Toray Industries, Inc.

TSE:3402 株式レポート

時価総額:JP¥1.7t

Toray Industries マネジメント

マネジメント 基準チェック /24

Toray Industriesの CEO はMitsuo Ohyaで、 Jun2023年に任命され、 の在任期間は 14.42年です。 の年間総報酬は¥ 155.00Mで、 63.2%給与と36.8%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0.007%を直接所有しており、その価値は¥ 111.22M 。経営陣と取締役会の平均在任期間はそれぞれ0.4年と3.7年です。

主要情報

Mitsuo Ohya

最高経営責任者

JP¥155.0m

報酬総額

CEO給与比率63.23%
CEO在任期間3yrs
CEOの所有権0.007%
経営陣の平均在職期間less than a year
取締役会の平均在任期間3.7yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 09

3402: Share Buybacks And 2028 Earnings Plan Will Support Future Upside

Analysts have nudged their fair value estimate for Toray Industries slightly higher from ¥1,279.55 to ¥1,281.25, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Toray Industries updated its earnings guidance for the 2028 financial year, with a plan for revenue of ¥3t compared with a prior plan of ¥2.6t, according to company guidance.
ナラティブの更新 May 26

3402: Share Buybacks And 2028 Profitability Plan Will Support Future Upside

Analysts have adjusted their price target on Toray Industries to ¥1,279.55, reflecting updated assumptions that include a slightly lower discount rate, a higher expected revenue growth rate, a modestly reduced profit margin, and a lower future P/E multiple. What's in the News Toray Industries updated earning guidance for the 2028 financial year, planning revenue of ¥3t compared with a prior plan of ¥2.6t, and Core Operating Income of ¥230b compared with ¥150b, with a focus on both growth and Profitability Improvement (company guidance).
ナラティブの更新 Apr 22

3402: Share Buybacks And Renewable Plastics Supply Chain Will Support Future Upside

Analysts have slightly adjusted their price target for Toray Industries to ¥1,279.55, with the modest change linked to updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples, while keeping the overall valuation view broadly consistent. What's in the News Toray plans for Financial Year 2028 revenue of ¥3t, compared with a prior plan of ¥2.6t, and Core Operating Income of ¥230b compared with ¥150b, with an emphasis on both growth and profitability improvement (Corporate guidance).
ナラティブの更新 Apr 07

3402: Share Buybacks And Renewable Plastics Initiative Will Support Future Upside Potential

Analysts have adjusted their price target for Toray Industries to ¥1,280 from about ¥1,240, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Completed share repurchase of 44,734,100 shares, representing 3% of outstanding shares, for ¥49,999.93 million under the buyback announced on November 14, 2025.
ナラティブの更新 Mar 21

3402: Buybacks And Renewable Plastics Partnership Will Support Future Upside Potential

Analysts have kept Toray Industries' fair value estimate broadly unchanged at around ¥1,240 per share, noting only slight tweaks in assumptions such as discount rate, revenue growth, profit margin and future P/E, rather than a material shift in the overall view. What's in the News Toray completed a share buyback announced on November 14, 2025, repurchasing a total of 44,734,100 shares, or 3% of shares, for ¥49,999.93m.
ナラティブの更新 Mar 07

3402: Renewable Plastics Alliance And Buybacks Will Support Steady Future Returns

The analyst price target for Toray Industries has shifted from ¥1,193.75 to ¥1,240.45. Analysts point to updated fair value estimates, a slightly adjusted discount rate, modest tweaks to revenue growth and profit margin assumptions, and a recalibrated future P/E multiple as the key drivers.
ナラティブの更新 Feb 21

3402: Share Buybacks And Renewable Plastics Alliance Will Support Balanced Future Returns

Analysts have raised their fair value estimate for Toray Industries from ¥1,147.92 to ¥1,193.75, reflecting updated assumptions for the discount rate, revenue growth, profit margins and a future P/E of 14.96. What's in the News Toray revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, and now expects revenue of ¥2,600,000 million compared with the previous forecast of ¥2,630,000 million, with core operating income held at ¥150,000 million and profit attributable to owners of parent unchanged at ¥82,000 million (Key Developments).
分析記事 Feb 18

Some Investors May Be Willing To Look Past Toray Industries' (TSE:3402) Soft Earnings

The market for Toray Industries, Inc.'s ( TSE:3402 ) shares didn't move much after it posted weak earnings recently. We...
分析記事 Feb 12

Toray Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week saw the newest quarterly earnings release from Toray Industries, Inc. ( TSE:3402 ), an important milestone in...
ナラティブの更新 Feb 06

3402: Share Cancellations And Higher Dividend Will Support Balanced Future Returns

Analysts have maintained their fair value estimate for Toray Industries at ¥1,147.92 per share. They have made only slight adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E, reflecting a largely unchanged view of the stock's risk and return profile.
ナラティブの更新 Jan 23

3402: Share Cancellations And Higher Dividend Will Support Balanced Future Returns

Analysts have lifted their fair value estimate for Toray Industries from ¥1,138.75 to about ¥1,147.92, citing modest adjustments to the discount rate, revenue growth, profit margin assumptions, and a slightly higher future P/E multiple. What's in the News The Board of Directors authorized a share repurchase program on November 14, 2025, allowing Toray Industries to buy back up to 63,000,000 shares, or 4.2% of issued share capital (excluding treasury stock), for up to ¥50,000 million.
ナラティブの更新 Jan 09

3402: Ongoing Share Cancellations And Higher Dividend Will Support Balanced Capital Returns

Analysts now place Toray Industries' fair value at ¥1,138.75, a modest adjustment from ¥1,137.08. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.
分析記事 Jan 06

Toray Industries (TSE:3402) Is Due To Pay A Dividend Of ¥10.00

The board of Toray Industries, Inc. ( TSE:3402 ) has announced that it will pay a dividend on the 29th of June, with...
分析記事 Jan 05

The Return Trends At Toray Industries (TSE:3402) Look Promising

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
分析記事 Dec 19

Estimating The Intrinsic Value Of Toray Industries, Inc. (TSE:3402)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Toray Industries fair value estimate is JP¥1,015 With JP¥1,014...
ナラティブの更新 Dec 16

3402: Future Buybacks And Higher Dividend Will Shape Balanced Capital Returns

Analysts have raised their fair value estimate for Toray Industries to approximately ¥1,137 from about ¥1,107, citing slightly improved discount rate assumptions and expectations for a modestly stronger earnings multiple, while long term growth and margin forecasts remain largely unchanged. What's in the News The board of directors is scheduled to meet on November 14, 2025 to approve additional share buybacks and address other agenda items (company announcement).
分析記事 Dec 03

Toray Industries (TSE:3402) Will Pay A Dividend Of ¥10.00

The board of Toray Industries, Inc. ( TSE:3402 ) has announced that it will pay a dividend on the 29th of June, with...
ナラティブの更新 Dec 02

3402: Share Buyback Initiatives And Dividend Hike Will Influence Capital Returns

Analysts have modestly raised their price target for Toray Industries from ¥1,095 to ¥1,107.08. This change reflects improved expectations for revenue growth and profit margins.
分析記事 Nov 18

Toray Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

It's shaping up to be a tough period for Toray Industries, Inc. ( TSE:3402 ), which a week ago released some...
分析記事 Oct 10

Toray Industries, Inc.'s (TSE:3402) Earnings Haven't Escaped The Attention Of Investors

With a price-to-earnings (or "P/E") ratio of 21.4x Toray Industries, Inc. ( TSE:3402 ) may be sending bearish signals...
分析記事 Sep 11

Is Toray Industries (TSE:3402) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Aug 27

Toray Industries (TSE:3402) Is Paying Out A Larger Dividend Than Last Year

Toray Industries, Inc. ( TSE:3402 ) will increase its dividend from last year's comparable payment on the 2nd of...
分析記事 Aug 16

Toray Industries (TSE:3402) Is Posting Promising Earnings But The Good News Doesn’t Stop There

The stock was sluggish on the back of Toray Industries, Inc.'s ( TSE:3402 ) recent earnings report. Along with the...
分析記事 Aug 13

Toray Industries (TSE:3402) Is Increasing Its Dividend To ¥10.00

Toray Industries, Inc. ( TSE:3402 ) will increase its dividend from last year's comparable payment on the 2nd of...
分析記事 Aug 08

Toray Industries (TSE:3402) Has More To Do To Multiply In Value Going Forward

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Jul 24

Toray Industries' (TSE:3402) Shareholders Will Receive A Bigger Dividend Than Last Year

Toray Industries, Inc.'s ( TSE:3402 ) dividend will be increasing from last year's payment of the same period to ¥10.00...
分析記事 Jul 10

Toray Industries (TSE:3402) Is Paying Out A Larger Dividend Than Last Year

Toray Industries, Inc. ( TSE:3402 ) has announced that it will be increasing its dividend from last year's comparable...
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新しいナラティブ Jan 05

Project AP-G 2025 And Performance Chemicals Poised To Boost Profit Margins And Revenue Growth

Strategic reforms and pricing initiatives aimed at high-growth segments are set to enhance profit margins and streamline operations.

CEO報酬分析

Toray Industries の収益と比較して、Mitsuo Ohya 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
Mar 31 2026n/an/a

JP¥80b

Dec 31 2025n/an/a

JP¥43b

Sep 30 2025n/an/a

JP¥59b

Jun 30 2025n/an/a

JP¥68b

Mar 31 2025JP¥155mJP¥98m

JP¥78b

Dec 31 2024n/an/a

JP¥51b

Sep 30 2024n/an/a

JP¥49b

Jun 30 2024n/an/a

JP¥35b

Mar 31 2024JP¥124mJP¥88m

JP¥22b

報酬と市場: Mitsuoの 総報酬 ($USD 959.14K ) は、 JP市場 ($USD 1.42M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Mitsuoの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Mitsuo Ohya (70 yo)

3yrs
在職期間
JP¥155,000,000
報酬

Mr. Mitsuo Ohya serves as President & Representative Director at Toray Industries, Inc. since June 2023 and also served Executive Vice President of Legal & Compliance Division (Security TradeAdministration...


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
Mitsuo Ohya
President3yrsJP¥155.00m0.0065%
¥ 111.2m
Yuichiro Kato
Senior Executive Officerno dataデータなしデータなし
Kenichiro Miki
Executive Vice President of Marketing & Salesless than a yearデータなしデータなし
Katsuyuki Yanai
Senior VP of Human Resources Divisionless than a yearデータなしデータなし
Kazuhiko Shuto
Executive Advisor & Director10yrsデータなし0.0043%
¥ 72.7m
Tetsuya Tsunekawa
Executive VP & Representative Directorless than a yearデータなし0.0049%
¥ 84.3m
Toshiyuki Kondo
Senior Executive Officerno dataデータなしデータなし
Masahiko Okamoto
SEO and Head of General Affairsno dataデータなし0.0030%
¥ 51.5m
Takashi Yoshiyama
Senior VP of Torayca & Advanced Composites Divisionless than a yearデータなしデータなし
Shigeki Terada
Senior Executive Officer3yrsデータなしデータなし
Hajime Ishii
Senior VP & Chief Representative of Chinaless than a yearデータなしデータなし
Masahiko Oyama
Senior VP of Purchasing & Logistics Division and Manufacturing Divisionless than a yearデータなしデータなし
0.4yrs
平均在職期間
66yo
平均年齢

経験豊富な経営陣: 3402の経営陣は 経験豊富 とはみなされません ( 0.4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
Mitsuo Ohya
President14.4yrsJP¥155.00m0.0065%
¥ 111.2m
Yuichiro Kato
Senior Executive Officer1yrデータなしデータなし
Kazuhiko Shuto
Executive Advisor & Director4yrsデータなし0.0043%
¥ 72.7m
Tetsuya Tsunekawa
Executive VP & Representative Director3.4yrsデータなし0.0049%
¥ 84.3m
Masahiko Okamoto
SEO and Head of General Affairs6.4yrsデータなし0.0030%
¥ 51.5m
Shigeki Terada
Senior Executive Officer1yrデータなしデータなし
Akihiro Nikkaku
Chairman24.4yrsJP¥160.00m0.013%
¥ 225.0m
Kunio Ito
Independent Outside Director12yrsデータなし0.0049%
¥ 84.3m
Susumu Kaminaga
Independent Outside Director6yrsデータなし0.00048%
¥ 8.2m
Hideki Hirabayashi
Corporate Auditor3yrsデータなし0.0075%
¥ 127.8m
Yuko Harayama
Independent Outside Director3yrsデータなし0.000070%
¥ 1.2m
Akiko Innes-Taylor
Outside Independent Director1yrデータなしデータなし
3.7yrs
平均在職期間
69yo
平均年齢

経験豊富なボード: 3402の 取締役会経験豊富 であると考えられます ( 3.7年の平均在任期間)。


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2026/06/23 07:47
終値2026/06/23 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
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

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Toray Industries, Inc. 12 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。24

アナリスト機関
Mikiya YamadaBarclays
Takashi EnomotoBofA Global Research
Atsushi IkedaCitigroup Inc