Toray Industries, Inc.

TSE:3402 Stok Raporu

Piyasa değeri: JP¥1.6t

Toray Industries Yönetim

Yönetim kriter kontrolleri 2/4

Toray Industries CEO'su Mitsuo Ohya, Jun2023 tarihinde atandı, in görev süresi 14.42 yıldır. in toplam yıllık tazminatı ¥ 155.00M olup, şirket hissesi ve opsiyonları dahil olmak üzere 63.2% maaş ve 36.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.007% ine doğrudan sahiptir ve bu hisseler ¥ 106.19M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 0.4 yıl ve 3.7 yıldır.

Anahtar bilgiler

Mitsuo Ohya

İcra Kurulu Başkanı

JP¥155.0m

Toplam tazminat

CEO maaş yüzdesi63.23%
CEO görev süresi3yrs
CEO sahipliği0.007%
Yönetim ortalama görev süresiless than a year
Yönetim Kurulu ortalama görev süresi3.7yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jun 09

3402: Share Buybacks And 2028 Earnings Plan Will Support Future Upside

Analysts have nudged their fair value estimate for Toray Industries slightly higher from ¥1,279.55 to ¥1,281.25, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Toray Industries updated its earnings guidance for the 2028 financial year, with a plan for revenue of ¥3t compared with a prior plan of ¥2.6t, according to company guidance.
Anlatı Güncellemesi May 26

3402: Share Buybacks And 2028 Profitability Plan Will Support Future Upside

Analysts have adjusted their price target on Toray Industries to ¥1,279.55, reflecting updated assumptions that include a slightly lower discount rate, a higher expected revenue growth rate, a modestly reduced profit margin, and a lower future P/E multiple. What's in the News Toray Industries updated earning guidance for the 2028 financial year, planning revenue of ¥3t compared with a prior plan of ¥2.6t, and Core Operating Income of ¥230b compared with ¥150b, with a focus on both growth and Profitability Improvement (company guidance).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Anlatı 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 Tazminat Analizi

Mitsuo Ohya'un ücretlendirmesi Toray Industries'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Mitsuo 'ın toplam tazminatı ($USD 965.50K ) JP pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 1.38M ).

Tazminat ve Kazançlar: Mitsuo 'in maaşı son bir yılda %20'den fazla arttı.


CEO

Mitsuo Ohya (70 yo)

3yrs
Görev süresi
JP¥155,000,000
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Mitsuo Ohya
President3yrsJP¥155.00m0.0065%
¥ 106.2m
Yuichiro Kato
Senior Executive Officerno dataVeri yokVeri yok
Kenichiro Miki
Executive Vice President of Marketing & Salesless than a yearVeri yokVeri yok
Katsuyuki Yanai
Senior VP of Human Resources Divisionless than a yearVeri yokVeri yok
Kazuhiko Shuto
Executive Advisor & Director10yrsVeri yok0.0043%
¥ 69.4m
Tetsuya Tsunekawa
Executive VP & Representative Directorless than a yearVeri yok0.0049%
¥ 80.5m
Toshiyuki Kondo
Senior Executive Officerno dataVeri yokVeri yok
Masahiko Okamoto
SEO and Head of General Affairsno dataVeri yok0.0030%
¥ 49.2m
Takashi Yoshiyama
Senior VP of Torayca & Advanced Composites Divisionless than a yearVeri yokVeri yok
Shigeki Terada
Senior Executive Officer3yrsVeri yokVeri yok
Hajime Ishii
Senior VP & Chief Representative of Chinaless than a yearVeri yokVeri yok
Masahiko Oyama
Senior VP of Purchasing & Logistics Division and Manufacturing Divisionless than a yearVeri yokVeri yok
0.4yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş

Deneyimli Yönetim: 3402 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 0.4 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Mitsuo Ohya
President14.4yrsJP¥155.00m0.0065%
¥ 106.2m
Yuichiro Kato
Senior Executive Officer1yrVeri yokVeri yok
Kazuhiko Shuto
Executive Advisor & Director4yrsVeri yok0.0043%
¥ 69.4m
Tetsuya Tsunekawa
Executive VP & Representative Director3.4yrsVeri yok0.0049%
¥ 80.5m
Masahiko Okamoto
SEO and Head of General Affairs6.4yrsVeri yok0.0030%
¥ 49.2m
Shigeki Terada
Senior Executive Officer1yrVeri yokVeri yok
Akihiro Nikkaku
Chairman24.4yrsJP¥160.00m0.013%
¥ 214.8m
Kunio Ito
Independent Outside Director12yrsVeri yok0.0049%
¥ 80.5m
Susumu Kaminaga
Independent Outside Director6yrsVeri yok0.00048%
¥ 7.8m
Hideki Hirabayashi
Corporate Auditor3yrsVeri yok0.0075%
¥ 122.0m
Yuko Harayama
Independent Outside Director3yrsVeri yok0.000070%
¥ 1.1m
Akiko Innes-Taylor
Outside Independent Director1yrVeri yokVeri yok
3.7yrs
Ortalama Görev Süresi
69yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: 3402 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.7 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/11 21:12
Gün Sonu Hisse Fiyatı2026/06/11 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Toray Industries, Inc. 24 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Mikiya YamadaBarclays
Takashi EnomotoBofA Global Research
Atsushi IkedaCitigroup Inc