Teijin Limited

TSE:3401 Aktierapport

Börsvärde: JP¥309.1b

Teijin Framtida tillväxt

Future kriterier kontrolleras 3/6

Teijin förväntas öka intäkter och intäkter med 80.4% respektive 2.8% per år. EPS förväntas tillväxt med 80.1% per år. Avkastningen på eget kapital förväntas bli 5.1% om 3 år.

Viktig information

80.4%

Tillväxttakt i vinsten

80.06%

Tillväxttakt för EPS

Chemicals vinsttillväxt14.0%
Intäkternas tillväxttakt2.8%
Framtida avkastning på eget kapital5.10%
Bevakning av analytiker

Low

Senast uppdaterad11 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Prognoser för vinst- och omsättningstillväxt

TSE:3401 - Analytikernas framtida uppskattningar och tidigare finansiella data (JPY Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
3/31/2029932,50019,93316,90077,9003
3/31/2028929,96019,94013,40062,8505
3/31/2027870,58024,66738,13381,2005
3/31/2026873,190-88,00338,70698,654N/A
12/31/2025909,237-81,60336,446102,187N/A
9/30/2025949,011-76,62016,44385,538N/A
6/30/2025993,247-82,14810,67077,834N/A
3/31/20251,005,471-77,7118,41769,843N/A
12/31/20241,080,075-50,56218,21373,586N/A
9/30/20241,033,772-44,7864,41369,081N/A
6/30/20241,059,05113,49019,46383,941N/A
3/31/20241,032,77310,5994,40969,451N/A
12/31/20231,013,251-7,190N/AN/AN/A
9/30/20231,014,802-25,811-12,71146,544N/A
6/30/20231,019,758-23,108N/AN/AN/A
3/31/20231,018,751-17,695-2,65055,086N/A
12/31/20221,004,148-9,733N/AN/AN/A
9/30/2022983,1229,16327,25287,923N/A
6/30/2022943,99920,628N/AN/AN/A
3/31/2022926,05423,158-110,82089,656N/A
12/31/2021913,776-7,646N/AN/AN/A
9/30/2021895,756-1,088-88,379109,684N/A
6/30/2021883,288-2,558N/AN/AN/A
3/31/2021836,512-6,66246,803107,729N/A
12/31/2020816,02721,908N/AN/AN/A
9/30/2020811,84720,80419,17884,549N/A
6/30/2020818,23820,171N/AN/AN/A
3/31/2020853,74625,25223,89394,214N/A
12/31/2019876,39934,470N/AN/AN/A
9/30/2019885,21131,593N/A88,559N/A
6/30/2019886,83636,353N/AN/AN/A
3/31/2019888,58945,057N/A80,899N/A
12/31/2018879,95846,582N/AN/AN/A
9/30/2018869,74950,281N/A88,221N/A
6/30/2018853,12051,641N/AN/AN/A
3/31/2018834,98545,556N/A80,091N/A
12/31/2017820,78855,795N/AN/AN/A
9/30/2017792,89657,946N/A73,325N/A
6/30/2017765,30452,093N/AN/AN/A
3/31/2017741,29150,133N/A79,040N/A
12/31/2016734,63530,233N/AN/AN/A
9/30/2016751,74027,996N/A85,792N/A
6/30/2016772,40931,336N/AN/AN/A
3/31/2016790,74831,090N/A80,641N/A
12/31/2015799,01441,260N/AN/AN/A
9/30/2015800,82938,724N/A79,542N/A
6/30/2015796,8781,456N/AN/AN/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: 3401 förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 0.8% ).

Resultat vs marknad: 3401 förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.

Höga tillväxtresultat: 3401 förväntas bli lönsam under de kommande 3 åren.

Intäkt vs marknad: 3401 s intäkter ( 2.8% per år) förväntas växa långsammare än marknaden för JP ( 5.2% per år).

Hög tillväxtintäkter: 3401 s intäkter ( 2.8% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: 3401 s avkastning på eget kapital förväntas bli låg om 3 år ( 5.1 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/21 14:11
Aktiekurs vid dagens slut2026/05/21 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Teijin Limited bevakas av 17 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Mikiya YamadaBarclays
Akiko KuwaharaBofA Global Research
Atsushi IkedaCitigroup Inc