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Teijin (3401) investor relations material
Teijin Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY2025 revenue declined by ¥132.3 billion (13.2%) to ¥873.2 billion, with adjusted operating income down ¥1.8 billion (6.6%) to ¥25.8 billion, mainly due to the transfer of the composites business in North America and lower performance in Materials and Others segments.
Loss attributable to owners of parent was ¥88.0 billion, primarily from impairment losses in aramid and Healthcare businesses, compared to a profit of ¥28.3 billion in the prior year.
Healthcare segment improved adjusted operating income, driven by growth in rented home medical devices and pharmaceutical licensing income.
EBITDA was ¥86.1 billion; ROE was -22.1% and ROIC was 2.6%.
Annual dividend maintained at ¥50/share.
Financial highlights
FY2025 revenue: ¥873.2 billion (down 13.2% year-over-year).
Adjusted operating income: ¥25.8 billion (down 6.6% year-over-year).
EBITDA: ¥86.1 billion (down ¥12.1 billion year-over-year).
Loss attributable to owners of parent: ¥88.0 billion (down ¥116.4 billion year-over-year).
Basic EPS: -¥456.33 (down from ¥147.15 in FY2024).
Outlook and guidance
FY2026 revenue forecast: ¥850.0 billion (down 2.7% year-over-year).
Adjusted operating income forecast: ¥30.0 billion (up 16.4%).
Profit attributable to owners of parent forecast: ¥45.0 billion; ROE: 12%; ROIC: 3%.
Dividend forecast unchanged at ¥50/share.
ROE expected to recover to 12%; ROIC to rise to 3%.
- Innovative materials and a niche-focused strategy target rapid growth in batteries, semiconductors, and hydrogen.3401
Investor presentation27 Feb 2026 - Revenue and profit fell on impairments and divestitures, but Healthcare grew and dividend is stable.3401
Q3 202623 Feb 2026 - Profit and revenue growth offset healthcare headwinds, with rare disease and home care focus.3401
Q3 202523 Dec 2025 - Growth centers on high-value, sustainable solutions and global market expansion.3401
Investor Day 202519 Dec 2025 - Major impairment and business transfer drive net loss; outlook cut, dividend steady.3401
Q2 20261 Dec 2025 - FY2024 saw profit recovery and portfolio transformation; higher FY2025 income expected.3401
Q4 202520 Nov 2025 - Profits and revenue fell in Q1 FY2025, but full-year outlook and dividend remain steady.3401
Q1 20265 Aug 2025 - Teijin accelerates healthcare growth with a focus on rare diseases, home care, and innovation.3401
Investor Update13 Jun 2025 - Q1 FY2024 revenue and profit surged, with IT business divestiture and IFRS adoption underway.3401
Q1 202513 Jun 2025
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