & Sales and Director | less than a year | pas de données | pas de données | |
| Executive VP & Representative Director | 3.7yrs | pas de données | 0.0049% ¥ 91.2m | |
| Senior Executive Officer | 1.3yrs | pas de données | pas de données | |
| Chairman | 24.3yrs | JP¥156.00m | 0.013% ¥ 243.3m | |
| Outside Corporate Auditor | 3.3yrs | pas de données | 0.00014% ¥ 2.6m | |
| Independent Outside Director | less than a year | pas de données | pas de données | |
| Corporate Auditor | 3.3yrs | pas de données | 0.0075% ¥ 138.1m | |
| Independent Outside Director | 3.3yrs | pas de données | 0.000070% ¥ 1.3m | |
| Outside Corporate Auditor | 3.3yrs | pas de données | 0.000070% ¥ 1.3m | |
| Outside Independent Director | 1.3yrs | pas de données | pas de données |
3.3yrs
Durée moyenne de l'emploi
67.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de 3402 sont considérés comme expérimentés (ancienneté moyenne 3.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/17 13:39 |
| Cours de l'action en fin de journée | 2026/09/17 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Toray Industries, Inc. est couverte par 24 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Mikiya Yamada | Barclays |
| Takashi Enomoto | BofA Global Research |
| Atsushi Ikeda | Citigroup Inc |