Toyobo（TO7）株式概要東洋紡績株式会社は、フィルム・機能性樹脂、産業資材、ヘルスケア・繊維製品を世界中に提供しています。 詳細TO7 ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長1/6過去の実績4/6財務の健全性3/6配当金5/6報酬当社が推定した公正価値より49.8%で取引されている 収益は年間5.37%増加すると予測されています 過去1年間で収益は353.9%増加しました 2.47%の安定した配当金を支払う 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が39.1%上昇するだろうとほぼ一致している。 リスク分析負債は営業キャッシュフローで十分にカバーされていない German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るTO7 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW480,207 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA480,207 investors already sharing narrativesYour Fair Value€Current Price€8.6530.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-9b499b2016201920222025202620282031Revenue JP¥498.8bEarnings JP¥14.7bAdvancedSet Fair ValueView all narrativesToyobo Co., Ltd. 競合他社SIMONASymbol: DB:SIM0Market cap: €420.0mFuchsSymbol: XTRA:FPE3Market cap: €5.0bRostraSymbol: DB:3330Market cap: €23.3mAlzChem GroupSymbol: XTRA:ACTMarket cap: €1.6b価格と性能株価の高値、安値、推移の概要Toyobo過去の株価現在の株価JP¥8.6552週高値JP¥10.3052週安値JP¥5.85ベータ0.751ヶ月の変化-5.46%3ヶ月変化9.49%1年変化47.86%3年間の変化37.30%5年間の変化-16.83%IPOからの変化-58.21%最新ニュースReported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥34.81 (vs JP¥17.84 in 1Q 2026)First quarter 2027 results: EPS: JP¥34.81 (up from JP¥17.84 in 1Q 2026). Revenue: JP¥110.4b (up 7.3% from 1Q 2026). Net income: JP¥3.07b (up 95% from 1Q 2026). Profit margin: 2.8% (up from 1.5% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €9.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Chemicals industry in Germany. Total returns to shareholders of 63% over the past three years.New Risk • Jul 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).お知らせ • Jun 16Toyobo Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Toyobo Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €10.30, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Chemicals industry in Germany. Total returns to shareholders of 75% over the past three years.New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.7% average weekly change).最新情報をもっと見るRecent updatesReported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥34.81 (vs JP¥17.84 in 1Q 2026)First quarter 2027 results: EPS: JP¥34.81 (up from JP¥17.84 in 1Q 2026). Revenue: JP¥110.4b (up 7.3% from 1Q 2026). Net income: JP¥3.07b (up 95% from 1Q 2026). Profit margin: 2.8% (up from 1.5% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €9.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Chemicals industry in Germany. Total returns to shareholders of 63% over the past three years.New Risk • Jul 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).お知らせ • Jun 16Toyobo Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Toyobo Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €10.30, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Chemicals industry in Germany. Total returns to shareholders of 75% over the past three years.New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.7% average weekly change).Board Change • May 20High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Substitute Director Yoshinori Satoi 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.お知らせ • May 12Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2026Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2026.お知らせ • May 09Toyobo Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Toyobo Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026お知らせ • Dec 20Toyobo Co., Ltd. to Report Q3, 2026 Results on Feb 09, 2026Toyobo Co., Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026お知らせ • Nov 28Teijin Frontier Co., Ltd. signed a letter of intent to acquire Toyobo Automotive Textiles Changshu Company from Toyobo Co., Ltd. (TSE:3101).Teijin Frontier Co., Ltd. signed a letter of intent to acquire Toyobo Automotive Textiles Changshu Company from Toyobo Co., Ltd. (TSE:3101) on November 25, 2025. Agreement was signed on November 26, 2025. The expected completion of the transaction is February 2, 2026.お知らせ • Sep 10Toyobo Co., Ltd. to Report First Half, 2026 Results on Nov 10, 2025Toyobo Co., Ltd. announced that they will report first half, 2026 results on Nov 10, 2025お知らせ • Jun 11Toyobo Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Toyobo Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025お知らせ • May 12+ 2 more updatesToyobo Co., Ltd., Annual General Meeting, Jun 25, 2025Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2025.お知らせ • Mar 12Toyobo Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Toyobo Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025お知らせ • Dec 11Toyobo Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Toyobo Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Declared Dividend • Nov 10Dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 702%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 602% to bring the payout ratio under control. EPS is expected to grow by 179% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Buy Or Sell Opportunity • Nov 04Now 20% overvaluedOver the last 90 days, the stock has fallen 1.7% to €5.75. The fair value is estimated to be €4.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Buy Or Sell Opportunity • Oct 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.7% to €6.15. The fair value is estimated to be €5.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 30% per annum over the same time period.お知らせ • Sep 13Toyobo Co., Ltd. to Report First Half, 2025 Results on Nov 07, 2024Toyobo Co., Ltd. announced that they will report first half, 2025 results on Nov 07, 2024Buy Or Sell Opportunity • Aug 23Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €6.05. The fair value is estimated to be €5.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥8.90 (vs JP¥5.77 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥8.90 (up from JP¥5.77 loss in 1Q 2024). Revenue: JP¥105.2b (up 8.4% from 1Q 2024). Net income: JP¥784.0m (up JP¥1.29b from 1Q 2024). Profit margin: 0.7% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% 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, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.Board Change • Jul 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Managing Executive Officer, Representative Director & Head of Life Science Division Takahito Sagara was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 13Toyobo Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Toyobo Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥27.87 (vs JP¥7.37 loss in FY 2023)Full year 2024 results: EPS: JP¥27.87 (up from JP¥7.37 loss in FY 2023). Revenue: JP¥414.3b (up 3.6% from FY 2023). Net income: JP¥2.46b (up JP¥3.11b from FY 2023). Profit margin: 0.6% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.0% 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, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.お知らせ • May 15Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2024Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).お知らせ • Mar 11Toyobo Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Toyobo Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: JP¥4.97 loss per share (vs JP¥13.61 loss in 3Q 2023)Third quarter 2024 results: JP¥4.97 loss per share (improved from JP¥13.61 loss in 3Q 2023). Revenue: JP¥107.9b (up 11% from 3Q 2023). Net loss: JP¥438.0m (loss narrowed 64% from 3Q 2023). Revenue is forecast to grow 6.3% 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.お知らせ • Feb 09+ 1 more updateToyobo Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Toyobo Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects dividend of JPY 40.00 per share against dividend of JPY 40.00 per share paid a year ago.お知らせ • Jan 25Toyobo Co., Ltd. Announces Resignation of Hiroshi Otsuki as CFO, Effective April 1, 2024Toyobo Co., Ltd. announced that it has resolved to change the representative directors at the meeting of the board of directors held on January 25, 2024: Hiroshi Otsuki, Representative Director and Senior Managing Executive Officer (CFO) as director. Effective date is April 1, 2024.お知らせ • Dec 14Toyobo Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Toyobo Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024お知らせ • Nov 11Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2024Toyobo Co., Ltd. revised earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of JPY 410,000 million compared to previous guidance of JPY 430,000 million, operating profit of JPY 10,000 million compared to previous guidance of JPY 15,000 million, profit attributable to owners of parent of JPY 1,000 million compared to previous guidance of JPY 4,000 million and net profit per share of JPY 11.24 compared to previous guidance of JPY 45.00.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥28.59 (vs JP¥35.67 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.59 (down from JP¥35.67 in 2Q 2023). Revenue: JP¥102.4b (up 2.3% from 2Q 2023). Net income: JP¥2.52b (down 21% from 2Q 2023). Profit margin: 2.5% (down from 3.2% in 2Q 2023). Revenue is forecast to grow 6.5% 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 50% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Sep 15Toyobo Co., Ltd. to Report First Half, 2024 Results on Nov 09, 2023Toyobo Co., Ltd. announced that they will report first half, 2024 results on Nov 09, 2023Reported Earnings • Aug 08First quarter 2024 earnings released: JP¥5.77 loss per share (vs JP¥87.71 profit in 1Q 2023)First quarter 2024 results: JP¥5.77 loss per share (down from JP¥87.71 profit in 1Q 2023). Revenue: JP¥97.1b (down 3.9% from 1Q 2023). Net loss: JP¥508.0m (down 107% from profit in 1Q 2023). Revenue is forecast to grow 5.9% 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, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Board Change • Jul 21High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Corporate Auditor Yasuo Ohta was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 14Toyobo Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023Toyobo Co., Ltd. announced that they will report Q1, 2024 results on Aug 07, 2023お知らせ • Jun 13Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023, at 10:00 Tokyo Standard Time. Location: Umeda south Hall,11th Floor, Osaka Umeda Twin Towers South 1-13-1 Umeda Osaka Japan Agenda: To consider business report, consolidated financial statements for the 165th term and audit results of the consolidated financial statements by the financial auditor and the board of corporate auditors; to consider non-consolidated financial statements for the 165th term; to consider appropriation of surplus; to consider election of ten directors; to consider election of two corporate auditors; to consider election of one substitute corporate auditor; and to consider other issues.Reported Earnings • May 14Full year 2023 earnings released: JP¥7.37 loss per share (vs JP¥145 profit in FY 2022)Full year 2023 results: JP¥7.37 loss per share (down from JP¥145 profit in FY 2022). Revenue: JP¥399.9b (up 6.4% from FY 2022). Net loss: JP¥655.0m (down 105% from profit in FY 2022). Revenue is forecast to grow 3.4% 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 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.お知らせ • May 13Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ended March 31, 2023Toyobo Co., Ltd. revised earnings guidance for the fiscal year ended March 31, 2023 For the period, the company expects net sales of JPY 399,921 million as compared to previous guidance of JPY 400,000 million. Operating profit of JPY 10,063 million as compared to previous guidance JPY 11,000 million. Profit attributable to owners of parent of JPY 655 million as compared to previous guidance JPY 6,500 million. Net loss per share of JPY 7.37 as compared to previous guidance net profit per share of JPY 73.08.お知らせ • May 12+ 1 more updateToyobo Co., Ltd. Declares Dividend Guidance for the Fiscal Year Ending March 31, 2023 Payable on June 29, 2023; Provides Dividend Guidance for Fiscal Year Ending March 31, 2024Toyobo Co., Ltd. declared dividend guidance for the fiscal year ending March 31, 2023. For the period, the company declared dividend of JPY 40 per share against JPY 40 per share a year ago. Planned start of dividend payments: June 29, 2023For the fiscal year ending March 31, 2024, the company expects dividend of ¥40.00 per share.お知らせ • May 11Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).Reported Earnings • Feb 09Third quarter 2023 earnings released: JP¥13.61 loss per share (vs JP¥27.22 profit in 3Q 2022)Third quarter 2023 results: JP¥13.61 loss per share (down from JP¥27.22 profit in 3Q 2022). Revenue: JP¥97.6b (up 7.7% from 3Q 2022). Net loss: JP¥1.21b (down 150% from profit in 3Q 2022). Revenue is forecast to grow 5.0% 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 increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Feb 09Toyobo Co., Ltd. (TSE:3101) announces an Equity Buyback for 1,300,000 shares, representing 1.46% for ¥1,000 million.Toyobo Co., Ltd. (TSE:3101) announces a share repurchase program. Under the program, the company will repurchase up to 1,300,000 shares, representing 1.46% of its share capital, for ¥1,000 million. The purpose of the program is to allocate shares over several fiscal years to the plan of compensation for granting restricted shares introduced as an incentive plan for officers. The program will expire on April 30, 2023. As of December 31, 2022, the company had 88,980,243 shares in issue (excluding treasury stock) and 68,549 shares in treasury.お知らせ • Feb 08+ 1 more updateToyobo Co., Ltd. Provides Earning Guidance for the Fiscal Year Ending March 31, 2023Toyobo Co., Ltd. provided earning guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales of JPY 400,000 million, operating profit of JPY 11,000 million, ordinary profit of JPY 7,500 million, profit attributable to owners of parent of JPY 6,500 million and net profit per share of JPY 73.08.お知らせ • Dec 07Toyobo Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Toyobo Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Independent Outside Director Hiroshi Fukushi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥35.67 (vs JP¥39.78 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.67 (down from JP¥39.78 in 2Q 2022). Revenue: JP¥100.1b (up 12% from 2Q 2022). Net income: JP¥3.17b (down 10% from 2Q 2022). Profit margin: 3.2% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% 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 increased by 29% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Nov 11+ 1 more updateToyobo Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023Toyobo Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 410,000 million, operating profit of JPY 17,000 million, profit attributable to owners of parent JPY 12,000 million and basic earnings per share of JPY 134.93.お知らせ • Sep 14Toyobo Co., Ltd. to Report First Half, 2023 Results on Nov 10, 2022Toyobo Co., Ltd. announced that they will report first half, 2023 results on Nov 10, 2022Buying Opportunity • Sep 03Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €9.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 6.5% per annum over the same time period.Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥87.71 (vs JP¥69.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥87.71 (up from JP¥69.45 in 1Q 2022). Revenue: JP¥101.0b (up 6.8% from 1Q 2022). Net income: JP¥7.80b (up 26% from 1Q 2022). Profit margin: 7.7% (up from 6.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.8%, compared to a 3.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Aug 08+ 1 more updateToyobo Co., Ltd. Announces Dividend Guidance for the Full Year Ending March 31, 2023Toyobo Co., Ltd. expected to pay dividend of JPY 40 per share for the full year ending March 31, 2023 compared to JPY 40 per share paid a year ago.お知らせ • Jun 21Toyobo Co., Ltd. to Report Q1, 2023 Results on Aug 08, 2022Toyobo Co., Ltd. announced that they will report Q1, 2023 results on Aug 08, 2022Reported Earnings • May 14Full year 2022 earnings released: EPS: JP¥145 (vs JP¥47.30 in FY 2021)Full year 2022 results: EPS: JP¥145 (up from JP¥47.30 in FY 2021). Revenue: JP¥375.7b (up 11% from FY 2021). Net income: JP¥12.9b (up 206% from FY 2021). Profit margin: 3.4% (up from 1.2% in FY 2021). Over the next year, revenue is forecast to grow 3.4%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • May 13+ 1 more updateToyobo Co., Ltd. Announces Year-End Dividend for the Fiscal Year Ended March 31, 2022, Payable on June 27, 2022; Provides Year-End Dividend Guidance for the Year Ending March 31, 2023Toyobo Co., Ltd. announces year-end dividend of JPY 40.00 for the fiscal year ended March 31, 2022 compared to JPY 40.00 per share paid a year ago. Planned start of dividend payments is June 27, 2022.For the year-end of fiscal year ending March 31, 2023, the company expects to pay dividend of JPY 40.00 per share compared to JPY 40.00 per share a year ago.お知らせ • May 12Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2022Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2022.Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. 4 independent directors (7 non-independent directors). Non Executive Chairman of the Board Seiji Narahara is the most experienced director on the board, commencing their role in 2011. Independent Outside Director Masaaki Harima was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.7%).Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥27.22 (up from JP¥29.46 loss in 3Q 2021). Revenue: JP¥90.7b (up 5.0% from 3Q 2021). Net income: JP¥2.42b (up JP¥5.04b from 3Q 2021). Profit margin: 2.7% (up from net loss in 3Q 2021). Revenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 2.4%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 10Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. revised earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects net sales of JPY 370,000 million, Operating profit of JPY 29,000 million, Profit attributable to owners of parent of JPY 13,000 million and Net profit per share of JPY 146.32 per share.Reported Earnings • Nov 09Second quarter 2022 earnings released: EPS JP¥39.78 (vs JP¥9.88 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥89.2b (up 8.7% from 2Q 2021). Net income: JP¥3.54b (up 303% from 2Q 2021). Profit margin: 4.0% (up from 1.1% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Aug 20Toyobo Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. provided earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects Net sales of JPY 365,000 million. Operating profit was JPY 29,000 million. Profit attributable to owners of parent JPY 13,000 million. Net profit per share was JPY 146.32 per share.Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥47.30 (vs JP¥155 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥337.4b (flat on FY 2020). Net income: JP¥4.20b (down 70% from FY 2020). Profit margin: 1.2% (down from 4.1% in FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥47.30 (vs JP¥155 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥337.4b (flat on FY 2020). Net income: JP¥4.20b (down 70% from FY 2020). Profit margin: 1.2% (down from 4.1% in FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming Dividend of JP¥40.00 Per ShareWill be paid on the 25th of June to those who are registered shareholders by the 30th of March. The trailing yield of 2.6% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (3.6%).お知らせ • Mar 10Toyobo Co., Ltd. to Report Fiscal Year 2021 Results on May 10, 2021Toyobo Co., Ltd. announced that they will report fiscal year 2021 results on May 10, 2021Is New 90 Day High Low • Mar 10New 90-day high: €11.20The company is up 8.0% from its price of €10.40 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.15 per share.Reported Earnings • Feb 12Third quarter 2021 earnings released: JP¥29.46 loss per share (vs JP¥36.25 profit in 3Q 2020)The company reported a soft third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: JP¥86.4b (up 3.9% from 3Q 2020). Net loss: JP¥2.62b (down 181% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 11% per year.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 3.7%, compared to a 5.1% growth forecast for the Chemicals industry in Germany.お知らせ • Feb 01Toyobo Co., Ltd. Develops New Functional OPP Barrier FilmToyobo Co., Ltd. has developed a new biaxially oriented polypropylene (BOPP) film with high gas barrier function that will enable mono-material packaging. The product, named DP065, will be introduced to clients as a sample in mid-March and is scheduled to be launched around on the end of April. Demand for eco-friendly products is rising because consumers across the world have become increasingly conscious about the importance of protecting the environment. Food packaging films, which must meet high functionality standards, are made up of several materials with different properties, such as PET films, aluminum foil and polyethylene films. These types of packaging are called multi-layer. However, multi-layer packaging is not easy to recycle because they contain multiple materials. To address this issue, Toyobo has developed DP065, an OPP film that will help create mono-material products. It possesses high gas barrier function and excellent processing suitability while complying with international safety standards for packaging materials. Furthermore, DP065 does not contain chlorine, so it does not emit harmful gas containing chlorine and its compounds when recycled or incinerated. Toyobo has promoted mono-material by marketing Olyester, a polyester film used as a sealant and for other purposes. Toyobo will continue contributing to a circular economy by broadening its lineup of highly functional film products using polyolefin and spreading them around the world. Main features of OPP barrier film DP065: High barrier properties: Water vapor transmittance of 2g/m2d; oxygen transmittance of 2cc/m2d·atm; Excellent processing suitability (printing, laminating and pouch making): High heat resistance OPP developed as a base film; Safety: Complies with FDA and EU regulations; Does not contain chlorine: No emissions of gas containing chlorine and its compounds when recycled or incinerated.Is New 90 Day High Low • Jan 30New 90-day low: €10.10The company is down 9.0% from its price of €11.10 on 30 October 2020. The German market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.98 per share.お知らせ • Dec 13Toyobo Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Toyobo Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021Is New 90 Day High Low • Nov 27New 90-day low: €10.40The company is down 12% from its price of €11.80 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.14 per share.Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 3.9%, compared to a 3.1% growth forecast for the Chemicals industry in Germany.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥14.87The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥78.8b (down 6.3% from 2Q 2020). Net income: JP¥1.32b (up 33% from 2Q 2020). Profit margin: 1.7% (up from 1.2% 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 13% per year whereas the company’s share price has fallen by 9% per year.Is New 90 Day High Low • Oct 31New 90-day low: €11.10The company is down 3.0% from its price of €11.50 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.12 per share.お知らせ • Sep 09Toyobo Co., Ltd. to Report First Half, 2021 Results on Nov 09, 2020Toyobo Co., Ltd. announced that they will report first half, 2021 results on Nov 09, 2020お知らせ • Sep 08Toyobo Co., Ltd. to Report Fiscal Year 2020 Final Results on Aug 31, 2020Toyobo Co., Ltd. announced that they will report fiscal year 2020 final results on Aug 31, 2020株主還元TO7DE ChemicalsDE 市場7D1.8%1.3%0.9%1Y47.9%11.2%3.9%株主還元を見る業界別リターン: TO7過去 1 年間で11.2 % の収益を上げたGerman Chemicals業界を上回りました。リターン対市場: TO7過去 1 年間で3.9 % の収益を上げたGerman市場を上回りました。価格変動Is TO7's price volatile compared to industry and market?TO7 volatilityTO7 Average Weekly Movement8.7%Chemicals Industry Average Movement5.2%Market Average Movement5.3%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.7%安定した株価: TO7の株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: TO7の weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18829,398Ikuo Takeuchiwww.toyobo-global.com東洋紡績株式会社は、フィルム・機能性樹脂、産業資材、ヘルスケア・繊維製品を世界中に提供している。PETフィルムをはじめとする液晶ディスプレイ用、光学用などの工業用フィルムや合成紙を提供。また、PET、ポリオレフィン、ナイロンなどの食品包装用フィルムや熱収縮PETフィルムなどの包装用フィルム、エンジニアリングプラスチック、工業用接着剤、コーティング剤、感光性印刷版、アクリレートポリマー、電子材料などの機能性ポリマー、ゴム・塗料加工、医薬中間体なども提供している。また、エアバッグ用繊維、ポリエチレン繊維、PBO繊維からなる機能性繊維、自動車用機能性フィルター、屋内用機能性フィルター、公害防止溶剤吸着材・ユニット、自動車部品用繊維素材を提供している。また、診断用酵素、診断システム、研究用試薬などのバイオ製品、人工腎臓用中空糸、血液凝固防止材、海水淡水化モジュール、スポーツ衣料・下着・ユニフォーム用機能繊維、合成繊維フィラメント、「マンシングウェア」ブランドの衣料品、「エクスラン」ブランドのアクリル繊維、「eks」ブランドのアクリレート繊維などを提供し、繊維製品の取引も行っている。また、注射剤の受託製造も行っている。東洋紡績株式会社は1882年に設立され、大阪に本社を置く。もっと見るToyobo Co., Ltd. 基礎のまとめToyobo の収益と売上を時価総額と比較するとどうか。TO7 基礎統計学時価総額€780.11m収益（TTM）€69.29m売上高(TTM)€2.35b11.3xPER（株価収益率0.3xP/SレシオTO7 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計TO7 損益計算書（TTM）収益JP¥429.03b売上原価JP¥318.69b売上総利益JP¥110.34bその他の費用JP¥97.66b収益JP¥12.67b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）143.62グロス・マージン25.72%純利益率2.95%有利子負債／自己資本比率102.2%TO7 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.5%現在の配当利回り28%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/10 11:38終値2026/08/07 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Toyobo Co., Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関null nullAstris Advisory Japan, K.K.Toru SugiuraDaiwa Securities Co. Ltd.Mio ShikanaiJ.P. Morgan7 その他のアナリストを表示
Reported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥34.81 (vs JP¥17.84 in 1Q 2026)First quarter 2027 results: EPS: JP¥34.81 (up from JP¥17.84 in 1Q 2026). Revenue: JP¥110.4b (up 7.3% from 1Q 2026). Net income: JP¥3.07b (up 95% from 1Q 2026). Profit margin: 2.8% (up from 1.5% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €9.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Chemicals industry in Germany. Total returns to shareholders of 63% over the past three years.
New Risk • Jul 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).
お知らせ • Jun 16Toyobo Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Toyobo Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €10.30, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Chemicals industry in Germany. Total returns to shareholders of 75% over the past three years.
New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.7% average weekly change).
Reported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥34.81 (vs JP¥17.84 in 1Q 2026)First quarter 2027 results: EPS: JP¥34.81 (up from JP¥17.84 in 1Q 2026). Revenue: JP¥110.4b (up 7.3% from 1Q 2026). Net income: JP¥3.07b (up 95% from 1Q 2026). Profit margin: 2.8% (up from 1.5% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €9.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Chemicals industry in Germany. Total returns to shareholders of 63% over the past three years.
New Risk • Jul 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).
お知らせ • Jun 16Toyobo Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Toyobo Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €10.30, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Chemicals industry in Germany. Total returns to shareholders of 75% over the past three years.
New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.7% average weekly change).
Board Change • May 20High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Substitute Director Yoshinori Satoi 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.
お知らせ • May 12Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2026Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2026.
お知らせ • May 09Toyobo Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Toyobo Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
お知らせ • Dec 20Toyobo Co., Ltd. to Report Q3, 2026 Results on Feb 09, 2026Toyobo Co., Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026
お知らせ • Nov 28Teijin Frontier Co., Ltd. signed a letter of intent to acquire Toyobo Automotive Textiles Changshu Company from Toyobo Co., Ltd. (TSE:3101).Teijin Frontier Co., Ltd. signed a letter of intent to acquire Toyobo Automotive Textiles Changshu Company from Toyobo Co., Ltd. (TSE:3101) on November 25, 2025. Agreement was signed on November 26, 2025. The expected completion of the transaction is February 2, 2026.
お知らせ • Sep 10Toyobo Co., Ltd. to Report First Half, 2026 Results on Nov 10, 2025Toyobo Co., Ltd. announced that they will report first half, 2026 results on Nov 10, 2025
お知らせ • Jun 11Toyobo Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Toyobo Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
お知らせ • May 12+ 2 more updatesToyobo Co., Ltd., Annual General Meeting, Jun 25, 2025Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 12Toyobo Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Toyobo Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
お知らせ • Dec 11Toyobo Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Toyobo Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Declared Dividend • Nov 10Dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 702%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 602% to bring the payout ratio under control. EPS is expected to grow by 179% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Buy Or Sell Opportunity • Nov 04Now 20% overvaluedOver the last 90 days, the stock has fallen 1.7% to €5.75. The fair value is estimated to be €4.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Buy Or Sell Opportunity • Oct 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.7% to €6.15. The fair value is estimated to be €5.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 30% per annum over the same time period.
お知らせ • Sep 13Toyobo Co., Ltd. to Report First Half, 2025 Results on Nov 07, 2024Toyobo Co., Ltd. announced that they will report first half, 2025 results on Nov 07, 2024
Buy Or Sell Opportunity • Aug 23Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €6.05. The fair value is estimated to be €5.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥8.90 (vs JP¥5.77 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥8.90 (up from JP¥5.77 loss in 1Q 2024). Revenue: JP¥105.2b (up 8.4% from 1Q 2024). Net income: JP¥784.0m (up JP¥1.29b from 1Q 2024). Profit margin: 0.7% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% 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, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
Board Change • Jul 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Managing Executive Officer, Representative Director & Head of Life Science Division Takahito Sagara was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 13Toyobo Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Toyobo Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥27.87 (vs JP¥7.37 loss in FY 2023)Full year 2024 results: EPS: JP¥27.87 (up from JP¥7.37 loss in FY 2023). Revenue: JP¥414.3b (up 3.6% from FY 2023). Net income: JP¥2.46b (up JP¥3.11b from FY 2023). Profit margin: 0.6% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.0% 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, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2024Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).
お知らせ • Mar 11Toyobo Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Toyobo Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: JP¥4.97 loss per share (vs JP¥13.61 loss in 3Q 2023)Third quarter 2024 results: JP¥4.97 loss per share (improved from JP¥13.61 loss in 3Q 2023). Revenue: JP¥107.9b (up 11% from 3Q 2023). Net loss: JP¥438.0m (loss narrowed 64% from 3Q 2023). Revenue is forecast to grow 6.3% 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.
お知らせ • Feb 09+ 1 more updateToyobo Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Toyobo Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the fiscal year ending March 31, 2024, the company expects dividend of JPY 40.00 per share against dividend of JPY 40.00 per share paid a year ago.
お知らせ • Jan 25Toyobo Co., Ltd. Announces Resignation of Hiroshi Otsuki as CFO, Effective April 1, 2024Toyobo Co., Ltd. announced that it has resolved to change the representative directors at the meeting of the board of directors held on January 25, 2024: Hiroshi Otsuki, Representative Director and Senior Managing Executive Officer (CFO) as director. Effective date is April 1, 2024.
お知らせ • Dec 14Toyobo Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Toyobo Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
お知らせ • Nov 11Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2024Toyobo Co., Ltd. revised earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of JPY 410,000 million compared to previous guidance of JPY 430,000 million, operating profit of JPY 10,000 million compared to previous guidance of JPY 15,000 million, profit attributable to owners of parent of JPY 1,000 million compared to previous guidance of JPY 4,000 million and net profit per share of JPY 11.24 compared to previous guidance of JPY 45.00.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥28.59 (vs JP¥35.67 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.59 (down from JP¥35.67 in 2Q 2023). Revenue: JP¥102.4b (up 2.3% from 2Q 2023). Net income: JP¥2.52b (down 21% from 2Q 2023). Profit margin: 2.5% (down from 3.2% in 2Q 2023). Revenue is forecast to grow 6.5% 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 50% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 15Toyobo Co., Ltd. to Report First Half, 2024 Results on Nov 09, 2023Toyobo Co., Ltd. announced that they will report first half, 2024 results on Nov 09, 2023
Reported Earnings • Aug 08First quarter 2024 earnings released: JP¥5.77 loss per share (vs JP¥87.71 profit in 1Q 2023)First quarter 2024 results: JP¥5.77 loss per share (down from JP¥87.71 profit in 1Q 2023). Revenue: JP¥97.1b (down 3.9% from 1Q 2023). Net loss: JP¥508.0m (down 107% from profit in 1Q 2023). Revenue is forecast to grow 5.9% 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, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Board Change • Jul 21High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Corporate Auditor Yasuo Ohta was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 14Toyobo Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023Toyobo Co., Ltd. announced that they will report Q1, 2024 results on Aug 07, 2023
お知らせ • Jun 13Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023, at 10:00 Tokyo Standard Time. Location: Umeda south Hall,11th Floor, Osaka Umeda Twin Towers South 1-13-1 Umeda Osaka Japan Agenda: To consider business report, consolidated financial statements for the 165th term and audit results of the consolidated financial statements by the financial auditor and the board of corporate auditors; to consider non-consolidated financial statements for the 165th term; to consider appropriation of surplus; to consider election of ten directors; to consider election of two corporate auditors; to consider election of one substitute corporate auditor; and to consider other issues.
Reported Earnings • May 14Full year 2023 earnings released: JP¥7.37 loss per share (vs JP¥145 profit in FY 2022)Full year 2023 results: JP¥7.37 loss per share (down from JP¥145 profit in FY 2022). Revenue: JP¥399.9b (up 6.4% from FY 2022). Net loss: JP¥655.0m (down 105% from profit in FY 2022). Revenue is forecast to grow 3.4% 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 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
お知らせ • May 13Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ended March 31, 2023Toyobo Co., Ltd. revised earnings guidance for the fiscal year ended March 31, 2023 For the period, the company expects net sales of JPY 399,921 million as compared to previous guidance of JPY 400,000 million. Operating profit of JPY 10,063 million as compared to previous guidance JPY 11,000 million. Profit attributable to owners of parent of JPY 655 million as compared to previous guidance JPY 6,500 million. Net loss per share of JPY 7.37 as compared to previous guidance net profit per share of JPY 73.08.
お知らせ • May 12+ 1 more updateToyobo Co., Ltd. Declares Dividend Guidance for the Fiscal Year Ending March 31, 2023 Payable on June 29, 2023; Provides Dividend Guidance for Fiscal Year Ending March 31, 2024Toyobo Co., Ltd. declared dividend guidance for the fiscal year ending March 31, 2023. For the period, the company declared dividend of JPY 40 per share against JPY 40 per share a year ago. Planned start of dividend payments: June 29, 2023For the fiscal year ending March 31, 2024, the company expects dividend of ¥40.00 per share.
お知らせ • May 11Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).
Reported Earnings • Feb 09Third quarter 2023 earnings released: JP¥13.61 loss per share (vs JP¥27.22 profit in 3Q 2022)Third quarter 2023 results: JP¥13.61 loss per share (down from JP¥27.22 profit in 3Q 2022). Revenue: JP¥97.6b (up 7.7% from 3Q 2022). Net loss: JP¥1.21b (down 150% from profit in 3Q 2022). Revenue is forecast to grow 5.0% 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 increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Feb 09Toyobo Co., Ltd. (TSE:3101) announces an Equity Buyback for 1,300,000 shares, representing 1.46% for ¥1,000 million.Toyobo Co., Ltd. (TSE:3101) announces a share repurchase program. Under the program, the company will repurchase up to 1,300,000 shares, representing 1.46% of its share capital, for ¥1,000 million. The purpose of the program is to allocate shares over several fiscal years to the plan of compensation for granting restricted shares introduced as an incentive plan for officers. The program will expire on April 30, 2023. As of December 31, 2022, the company had 88,980,243 shares in issue (excluding treasury stock) and 68,549 shares in treasury.
お知らせ • Feb 08+ 1 more updateToyobo Co., Ltd. Provides Earning Guidance for the Fiscal Year Ending March 31, 2023Toyobo Co., Ltd. provided earning guidance for the fiscal year ending March 31, 2023. For the period, the company expects net sales of JPY 400,000 million, operating profit of JPY 11,000 million, ordinary profit of JPY 7,500 million, profit attributable to owners of parent of JPY 6,500 million and net profit per share of JPY 73.08.
お知らせ • Dec 07Toyobo Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Toyobo Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023
Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Independent Outside Director Hiroshi Fukushi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥35.67 (vs JP¥39.78 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.67 (down from JP¥39.78 in 2Q 2022). Revenue: JP¥100.1b (up 12% from 2Q 2022). Net income: JP¥3.17b (down 10% from 2Q 2022). Profit margin: 3.2% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% 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 increased by 29% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Nov 11+ 1 more updateToyobo Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023Toyobo Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 410,000 million, operating profit of JPY 17,000 million, profit attributable to owners of parent JPY 12,000 million and basic earnings per share of JPY 134.93.
お知らせ • Sep 14Toyobo Co., Ltd. to Report First Half, 2023 Results on Nov 10, 2022Toyobo Co., Ltd. announced that they will report first half, 2023 results on Nov 10, 2022
Buying Opportunity • Sep 03Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €9.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 6.5% per annum over the same time period.
Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥87.71 (vs JP¥69.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥87.71 (up from JP¥69.45 in 1Q 2022). Revenue: JP¥101.0b (up 6.8% from 1Q 2022). Net income: JP¥7.80b (up 26% from 1Q 2022). Profit margin: 7.7% (up from 6.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.8%, compared to a 3.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Aug 08+ 1 more updateToyobo Co., Ltd. Announces Dividend Guidance for the Full Year Ending March 31, 2023Toyobo Co., Ltd. expected to pay dividend of JPY 40 per share for the full year ending March 31, 2023 compared to JPY 40 per share paid a year ago.
お知らせ • Jun 21Toyobo Co., Ltd. to Report Q1, 2023 Results on Aug 08, 2022Toyobo Co., Ltd. announced that they will report Q1, 2023 results on Aug 08, 2022
Reported Earnings • May 14Full year 2022 earnings released: EPS: JP¥145 (vs JP¥47.30 in FY 2021)Full year 2022 results: EPS: JP¥145 (up from JP¥47.30 in FY 2021). Revenue: JP¥375.7b (up 11% from FY 2021). Net income: JP¥12.9b (up 206% from FY 2021). Profit margin: 3.4% (up from 1.2% in FY 2021). Over the next year, revenue is forecast to grow 3.4%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • May 13+ 1 more updateToyobo Co., Ltd. Announces Year-End Dividend for the Fiscal Year Ended March 31, 2022, Payable on June 27, 2022; Provides Year-End Dividend Guidance for the Year Ending March 31, 2023Toyobo Co., Ltd. announces year-end dividend of JPY 40.00 for the fiscal year ended March 31, 2022 compared to JPY 40.00 per share paid a year ago. Planned start of dividend payments is June 27, 2022.For the year-end of fiscal year ending March 31, 2023, the company expects to pay dividend of JPY 40.00 per share compared to JPY 40.00 per share a year ago.
お知らせ • May 12Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2022Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. 4 independent directors (7 non-independent directors). Non Executive Chairman of the Board Seiji Narahara is the most experienced director on the board, commencing their role in 2011. Independent Outside Director Masaaki Harima was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.7%).
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥27.22 (up from JP¥29.46 loss in 3Q 2021). Revenue: JP¥90.7b (up 5.0% from 3Q 2021). Net income: JP¥2.42b (up JP¥5.04b from 3Q 2021). Profit margin: 2.7% (up from net loss in 3Q 2021). Revenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 2.4%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 10Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. revised earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects net sales of JPY 370,000 million, Operating profit of JPY 29,000 million, Profit attributable to owners of parent of JPY 13,000 million and Net profit per share of JPY 146.32 per share.
Reported Earnings • Nov 09Second quarter 2022 earnings released: EPS JP¥39.78 (vs JP¥9.88 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥89.2b (up 8.7% from 2Q 2021). Net income: JP¥3.54b (up 303% from 2Q 2021). Profit margin: 4.0% (up from 1.1% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Aug 20Toyobo Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. provided earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects Net sales of JPY 365,000 million. Operating profit was JPY 29,000 million. Profit attributable to owners of parent JPY 13,000 million. Net profit per share was JPY 146.32 per share.
Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥47.30 (vs JP¥155 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥337.4b (flat on FY 2020). Net income: JP¥4.20b (down 70% from FY 2020). Profit margin: 1.2% (down from 4.1% in FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥47.30 (vs JP¥155 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥337.4b (flat on FY 2020). Net income: JP¥4.20b (down 70% from FY 2020). Profit margin: 1.2% (down from 4.1% in FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming Dividend of JP¥40.00 Per ShareWill be paid on the 25th of June to those who are registered shareholders by the 30th of March. The trailing yield of 2.6% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (3.6%).
お知らせ • Mar 10Toyobo Co., Ltd. to Report Fiscal Year 2021 Results on May 10, 2021Toyobo Co., Ltd. announced that they will report fiscal year 2021 results on May 10, 2021
Is New 90 Day High Low • Mar 10New 90-day high: €11.20The company is up 8.0% from its price of €10.40 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.15 per share.
Reported Earnings • Feb 12Third quarter 2021 earnings released: JP¥29.46 loss per share (vs JP¥36.25 profit in 3Q 2020)The company reported a soft third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: JP¥86.4b (up 3.9% from 3Q 2020). Net loss: JP¥2.62b (down 181% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 11% per year.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 3.7%, compared to a 5.1% growth forecast for the Chemicals industry in Germany.
お知らせ • Feb 01Toyobo Co., Ltd. Develops New Functional OPP Barrier FilmToyobo Co., Ltd. has developed a new biaxially oriented polypropylene (BOPP) film with high gas barrier function that will enable mono-material packaging. The product, named DP065, will be introduced to clients as a sample in mid-March and is scheduled to be launched around on the end of April. Demand for eco-friendly products is rising because consumers across the world have become increasingly conscious about the importance of protecting the environment. Food packaging films, which must meet high functionality standards, are made up of several materials with different properties, such as PET films, aluminum foil and polyethylene films. These types of packaging are called multi-layer. However, multi-layer packaging is not easy to recycle because they contain multiple materials. To address this issue, Toyobo has developed DP065, an OPP film that will help create mono-material products. It possesses high gas barrier function and excellent processing suitability while complying with international safety standards for packaging materials. Furthermore, DP065 does not contain chlorine, so it does not emit harmful gas containing chlorine and its compounds when recycled or incinerated. Toyobo has promoted mono-material by marketing Olyester, a polyester film used as a sealant and for other purposes. Toyobo will continue contributing to a circular economy by broadening its lineup of highly functional film products using polyolefin and spreading them around the world. Main features of OPP barrier film DP065: High barrier properties: Water vapor transmittance of 2g/m2d; oxygen transmittance of 2cc/m2d·atm; Excellent processing suitability (printing, laminating and pouch making): High heat resistance OPP developed as a base film; Safety: Complies with FDA and EU regulations; Does not contain chlorine: No emissions of gas containing chlorine and its compounds when recycled or incinerated.
Is New 90 Day High Low • Jan 30New 90-day low: €10.10The company is down 9.0% from its price of €11.10 on 30 October 2020. The German market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.98 per share.
お知らせ • Dec 13Toyobo Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Toyobo Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021
Is New 90 Day High Low • Nov 27New 90-day low: €10.40The company is down 12% from its price of €11.80 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.14 per share.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 3.9%, compared to a 3.1% growth forecast for the Chemicals industry in Germany.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥14.87The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥78.8b (down 6.3% from 2Q 2020). Net income: JP¥1.32b (up 33% from 2Q 2020). Profit margin: 1.7% (up from 1.2% 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 13% per year whereas the company’s share price has fallen by 9% per year.
Is New 90 Day High Low • Oct 31New 90-day low: €11.10The company is down 3.0% from its price of €11.50 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.12 per share.
お知らせ • Sep 09Toyobo Co., Ltd. to Report First Half, 2021 Results on Nov 09, 2020Toyobo Co., Ltd. announced that they will report first half, 2021 results on Nov 09, 2020
お知らせ • Sep 08Toyobo Co., Ltd. to Report Fiscal Year 2020 Final Results on Aug 31, 2020Toyobo Co., Ltd. announced that they will report fiscal year 2020 final results on Aug 31, 2020
