Toray Industries, Inc.

TSE:3402 주식 리포트

시가총액: JP¥1.6t

Toray Industries 경영진

경영진 기준 점검 2/4

Toray Industries CEO는 Mitsuo Ohya, Jun2023 에 임명되었습니다 의 임기는 2.92 년입니다. 총 연간 보상은 ¥155.00M, 63.2% 급여 및 36.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 ¥103.06M 가치에 해당하는 회사 주식의 0.007% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.3 년과 3.6 년입니다.

핵심 정보

Mitsuo Ohya

최고경영자

JP¥155.0m

총 보수

CEO 급여 비율63.23%
CEO 재임 기간2.9yrs
CEO 지분 보유율0.007%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간3.6yrs

최근 경영진 업데이트

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...
User avatar
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.

CEO 보수 분석

Mitsuo Ohya의 보수는 Toray Industries의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

JP¥80b

Dec 31 2025n/an/a

JP¥43b

Sep 30 2025n/an/a

JP¥59b

Jun 30 2025n/an/a

JP¥68b

Mar 31 2025JP¥155mJP¥98m

JP¥78b

Dec 31 2024n/an/a

JP¥51b

Sep 30 2024n/an/a

JP¥49b

Jun 30 2024n/an/a

JP¥35b

Mar 31 2024JP¥124mJP¥88m

JP¥22b

보상 대 시장: Mitsuo의 총 보수(USD973.87K)는 JP 시장에서 비슷한 규모 기업의 평균(USD1.33M) 수준입니다.

보상과 수익: Mitsuo의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Mitsuo Ohya (69 yo)

2.9yrs
재임 기간
JP¥155,000,000
보수

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


리더십 팀

이름직위재임 기간보수지분
Mitsuo Ohya
President2.9yrsJP¥155.00m0.0065%
¥ 103.1m
Yuichiro Kato
Senior Executive Officerno data데이터 없음데이터 없음
Kenichiro Miki
Executive Vice President of Marketing & Salesless than a year데이터 없음데이터 없음
Katsuyuki Yanai
Senior VP of Human Resources Divisionless than a year데이터 없음데이터 없음
Kazuhiko Shuto
Executive Advisor & Director9.9yrs데이터 없음0.0043%
¥ 67.3m
Tetsuya Tsunekawa
Executive VP & Representative Directorless than a year데이터 없음0.0049%
¥ 78.1m
Toshiyuki Kondo
Senior Executive Officerno data데이터 없음데이터 없음
Masahiko Okamoto
SEO and Head of General Affairsno data데이터 없음0.0030%
¥ 47.7m
Takashi Yoshiyama
Senior VP of Torayca & Advanced Composites Divisionless than a year데이터 없음데이터 없음
Shigeki Terada
Senior Executive Officer2.9yrs데이터 없음데이터 없음
Hajime Ishii
Senior VP & Chief Representative of Chinaless than a year데이터 없음데이터 없음
Masahiko Oyama
Senior VP of Purchasing & Logistics Division and Manufacturing Divisionless than a year데이터 없음데이터 없음
0.3yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 관리: 3402의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.3 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Mitsuo Ohya
President14.3yrsJP¥155.00m0.0065%
¥ 103.1m
Yuichiro Kato
Senior Executive Officerless than a year데이터 없음데이터 없음
Kazuhiko Shuto
Executive Advisor & Director3.9yrs데이터 없음0.0043%
¥ 67.3m
Tetsuya Tsunekawa
Executive VP & Representative Director3.3yrs데이터 없음0.0049%
¥ 78.1m
Masahiko Okamoto
SEO and Head of General Affairs6.3yrs데이터 없음0.0030%
¥ 47.7m
Shigeki Terada
Senior Executive Officerless than a year데이터 없음데이터 없음
Akihiro Nikkaku
Chairman24.3yrsJP¥160.00m0.013%
¥ 208.5m
Kunio Ito
Independent Outside Director11.9yrs데이터 없음0.0049%
¥ 78.1m
Susumu Kaminaga
Independent Outside Director5.9yrs데이터 없음0.00048%
¥ 7.6m
Hideki Hirabayashi
Corporate Auditor2.9yrs데이터 없음0.0075%
¥ 118.4m
Yuko Harayama
Independent Outside Director2.9yrs데이터 없음0.000070%
¥ 1.1m
Akiko Innes-Taylor
Outside Independent Directorless than a year데이터 없음데이터 없음
3.6yrs
평균 재임 기간
68yo
평균 나이

경험이 풍부한 이사회: 3402의 이사회경험이 있음으로 간주됩니다(평균 재임 3.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/23 09:51
종가2026/05/22 00:00
수익2026/03/31
연간 수익2026/03/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
  • 주요 주주
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경영진10년
  • 리더십 팀
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주요 개발10년
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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.

분석가기관
Mikiya YamadaBarclays
Takashi EnomotoBofA Global Research
Atsushi IkedaCitigroup Inc