Teijin Limited

TSE:3401 株式レポート

時価総額：JP¥301.5b

Teijin マネジメント

マネジメント 基準チェック /14

Teijinの CEO はAkimoto Uchikawaで、 Apr2022年に任命され、 の在任期間は 4.08年です。 の年間総報酬は¥ 168.00Mで、 49.4%給与と50.6%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.023%を直接所有しており、その価値は¥ 69.83M 。経営陣と取締役会の平均在任期間はそれぞれ1.8年と2.4年です。

主要情報

Akimoto Uchikawa

最高経営責任者

JP¥168.0m

報酬総額

CEO給与比率49.40%
CEO在任期間4.1yrs
CEOの所有権0.02%
経営陣の平均在職期間1.8yrs
取締役会の平均在任期間2.4yrs

経営陣の近況

Recent updates

3401: Deepening Loss Guidance Will Still Signal Weak Earnings And Overvaluation

Analysts kept their price target for Teijin steady at ¥1,368, citing only slight model tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their view of the shares. What's in the News Teijin cut its consolidated earnings guidance for the fiscal year ending March 31, 2026, and now expects an operating loss of JPY 75,000 million to JPY 85,000 million instead of the previously guided operating income of JPY 5,000 million (Key Developments).

3401: Deepening Loss Outlook Will Still Signal Weak Earnings And Overvaluation

Analysts have revised their price target on Teijin to ¥1,368 from ¥1,328. The new target reflects updated assumptions for revenue growth, profit margins, the discount rate and future P/E multiples.

3401: Stable Assumptions Will Still Signal Weak Earnings And Overvaluation

Analysts have kept their ¥1,328 price target for Teijin unchanged, citing only minor model adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially alter their view on the shares. Valuation Changes Fair Value: Modelled fair value remains unchanged at ¥1,328.

3401: Higher P/E Assumptions Will Still Signal Weak Earnings Outlook

Narrative Update on Teijin The analyst fair value estimate for Teijin has been revised from ¥1,298 to ¥1,328, with analysts linking this change to updated assumptions for revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: Revised slightly higher from ¥1,298 to ¥1,328.

3401: Higher P/E Assumptions Will Still Signal Weak Earnings Outlook

Analysts have raised their price target for Teijin from ¥1,256 to ¥1,298, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: revised from ¥1,256 to ¥1,298, a modest uplift in the model output.

3401: Modest Margin Gains And Merger Plans Will Still Signal Weak Outlook

Analysts have kept their ¥1,256 price target for Teijin unchanged, citing a slightly lower discount rate, an expected shift from a 1.66% revenue decline to a 0.21% revenue increase, a modest uptick in profit margin, and a reduced assumed future P/E as key factors supporting their maintained view. What's in the News A board meeting is scheduled for December 1, 2025, to consider a basic agreement for an absorption-type merger between Teijin Frontier Co., Ltd., a wholly owned Teijin subsidiary, and Asahi Kasei Advance Corporation, a wholly owned Asahi Kasei subsidiary, with Teijin Frontier as the surviving company (Key Developments).

3401: Aramid Impairment Will Drive Weaker Outlook Despite Merger Plans

Analysts have maintained their fair value estimate for Teijin at ¥1,256. A slightly lower discount rate and a marginally reduced future P/E assumption support a modestly refined price target narrative.

3401: Aramid Impairment Will Drive Cautious Outlook Despite Merger Plans

Analysts have nudged their fair value estimate for Teijin up from ¥1,246 to ¥1,256, citing slightly softer assumed revenue declines, a modestly lower discount rate, and a small adjustment to future P/E expectations as the key drivers of the change. What's in the News Teijin plans a board meeting on December 1, 2025 to consider a basic agreement for an absorption type merger between Teijin Frontier Co., Ltd.

3401: Aramid Impairment And Joint Venture Integration Will Shape Balanced Outlook

Analysts kept their fair value estimate for Teijin steady at ¥1,246, with only small tweaks to the discount rate, long term revenue and margin assumptions, and the future P/E used in their models. This reflects fine tuning rather than a change in their overall view.

3401: Aramid Impairment And Joint Venture Integration Will Define Balanced Outlook

Analysts have nudged their price target on Teijin modestly higher to ¥1,246. This reflects slightly lower perceived risk and a marginally cheaper forward earnings multiple, even as growth and margin assumptions remain essentially unchanged.

Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00

Dec 19
Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00

3401: Aramid Impairment And Earnings Resilience Will Shape Balanced Forward Prospects

Analysts have nudged their price target on Teijin slightly higher to JPY 1,246, citing a modestly lower perceived risk profile and stable long term earnings assumptions, despite limited changes to underlying growth and margin forecasts. What's in the News Board meeting scheduled for December 1, 2025, to approve a basic agreement for an absorption type merger between Teijin Frontier and Asahi Kasei Advance, with Teijin Frontier as the surviving company and later becoming a joint venture of Teijin and Asahi Kasei (company disclosure) Resin and plastic processing business briefing session held for analysts and investors, focusing on the outlook and strategy for this segment (company event) Impairment loss of JPY 48.4 billion recorded on fixed assets in the aramid business for the six months ended September 30, 2025, driven by intensifying competition and adverse exchange rate movements, with charges booked in cost of sales and SG&A (company results) Full-year 2025 to 2026 earnings guidance revised downward, with operating income forecast cut from JPY 20 billion to JPY 5 billion and profit attributable to owners of parent now expected to be a loss of JPY 10 billion, mainly due to the aramid impairment and weaker materials and equity method contributions (guidance update) Valuation Changes Fair Value: unchanged at approximately ¥1,246 per share, implying no revision to the analyst central valuation.

Teijin's (TSE:3401) Dividend Will Be ¥25.00

Dec 05
Teijin's (TSE:3401) Dividend Will Be ¥25.00

3401: Impairment Loss And Margin Stability Will Define Balanced Investment Prospects

The analyst price target for Teijin has been reaffirmed at ¥1,246 as analysts cite stable forecasts and no material changes in forecasts for discount rate, revenue growth, profit margin, or projected valuation multiples. What's in the News Teijin held a Resin & Plastic Processing Business Briefing Session as part of their Analyst/Investor Day.

3401: Revenue Outlook Will Moderate Risks While Supporting Balanced Opportunity

Analysts have raised their price target for Teijin from ¥1,180 to ¥1,246. This reflects an improved revenue growth outlook and a lower discount rate in updated forecasts.

Global Demand For Advanced Composites Will Expand Opportunities

Key Takeaways Refocus on high-margin specialty materials and healthcare segments, combined with operational reforms, is expected to drive margin expansion and more stable earnings. Innovation in sustainable materials and divestment of low-yield businesses position the company for new growth opportunities and improved earnings quality.

Teijin (TSE:3401) Has Debt But No Earnings; Should You Worry?

Jul 24
Teijin (TSE:3401) Has Debt But No Earnings; Should You Worry?

Are Investors Undervaluing Teijin Limited (TSE:3401) By 45%?

Apr 14
Are Investors Undervaluing Teijin Limited (TSE:3401) By 45%?

Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00

Mar 22
Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00

Is Teijin (TSE:3401) A Risky Investment?

Feb 03
Is Teijin (TSE:3401) A Risky Investment?

Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00

Dec 31
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00

Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00

Dec 17
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00

Teijin (TSE:3401) Has Announced A Dividend Of ¥25.00

Dec 03
Teijin (TSE:3401) Has Announced A Dividend Of ¥25.00

Is There An Opportunity With Teijin Limited's (TSE:3401) 46% Undervaluation?

Dec 01
Is There An Opportunity With Teijin Limited's (TSE:3401) 46% Undervaluation?

Some Confidence Is Lacking In Teijin Limited's (TSE:3401) P/S

Nov 07
Some Confidence Is Lacking In Teijin Limited's (TSE:3401) P/S

Be Wary Of Teijin (TSE:3401) And Its Returns On Capital

Oct 17
Be Wary Of Teijin (TSE:3401) And Its Returns On Capital

Teijin (TSE:3401) Has A Somewhat Strained Balance Sheet

Sep 18
Teijin (TSE:3401) Has A Somewhat Strained Balance Sheet

Investor Optimism Abounds Teijin Limited (TSE:3401) But Growth Is Lacking

Aug 04
Investor Optimism Abounds Teijin Limited (TSE:3401) But Growth Is Lacking

A Look At The Fair Value Of Teijin Limited (TSE:3401)

Jun 10
A Look At The Fair Value Of Teijin Limited (TSE:3401)

There May Be Underlying Issues With The Quality Of Teijin's (TSE:3401) Earnings

May 21
There May Be Underlying Issues With The Quality Of Teijin's (TSE:3401) Earnings

Teijin (TSE:3401) Will Be Looking To Turn Around Its Returns

Apr 09
Teijin (TSE:3401) Will Be Looking To Turn Around Its Returns

Teijin (TSE:3401) Will Pay A Dividend Of ¥15.00

Mar 21
Teijin (TSE:3401) Will Pay A Dividend Of ¥15.00

Teijin Limited's (TSE:3401) Share Price Matching Investor Opinion

Mar 16
Teijin Limited's (TSE:3401) Share Price Matching Investor Opinion

Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥15.00

Feb 28
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥15.00

CEO報酬分析

Teijin の収益と比較して、Akimoto Uchikawa の報酬はどのように変化したか？
日付総報酬給与会社業績
Dec 31 2025n/an/a

-JP¥82b

Sep 30 2025n/an/a

-JP¥77b

Jun 30 2025n/an/a

-JP¥82b

Mar 31 2025JP¥168mJP¥83m

-JP¥78b

報酬と市場: Akimotoの 総報酬 ($USD 1.07M ) は、 JP市場 ($USD 852.91K ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Akimotoの報酬と会社の業績を比較するにはデータが不十分です。

CEO

Akimoto Uchikawa (59 yo)

4.1yrs
在職期間
JP¥168,000,000
報酬

Mr. Akimoto Uchikawa is President and Chief Executive Officer at Teijin Limited since April 1, 2022. He served as Executive Officer at Teijin Limited since June 2021 until April 1, 2022 and served as Presi...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Akimoto Uchikawa
President4.1yrsJP¥168.00m0.023%
¥ 69.8m
Masanori Shimai
CFO & Directorless than a yearデータなし0.0044%
¥ 13.1m
Yuji Nakahara
Corporate Officer2.3yrsデータなしデータなし
Fumiaki Sakurai
Group Executive Officer & Chief Human Resources Officer2.3yrsデータなしデータなし
Hiroshi Uno
Senior Exec.Officer13.3yrsデータなしデータなし
Tsunehiro Ogawa
Chief Officer of Special Projectno dataデータなしデータなし
Noriko Hidaka
Head of Diversity Promotion Officeno dataデータなしデータなし
Yukihiro Funyu
Corporate Officer & Chief Digital Officer1.3yrsデータなしデータなし
Ichiro Kitano
Corporate Officer and Chief Productionless than a yearデータなしデータなし
Miho Fujii
Corporate Officerless than a yearデータなしデータなし
Kenichiro Hata
President & CEO of Japan Tissue Engineering Co.no dataデータなしデータなし
Tadashi Sakata
General Manager of Battery Materials and Membrane Divisionno dataデータなしデータなし
1.8yrs
平均在職期間
59yo
平均年齢

経験豊富な経営陣: 3401の経営陣は 経験豊富 とはみなされません ( 1.8年の平均在職年数)。これは新しいチームを示唆しています。

取締役

名称ポジション在職期間報酬所有権
Akimoto Uchikawa
President4.9yrsJP¥168.00m0.023%
¥ 69.8m
Masanori Shimai
CFO & Directorless than a yearデータなし0.0044%
¥ 13.1m
Yuji Nakahara
Corporate Officerless than a yearデータなしデータなし
Thomas Connelly
Member of Advisory Board10.6yrsデータなしデータなし
Masaaki Tsuya
Independent Outside Director & Member of Advisory Board3.9yrsデータなし0.0014%
¥ 4.1m
Tomoko Torii
Directorless than a yearデータなし0.0044%
¥ 13.2m
Reiko Kusunose
Independent Outside Director & Member of the Advisory Board1.9yrsデータなし0.00026%
¥ 783.9k
Naohiko Moriyama
Senior Managing Executive Officer & Representative Director4.9yrsJP¥108.00m0.011%
¥ 34.6m
Masaru Onishi
Chairman of Advisory Board6.9yrsデータなしデータなし
Minami Tamie
Member of the Advisory Board & Independent Outside Director2.9yrsデータなしデータなし
Koichi Tsuji
Independent Outside Directorless than a yearデータなしデータなし
Touichi Maeda
Independent Outside Directorless than a yearデータなしデータなし
2.4yrs
平均在職期間
63.5yo
平均年齢

経験豊富なボード: 3401の 取締役会 は 経験豊富 ではない ( 2.4年の平均在任期間) ため、新しい取締役会が必要であると考えられます。

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2026/05/04 06:16
終値2026/05/01 00:00
収益2025/12/31
年間収益2025/03/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Teijin Limited 5 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。17

アナリスト機関
Mikiya YamadaBarclays
Akiko KuwaharaBofA Global Research
Atsushi IkedaCitigroup Inc