Toray Industries 향후 성장
Future 기준 점검 3/6
Toray Industries (는) 각각 연간 13.4% 및 5.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7% 로 예상됩니다.
핵심 정보
13.4%
이익 성장률
13.86%
EPS 성장률
| Chemicals 이익 성장 | 14.0% |
| 매출 성장률 | 5.5% |
| 향후 자기자본이익률 | 7.04% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 19 May 2026 |
최근 향후 성장 업데이트
분석 기사 • Feb 12
Toray Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Last week saw the newest quarterly earnings release from Toray Industries, Inc. ( TSE:3402 ), an important milestone in...분석 기사 • Nov 18
Toray Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
It's shaping up to be a tough period for Toray Industries, Inc. ( TSE:3402 ), which a week ago released some...Recent updates
내러티브 업데이트 • Apr 22
3402: Share Buybacks And Renewable Plastics Supply Chain Will Support Future Upside
Analysts have slightly adjusted their price target for Toray Industries to ¥1,279.55, with the modest change linked to updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples, while keeping the overall valuation view broadly consistent. What's in the News Toray plans for Financial Year 2028 revenue of ¥3t, compared with a prior plan of ¥2.6t, and Core Operating Income of ¥230b compared with ¥150b, with an emphasis on both growth and profitability improvement (Corporate guidance).내러티브 업데이트 • Apr 07
3402: Share Buybacks And Renewable Plastics Initiative Will Support Future Upside Potential
Analysts have adjusted their price target for Toray Industries to ¥1,280 from about ¥1,240, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Completed share repurchase of 44,734,100 shares, representing 3% of outstanding shares, for ¥49,999.93 million under the buyback announced on November 14, 2025.내러티브 업데이트 • Mar 21
3402: Buybacks And Renewable Plastics Partnership Will Support Future Upside Potential
Analysts have kept Toray Industries' fair value estimate broadly unchanged at around ¥1,240 per share, noting only slight tweaks in assumptions such as discount rate, revenue growth, profit margin and future P/E, rather than a material shift in the overall view. What's in the News Toray completed a share buyback announced on November 14, 2025, repurchasing a total of 44,734,100 shares, or 3% of shares, for ¥49,999.93m.내러티브 업데이트 • Mar 07
3402: Renewable Plastics Alliance And Buybacks Will Support Steady Future Returns
The analyst price target for Toray Industries has shifted from ¥1,193.75 to ¥1,240.45. Analysts point to updated fair value estimates, a slightly adjusted discount rate, modest tweaks to revenue growth and profit margin assumptions, and a recalibrated future P/E multiple as the key drivers.내러티브 업데이트 • Feb 21
3402: Share Buybacks And Renewable Plastics Alliance Will Support Balanced Future Returns
Analysts have raised their fair value estimate for Toray Industries from ¥1,147.92 to ¥1,193.75, reflecting updated assumptions for the discount rate, revenue growth, profit margins and a future P/E of 14.96. What's in the News Toray revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, and now expects revenue of ¥2,600,000 million compared with the previous forecast of ¥2,630,000 million, with core operating income held at ¥150,000 million and profit attributable to owners of parent unchanged at ¥82,000 million (Key Developments).분석 기사 • Feb 18
Some Investors May Be Willing To Look Past Toray Industries' (TSE:3402) Soft Earnings
The market for Toray Industries, Inc.'s ( TSE:3402 ) shares didn't move much after it posted weak earnings recently. We...분석 기사 • Feb 12
Toray Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Last week saw the newest quarterly earnings release from Toray Industries, Inc. ( TSE:3402 ), an important milestone in...내러티브 업데이트 • Feb 06
3402: Share Cancellations And Higher Dividend Will Support Balanced Future Returns
Analysts have maintained their fair value estimate for Toray Industries at ¥1,147.92 per share. They have made only slight adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E, reflecting a largely unchanged view of the stock's risk and return profile.내러티브 업데이트 • Jan 23
3402: Share Cancellations And Higher Dividend Will Support Balanced Future Returns
Analysts have lifted their fair value estimate for Toray Industries from ¥1,138.75 to about ¥1,147.92, citing modest adjustments to the discount rate, revenue growth, profit margin assumptions, and a slightly higher future P/E multiple. What's in the News The Board of Directors authorized a share repurchase program on November 14, 2025, allowing Toray Industries to buy back up to 63,000,000 shares, or 4.2% of issued share capital (excluding treasury stock), for up to ¥50,000 million.내러티브 업데이트 • Jan 09
3402: Ongoing Share Cancellations And Higher Dividend Will Support Balanced Capital Returns
Analysts now place Toray Industries' fair value at ¥1,138.75, a modest adjustment from ¥1,137.08. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.분석 기사 • Jan 06
Toray Industries (TSE:3402) Is Due To Pay A Dividend Of ¥10.00
The board of Toray Industries, Inc. ( TSE:3402 ) has announced that it will pay a dividend on the 29th of June, with...분석 기사 • Jan 05
The Return Trends At Toray Industries (TSE:3402) Look Promising
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...분석 기사 • Dec 19
Estimating The Intrinsic Value Of Toray Industries, Inc. (TSE:3402)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Toray Industries fair value estimate is JP¥1,015 With JP¥1,014...내러티브 업데이트 • Dec 16
3402: Future Buybacks And Higher Dividend Will Shape Balanced Capital Returns
Analysts have raised their fair value estimate for Toray Industries to approximately ¥1,137 from about ¥1,107, citing slightly improved discount rate assumptions and expectations for a modestly stronger earnings multiple, while long term growth and margin forecasts remain largely unchanged. What's in the News The board of directors is scheduled to meet on November 14, 2025 to approve additional share buybacks and address other agenda items (company announcement).분석 기사 • Dec 03
Toray Industries (TSE:3402) Will Pay A Dividend Of ¥10.00
The board of Toray Industries, Inc. ( TSE:3402 ) has announced that it will pay a dividend on the 29th of June, with...내러티브 업데이트 • Dec 02
3402: Share Buyback Initiatives And Dividend Hike Will Influence Capital Returns
Analysts have modestly raised their price target for Toray Industries from ¥1,095 to ¥1,107.08. This change reflects improved expectations for revenue growth and profit margins.분석 기사 • Nov 18
Toray Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
It's shaping up to be a tough period for Toray Industries, Inc. ( TSE:3402 ), which a week ago released some...분석 기사 • Oct 10
Toray Industries, Inc.'s (TSE:3402) Earnings Haven't Escaped The Attention Of Investors
With a price-to-earnings (or "P/E") ratio of 21.4x Toray Industries, Inc. ( TSE:3402 ) may be sending bearish signals...분석 기사 • Sep 11
Is Toray Industries (TSE:3402) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Aug 27
Toray Industries (TSE:3402) Is Paying Out A Larger Dividend Than Last Year
Toray Industries, Inc. ( TSE:3402 ) will increase its dividend from last year's comparable payment on the 2nd of...분석 기사 • Aug 16
Toray Industries (TSE:3402) Is Posting Promising Earnings But The Good News Doesn’t Stop There
The stock was sluggish on the back of Toray Industries, Inc.'s ( TSE:3402 ) recent earnings report. Along with the...분석 기사 • Aug 13
Toray Industries (TSE:3402) Is Increasing Its Dividend To ¥10.00
Toray Industries, Inc. ( TSE:3402 ) will increase its dividend from last year's comparable payment on the 2nd of...분석 기사 • Aug 08
Toray Industries (TSE:3402) Has More To Do To Multiply In Value Going Forward
What are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Jul 24
Toray Industries' (TSE:3402) Shareholders Will Receive A Bigger Dividend Than Last Year
Toray Industries, Inc.'s ( TSE:3402 ) dividend will be increasing from last year's payment of the same period to ¥10.00...분석 기사 • Jul 10
Toray Industries (TSE:3402) Is Paying Out A Larger Dividend Than Last Year
Toray Industries, Inc. ( TSE:3402 ) has announced that it will be increasing its dividend from last year's comparable...
새로운 내러티브 • Jan 05
Project AP-G 2025 And Performance Chemicals Poised To Boost Profit Margins And Revenue Growth
Strategic reforms and pricing initiatives aimed at high-growth segments are set to enhance profit margins and streamline operations.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 3,088,950 | 132,133 | 101,675 | 243,800 | 2 |
| 3/31/2028 | 2,840,020 | 120,098 | 73,360 | 240,222 | 10 |
| 3/31/2027 | 2,842,200 | 97,514 | 42,920 | 134,500 | 2 |
| 3/31/2026 | 2,585,077 | 79,521 | 65,262 | 211,763 | N/A |
| 12/31/2025 | 2,558,876 | 42,898 | 21,984 | 184,256 | N/A |
| 9/30/2025 | 2,503,482 | 59,322 | 48,762 | 232,441 | N/A |
| 6/30/2025 | 2,521,383 | 68,203 | 57,857 | 247,811 | N/A |
| 3/31/2025 | 2,563,280 | 77,911 | 75,785 | 255,033 | N/A |
| 12/31/2024 | 2,559,085 | 51,415 | 52,762 | 226,647 | N/A |
| 9/30/2024 | 2,559,328 | 48,554 | 83,414 | 235,633 | N/A |
| 6/30/2024 | 2,524,265 | 34,810 | 51,766 | 198,422 | N/A |
| 3/31/2024 | 2,464,596 | 21,897 | 51,550 | 185,680 | N/A |
| 12/31/2023 | 2,416,938 | 43,929 | 103,973 | 230,717 | N/A |
| 9/30/2023 | 2,426,912 | 42,578 | 72,205 | 191,650 | N/A |
| 6/30/2023 | 2,461,518 | 46,848 | 60,552 | 166,732 | N/A |
| 3/31/2023 | 2,489,330 | 72,823 | 42,997 | 145,213 | N/A |
| 12/31/2022 | 2,483,451 | 69,482 | 2,063 | 97,545 | N/A |
| 9/30/2022 | 2,427,339 | 82,423 | 4,638 | 98,735 | N/A |
| 6/30/2022 | 2,320,720 | 94,427 | 20,679 | 113,342 | N/A |
| 3/31/2022 | 2,228,523 | 84,235 | 46,091 | 138,286 | N/A |
| 12/31/2021 | 2,166,266 | 107,201 | 53,942 | 148,471 | N/A |
| 9/30/2021 | 2,090,509 | 102,252 | 72,993 | 173,283 | N/A |
| 6/30/2021 | 1,999,641 | 66,066 | 88,700 | 199,869 | N/A |
| 3/31/2021 | 1,883,600 | 45,794 | 89,108 | 211,591 | N/A |
| 12/31/2020 | 1,897,417 | 17,450 | N/A | N/A | N/A |
| 9/30/2020 | 1,948,343 | 14,533 | 82,349 | 217,656 | N/A |
| 6/30/2020 | 2,068,081 | 42,545 | N/A | N/A | N/A |
| 3/31/2020 | 2,214,633 | 55,725 | 85,620 | 225,767 | N/A |
| 12/31/2019 | 2,261,940 | 64,212 | N/A | N/A | N/A |
| 9/30/2019 | 2,319,995 | 76,527 | N/A | 224,980 | N/A |
| 6/30/2019 | 2,382,253 | 79,176 | N/A | N/A | N/A |
| 3/31/2019 | 2,388,848 | 79,373 | N/A | 176,239 | N/A |
| 12/31/2018 | 2,364,344 | 99,622 | N/A | N/A | N/A |
| 9/30/2018 | 2,347,852 | 96,895 | N/A | 137,178 | N/A |
| 6/30/2018 | 2,247,548 | 92,652 | N/A | N/A | N/A |
| 3/31/2018 | 2,204,858 | 95,915 | N/A | 129,180 | N/A |
| 12/31/2017 | 2,183,161 | 100,177 | N/A | N/A | N/A |
| 9/30/2017 | 2,117,702 | 93,537 | N/A | 146,343 | N/A |
| 6/30/2017 | 2,056,450 | 95,824 | N/A | N/A | N/A |
| 3/31/2017 | 2,026,470 | 99,418 | N/A | 173,958 | N/A |
| 12/31/2016 | 2,016,316 | 90,831 | N/A | N/A | N/A |
| 9/30/2016 | 2,032,860 | 94,091 | N/A | 211,140 | N/A |
| 6/30/2016 | 2,085,685 | 93,639 | N/A | N/A | N/A |
| 3/31/2016 | 2,104,430 | 90,132 | N/A | 196,142 | N/A |
| 12/31/2015 | 2,104,016 | 84,659 | N/A | N/A | N/A |
| 9/30/2015 | 2,091,311 | 79,197 | N/A | 198,716 | N/A |
| 6/30/2015 | 2,058,967 | 82,488 | N/A | N/A | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 3402 의 연간 예상 수익 증가율(13.4%)이 saving rate(0.8%)보다 높습니다.
수익 vs 시장: 3402 의 연간 수익(13.4%)이 JP 시장(8.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: 3402 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: 3402 의 수익(연간 5.5%)이 JP 시장(연간 5.2%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: 3402 의 수익(연간 5.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 3402의 자본 수익률은 3년 후 7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 15:52 |
| 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
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산업 및 섹터 지표
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분석가 소스
Toray Industries, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mikiya Yamada | Barclays |
| Takashi Enomoto | BofA Global Research |
| Atsushi Ikeda | Citigroup Inc |