TDK 경영진
경영진 기준 점검 2/4
TDK CEO는 Noboru Saito, Apr2022 에 임명되었습니다 의 임기는 4.08 년입니다. 총 연간 보상은 ¥293.00M, 26.3% 급여 및 73.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 ¥524.61M 가치에 해당하는 회사 주식의 0.008% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.3 년과 3.9 년입니다.
핵심 정보
Noboru Saito
최고경영자
JP¥293.0m
총 보수
| CEO 급여 비율 | 26.28% |
| CEO 재임 기간 | 4.1yrs |
| CEO 지분 보유율 | 0.008% |
| 경영진 평균 재임 기간 | 4.3yrs |
| 이사회 평균 재임 기간 | 3.9yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • May 21
6762: Higher Risk Profile And Cautious Outlook Will Limit Future Upside
Analysts have trimmed their TDK price target from about ¥1,786 to roughly ¥1,721. This reflects updated views on a slightly higher discount rate, a more cautious revenue growth outlook, a modestly stronger profit margin, and a lower assumed future P/E multiple.
내러티브 업데이트 • May 02
6762: APAC Expansion And Battery Collaboration Will Support Future Earnings Upside
Analysts have raised their price target on TDK from ¥3,300 to ¥3,500, citing updated assumptions that combine slightly adjusted revenue growth, profit margin, discount rate, and future P/E inputs. What's in the News TDK revised consolidated guidance for the fiscal year ending March 31, 2026, and now projects net sales of ¥2,470,000m, operating income of ¥265,000m, net income attributable to owners of parent of ¥190,000m, and basic EPS of ¥100.11.분석 기사 • May 01
Here's What Analysts Are Forecasting For TDK Corporation (TSE:6762) After Its Annual Results
Investors in TDK Corporation ( TSE:6762 ) had a good week, as its shares rose 8.6% to close at JP¥2,891 following the...내러티브 업데이트 • Apr 17
6762: New APAC Hub And Battery Collaboration Will Support Future Upside Potential
Analysts have kept their fair value estimate for TDK steady at ¥3,300. A slightly higher discount rate, a modest adjustment to revenue growth assumptions, and a small uplift in profit margin expectations underpin the unchanged price target.
내러티브 업데이트 • Apr 02
6762: Battery Partnership And APAC Expansion Will Support Dividend Policy
Analysts have raised their fair value estimate for TDK to ¥2,644 from ¥2,611, citing adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, as well as the stock's recent removal from a regional conviction list, as they reassess conviction level while maintaining coverage. Analyst Commentary Recent research activity around TDK reflects a more balanced stance, with the stock being removed from Goldman Sachs' APAC Conviction List while coverage and a specific fair value estimate are maintained.내러티브 업데이트 • Mar 19
6762: New APAC Hub And Battery Businesses Will Support Future Upside Potential
Analysts now set a fair value price target of ¥3,300 for TDK, compared with the prior ¥3,200. This reflects modestly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E after TDK was removed from an APAC Conviction List.내러티브 업데이트 • Mar 04
6762: Conviction List Exit Will Cap Upside Despite Revised Earnings Guidance
Analysts have slightly reduced their fair value price target for TDK from about ¥1,794.10 to roughly ¥1,786.27, citing updated views on revenue growth, profit margins and future P/E, along with TDK's recent removal from an APAC Conviction List. Analyst Commentary Recent Street research highlights a more cautious tone around TDK, with the company being removed from a major APAC Conviction List as part of a monthly review.내러티브 업데이트 • Feb 18
6762: Conviction List Removal Will Limit Upside Despite Raised Earnings Guidance
Analysts have adjusted their valuation framework for TDK, with a revised price target of ¥1,794.10 that reflects slightly different assumptions on discount rate, revenue growth, profit margin and future P/E, alongside the recent removal of the stock from a regional conviction list by one major broker. Analyst Commentary Recent Street research around TDK highlights a more cautious tone, with some bearish analysts rethinking how much upside they are willing to ascribe to the shares.분석 기사 • Feb 05
TDK (TSE:6762) Is Increasing Its Dividend To ¥18.00
TDK Corporation's ( TSE:6762 ) dividend will be increasing from last year's payment of the same period to ¥18.00 on...분석 기사 • Feb 04
TDK Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TDK Corporation ( TSE:6762 ) investors will be delighted, with the company turning in some strong numbers with its...내러티브 업데이트 • Feb 04
6762: Removal From Conviction List Will Cap Near-Term Re-Rating Potential
Analysts have raised their fair value estimate for TDK to ¥1,794.10 from ¥1,690.54, citing updated assumptions on revenue growth, profit margins and future P/E multiples, even though the stock was recently removed from one firm’s APAC Conviction List. Analyst Commentary While the higher fair value estimate suggests some optimism on TDK’s long term potential, recent Street actions also flag areas where expectations have become more cautious.내러티브 업데이트 • Jan 21
6762: Battery Partnership Will Support Dividend Policy And Strengthen Medium Term Outlook
Analysts have nudged their fair value estimate for TDK to ¥2,610.88 from ¥2,576.18, reflecting slightly higher revenue growth and margin assumptions even though the stock was recently removed from a regional conviction list. Analyst Commentary Bullish Takeaways Bullish analysts view the refreshed fair value estimate of ¥2,610.88 as consistent with modestly stronger revenue and margin assumptions, which supports their view that the current fundamentals can justify a slightly higher valuation anchor.내러티브 업데이트 • Jan 07
6762: Raised Guidance And Battery Collaboration Will Support Future Upside Potential
Analysts have lifted their fair value estimate for TDK from ¥2,480 to ¥3,200, citing updated assumptions for revenue growth, profit margins and future P/E, even as the stock was recently removed from a conviction list. Analyst Commentary Even with the recent removal of TDK from a major APAC Conviction List, recent fair value work suggests that some research desks still see room for upside if the company delivers on updated revenue and margin assumptions.분석 기사 • Jan 06
Returns On Capital Are Showing Encouraging Signs At TDK (TSE:6762)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...분석 기사 • Dec 21
Are TDK Corporation (TSE:6762) Investors Paying Above The Intrinsic Value?
Key Insights The projected fair value for TDK is JP¥1,816 based on 2 Stage Free Cash Flow to Equity Current share price...내러티브 업데이트 • Dec 15
6762: Battery Partnership Will Drive Stronger Outlook And Supportive Dividend Policy
Analysts have raised their price target on TDK by approximately ¥50 to reflect slightly stronger expectations for revenue growth, modestly higher profit margins, and a richer forward earnings multiple. Together, these factors support a higher fair value estimate.내러티브 업데이트 • Dec 01
6762: Board Decisions And Battery Collaboration Will Influence Outlook With Updated Guidance
Analysts have raised their price target for TDK from ¥2,437.06 to ¥2,523.24. This change is driven by modest improvements in revenue growth and profit margin projections.내러티브 업데이트 • Nov 17
6762: Board Decisions And Battery Agreement Will Shape Outlook Amid New Guidance
Analysts have raised their price target for TDK from ¥2,419.41 to ¥2,437.06. They cite improved revenue growth forecasts and slightly higher profit margin expectations.내러티브 업데이트 • Nov 02
6762: Lower Revenue Momentum And Lofty Multiples Will Undermine Medium-Term Returns
Narrative Update on TDK Analyst Price Target Analysts have raised their price target for TDK from ¥2,316 to ¥2,419, citing improved profit margins and valuation metrics, even as revenue growth expectations remain tempered. What's in the News TDK revised consolidated earnings guidance for the year ending March 31, 2026, increasing net sales and profits projections due to strong ICT sector performance and resilient demand for data centers (Key Developments).분석 기사 • Oct 31
TDK Corporation's (TSE:6762) P/E Is Still On The Mark Following 26% Share Price Bounce
TDK Corporation ( TSE:6762 ) shares have continued their recent momentum with a 26% gain in the last month alone...분석 기사 • Oct 20
We Think TDK (TSE:6762) Can Manage Its Debt With Ease
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...내러티브 업데이트 • Oct 19
AI Investments And Operational Shifts Will Create New Opportunities
Analysts have raised their price target for TDK from ¥2,200 to ¥2,316.47, citing improved growth projections and profitability metrics. What's in the News TDK's Board of Directors will meet on September 25, 2025 to review and potentially approve a definitive agreement regarding the transfer of their new development business for automotive power supply to Astemo, Ltd through a company split (Key Developments).내러티브 업데이트 • Oct 05
AI Investments And Operational Shifts Will Create New Opportunities
Analysts have raised their price target for TDK from ¥2,123.53 to ¥2,200.00. This change reflects slight adjustments in revenue growth estimates, profit margin expectations, and valuation multiples.내러티브 업데이트 • Sep 20
AI Investments And Operational Shifts Will Create New Opportunities
TDK's consensus price target saw a marginal increase to ¥2124, primarily supported by a slight upward revision in revenue growth forecasts. Valuation Changes Summary of Valuation Changes for TDK The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥2094 to ¥2124.내러티브 업데이트 • Sep 05
AI Investments And Operational Shifts Will Create New Opportunities
TDK's fair value estimate saw a marginal increase as the consensus price target edged up, primarily reflecting a slight rise in the future P/E ratio while the discount rate remained stable. Valuation Changes Summary of Valuation Changes for TDK The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥2055 to ¥2094.분석 기사 • Sep 05
Returns At TDK (TSE:6762) Are On The Way Up
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...분석 기사 • Aug 20
TDK Corporation's (TSE:6762) Popularity With Investors Is Clear
TSE:6762 1 Year Share Price vs Fair Value Explore TDK's Fair Values from the Community and select yours When close to...분석 기사 • Aug 05
Analysts Have Made A Financial Statement On TDK Corporation's (TSE:6762) First-Quarter Report
TSE:6762 1 Year Share Price vs Fair Value Explore TDK's Fair Values from the Community and select yours As you might...분석 기사 • Jul 24
An Intrinsic Calculation For TDK Corporation (TSE:6762) Suggests It's 31% Undervalued
Key Insights TDK's estimated fair value is JP¥2,628 based on 2 Stage Free Cash Flow to Equity Current share price of...분석 기사 • May 31
Returns On Capital At TDK (TSE:6762) Have Stalled
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
새로운 내러티브 • Nov 07
Smartphone And HDD Market Expansion Drives Future Growth Amid Global Challenges
Structural reforms and enhanced cash flow strategies are positively impacting TDK's financial stability and potential earnings growth.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | JP¥196b |
| Dec 31 2025 | n/a | n/a | JP¥188b |
| Sep 30 2025 | n/a | n/a | JP¥173b |
| Jun 30 2025 | n/a | n/a | JP¥149b |
| Mar 31 2025 | JP¥293m | JP¥77m | JP¥167b |
| Dec 31 2024 | n/a | n/a | JP¥166b |
| Sep 30 2024 | n/a | n/a | JP¥176b |
| Jun 30 2024 | n/a | n/a | JP¥170b |
| Mar 31 2024 | JP¥116m | JP¥77m | JP¥125b |
보상 대 시장: Noboru의 총 보수(USD1.84M)는 JP 시장에서 비슷한 규모 기업의 평균(USD1.30M)보다 높습니다.
보상과 수익: Noboru의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Noboru Saito (59 yo)
4.1yrs
재임 기간
JP¥293,000,000
보수
Mr. Noboru Saito serves as President, CEO and GM of Humidifier Countermeasures HQ at TDK Corporation since April 01, 2022. He served as Chief Executive Officer of Systems Business Company of TDK Corporatio...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 4.1yrs | JP¥293.00m | 0.0076% ¥ 524.6m | |
| CFO, Senior Executive VP & Representative Director | no data | JP¥185.00m | 0.0062% ¥ 424.1m | |
| Executive VP & CEO of Electronic Components Business Company | 1.1yrs | JP¥156.00m | 0.0021% ¥ 141.1m | |
| CTO, GM of Technology & Intellectual Property HQ | 1.1yrs | 데이터 없음 | 0.00047% ¥ 32.4m | |
| General Manager of IR/SR Group | no data | 데이터 없음 | 데이터 없음 | |
| Corporate Officer | 4.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP and GM of Corporate Marketing & Incubation HQ | 5.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP | 8.3yrs | 데이터 없음 | 데이터 없음 | |
| Corporate Officer | 9.9yrs | 데이터 없음 | 데이터 없음 | |
| Corporate Officer | 4.3yrs | 데이터 없음 | 데이터 없음 | |
| Corporate Officer | 3.1yrs | 데이터 없음 | 데이터 없음 | |
| Corporate Officer | 7.3yrs | 데이터 없음 | 데이터 없음 |
4.3yrs
평균 재임 기간
59yo
평균 나이
경험이 풍부한 관리: 6762의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.3 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 3.9yrs | JP¥293.00m | 0.0076% ¥ 524.6m | |
| CFO, Senior Executive VP & Representative Director | 9.9yrs | JP¥185.00m | 0.0062% ¥ 424.1m | |
| CTO, GM of Technology & Intellectual Property HQ | less than a year | 데이터 없음 | 0.00047% ¥ 32.4m | |
| Independent Outside Director | 3.9yrs | 데이터 없음 | 데이터 없음 | |
| Independent Chairman of the Board | 4.9yrs | 데이터 없음 | 데이터 없음 | |
| Full Time Audit & Supervisory Board Member | 6.9yrs | 데이터 없음 | 0.0024% ¥ 163.2m | |
| Independent Outside Director | 1.9yrs | 데이터 없음 | 데이터 없음 | |
| Full-time Chairman of Audit & Supervisory Board | 2.9yrs | 데이터 없음 | 데이터 없음 | |
| Independent Outside Audit & Supervisory Board Member | 6.9yrs | 데이터 없음 | 데이터 없음 | |
| Independent Outside Director | 5.9yrs | 데이터 없음 | 데이터 없음 | |
| Independent Outside Audit & Supervisory Board Member | 2.9yrs | 데이터 없음 | 데이터 없음 | |
| Independent Outside Audit & Supervisory Board Member | 2.9yrs | 데이터 없음 | 데이터 없음 |
3.9yrs
평균 재임 기간
65yo
평균 나이
경험이 풍부한 이사회: 6762의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.9 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 01:21 |
| 종가 | 2026/05/26 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.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
TDK Corporation는 28명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Masaru Koshita | Barclays |
| Masashi Kubota | BofA Global Research |