Toyobo（3101）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3101 ファンダメンタル分析スノーフレーク・スコア評価5/6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67.4%で取引されている 収益は年間8.39%増加すると予測されています 過去1年間で収益は457.9%増加しました 2.48%の安定した配当金を支払う アナリストらは、株価が27.3%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 JP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3101 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Top Community NarrativesToyoboASAstrisCorporateAdvisoryCommunity ContributorAI-related MLCC films driving earnings momentumQ3 FY3/26 results update Industrial Films spearheaded group-level growth – Q1–3 FY3/26 ended strongly, with MLCC mold-release films exceeding our expectations. In parallel, the recovery in 'Businesses Requiring Improvement' remains firmly on track, led by a decisive footprint consolidation in the Airbag Fabrics segment to capture structural cost efficiencies.View narrativeJP¥1.5kFV7.7% 割高 内在価値ディスカウント4.55%Revenue growth p.a.Set Fair ValueView2users have viewed this narrative0users have liked this narrative0users have commented on this narrative1users have followed this narrative3 months ago author updated this narrativeTop Community NarrativesToyoboASAstrisCorporateAdvisoryCommunity ContributorAI-related MLCC films driving earnings momentumQ3 FY3/26 results update Industrial Films spearheaded group-level growth – Q1–3 FY3/26 ended strongly, with MLCC mold-release films exceeding our expectations. In parallel, the recovery in 'Businesses Requiring Improvement' remains firmly on track, led by a decisive footprint consolidation in the Airbag Fabrics segment to capture structural cost efficiencies.View narrativeJP¥1.5kFV7.7% 割高 内在価値ディスカウント4.55%Revenue growth p.a.Set Fair ValueView2users have viewed this narrative0users have liked this narrative0users have commented on this narrative1users have followed this narrative3 months ago author updated this narrativeView all narrativesToyobo Co., Ltd. 競合他社Shin-Etsu PolymerLtdSymbol: TSE:7970Market cap: JP¥179.6bAsahi YukizaiSymbol: TSE:4216Market cap: JP¥114.8bValquaSymbol: TSE:7995Market cap: JP¥129.5bKH NeochemSymbol: TSE:4189Market cap: JP¥91.4b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¥1,610.0052週高値JP¥1,857.0052週安値JP¥864.00ベータ0.711ヶ月の変化9.67%3ヶ月変化0.94%1年変化85.27%3年間の変化56.92%5年間の変化20.96%IPOからの変化-66.18%最新ニュース分析記事 • May 14Results: Toyobo Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsIt's been a pretty great week for Toyobo Co., Ltd. ( TSE:3101 ) shareholders, with its shares surging 14% to JP¥1,698...Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥127 (up from JP¥22.72 in FY 2025). Revenue: JP¥421.6b (flat on FY 2025). Net income: JP¥11.2b (up 458% from FY 2025). Profit margin: 2.7% (up from 0.5% in FY 2025). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.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, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% 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 (16% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (133% cash payout ratio). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.最新情報をもっと見るRecent updates分析記事 • May 14Results: Toyobo Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsIt's been a pretty great week for Toyobo Co., Ltd. ( TSE:3101 ) shareholders, with its shares surging 14% to JP¥1,698...Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥127 (up from JP¥22.72 in FY 2025). Revenue: JP¥421.6b (flat on FY 2025). Net income: JP¥11.2b (up 458% from FY 2025). Profit margin: 2.7% (up from 0.5% in FY 2025). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.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, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% 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 (16% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (133% cash payout ratio). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,841, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 92% over the past three years.Price Target Changed • Feb 26Price target increased by 25% to JP¥1,883Up from JP¥1,510, the current price target is an average from 3 analysts. New target price is 10% above last closing price of JP¥1,710. Stock is up 75% over the past year. The company is forecast to post earnings per share of JP¥87.78 for next year compared to JP¥22.72 last year.分析記事 • Feb 13Toyobo (TSE:3101) Has Affirmed Its Dividend Of ¥40.00The board of Toyobo Co., Ltd. ( TSE:3101 ) has announced that it will pay a dividend of ¥40.00 per share on the 26th of...分析記事 • Feb 12Toyobo Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedInvestors in Toyobo Co., Ltd. ( TSE:3101 ) had a good week, as its shares rose 7.9% to close at JP¥1,527 following the...Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥23.74 (vs JP¥6.89 in 3Q 2025)Third quarter 2026 results: EPS: JP¥23.74 (up from JP¥6.89 in 3Q 2025). Revenue: JP¥103.5b (down 1.5% from 3Q 2025). Net income: JP¥2.10b (up 245% from 3Q 2025). Profit margin: 2.0% (up from 0.6% in 3Q 2025). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 04Is Toyobo (TSE:3101) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 20Toyobo (TSE:3101) Will Pay A Dividend Of ¥40.00Toyobo Co., Ltd.'s ( TSE:3101 ) investors are due to receive a payment of ¥40.00 per share on 26th of June. This makes...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分析記事 • Nov 28Toyobo's (TSE:3101) Dividend Will Be ¥40.00The board of Toyobo Co., Ltd. ( TSE:3101 ) has announced that it will pay a dividend of ¥40.00 per share on the 26th of...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.分析記事 • Nov 20We Think Toyobo's (TSE:3101) Solid Earnings Are UnderstatedInvestors signalled that they were pleased with Toyobo Co., Ltd.'s ( TSE:3101 ) most recent earnings report. According...分析記事 • Nov 12Toyobo (TSE:3101) Has Affirmed Its Dividend Of ¥40.00The board of Toyobo Co., Ltd. ( TSE:3101 ) has announced that it will pay a dividend on the 26th of June, with...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥47.14 (vs JP¥7.60 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥47.14 (up from JP¥7.60 loss in 2Q 2025). Revenue: JP¥101.1b (down 2.8% from 2Q 2025). Net income: JP¥4.16b (up JP¥4.83b from 2Q 2025). Profit margin: 4.1% (up from net loss in 2Q 2025). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.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, 2025Price Target Changed • Aug 31Price target increased by 8.6% to JP¥1,353Up from JP¥1,247, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥1,088. Stock is up 9.0% over the past year. The company is forecast to post earnings per share of JP¥57.76 for next year compared to JP¥22.72 last year.Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥17.84 (vs JP¥8.90 in 1Q 2025)First quarter 2026 results: EPS: JP¥17.84 (up from JP¥8.90 in 1Q 2025). Revenue: JP¥102.9b (down 2.2% from 1Q 2025). Net income: JP¥1.57b (up 101% from 1Q 2025). Profit margin: 1.5% (up from 0.7% in 1Q 2025). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Jul 24Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥52.05 to JP¥58.43. Revenue forecast steady at JP¥438.1b. Net income forecast to grow 157% next year vs 7.0% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥1,247. Share price rose 4.4% to JP¥974 over the past week.Buy Or Sell Opportunity • Jul 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.7% to JP¥958. The fair value is estimated to be JP¥794, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has declined by 62%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Board Change • Jul 11High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Yuki Kanzaki 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.Reported Earnings • Jun 29Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥22.72 (down from JP¥27.87 in FY 2024). Revenue: JP¥422.0b (up 1.9% from FY 2024). Net income: JP¥2.00b (down 18% from FY 2024). Profit margin: 0.5% (down from 0.6% in FY 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Jun 21Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥444.0b to JP¥436.5b. EPS estimate also fell from JP¥75.80 per share to JP¥52.05 per share. Net income forecast to grow 129% next year vs 7.6% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥1,230 to JP¥1,263. Share price was steady at JP¥898 over the past week.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分析記事 • May 21Toyobo's (TSE:3101) Soft Earnings Are Actually Better Than They AppearThe market for Toyobo Co., Ltd.'s ( TSE:3101 ) shares didn't move much after it posted weak earnings recently. Our...Reported Earnings • May 13Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥22.72 (down from JP¥27.87 in FY 2024). Revenue: JP¥422.0b (up 1.9% from FY 2024). Net income: JP¥2.00b (down 18% from FY 2024). Profit margin: 0.5% (down from 0.6% in FY 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.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.分析記事 • Apr 07Market Participants Recognise Toyobo Co., Ltd.'s (TSE:3101) RevenuesIt's not a stretch to say that Toyobo Co., Ltd.'s ( TSE:3101 ) price-to-sales (or "P/S") ratio of 0.2x right now seems...Price Target Changed • Apr 03Price target decreased by 8.5% to JP¥1,263Down from JP¥1,380, the current price target is an average from 3 analysts. New target price is 37% above last closing price of JP¥924. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥33.88 for next year compared to JP¥27.87 last year.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).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, 2025Major Estimate Revision • Feb 21Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥31.88 to JP¥36.47. Revenue forecast steady at JP¥435.2b. Net income forecast to grow 293% next year vs 8.0% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥1,380 to JP¥1,413. Share price was steady at JP¥962 over the past week.Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥6.89 (vs JP¥4.97 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.89 (up from JP¥4.97 loss in 3Q 2024). Revenue: JP¥105.1b (down 2.6% from 3Q 2024). Net income: JP¥607.0m (up JP¥1.05b from 3Q 2024). Profit margin: 0.6% (up from net loss in 3Q 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Feb 05Now 20% overvaluedOver the last 90 days, the stock has fallen 1.7% to JP¥959. The fair value is estimated to be JP¥798, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.Buy Or Sell Opportunity • Jan 16Now 20% overvaluedOver the last 90 days, the stock has fallen 3.1% to JP¥955. The fair value is estimated to be JP¥795, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.Buy Or Sell Opportunity • Dec 30Now 20% overvaluedOver the last 90 days, the stock has fallen 2.6% to JP¥968. The fair value is estimated to be JP¥805, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.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, 2025Major Estimate Revision • Nov 26Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥36.41 to JP¥31.88 per share. Revenue forecast steady at JP¥436.9b. Net income forecast to grow 838% next year vs 13% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥1,380 unchanged from last update. Share price was steady at JP¥940 over the past week.分析記事 • Nov 19Statutory Profit Doesn't Reflect How Good Toyobo's (TSE:3101) Earnings AreThe subdued stock price reaction suggests that Toyobo Co., Ltd.'s ( TSE:3101 ) strong earnings didn't offer any...Declared Dividend • Nov 09Dividend of JP¥40.00 announcedDividend of JP¥40.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. 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 • Oct 18Now 21% overvaluedOver the last 90 days, the stock has fallen 4.5% to JP¥986. The fair value is estimated to be JP¥818, 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.Buy Or Sell Opportunity • Sep 20Now 21% overvaluedOver the last 90 days, the stock has fallen 5.1% to JP¥991. The fair value is estimated to be JP¥818, 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, 2024Major Estimate Revision • Aug 28Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥38.00 to JP¥42.73. Revenue forecast steady at JP¥437.4b. Net income forecast to grow 26% next year vs 11% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥1,337 to JP¥1,380. Share price rose 2.9% to JP¥1,007 over the past week.Buy Or Sell Opportunity • Aug 20Now 20% overvaluedOver the last 90 days, the stock has fallen 7.1% to JP¥986. The fair value is estimated to be JP¥822, 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.Major Estimate Revision • Aug 15Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥33.45 to JP¥38.00. Revenue forecast steady at JP¥436.9b. Net income forecast to grow 19% next year vs 9.4% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥1,370 to JP¥1,337. Share price was steady at JP¥960 over the past week.Reported Earnings • Aug 11First 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 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.分析記事 • Aug 06Toyobo Co., Ltd.'s (TSE:3101) Price In Tune With RevenuesWith a median price-to-sales (or "P/S") ratio of close to 0.5x in the Chemicals industry in Japan, you could be...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.Major Estimate Revision • Jun 25Consensus EPS estimates fall by 52%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥82.60 to JP¥39.70. Revenue forecast unchanged from JP¥440.0b at last update. Net income forecast to grow 43% next year vs 11% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥1,307 to JP¥1,373. Share price rose 2.8% to JP¥1,064 over the past week.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分析記事 • May 21Shareholders Can Be Confident That Toyobo's (TSE:3101) Earnings Are High QualityInvestors were underwhelmed by the solid earnings posted by Toyobo Co., Ltd. ( TSE:3101 ) recently. We have done some...Reported Earnings • May 16Full year 2024 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 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%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).分析記事 • Mar 12Toyobo (TSE:3101) Will Pay A Dividend Of ¥40.00Toyobo Co., Ltd. ( TSE:3101 ) will pay a dividend of ¥40.00 on the 1st of July. This makes the dividend yield 3.6...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分析記事 • Feb 27Toyobo (TSE:3101) Is Paying Out A Dividend Of ¥40.00Toyobo Co., Ltd. ( TSE:3101 ) will pay a dividend of ¥40.00 on the 1st of July. The dividend yield will be 3.7% based...Reported Earnings • Feb 10Third 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 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 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 4.9% growth forecast for the Chemicals industry in Japan. 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 9% 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 4.2% growth forecast for the Chemicals industry in Japan. 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 13% per year, which means it has not declined as severely as earnings.Price Target Changed • Jul 29Price target increased by 12% to JP¥1,253Up from JP¥1,118, the current price target is an average from 4 analysts. New target price is 16% above last closing price of JP¥1,081. Stock is up 4.8% over the past year. The company is forecast to post earnings per share of JP¥47.20 next year compared to a net loss per share of JP¥7.37 last year.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: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.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.Price Target Changed • Apr 01Price target decreased by 13% to JP¥1,118Down from JP¥1,288, the current price target is an average from 5 analysts. New target price is 7.6% above last closing price of JP¥1,039. Stock is down 4.8% over the past year. The company posted earnings per share of JP¥145 last year.Major Estimate Revision • Mar 30Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥403.4b to JP¥395.4b. EPS estimate also fell from JP¥133 per share to JP¥120 per share. Net income forecast to grow 17% next year vs 1.4% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥1,288 to JP¥1,248. Share price was steady at JP¥1,017 over the past week.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%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).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 4.2% growth forecast for the Chemicals industry in Japan. 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 13% 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, 2023Major Estimate Revision • Nov 26Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥131 to JP¥146. Revenue forecast steady at JP¥402.6b. Net income forecast to shrink 7.0% next year vs 1.6% growth forecast for Chemicals industry in Japan . Consensus price target broadly unchanged at JP¥1,338. Share price rose 4.0% to JP¥1,065 over the past week.Price Target Changed • Nov 25Price target decreased to JP¥1,338Down from JP¥1,462, the current price target is an average from 6 analysts. New target price is 26% above last closing price of JP¥1,065. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥146 for next year compared to JP¥145 last year.Reported Earnings • Nov 16Second 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, compared to a 4.2% growth forecast for the Chemicals industry in Japan. 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 14% per year, which means it is significantly lagging earnings.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, compared to a 4.3% growth forecast for the Chemicals industry in Japan. 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 15% per year, which means it is significantly lagging earnings.Buying Opportunity • Sep 12Now 21% undervaluedOver the last 90 days, the stock is up 8.1%. The fair value is estimated to be JP¥1,407, 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 9.3% growth forecast for the industry in Japan. 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 7% per year, which means it is significantly lagging earnings.Buying Opportunity • Jul 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be JP¥1,293, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 6.0% per annum over the same time period.株主還元3101JP ChemicalsJP 市場7D-5.2%-4.6%-3.1%1Y85.3%47.8%38.2%株主還元を見る業界別リターン: 3101過去 1 年間で47.8 % の収益を上げたJP Chemicals業界を上回りました。リターン対市場: 3101過去 1 年間で38.2 % の収益を上げたJP市場を上回りました。価格変動Is 3101's price volatile compared to industry and market?3101 volatility3101 Average Weekly Movement8.7%Chemicals Industry Average Movement6.0%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 3101の株価は、 JP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: 3101の weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてJP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18829,976Ikuo Takeuchiwww.toyobo-global.com東洋紡績株式会社は、フィルムおよび機能性ポリマー、産業資材、ヘルスケアおよび繊維製品を世界中に提供している。事業セグメントは以下の通り：フィルム事業、ライフサイエンス事業、環境・機能材事業、機能繊維事業、商事・不動産事業。フィルム事業では、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耐熱PETフィルムなどの包装用フィルム、液晶ディスプレイ用PETフィルム、光学用PETフィルムなどの産業用フィルム、合成紙などを製造・販売している。ライフサイエンス」は、診断用酵素、医薬品、医療用膜、医療機器等のバイオ製品、人工腎臓用中空糸、海水淡水化膜等を製造・販売しています。環境・機能材事業」は、エンジニアリングプラスチック、工業用接着剤、光機能材、水処理膜、機能性フィルター、高機能繊維、不織布等の製造・販売を行っています。機能繊維事業」は、エアバッグ用繊維、機能繊維、アパレル製品、衣料用繊維、衣料用繊維等の製造・販売を行っている。不動産事業」は、不動産の賃貸・管理等を行っております。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。3101 基礎統計学時価総額JP¥137.40b収益（TTM）JP¥11.17b売上高(TTM)JP¥421.56b12.7xPER（株価収益率0.3xP/Sレシオ3101 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3101 損益計算書（TTM）収益JP¥421.56b売上原価JP¥313.41b売上総利益JP¥108.15bその他の費用JP¥96.98b収益JP¥11.17b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）126.62グロス・マージン25.66%純利益率2.65%有利子負債／自己資本比率101.0%3101 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39%配当性向3101 配当は確実ですか？3101 配当履歴とベンチマークを見る3101 、いつまでに購入すれば配当金を受け取れますか？Toyobo 配当日配当落ち日Mar 30 2026配当支払日Jun 25 2026配当落ちまでの日数53 days配当支払日までの日数34 days3101 配当は確実ですか？3101 配当履歴とベンチマークを見る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2026/05/21 15:24終値2026/05/21 00:00収益2026/03/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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
分析記事 • May 14Results: Toyobo Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsIt's been a pretty great week for Toyobo Co., Ltd. ( TSE:3101 ) shareholders, with its shares surging 14% to JP¥1,698...
Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥127 (up from JP¥22.72 in FY 2025). Revenue: JP¥421.6b (flat on FY 2025). Net income: JP¥11.2b (up 458% from FY 2025). Profit margin: 2.7% (up from 0.5% in FY 2025). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
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
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% 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 (16% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (133% cash payout ratio). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.
分析記事 • May 14Results: Toyobo Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsIt's been a pretty great week for Toyobo Co., Ltd. ( TSE:3101 ) shareholders, with its shares surging 14% to JP¥1,698...
Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥127 (up from JP¥22.72 in FY 2025). Revenue: JP¥421.6b (flat on FY 2025). Net income: JP¥11.2b (up 458% from FY 2025). Profit margin: 2.7% (up from 0.5% in FY 2025). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
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
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% 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 (16% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (133% cash payout ratio). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,841, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 92% over the past three years.
Price Target Changed • Feb 26Price target increased by 25% to JP¥1,883Up from JP¥1,510, the current price target is an average from 3 analysts. New target price is 10% above last closing price of JP¥1,710. Stock is up 75% over the past year. The company is forecast to post earnings per share of JP¥87.78 for next year compared to JP¥22.72 last year.
分析記事 • Feb 13Toyobo (TSE:3101) Has Affirmed Its Dividend Of ¥40.00The board of Toyobo Co., Ltd. ( TSE:3101 ) has announced that it will pay a dividend of ¥40.00 per share on the 26th of...
分析記事 • Feb 12Toyobo Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedInvestors in Toyobo Co., Ltd. ( TSE:3101 ) had a good week, as its shares rose 7.9% to close at JP¥1,527 following the...
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥23.74 (vs JP¥6.89 in 3Q 2025)Third quarter 2026 results: EPS: JP¥23.74 (up from JP¥6.89 in 3Q 2025). Revenue: JP¥103.5b (down 1.5% from 3Q 2025). Net income: JP¥2.10b (up 245% from 3Q 2025). Profit margin: 2.0% (up from 0.6% in 3Q 2025). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 04Is Toyobo (TSE:3101) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 20Toyobo (TSE:3101) Will Pay A Dividend Of ¥40.00Toyobo Co., Ltd.'s ( TSE:3101 ) investors are due to receive a payment of ¥40.00 per share on 26th of June. This makes...
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
分析記事 • Nov 28Toyobo's (TSE:3101) Dividend Will Be ¥40.00The board of Toyobo Co., Ltd. ( TSE:3101 ) has announced that it will pay a dividend of ¥40.00 per share on the 26th of...
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.
分析記事 • Nov 20We Think Toyobo's (TSE:3101) Solid Earnings Are UnderstatedInvestors signalled that they were pleased with Toyobo Co., Ltd.'s ( TSE:3101 ) most recent earnings report. According...
分析記事 • Nov 12Toyobo (TSE:3101) Has Affirmed Its Dividend Of ¥40.00The board of Toyobo Co., Ltd. ( TSE:3101 ) has announced that it will pay a dividend on the 26th of June, with...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥47.14 (vs JP¥7.60 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥47.14 (up from JP¥7.60 loss in 2Q 2025). Revenue: JP¥101.1b (down 2.8% from 2Q 2025). Net income: JP¥4.16b (up JP¥4.83b from 2Q 2025). Profit margin: 4.1% (up from net loss in 2Q 2025). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
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
Price Target Changed • Aug 31Price target increased by 8.6% to JP¥1,353Up from JP¥1,247, the current price target is an average from 3 analysts. New target price is 24% above last closing price of JP¥1,088. Stock is up 9.0% over the past year. The company is forecast to post earnings per share of JP¥57.76 for next year compared to JP¥22.72 last year.
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥17.84 (vs JP¥8.90 in 1Q 2025)First quarter 2026 results: EPS: JP¥17.84 (up from JP¥8.90 in 1Q 2025). Revenue: JP¥102.9b (down 2.2% from 1Q 2025). Net income: JP¥1.57b (up 101% from 1Q 2025). Profit margin: 1.5% (up from 0.7% in 1Q 2025). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Jul 24Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥52.05 to JP¥58.43. Revenue forecast steady at JP¥438.1b. Net income forecast to grow 157% next year vs 7.0% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥1,247. Share price rose 4.4% to JP¥974 over the past week.
Buy Or Sell Opportunity • Jul 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 8.7% to JP¥958. The fair value is estimated to be JP¥794, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has declined by 62%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Board Change • Jul 11High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Yuki Kanzaki 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.
Reported Earnings • Jun 29Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥22.72 (down from JP¥27.87 in FY 2024). Revenue: JP¥422.0b (up 1.9% from FY 2024). Net income: JP¥2.00b (down 18% from FY 2024). Profit margin: 0.5% (down from 0.6% in FY 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Jun 21Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥444.0b to JP¥436.5b. EPS estimate also fell from JP¥75.80 per share to JP¥52.05 per share. Net income forecast to grow 129% next year vs 7.6% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥1,230 to JP¥1,263. Share price was steady at JP¥898 over the past week.
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
分析記事 • May 21Toyobo's (TSE:3101) Soft Earnings Are Actually Better Than They AppearThe market for Toyobo Co., Ltd.'s ( TSE:3101 ) shares didn't move much after it posted weak earnings recently. Our...
Reported Earnings • May 13Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥22.72 (down from JP¥27.87 in FY 2024). Revenue: JP¥422.0b (up 1.9% from FY 2024). Net income: JP¥2.00b (down 18% from FY 2024). Profit margin: 0.5% (down from 0.6% in FY 2024). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
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.
分析記事 • Apr 07Market Participants Recognise Toyobo Co., Ltd.'s (TSE:3101) RevenuesIt's not a stretch to say that Toyobo Co., Ltd.'s ( TSE:3101 ) price-to-sales (or "P/S") ratio of 0.2x right now seems...
Price Target Changed • Apr 03Price target decreased by 8.5% to JP¥1,263Down from JP¥1,380, the current price target is an average from 3 analysts. New target price is 37% above last closing price of JP¥924. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥33.88 for next year compared to JP¥27.87 last year.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
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
Major Estimate Revision • Feb 21Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥31.88 to JP¥36.47. Revenue forecast steady at JP¥435.2b. Net income forecast to grow 293% next year vs 8.0% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥1,380 to JP¥1,413. Share price was steady at JP¥962 over the past week.
Reported Earnings • Feb 13Third quarter 2025 earnings released: EPS: JP¥6.89 (vs JP¥4.97 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.89 (up from JP¥4.97 loss in 3Q 2024). Revenue: JP¥105.1b (down 2.6% from 3Q 2024). Net income: JP¥607.0m (up JP¥1.05b from 3Q 2024). Profit margin: 0.6% (up from net loss in 3Q 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Feb 05Now 20% overvaluedOver the last 90 days, the stock has fallen 1.7% to JP¥959. The fair value is estimated to be JP¥798, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.
Buy Or Sell Opportunity • Jan 16Now 20% overvaluedOver the last 90 days, the stock has fallen 3.1% to JP¥955. The fair value is estimated to be JP¥795, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.
Buy Or Sell Opportunity • Dec 30Now 20% overvaluedOver the last 90 days, the stock has fallen 2.6% to JP¥968. The fair value is estimated to be JP¥805, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.
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
Major Estimate Revision • Nov 26Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥36.41 to JP¥31.88 per share. Revenue forecast steady at JP¥436.9b. Net income forecast to grow 838% next year vs 13% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥1,380 unchanged from last update. Share price was steady at JP¥940 over the past week.
分析記事 • Nov 19Statutory Profit Doesn't Reflect How Good Toyobo's (TSE:3101) Earnings AreThe subdued stock price reaction suggests that Toyobo Co., Ltd.'s ( TSE:3101 ) strong earnings didn't offer any...
Declared Dividend • Nov 09Dividend of JP¥40.00 announcedDividend of JP¥40.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. 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 • Oct 18Now 21% overvaluedOver the last 90 days, the stock has fallen 4.5% to JP¥986. The fair value is estimated to be JP¥818, 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.
Buy Or Sell Opportunity • Sep 20Now 21% overvaluedOver the last 90 days, the stock has fallen 5.1% to JP¥991. The fair value is estimated to be JP¥818, 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
Major Estimate Revision • Aug 28Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥38.00 to JP¥42.73. Revenue forecast steady at JP¥437.4b. Net income forecast to grow 26% next year vs 11% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥1,337 to JP¥1,380. Share price rose 2.9% to JP¥1,007 over the past week.
Buy Or Sell Opportunity • Aug 20Now 20% overvaluedOver the last 90 days, the stock has fallen 7.1% to JP¥986. The fair value is estimated to be JP¥822, 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.
Major Estimate Revision • Aug 15Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥33.45 to JP¥38.00. Revenue forecast steady at JP¥436.9b. Net income forecast to grow 19% next year vs 9.4% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥1,370 to JP¥1,337. Share price was steady at JP¥960 over the past week.
Reported Earnings • Aug 11First 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 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 06Toyobo Co., Ltd.'s (TSE:3101) Price In Tune With RevenuesWith a median price-to-sales (or "P/S") ratio of close to 0.5x in the Chemicals industry in Japan, you could be...
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.
Major Estimate Revision • Jun 25Consensus EPS estimates fall by 52%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥82.60 to JP¥39.70. Revenue forecast unchanged from JP¥440.0b at last update. Net income forecast to grow 43% next year vs 11% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥1,307 to JP¥1,373. Share price rose 2.8% to JP¥1,064 over the past week.
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
分析記事 • May 21Shareholders Can Be Confident That Toyobo's (TSE:3101) Earnings Are High QualityInvestors were underwhelmed by the solid earnings posted by Toyobo Co., Ltd. ( TSE:3101 ) recently. We have done some...
Reported Earnings • May 16Full year 2024 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 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%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
分析記事 • Mar 12Toyobo (TSE:3101) Will Pay A Dividend Of ¥40.00Toyobo Co., Ltd. ( TSE:3101 ) will pay a dividend of ¥40.00 on the 1st of July. This makes the dividend yield 3.6...
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
分析記事 • Feb 27Toyobo (TSE:3101) Is Paying Out A Dividend Of ¥40.00Toyobo Co., Ltd. ( TSE:3101 ) will pay a dividend of ¥40.00 on the 1st of July. The dividend yield will be 3.7% based...
Reported Earnings • Feb 10Third 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 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 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 4.9% growth forecast for the Chemicals industry in Japan. 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 9% 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 4.2% growth forecast for the Chemicals industry in Japan. 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 13% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jul 29Price target increased by 12% to JP¥1,253Up from JP¥1,118, the current price target is an average from 4 analysts. New target price is 16% above last closing price of JP¥1,081. Stock is up 4.8% over the past year. The company is forecast to post earnings per share of JP¥47.20 next year compared to a net loss per share of JP¥7.37 last year.
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: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year.
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.
Price Target Changed • Apr 01Price target decreased by 13% to JP¥1,118Down from JP¥1,288, the current price target is an average from 5 analysts. New target price is 7.6% above last closing price of JP¥1,039. Stock is down 4.8% over the past year. The company posted earnings per share of JP¥145 last year.
Major Estimate Revision • Mar 30Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from JP¥403.4b to JP¥395.4b. EPS estimate also fell from JP¥133 per share to JP¥120 per share. Net income forecast to grow 17% next year vs 1.4% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥1,288 to JP¥1,248. Share price was steady at JP¥1,017 over the past week.
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%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
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 4.2% growth forecast for the Chemicals industry in Japan. 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 13% 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
Major Estimate Revision • Nov 26Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥131 to JP¥146. Revenue forecast steady at JP¥402.6b. Net income forecast to shrink 7.0% next year vs 1.6% growth forecast for Chemicals industry in Japan . Consensus price target broadly unchanged at JP¥1,338. Share price rose 4.0% to JP¥1,065 over the past week.
Price Target Changed • Nov 25Price target decreased to JP¥1,338Down from JP¥1,462, the current price target is an average from 6 analysts. New target price is 26% above last closing price of JP¥1,065. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥146 for next year compared to JP¥145 last year.
Reported Earnings • Nov 16Second 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, compared to a 4.2% growth forecast for the Chemicals industry in Japan. 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 14% per year, which means it is significantly lagging earnings.
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, compared to a 4.3% growth forecast for the Chemicals industry in Japan. 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 15% per year, which means it is significantly lagging earnings.
Buying Opportunity • Sep 12Now 21% undervaluedOver the last 90 days, the stock is up 8.1%. The fair value is estimated to be JP¥1,407, 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 9.3% growth forecast for the industry in Japan. 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 7% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jul 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be JP¥1,293, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 6.0% per annum over the same time period.
