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¥ 70.26M 。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
ナラティブの更新 • May 02
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).ナラティブの更新 • Apr 14
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.ナラティブの更新 • Mar 31
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.ナラティブの更新 • Mar 17
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.ナラティブの更新 • Mar 03
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.ナラティブの更新 • Feb 16
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).ナラティブの更新 • Feb 02
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.ナラティブの更新 • Jan 19
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.ナラティブの更新 • Jan 05
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.ナラティブの更新 • Dec 21
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.分析記事 • Dec 19
Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00
Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥25.00 per share on the 4th of June. Based on...ナラティブの更新 • Dec 07
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.分析記事 • Dec 05
Teijin's (TSE:3401) Dividend Will Be ¥25.00
Teijin Limited ( TSE:3401 ) will pay a dividend of ¥25.00 on the 4th of June. Based on this payment, the dividend yield...ナラティブの更新 • Nov 23
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.ナラティブの更新 • Nov 08
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.新しいナラティブ • Sep 07
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.分析記事 • Jul 24
Teijin (TSE:3401) Has Debt But No Earnings; Should You Worry?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 14
Are Investors Undervaluing Teijin Limited (TSE:3401) By 45%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Teijin fair value estimate is JP¥2,032 Teijin's JP¥1,127 share...分析記事 • Mar 22
Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend on the 30th of May, with investors...分析記事 • Feb 03
Is Teijin (TSE:3401) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 31
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00
Teijin Limited ( TSE:3401 ) will pay a dividend of ¥25.00 on the 30th of May. This takes the dividend yield to 3.7...分析記事 • Dec 17
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥25.00 per share on the 30th of...分析記事 • Dec 03
Teijin (TSE:3401) Has Announced A Dividend Of ¥25.00
Teijin Limited's ( TSE:3401 ) investors are due to receive a payment of ¥25.00 per share on 30th of May. This will take...分析記事 • Dec 01
Is There An Opportunity With Teijin Limited's (TSE:3401) 46% Undervaluation?
Key Insights Teijin's estimated fair value is JP¥2,422 based on 2 Stage Free Cash Flow to Equity Teijin is estimated to...分析記事 • Nov 07
Some Confidence Is Lacking In Teijin Limited's (TSE:3401) P/S
With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Chemicals industry in Japan, you could be...分析記事 • Oct 17
Be Wary Of Teijin (TSE:3401) And Its Returns On Capital
When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...分析記事 • Sep 18
Teijin (TSE:3401) Has A Somewhat Strained Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 04
Investor Optimism Abounds Teijin Limited (TSE:3401) But Growth Is Lacking
With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Chemicals industry in Japan, you could be...分析記事 • Jun 10
A Look At The Fair Value Of Teijin Limited (TSE:3401)
Key Insights Teijin's estimated fair value is JP¥1,442 based on 2 Stage Free Cash Flow to Equity Current share price of...分析記事 • May 21
There May Be Underlying Issues With The Quality Of Teijin's (TSE:3401) Earnings
Despite announcing strong earnings, Teijin Limited's ( TSE:3401 ) stock was sluggish. We did some digging and found...分析記事 • Apr 09
Teijin (TSE:3401) Will Be Looking To Turn Around Its Returns
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...分析記事 • Mar 21
Teijin (TSE:3401) Will Pay A Dividend Of ¥15.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥15.00 per share on the 31st of...分析記事 • Mar 16
Teijin Limited's (TSE:3401) Share Price Matching Investor Opinion
There wouldn't be many who think Teijin Limited's ( TSE:3401 ) price-to-sales (or "P/S") ratio of 0.3x is worth a...分析記事 • Feb 28
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥15.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥15.00 per share on the 31st of...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -JP¥88b |
| Dec 31 2025 | n/a | n/a | -JP¥82b |
| Sep 30 2025 | n/a | n/a | -JP¥77b |
| Jun 30 2025 | n/a | n/a | -JP¥82b |
| Mar 31 2025 | JP¥168m | JP¥83m | -JP¥78b |
報酬と市場: Akimotoの 総報酬 ($USD 1.06M ) は、 JP市場 ($USD 838.78K ) 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 |
|---|---|---|---|---|
| President | 4.1yrs | JP¥168.00m | 0.023% ¥ 70.3m | |
| CFO & Director | less than a year | データなし | 0.0044% ¥ 13.2m | |
| Corporate Officer | 2.3yrs | データなし | データなし | |
| Group Executive Officer & Chief Human Resources Officer | 2.3yrs | データなし | データなし | |
| Senior Exec.Officer | 13.3yrs | データなし | データなし | |
| Chief Officer of Special Project | no data | データなし | データなし | |
| Head of Diversity Promotion Office | no data | データなし | データなし | |
| Corporate Officer & Chief Digital Officer | 1.3yrs | データなし | データなし | |
| Corporate Officer and Chief Production | less than a year | データなし | データなし | |
| Corporate Officer | less than a year | データなし | データなし | |
| President & CEO of Japan Tissue Engineering Co. | no data | データなし | データなし | |
| General Manager of Battery Materials and Membrane Division | no 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 |
|---|---|---|---|---|
| President | 4.9yrs | JP¥168.00m | 0.023% ¥ 70.3m | |
| CFO & Director | less than a year | データなし | 0.0044% ¥ 13.2m | |
| Corporate Officer | less than a year | データなし | データなし | |
| Member of Advisory Board | 10.6yrs | データなし | データなし | |
| Independent Outside Director & Member of Advisory Board | 3.9yrs | データなし | 0.0014% ¥ 4.1m | |
| Director | less than a year | データなし | 0.0044% ¥ 13.3m | |
| Independent Outside Director & Member of the Advisory Board | 1.9yrs | データなし | 0.00026% ¥ 788.7k | |
| Senior Managing Executive Officer & Representative Director | 4.9yrs | JP¥108.00m | 0.011% ¥ 34.9m | |
| Chairman of Advisory Board | 6.9yrs | データなし | データなし | |
| Member of the Advisory Board & Independent Outside Director | 2.9yrs | データなし | データなし | |
| Independent Outside Director | less than a year | データなし | データなし | |
| Independent Outside Director | less 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 | 2026/05/23 12:26 |
| 終値 | 2026/05/22 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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。
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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 Yamada | Barclays |
| Akiko Kuwahara | BofA Global Research |
| Atsushi Ikeda | Citigroup Inc |