Teijin 향후 성장
Future 기준 점검 3/6
Teijin (는) 각각 연간 80.4% 및 2.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 80.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.1% 로 예상됩니다.
핵심 정보
80.4%
이익 성장률
80.06%
EPS 성장률
| Chemicals 이익 성장 | 14.0% |
| 매출 성장률 | 2.8% |
| 향후 자기자본이익률 | 5.10% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 11 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 932,500 | 19,933 | 16,900 | 77,900 | 3 |
| 3/31/2028 | 929,960 | 19,940 | 13,400 | 62,850 | 5 |
| 3/31/2027 | 870,580 | 24,667 | 38,133 | 81,200 | 5 |
| 3/31/2026 | 873,190 | -88,003 | 38,706 | 98,654 | N/A |
| 12/31/2025 | 909,237 | -81,603 | 36,446 | 102,187 | N/A |
| 9/30/2025 | 949,011 | -76,620 | 16,443 | 85,538 | N/A |
| 6/30/2025 | 993,247 | -82,148 | 10,670 | 77,834 | N/A |
| 3/31/2025 | 1,005,471 | -77,711 | 8,417 | 69,843 | N/A |
| 12/31/2024 | 1,080,075 | -50,562 | 18,213 | 73,586 | N/A |
| 9/30/2024 | 1,033,772 | -44,786 | 4,413 | 69,081 | N/A |
| 6/30/2024 | 1,059,051 | 13,490 | 19,463 | 83,941 | N/A |
| 3/31/2024 | 1,032,773 | 10,599 | 4,409 | 69,451 | N/A |
| 12/31/2023 | 1,013,251 | -7,190 | N/A | N/A | N/A |
| 9/30/2023 | 1,014,802 | -25,811 | -12,711 | 46,544 | N/A |
| 6/30/2023 | 1,019,758 | -23,108 | N/A | N/A | N/A |
| 3/31/2023 | 1,018,751 | -17,695 | -2,650 | 55,086 | N/A |
| 12/31/2022 | 1,004,148 | -9,733 | N/A | N/A | N/A |
| 9/30/2022 | 983,122 | 9,163 | 27,252 | 87,923 | N/A |
| 6/30/2022 | 943,999 | 20,628 | N/A | N/A | N/A |
| 3/31/2022 | 926,054 | 23,158 | -110,820 | 89,656 | N/A |
| 12/31/2021 | 913,776 | -7,646 | N/A | N/A | N/A |
| 9/30/2021 | 895,756 | -1,088 | -88,379 | 109,684 | N/A |
| 6/30/2021 | 883,288 | -2,558 | N/A | N/A | N/A |
| 3/31/2021 | 836,512 | -6,662 | 46,803 | 107,729 | N/A |
| 12/31/2020 | 816,027 | 21,908 | N/A | N/A | N/A |
| 9/30/2020 | 811,847 | 20,804 | 19,178 | 84,549 | N/A |
| 6/30/2020 | 818,238 | 20,171 | N/A | N/A | N/A |
| 3/31/2020 | 853,746 | 25,252 | 23,893 | 94,214 | N/A |
| 12/31/2019 | 876,399 | 34,470 | N/A | N/A | N/A |
| 9/30/2019 | 885,211 | 31,593 | N/A | 88,559 | N/A |
| 6/30/2019 | 886,836 | 36,353 | N/A | N/A | N/A |
| 3/31/2019 | 888,589 | 45,057 | N/A | 80,899 | N/A |
| 12/31/2018 | 879,958 | 46,582 | N/A | N/A | N/A |
| 9/30/2018 | 869,749 | 50,281 | N/A | 88,221 | N/A |
| 6/30/2018 | 853,120 | 51,641 | N/A | N/A | N/A |
| 3/31/2018 | 834,985 | 45,556 | N/A | 80,091 | N/A |
| 12/31/2017 | 820,788 | 55,795 | N/A | N/A | N/A |
| 9/30/2017 | 792,896 | 57,946 | N/A | 73,325 | N/A |
| 6/30/2017 | 765,304 | 52,093 | N/A | N/A | N/A |
| 3/31/2017 | 741,291 | 50,133 | N/A | 79,040 | N/A |
| 12/31/2016 | 734,635 | 30,233 | N/A | N/A | N/A |
| 9/30/2016 | 751,740 | 27,996 | N/A | 85,792 | N/A |
| 6/30/2016 | 772,409 | 31,336 | N/A | N/A | N/A |
| 3/31/2016 | 790,748 | 31,090 | N/A | 80,641 | N/A |
| 12/31/2015 | 799,014 | 41,260 | N/A | N/A | N/A |
| 9/30/2015 | 800,829 | 38,724 | N/A | 79,542 | N/A |
| 6/30/2015 | 796,878 | 1,456 | N/A | N/A | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 3401 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(0.8%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: 3401 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: 3401 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: 3401 의 수익(연간 2.8%)이 JP 시장(연간 5.2%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 3401 의 수익(연간 2.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 3401의 자본 수익률은 3년 후 5.1%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 10:17 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Teijin Limited는 17명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mikiya Yamada | Barclays |
| Akiko Kuwahara | BofA Global Research |
| Atsushi Ikeda | Citigroup Inc |