View ValuationToyobo 향후 성장Future 기준 점검 1/6Toyobo (는) 각각 연간 9.4% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.9% 로 예상됩니다.핵심 정보9.4%이익 성장률9.41%EPS 성장률Chemicals 이익 성장43.1%매출 성장률3.4%향후 자기자본이익률5.85%애널리스트 커버리지Low마지막 업데이트06 Apr 2026최근 향후 성장 업데이트공지 • 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.공지 • 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.공지 • 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.공지 • Nov 11+ 1 more updateToyobo Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023Toyobo Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 410,000 million, operating profit of JPY 17,000 million, profit attributable to owners of parent JPY 12,000 million and basic earnings per share of JPY 134.93.공지 • Feb 10Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. revised earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects net sales of JPY 370,000 million, Operating profit of JPY 29,000 million, Profit attributable to owners of parent of JPY 13,000 million and Net profit per share of JPY 146.32 per share.공지 • Aug 20Toyobo Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. provided earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects Net sales of JPY 365,000 million. Operating profit was JPY 29,000 million. Profit attributable to owners of parent JPY 13,000 million. Net profit per share was JPY 146.32 per share.모든 업데이트 보기Recent updates공지 • 11hToyobo 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, 2026공지 • 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, 2026공지 • 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.공지 • 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, 2025공지 • 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, 2025공지 • May 12+ 2 more updatesToyobo Co., Ltd., Annual General Meeting, Jun 25, 2025Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2025.공지 • 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, 2025공지 • Dec 11Toyobo Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Toyobo Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Declared Dividend • Nov 10Dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 702%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 602% to bring the payout ratio under control. EPS is expected to grow by 179% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Buy Or Sell Opportunity • Nov 04Now 20% overvaluedOver the last 90 days, the stock has fallen 1.7% to €5.75. The fair value is estimated to be €4.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Buy Or Sell Opportunity • Oct 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.7% to €6.15. The fair value is estimated to be €5.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 30% per annum over the same time period.공지 • Sep 13Toyobo Co., Ltd. to Report First Half, 2025 Results on Nov 07, 2024Toyobo Co., Ltd. announced that they will report first half, 2025 results on Nov 07, 2024Buy Or Sell Opportunity • Aug 23Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €6.05. The fair value is estimated to be €5.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥8.90 (vs JP¥5.77 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥8.90 (up from JP¥5.77 loss in 1Q 2024). Revenue: JP¥105.2b (up 8.4% from 1Q 2024). Net income: JP¥784.0m (up JP¥1.29b from 1Q 2024). Profit margin: 0.7% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.Board Change • Jul 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Managing Executive Officer, Representative Director & Head of Life Science Division Takahito Sagara was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공지 • Jun 13Toyobo Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Toyobo Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥27.87 (vs JP¥7.37 loss in FY 2023)Full year 2024 results: EPS: JP¥27.87 (up from JP¥7.37 loss in FY 2023). Revenue: JP¥414.3b (up 3.6% from FY 2023). Net income: JP¥2.46b (up JP¥3.11b from FY 2023). Profit margin: 0.6% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.공지 • May 15Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2024Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).공지 • Mar 11Toyobo Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Toyobo Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: JP¥4.97 loss per share (vs JP¥13.61 loss in 3Q 2023)Third quarter 2024 results: JP¥4.97 loss per share (improved from JP¥13.61 loss in 3Q 2023). Revenue: JP¥107.9b (up 11% from 3Q 2023). Net loss: JP¥438.0m (loss narrowed 64% from 3Q 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.공지 • 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.공지 • 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.공지 • 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, 2024공지 • Nov 11Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2024Toyobo Co., Ltd. revised earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of JPY 410,000 million compared to previous guidance of JPY 430,000 million, operating profit of JPY 10,000 million compared to previous guidance of JPY 15,000 million, profit attributable to owners of parent of JPY 1,000 million compared to previous guidance of JPY 4,000 million and net profit per share of JPY 11.24 compared to previous guidance of JPY 45.00.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥28.59 (vs JP¥35.67 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.59 (down from JP¥35.67 in 2Q 2023). Revenue: JP¥102.4b (up 2.3% from 2Q 2023). Net income: JP¥2.52b (down 21% from 2Q 2023). Profit margin: 2.5% (down from 3.2% in 2Q 2023). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.공지 • Sep 15Toyobo Co., Ltd. to Report First Half, 2024 Results on Nov 09, 2023Toyobo Co., Ltd. announced that they will report first half, 2024 results on Nov 09, 2023Reported Earnings • Aug 08First quarter 2024 earnings released: JP¥5.77 loss per share (vs JP¥87.71 profit in 1Q 2023)First quarter 2024 results: JP¥5.77 loss per share (down from JP¥87.71 profit in 1Q 2023). Revenue: JP¥97.1b (down 3.9% from 1Q 2023). Net loss: JP¥508.0m (down 107% from profit in 1Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Board Change • Jul 21High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Corporate Auditor Yasuo Ohta was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공지 • 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, 2023공지 • Jun 13Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023, at 10:00 Tokyo Standard Time. Location: Umeda south Hall,11th Floor, Osaka Umeda Twin Towers South 1-13-1 Umeda Osaka Japan Agenda: To consider business report, consolidated financial statements for the 165th term and audit results of the consolidated financial statements by the financial auditor and the board of corporate auditors; to consider non-consolidated financial statements for the 165th term; to consider appropriation of surplus; to consider election of ten directors; to consider election of two corporate auditors; to consider election of one substitute corporate auditor; and to consider other issues.Reported Earnings • May 14Full year 2023 earnings released: JP¥7.37 loss per share (vs JP¥145 profit in FY 2022)Full year 2023 results: JP¥7.37 loss per share (down from JP¥145 profit in FY 2022). Revenue: JP¥399.9b (up 6.4% from FY 2022). Net loss: JP¥655.0m (down 105% from profit in FY 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.공지 • 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.공지 • 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.공지 • May 11Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).Reported Earnings • Feb 09Third quarter 2023 earnings released: JP¥13.61 loss per share (vs JP¥27.22 profit in 3Q 2022)Third quarter 2023 results: JP¥13.61 loss per share (down from JP¥27.22 profit in 3Q 2022). Revenue: JP¥97.6b (up 7.7% from 3Q 2022). Net loss: JP¥1.21b (down 150% from profit in 3Q 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.공지 • 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.공지 • 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.공지 • Dec 07Toyobo Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Toyobo Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Independent Outside Director Hiroshi Fukushi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥35.67 (vs JP¥39.78 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.67 (down from JP¥39.78 in 2Q 2022). Revenue: JP¥100.1b (up 12% from 2Q 2022). Net income: JP¥3.17b (down 10% from 2Q 2022). Profit margin: 3.2% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.공지 • Nov 11+ 1 more updateToyobo Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023Toyobo Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 410,000 million, operating profit of JPY 17,000 million, profit attributable to owners of parent JPY 12,000 million and basic earnings per share of JPY 134.93.공지 • Sep 14Toyobo Co., Ltd. to Report First Half, 2023 Results on Nov 10, 2022Toyobo Co., Ltd. announced that they will report first half, 2023 results on Nov 10, 2022Buying Opportunity • Sep 03Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €9.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 6.5% per annum over the same time period.Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥87.71 (vs JP¥69.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥87.71 (up from JP¥69.45 in 1Q 2022). Revenue: JP¥101.0b (up 6.8% from 1Q 2022). Net income: JP¥7.80b (up 26% from 1Q 2022). Profit margin: 7.7% (up from 6.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.8%, compared to a 3.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공지 • Aug 08+ 1 more updateToyobo Co., Ltd. Announces Dividend Guidance for the Full Year Ending March 31, 2023Toyobo Co., Ltd. expected to pay dividend of JPY 40 per share for the full year ending March 31, 2023 compared to JPY 40 per share paid a year ago.공지 • Jun 21Toyobo Co., Ltd. to Report Q1, 2023 Results on Aug 08, 2022Toyobo Co., Ltd. announced that they will report Q1, 2023 results on Aug 08, 2022Reported Earnings • May 14Full year 2022 earnings released: EPS: JP¥145 (vs JP¥47.30 in FY 2021)Full year 2022 results: EPS: JP¥145 (up from JP¥47.30 in FY 2021). Revenue: JP¥375.7b (up 11% from FY 2021). Net income: JP¥12.9b (up 206% from FY 2021). Profit margin: 3.4% (up from 1.2% in FY 2021). Over the next year, revenue is forecast to grow 3.4%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공지 • May 13+ 1 more updateToyobo Co., Ltd. Announces Year-End Dividend for the Fiscal Year Ended March 31, 2022, Payable on June 27, 2022; Provides Year-End Dividend Guidance for the Year Ending March 31, 2023Toyobo Co., Ltd. announces year-end dividend of JPY 40.00 for the fiscal year ended March 31, 2022 compared to JPY 40.00 per share paid a year ago. Planned start of dividend payments is June 27, 2022.For the year-end of fiscal year ending March 31, 2023, the company expects to pay dividend of JPY 40.00 per share compared to JPY 40.00 per share a year ago.공지 • May 12Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2022Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2022.Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. 4 independent directors (7 non-independent directors). Non Executive Chairman of the Board Seiji Narahara is the most experienced director on the board, commencing their role in 2011. Independent Outside Director Masaaki Harima was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.7%).Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥27.22 (up from JP¥29.46 loss in 3Q 2021). Revenue: JP¥90.7b (up 5.0% from 3Q 2021). Net income: JP¥2.42b (up JP¥5.04b from 3Q 2021). Profit margin: 2.7% (up from net loss in 3Q 2021). Revenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 2.4%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공지 • Feb 10Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. revised earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects net sales of JPY 370,000 million, Operating profit of JPY 29,000 million, Profit attributable to owners of parent of JPY 13,000 million and Net profit per share of JPY 146.32 per share.Reported Earnings • Nov 09Second quarter 2022 earnings released: EPS JP¥39.78 (vs JP¥9.88 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥89.2b (up 8.7% from 2Q 2021). Net income: JP¥3.54b (up 303% from 2Q 2021). Profit margin: 4.0% (up from 1.1% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공지 • Aug 20Toyobo Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. provided earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects Net sales of JPY 365,000 million. Operating profit was JPY 29,000 million. Profit attributable to owners of parent JPY 13,000 million. Net profit per share was JPY 146.32 per share.Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥47.30 (vs JP¥155 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥337.4b (flat on FY 2020). Net income: JP¥4.20b (down 70% from FY 2020). Profit margin: 1.2% (down from 4.1% in FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥47.30 (vs JP¥155 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥337.4b (flat on FY 2020). Net income: JP¥4.20b (down 70% from FY 2020). Profit margin: 1.2% (down from 4.1% in FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming Dividend of JP¥40.00 Per ShareWill be paid on the 25th of June to those who are registered shareholders by the 30th of March. The trailing yield of 2.6% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (3.6%).공지 • Mar 10Toyobo Co., Ltd. to Report Fiscal Year 2021 Results on May 10, 2021Toyobo Co., Ltd. announced that they will report fiscal year 2021 results on May 10, 2021Is New 90 Day High Low • Mar 10New 90-day high: €11.20The company is up 8.0% from its price of €10.40 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.15 per share.Reported Earnings • Feb 12Third quarter 2021 earnings released: JP¥29.46 loss per share (vs JP¥36.25 profit in 3Q 2020)The company reported a soft third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: JP¥86.4b (up 3.9% from 3Q 2020). Net loss: JP¥2.62b (down 181% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 11% per year.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 3.7%, compared to a 5.1% growth forecast for the Chemicals industry in Germany.공지 • Feb 01Toyobo Co., Ltd. Develops New Functional OPP Barrier FilmToyobo Co., Ltd. has developed a new biaxially oriented polypropylene (BOPP) film with high gas barrier function that will enable mono-material packaging. The product, named DP065, will be introduced to clients as a sample in mid-March and is scheduled to be launched around on the end of April. Demand for eco-friendly products is rising because consumers across the world have become increasingly conscious about the importance of protecting the environment. Food packaging films, which must meet high functionality standards, are made up of several materials with different properties, such as PET films, aluminum foil and polyethylene films. These types of packaging are called multi-layer. However, multi-layer packaging is not easy to recycle because they contain multiple materials. To address this issue, Toyobo has developed DP065, an OPP film that will help create mono-material products. It possesses high gas barrier function and excellent processing suitability while complying with international safety standards for packaging materials. Furthermore, DP065 does not contain chlorine, so it does not emit harmful gas containing chlorine and its compounds when recycled or incinerated. Toyobo has promoted mono-material by marketing Olyester, a polyester film used as a sealant and for other purposes. Toyobo will continue contributing to a circular economy by broadening its lineup of highly functional film products using polyolefin and spreading them around the world. Main features of OPP barrier film DP065: High barrier properties: Water vapor transmittance of 2g/m2d; oxygen transmittance of 2cc/m2d·atm; Excellent processing suitability (printing, laminating and pouch making): High heat resistance OPP developed as a base film; Safety: Complies with FDA and EU regulations; Does not contain chlorine: No emissions of gas containing chlorine and its compounds when recycled or incinerated.Is New 90 Day High Low • Jan 30New 90-day low: €10.10The company is down 9.0% from its price of €11.10 on 30 October 2020. The German market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.98 per share.공지 • Dec 13Toyobo Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Toyobo Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021Is New 90 Day High Low • Nov 27New 90-day low: €10.40The company is down 12% from its price of €11.80 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.14 per share.Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 3.9%, compared to a 3.1% growth forecast for the Chemicals industry in Germany.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥14.87The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥78.8b (down 6.3% from 2Q 2020). Net income: JP¥1.32b (up 33% from 2Q 2020). Profit margin: 1.7% (up from 1.2% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 9% per year.Is New 90 Day High Low • Oct 31New 90-day low: €11.10The company is down 3.0% from its price of €11.50 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.12 per share.공지 • Sep 09Toyobo Co., Ltd. to Report First Half, 2021 Results on Nov 09, 2020Toyobo Co., Ltd. announced that they will report first half, 2021 results on Nov 09, 2020공지 • Sep 08Toyobo Co., Ltd. to Report Fiscal Year 2020 Final Results on Aug 31, 2020Toyobo Co., Ltd. announced that they will report fiscal year 2020 final results on Aug 31, 2020이익 및 매출 성장 예측DB:TO7 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029480,15013,550600N/A23/31/2028462,06311,8482,703N/A43/31/2027446,26310,040174N/A43/31/2026428,0938,8906,663N/A412/31/2025415,3189,109N/AN/AN/A9/30/2025416,8877,6212,65840,546N/A6/30/2025419,7672,792N/AN/AN/A3/31/2025422,0322,003-15,10730,118N/A12/31/2024421,1711,603N/AN/AN/A9/30/2024424,007558-23,82828,614N/A6/30/2024422,3823,747N/AN/AN/A3/31/2024414,2652,455-35,03421,595N/A12/31/2023408,506-8,841N/AN/AN/A9/30/2023398,217-9,614-42,7625,688N/A6/30/2023395,931-8,960N/AN/AN/A3/31/2023399,921-655-31,3607,798N/A12/31/2022399,91710,499N/AN/AN/A9/30/2022392,97914,130-17,29717,487N/A6/30/2022382,12414,492N/AN/AN/A3/31/2022375,72012,865-12,01517,097N/A12/31/2021368,06916,302N/AN/AN/A9/30/2021363,76311,2657,67733,435N/A6/30/2021356,6008,608N/AN/AN/A3/31/2021337,4064,2027,53335,028N/A12/31/2020335,4677,918N/AN/AN/A9/30/2020332,20513,75410,41743,139N/A6/30/2020334,23013,868N/AN/AN/A3/31/2020339,60713,77413,39744,255N/A12/31/2019334,7895,578N/AN/AN/A9/30/2019336,879-1,859N/A17,120N/A6/30/2019336,763-2,006N/AN/AN/A3/31/2019336,698-603N/A7,838N/A12/31/2018339,385-3,055N/AN/AN/A9/30/2018334,47610,915N/A14,792N/A6/30/2018333,43613,312N/AN/AN/A3/31/2018331,14813,044N/A22,353N/A12/31/2017328,90718,735N/AN/AN/A9/30/2017326,22911,833N/A29,030N/A6/30/2017325,2279,819N/AN/AN/A3/31/2017329,4879,444N/A26,872N/A12/31/2016332,1689,121N/AN/AN/A9/30/2016332,7388,449N/A30,020N/A6/30/2016341,04310,281N/AN/AN/A3/31/2016347,76310,150N/A32,337N/A12/31/2015353,7259,784N/AN/AN/A9/30/2015358,64110,879N/A24,572N/A6/30/2015357,8278,315N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TO7 의 연간 예상 수익 증가율(9.4%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: TO7 의 연간 수익(9.4%)이 German 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: TO7 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: TO7 의 수익(연간 3.4%)이 German 시장(연간 6.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: TO7 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TO7의 자본 수익률은 3년 후 5.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 17:55종가2026/05/07 00:00수익2025/12/31연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Toyobo Co., Ltd.는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullAstris Advisory Japan, K.K.Toru SugiuraDaiwa Securities Co. Ltd.Mio ShikanaiJ.P. Morgan7명의 분석가 더 보기
공지 • 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.
공지 • 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.
공지 • 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.
공지 • Nov 11+ 1 more updateToyobo Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023Toyobo Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 410,000 million, operating profit of JPY 17,000 million, profit attributable to owners of parent JPY 12,000 million and basic earnings per share of JPY 134.93.
공지 • Feb 10Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. revised earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects net sales of JPY 370,000 million, Operating profit of JPY 29,000 million, Profit attributable to owners of parent of JPY 13,000 million and Net profit per share of JPY 146.32 per share.
공지 • Aug 20Toyobo Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. provided earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects Net sales of JPY 365,000 million. Operating profit was JPY 29,000 million. Profit attributable to owners of parent JPY 13,000 million. Net profit per share was JPY 146.32 per share.
공지 • 11hToyobo 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
공지 • 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
공지 • 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.
공지 • 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
공지 • 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
공지 • May 12+ 2 more updatesToyobo Co., Ltd., Annual General Meeting, Jun 25, 2025Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2025.
공지 • 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
공지 • Dec 11Toyobo Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Toyobo Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Declared Dividend • Nov 10Dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 702%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 602% to bring the payout ratio under control. EPS is expected to grow by 179% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Buy Or Sell Opportunity • Nov 04Now 20% overvaluedOver the last 90 days, the stock has fallen 1.7% to €5.75. The fair value is estimated to be €4.78, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Buy Or Sell Opportunity • Oct 16Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.7% to €6.15. The fair value is estimated to be €5.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 30% per annum over the same time period.
공지 • Sep 13Toyobo Co., Ltd. to Report First Half, 2025 Results on Nov 07, 2024Toyobo Co., Ltd. announced that they will report first half, 2025 results on Nov 07, 2024
Buy Or Sell Opportunity • Aug 23Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €6.05. The fair value is estimated to be €5.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥8.90 (vs JP¥5.77 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥8.90 (up from JP¥5.77 loss in 1Q 2024). Revenue: JP¥105.2b (up 8.4% from 1Q 2024). Net income: JP¥784.0m (up JP¥1.29b from 1Q 2024). Profit margin: 0.7% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
Board Change • Jul 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Managing Executive Officer, Representative Director & Head of Life Science Division Takahito Sagara was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공지 • Jun 13Toyobo Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Toyobo Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥27.87 (vs JP¥7.37 loss in FY 2023)Full year 2024 results: EPS: JP¥27.87 (up from JP¥7.37 loss in FY 2023). Revenue: JP¥414.3b (up 3.6% from FY 2023). Net income: JP¥2.46b (up JP¥3.11b from FY 2023). Profit margin: 0.6% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.
공지 • May 15Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2024Toyobo Co., Ltd., Annual General Meeting, Jun 25, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).
공지 • Mar 11Toyobo Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Toyobo Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: JP¥4.97 loss per share (vs JP¥13.61 loss in 3Q 2023)Third quarter 2024 results: JP¥4.97 loss per share (improved from JP¥13.61 loss in 3Q 2023). Revenue: JP¥107.9b (up 11% from 3Q 2023). Net loss: JP¥438.0m (loss narrowed 64% from 3Q 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance.
공지 • 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.
공지 • 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.
공지 • 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
공지 • Nov 11Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2024Toyobo Co., Ltd. revised earnings guidance for the fiscal year ending March 31, 2024. For the period, the company expects net sales of JPY 410,000 million compared to previous guidance of JPY 430,000 million, operating profit of JPY 10,000 million compared to previous guidance of JPY 15,000 million, profit attributable to owners of parent of JPY 1,000 million compared to previous guidance of JPY 4,000 million and net profit per share of JPY 11.24 compared to previous guidance of JPY 45.00.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥28.59 (vs JP¥35.67 in 2Q 2023)Second quarter 2024 results: EPS: JP¥28.59 (down from JP¥35.67 in 2Q 2023). Revenue: JP¥102.4b (up 2.3% from 2Q 2023). Net income: JP¥2.52b (down 21% from 2Q 2023). Profit margin: 2.5% (down from 3.2% in 2Q 2023). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
공지 • Sep 15Toyobo Co., Ltd. to Report First Half, 2024 Results on Nov 09, 2023Toyobo Co., Ltd. announced that they will report first half, 2024 results on Nov 09, 2023
Reported Earnings • Aug 08First quarter 2024 earnings released: JP¥5.77 loss per share (vs JP¥87.71 profit in 1Q 2023)First quarter 2024 results: JP¥5.77 loss per share (down from JP¥87.71 profit in 1Q 2023). Revenue: JP¥97.1b (down 3.9% from 1Q 2023). Net loss: JP¥508.0m (down 107% from profit in 1Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Board Change • Jul 21High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Corporate Auditor Yasuo Ohta was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공지 • 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
공지 • Jun 13Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023, at 10:00 Tokyo Standard Time. Location: Umeda south Hall,11th Floor, Osaka Umeda Twin Towers South 1-13-1 Umeda Osaka Japan Agenda: To consider business report, consolidated financial statements for the 165th term and audit results of the consolidated financial statements by the financial auditor and the board of corporate auditors; to consider non-consolidated financial statements for the 165th term; to consider appropriation of surplus; to consider election of ten directors; to consider election of two corporate auditors; to consider election of one substitute corporate auditor; and to consider other issues.
Reported Earnings • May 14Full year 2023 earnings released: JP¥7.37 loss per share (vs JP¥145 profit in FY 2022)Full year 2023 results: JP¥7.37 loss per share (down from JP¥145 profit in FY 2022). Revenue: JP¥399.9b (up 6.4% from FY 2022). Net loss: JP¥655.0m (down 105% from profit in FY 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
공지 • 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.
공지 • 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.
공지 • May 11Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).
Reported Earnings • Feb 09Third quarter 2023 earnings released: JP¥13.61 loss per share (vs JP¥27.22 profit in 3Q 2022)Third quarter 2023 results: JP¥13.61 loss per share (down from JP¥27.22 profit in 3Q 2022). Revenue: JP¥97.6b (up 7.7% from 3Q 2022). Net loss: JP¥1.21b (down 150% from profit in 3Q 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
공지 • 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.
공지 • 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.
공지 • Dec 07Toyobo Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Toyobo Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023
Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Independent Outside Director Hiroshi Fukushi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥35.67 (vs JP¥39.78 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.67 (down from JP¥39.78 in 2Q 2022). Revenue: JP¥100.1b (up 12% from 2Q 2022). Net income: JP¥3.17b (down 10% from 2Q 2022). Profit margin: 3.2% (down from 4.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
공지 • Nov 11+ 1 more updateToyobo Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023Toyobo Co., Ltd. provided consolidated earnings guidance for the year 2023. For the year, the company expects net sales of JPY 410,000 million, operating profit of JPY 17,000 million, profit attributable to owners of parent JPY 12,000 million and basic earnings per share of JPY 134.93.
공지 • Sep 14Toyobo Co., Ltd. to Report First Half, 2023 Results on Nov 10, 2022Toyobo Co., Ltd. announced that they will report first half, 2023 results on Nov 10, 2022
Buying Opportunity • Sep 03Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €9.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 6.5% per annum over the same time period.
Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥87.71 (vs JP¥69.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥87.71 (up from JP¥69.45 in 1Q 2022). Revenue: JP¥101.0b (up 6.8% from 1Q 2022). Net income: JP¥7.80b (up 26% from 1Q 2022). Profit margin: 7.7% (up from 6.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.8%, compared to a 3.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공지 • Aug 08+ 1 more updateToyobo Co., Ltd. Announces Dividend Guidance for the Full Year Ending March 31, 2023Toyobo Co., Ltd. expected to pay dividend of JPY 40 per share for the full year ending March 31, 2023 compared to JPY 40 per share paid a year ago.
공지 • Jun 21Toyobo Co., Ltd. to Report Q1, 2023 Results on Aug 08, 2022Toyobo Co., Ltd. announced that they will report Q1, 2023 results on Aug 08, 2022
Reported Earnings • May 14Full year 2022 earnings released: EPS: JP¥145 (vs JP¥47.30 in FY 2021)Full year 2022 results: EPS: JP¥145 (up from JP¥47.30 in FY 2021). Revenue: JP¥375.7b (up 11% from FY 2021). Net income: JP¥12.9b (up 206% from FY 2021). Profit margin: 3.4% (up from 1.2% in FY 2021). Over the next year, revenue is forecast to grow 3.4%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공지 • May 13+ 1 more updateToyobo Co., Ltd. Announces Year-End Dividend for the Fiscal Year Ended March 31, 2022, Payable on June 27, 2022; Provides Year-End Dividend Guidance for the Year Ending March 31, 2023Toyobo Co., Ltd. announces year-end dividend of JPY 40.00 for the fiscal year ended March 31, 2022 compared to JPY 40.00 per share paid a year ago. Planned start of dividend payments is June 27, 2022.For the year-end of fiscal year ending March 31, 2023, the company expects to pay dividend of JPY 40.00 per share compared to JPY 40.00 per share a year ago.
공지 • May 12Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2022Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. 4 independent directors (7 non-independent directors). Non Executive Chairman of the Board Seiji Narahara is the most experienced director on the board, commencing their role in 2011. Independent Outside Director Masaaki Harima was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.7%).
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥27.22 (up from JP¥29.46 loss in 3Q 2021). Revenue: JP¥90.7b (up 5.0% from 3Q 2021). Net income: JP¥2.42b (up JP¥5.04b from 3Q 2021). Profit margin: 2.7% (up from net loss in 3Q 2021). Revenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 2.4%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공지 • Feb 10Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. revised earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects net sales of JPY 370,000 million, Operating profit of JPY 29,000 million, Profit attributable to owners of parent of JPY 13,000 million and Net profit per share of JPY 146.32 per share.
Reported Earnings • Nov 09Second quarter 2022 earnings released: EPS JP¥39.78 (vs JP¥9.88 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥89.2b (up 8.7% from 2Q 2021). Net income: JP¥3.54b (up 303% from 2Q 2021). Profit margin: 4.0% (up from 1.1% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공지 • Aug 20Toyobo Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2022Toyobo Co., Ltd. provided earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects Net sales of JPY 365,000 million. Operating profit was JPY 29,000 million. Profit attributable to owners of parent JPY 13,000 million. Net profit per share was JPY 146.32 per share.
Reported Earnings • Jun 30Full year 2021 earnings released: EPS JP¥47.30 (vs JP¥155 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥337.4b (flat on FY 2020). Net income: JP¥4.20b (down 70% from FY 2020). Profit margin: 1.2% (down from 4.1% in FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥47.30 (vs JP¥155 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥337.4b (flat on FY 2020). Net income: JP¥4.20b (down 70% from FY 2020). Profit margin: 1.2% (down from 4.1% in FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming Dividend of JP¥40.00 Per ShareWill be paid on the 25th of June to those who are registered shareholders by the 30th of March. The trailing yield of 2.6% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (3.6%).
공지 • Mar 10Toyobo Co., Ltd. to Report Fiscal Year 2021 Results on May 10, 2021Toyobo Co., Ltd. announced that they will report fiscal year 2021 results on May 10, 2021
Is New 90 Day High Low • Mar 10New 90-day high: €11.20The company is up 8.0% from its price of €10.40 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.15 per share.
Reported Earnings • Feb 12Third quarter 2021 earnings released: JP¥29.46 loss per share (vs JP¥36.25 profit in 3Q 2020)The company reported a soft third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: JP¥86.4b (up 3.9% from 3Q 2020). Net loss: JP¥2.62b (down 181% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 11% per year.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 3.7%, compared to a 5.1% growth forecast for the Chemicals industry in Germany.
공지 • Feb 01Toyobo Co., Ltd. Develops New Functional OPP Barrier FilmToyobo Co., Ltd. has developed a new biaxially oriented polypropylene (BOPP) film with high gas barrier function that will enable mono-material packaging. The product, named DP065, will be introduced to clients as a sample in mid-March and is scheduled to be launched around on the end of April. Demand for eco-friendly products is rising because consumers across the world have become increasingly conscious about the importance of protecting the environment. Food packaging films, which must meet high functionality standards, are made up of several materials with different properties, such as PET films, aluminum foil and polyethylene films. These types of packaging are called multi-layer. However, multi-layer packaging is not easy to recycle because they contain multiple materials. To address this issue, Toyobo has developed DP065, an OPP film that will help create mono-material products. It possesses high gas barrier function and excellent processing suitability while complying with international safety standards for packaging materials. Furthermore, DP065 does not contain chlorine, so it does not emit harmful gas containing chlorine and its compounds when recycled or incinerated. Toyobo has promoted mono-material by marketing Olyester, a polyester film used as a sealant and for other purposes. Toyobo will continue contributing to a circular economy by broadening its lineup of highly functional film products using polyolefin and spreading them around the world. Main features of OPP barrier film DP065: High barrier properties: Water vapor transmittance of 2g/m2d; oxygen transmittance of 2cc/m2d·atm; Excellent processing suitability (printing, laminating and pouch making): High heat resistance OPP developed as a base film; Safety: Complies with FDA and EU regulations; Does not contain chlorine: No emissions of gas containing chlorine and its compounds when recycled or incinerated.
Is New 90 Day High Low • Jan 30New 90-day low: €10.10The company is down 9.0% from its price of €11.10 on 30 October 2020. The German market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.98 per share.
공지 • Dec 13Toyobo Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Toyobo Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021
Is New 90 Day High Low • Nov 27New 90-day low: €10.40The company is down 12% from its price of €11.80 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.14 per share.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 3.9%, compared to a 3.1% growth forecast for the Chemicals industry in Germany.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥14.87The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥78.8b (down 6.3% from 2Q 2020). Net income: JP¥1.32b (up 33% from 2Q 2020). Profit margin: 1.7% (up from 1.2% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 9% per year.
Is New 90 Day High Low • Oct 31New 90-day low: €11.10The company is down 3.0% from its price of €11.50 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.12 per share.
공지 • Sep 09Toyobo Co., Ltd. to Report First Half, 2021 Results on Nov 09, 2020Toyobo Co., Ltd. announced that they will report first half, 2021 results on Nov 09, 2020
공지 • Sep 08Toyobo Co., Ltd. to Report Fiscal Year 2020 Final Results on Aug 31, 2020Toyobo Co., Ltd. announced that they will report fiscal year 2020 final results on Aug 31, 2020