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Teijin (3401) investor relations material
Teijin Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary9 Dec, 2025
Strategic focus and business positioning
Emphasizes a customer-centric business model leveraging expertise in fibers, healthcare, and resin to meet diverse needs and deliver tailored solutions.
Recent divestments and acquisitions have sharpened focus on core strengths and expanded fiber and healthcare platforms.
Strategic partnerships and technology combinations drive new business opportunities and solutions.
Transitioning from divestment to growth, with profitability and customer-centricity as key priorities.
Resin and plastic business overview
Over 60 years of polycarbonate resin manufacturing, with a global presence focused on Asia, especially China, Japan, and Thailand.
Polycarbonate resin accounts for about 80% of segment revenues, with functional resins, compounds, and flame retardants as growth areas.
Shifted from general-purpose to high-value-added products, stabilizing profits despite market volatility and competition.
Maintains high quality and close customer relationships, supporting long-term contracts and new business requests.
Sales volume of high-value-added products has remained stable, even as general-purpose product sales declined.
Product and technology strengths
Special polymerization and proprietary manufacturing methods ensure superior quality and stability compared to competitors.
Technical centers in Japan, China, and ASEAN enable close customer collaboration and rapid product development.
Broad product lineup and expertise in blending materials provide tailored solutions for diverse applications.
High market share in flame retardants, leveraging PC resin processes for stable profits.
Differentiates through rapid product development, quality stability, and reliability.
Solvent recycling: cost/quality advantage
New PC sheet line: market differentiation
How does quality stability differentiate PC resin?
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Frequently asked questions
Teijin Limited is a diversified Japanese company engaged in a wide range of businesses, primarily focusing on advanced materials, healthcare, and IT services. The company is a major producer of high-performance fibers, including aramid and carbon fibers, which are used in various industries such as automotive, aerospace, and electronics. Additionally, Teijin provides products and services in the healthcare sector, including medical devices and pharmaceuticals. The company also offers IT solutions that support various business processes, particularly in data management and healthcare systems. Teijin Limited is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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