Toyobo Management

Management criteria checks 1/4

Toyobo's CEO is Ikuo Takeuchi, appointed in Apr 2021, has a tenure of 3.08 years. directly owns 0.032% of the company’s shares, worth ¥31.39M. The average tenure of the management team and the board of directors is 1.3 years and 3.6 years respectively.

Key information

Ikuo Takeuchi

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	3.1yrs
CEO ownership	0.03%
Management average tenure	1.3yrs
Board average tenure	3.6yrs

Recent management updates

Recent updates

Toyobo (TSE:3101) Will Pay A Dividend Of ¥40.00

Mar 12

Toyobo (TSE:3101) Is Paying Out A Dividend Of ¥40.00

Feb 27

CEO

Ikuo Takeuchi (61 yo)

3.1yrs

Tenure

Mr. Ikuo Takeuchi serves as President, Chief Executive Officer and Co-Chief Operating Officer at Toyobo Co., Ltd. since April 2021. He is Controlling Supervisor of Internal Audit Department, KAERU Project...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Seiji Narahara	Executive Chairman	12.9yrs	no data	0.050% ¥ 49.7m
Ikuo Takeuchi	President	3.1yrs	no data	0.032% ¥ 31.4m
Taizo Ono	Managing Executive Officers & CFO	less than a year	no data	no data
Chikao Morishige	VP, Co-COO & Director	3.3yrs	no data	0.020% ¥ 19.7m
Taichi Sakai	CTO, Head of Safety & Disaster Mgmt. Div.	1.3yrs	no data	0.010% ¥ 10.1m
Takehiko Inada	Managing Executive Officer	no data	no data	no data
Sonoko Ishimaru	General Manager of Corporate Communication Department & Executive Officer	1.3yrs	no data	no data
Takayuki Tabo	Corporate Auditor	6.3yrs	no data	0.000060% ¥ 59.3k
Ichiro Takai	Senior Managing Executive Officer & General Manager of Tokyo Branch	3.3yrs	no data	no data
Muneo Hirooka	Managing Executive Officer & Head of Films Division	1.3yrs	no data	no data
Takahito Sagara	Managing Executive Officer & Head of Life Science Division	1.3yrs	no data	no data
Masakazu Iwasaki	Exec. Ofcr.	1.3yrs	no data	no data

1.3yrs

Average Tenure

62yo

Average Age

Experienced Management: 3101's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
Seiji Narahara	Executive Chairman	12.9yrs	no data	0.050% ¥ 49.7m
Ikuo Takeuchi	President	4.1yrs	no data	0.032% ¥ 31.4m
Chikao Morishige	VP, Co-COO & Director	3.3yrs	no data	0.020% ¥ 19.7m
Taichi Sakai	CTO, Head of Safety & Disaster Mgmt. Div.	less than a year	no data	0.010% ¥ 10.1m
Takayuki Tabo	Corporate Auditor	2.9yrs	no data	0.000060% ¥ 59.3k
Kimie Sakuragi	Independent Outside Director	4.9yrs	no data	no data
Hiroshi Fukushi	Independent Outside Director	1.9yrs	no data	no data
Yasuo Ohta	Corporate Auditor	less than a year	no data	0.00016% ¥ 158.0k
Hiroshi Otsuki	Director	3.9yrs	no data	0.019% ¥ 18.4m
Takafumi Isogai	Independent Outside Director	5.9yrs	no data	no data
Masaaki Harima	Independent Outside Director	3.9yrs	no data	no data
Shoko Takase	Independent Outside Director	less than a year	no data	no data

3.6yrs

Average Tenure

63.5yo

Average Age

Experienced Board: 3101's board of directors are considered experienced (3.6 years average tenure).

Toyobo Management

Management criteria checks 1/4

Key information

Recent management updates

Toyobo Co., Ltd. Announces Resignation of Hiroshi Otsuki as CFO, Effective April 1, 2024

Toyobo Co., Ltd. Approves Management Changes, Effective April 1, 2024

High number of new directors

Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023

Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023

High number of new directors

Recent updates

Upcoming dividend of JP¥40.00 per share

Toyobo (TSE:3101) Will Pay A Dividend Of ¥40.00

Toyobo Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024

Toyobo (TSE:3101) Is Paying Out A Dividend Of ¥40.00

Third quarter 2024 earnings released: JP¥4.97 loss per share (vs JP¥13.61 loss in 3Q 2023)

Toyobo Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024

Toyobo Co., Ltd. Announces Resignation of Hiroshi Otsuki as CFO, Effective April 1, 2024

Toyobo Co., Ltd. Approves Management Changes, Effective April 1, 2024

Toyobo Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024

Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2024

Second quarter 2024 earnings released: EPS: JP¥28.59 (vs JP¥35.67 in 2Q 2023)

Toyobo Co., Ltd. to Report First Half, 2024 Results on Nov 09, 2023

First quarter 2024 earnings released: JP¥5.77 loss per share (vs JP¥87.71 profit in 1Q 2023)

Price target increased by 12% to JP¥1,253

High number of new directors

Toyobo Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023

Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023

Full year 2023 earnings: EPS misses analyst expectations

Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ended March 31, 2023

Toyobo Co., Ltd. Declares Dividend Guidance for the Fiscal Year Ending March 31, 2023 Payable on June 29, 2023; Provides Dividend Guidance for Fiscal Year Ending March 31, 2024

Toyobo Co., Ltd., Annual General Meeting, Jun 28, 2023

Price target decreased by 13% to JP¥1,118

Consensus EPS estimates fall by 10%

Upcoming dividend of JP¥40.00 per share at 3.9% yield

Third quarter 2023 earnings released: JP¥13.61 loss per share (vs JP¥27.22 profit in 3Q 2022)

Toyobo Co., Ltd. (TSE:3101) announces an Equity Buyback for 1,300,000 shares, representing 1.46% for ¥1,000 million.

Toyobo Co., Ltd. Provides Earning Guidance for the Fiscal Year Ending March 31, 2023

Toyobo Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023

Consensus forecasts updated

Price target decreased to JP¥1,338

Second quarter 2023 earnings released: EPS: JP¥35.67 (vs JP¥39.78 in 2Q 2022)

High number of new directors

Second quarter 2023 earnings released: EPS: JP¥35.67 (vs JP¥39.78 in 2Q 2022)

Toyobo Co., Ltd. Provides Consolidated Earnings Guidance for the Year 2023

Toyobo Co., Ltd. to Report First Half, 2023 Results on Nov 10, 2022

Now 21% undervalued

First quarter 2023 earnings released: EPS: JP¥87.71 (vs JP¥69.45 in 1Q 2022)

Toyobo Co., Ltd. Announces Dividend Guidance for the Full Year Ending March 31, 2023

Now 20% undervalued after recent price drop

Now 21% undervalued

Price target decreased to JP¥1,462

Toyobo Co., Ltd. to Report Q1, 2023 Results on Aug 08, 2022

Full year 2022 earnings: EPS exceeds analyst expectations

Toyobo Co., Ltd. Announces Year-End Dividend for the Fiscal Year Ended March 31, 2022, Payable on June 27, 2022; Provides Year-End Dividend Guidance for the Year Ending March 31, 2023

Toyobo Co., Ltd., Annual General Meeting, Jun 24, 2022

Less than half of directors are independent

Upcoming dividend of JP¥40.00 per share

Price target decreased to JP¥1,582

Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

Toyobo Co., Ltd. Revises Earnings Guidance for the Fiscal Year Ending March 31, 2022

Now 20% undervalued after recent price drop

Second quarter 2022 earnings released: EPS JP¥39.78 (vs JP¥9.88 in 2Q 2021)

Toyobo Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2022

Full year 2021 earnings released: EPS JP¥47.30 (vs JP¥155 in FY 2020)

Full year 2021 earnings released: EPS JP¥47.30 (vs JP¥155 in FY 2020)

Consensus forecasts updated

Upcoming dividend of JP¥40.00 per share

Analysts update estimates

Toyobo Co., Ltd. to Report Fiscal Year 2021 Results on May 10, 2021

New 90-day high: JP¥1,430

Analysts increase EPS estimates to JP¥96.50

Third quarter 2021 earnings released: JP¥29.46 loss per share (vs JP¥36.25 profit in 3Q 2020)

Revenue beats expectations, earnings disappoint

Toyobo Co., Ltd. Develops New Functional OPP Barrier Film

Toyobo Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021

Toyobo Co., Ltd. to Report First Half, 2021 Results on Nov 09, 2020

Toyobo Co., Ltd. to Report Fiscal Year 2020 Final Results on Aug 31, 2020

CEO

Tenure