Teijin Limited

TSE:3401 주식 리포트

시가총액: JP¥313.1b

Teijin 과거 순이익 실적

과거 기준 점검 0/6

Teijin 의 수입은 연평균 -59.1%의 비율로 감소해 온 반면, Chemicals 산업은 연평균 5.4%의 비율로 증가했습니다. 매출은 연평균 1.7%의 비율로 증가해 왔습니다.

핵심 정보

-59.12%

순이익 성장률

-59.07%

주당순이익(EPS) 성장률

Chemicals 산업 성장률6.58%
매출 성장률1.67%
자기자본이익률-23.85%
순이익률-10.08%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 25

3401: Deepening Loss Guidance And Impairments Will Sustain Weak Earnings And Overvaluation

Analysts have held Teijin's fair value estimate steady at ¥1,368. The updated price target reflects revised assumptions around a 7.0% discount rate, revenue growth of about 2.21%, a profit margin of roughly 2.14%, and a future P/E of about 16.22x.
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...

매출 및 비용 세부 내역

Teijin가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

TSE:3401 매출, 비용 및 순이익 (JPY Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 26873,190-88,003200,3900
31 Dec 25909,237-81,603197,4370
30 Sep 25949,011-76,620250,4830
30 Jun 25993,247-82,148226,0650
31 Mar 251,005,471-77,711270,3300
31 Dec 241,080,075-50,562281,4530
30 Sep 241,033,772-44,786195,80142,560
30 Jun 241,059,05113,490264,3290
31 Mar 241,032,77310,599190,83042,560
31 Dec 231,013,251-7,190194,34131,935
30 Sep 231,014,802-25,811178,44531,935
30 Jun 231,019,758-23,108176,69031,935
31 Mar 231,018,751-17,695173,96631,935
31 Dec 221,004,148-9,733173,05233,341
30 Sep 22983,1229,163172,87833,341
30 Jun 22943,99920,628168,25833,341
31 Mar 22926,05423,158163,72133,341
31 Dec 21913,776-7,646174,47032,719
30 Sep 21895,756-1,088166,66232,719
30 Jun 21883,288-2,558160,19932,719
31 Mar 21836,512-6,662153,68332,719
31 Dec 20816,02721,908150,15934,482
30 Sep 20811,84720,804151,76034,482
30 Jun 20818,23820,171154,88634,482
31 Mar 20853,74625,252158,50534,482
31 Dec 19876,39934,470159,94736,422
30 Sep 19885,21131,593161,04136,422
30 Jun 19886,83636,353159,27536,422
31 Mar 19888,58945,057159,03636,422
31 Dec 18879,95846,582159,98935,926
30 Sep 18869,74950,281156,51435,926
30 Jun 18853,12051,641155,32635,926
31 Mar 18834,98545,556152,65535,926
31 Dec 17820,78855,795152,99735,416
30 Sep 17792,89657,946150,45235,416
30 Jun 17765,30452,093151,51235,416
31 Mar 17741,29150,133149,17735,416
31 Dec 16734,63530,233158,22033,285
30 Sep 16751,74027,996157,42133,285
30 Jun 16772,40931,336187,4560
31 Mar 16790,74831,090154,02433,285
31 Dec 15799,01441,260145,43732,366
30 Sep 15800,82938,724159,27216,950
30 Jun 15796,8781,456140,81132,366

양질의 수익: 3401 은(는) 현재 수익성이 없습니다.

이익 마진 증가: 3401는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: 3401은 수익성이 없으며 지난 5년 동안 손실이 연평균 59.1% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 3401의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: 3401은 수익성이 없어 지난 해 수익 성장률을 Chemicals 업계(11%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: 3401는 현재 수익성이 없으므로 자본 수익률이 음수(-23.85%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/06 15:53
종가2026/06/05 00:00
수익2026/03/31
연간 수익2026/03/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
  • 리더십 팀
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주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 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.

분석가기관
Mikiya YamadaBarclays
Akiko KuwaharaBofA Global Research
Atsushi IkedaCitigroup Inc