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Diversified Japanese materials company making aramid and carbon fibers, polyester films, and pharmaceuticals/home healthcare products.
Diversified Japanese materials company making aramid and carbon fibers, polyester films, and pharmaceuticals/home healthcare products.
Sells advanced fibres and composites to industrial customers such as carmakers and aircraft suppliers, and a healthcare division earns from prescription drugs and from renting home oxygen and sleep-apnea equipment to patients. The home-care rentals are paid month by month under Japan's insurance system, which smooths income against the project-driven materials side.
In one line: A diversified advanced-materials and healthcare conglomerate, like a mix of DuPont and a m.
Moat: narrow (IP / patents, process know-how). Proprietary aramid/carbon-fiber technology and long-standing pharma distribution give differentiated positions in each segment.
Headquarters: Tokyo, Japan · Founded: 1918 · Employees: 15,689
Size Teijin (3401.T) is a Japan Industrials company (Textiles) with a market value of $2.07B, the 471st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,690 on 6 Nov 2026.
Performance Over six months the shares gained 7.4%, against +0.1% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue fell 14.2% over the last twelve months (peer median +7.1%); the operating margin is -7.4% (peer median 10.7%).
Valuation It trades at 6.9× forward earnings against a peer median of 11.4× (cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -11% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -12 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 12.2 points below its cost of capital (5.0% WACC).
Next results Next results expected around 8 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥852B | ¥873B | ¥1.01T | ¥960B | ¥1.02T |
| Revenue growth | — | -13% | +5% | -6% | — |
| Gross profit | ¥165B | ¥162B | ¥191B | ¥211B | ¥219B |
| EBITDA | -¥5.52B | -¥9.04B | -¥7.85B | ¥64.0B | ¥91.6B |
| Net income | -¥42.2B | -¥88.0B | ¥28.3B | -¥11.7B | -¥17.7B |
| Free cash flow | ¥54.6B | ¥45.1B | ¥12.4B | ¥22.5B | ¥3.57B |
| Capital expenditure | ¥54.0B | ¥59.9B | ¥61.4B | ¥75.5B | ¥57.7B |
| Total debt | ¥325B | ¥336B | ¥387B | ¥517B | ¥529B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Teijin 3401.T | $2.07B | +7% | -14% | -7% | 6.9× | -11.5% |
| DuPont DD | $19.4B | -1% | -43% | 14% | 18.3× | 14.7% |
| Toray Industries 3402.T | $11.1B | +6% | +6% | 6% | 16.6× | 5.5% |
| Mitsubishi Chemical 4188.T | $8.65B | +10% | -8% | 8% | 8.9× | -0.5% |
| Hexcel HXL | $6.09B | -16% | +8% | 11% | 29.6× | 23.0% |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 3401.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.9% | -6.6% | 3rd highest of 21 |
| 6-month return | +7.4% | +0.1% | 4th highest of 21 |
| Distance from 52-week high | -10.0% | -21.6% | 5th highest of 21 |
| Revenue growth (TTM) | -14.2% | +7.1% | lowest of 21 |
| Operating margin | -7.4% | 10.7% | lowest of 21 |
| Forward P/E | 6.9× | 11.4× | cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -11.5% | -2.7% | 2nd least demanding of 18 |
| Growth delivered (Del g) | +0.9% | +8.6% | 3rd lowest of 18 |
| Hurdle (Req g minus delivered) | -12.4 pp | -11.4 pp | 9th least demanding of 18 |
| ROIC minus cost of capital | -12.2 pp | +2.9 pp | lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Teijin 3401.T | Japan | $2.07B | +7% | -14% | -7% | 6.9× | -11.5% | +0.9% |
| DAI-DAN 1980.T | Japan | $2.05B | -15% | -7% | 14% | 10.2× | -4.4% | +10.2% |
| Miura 6005.T | Japan | $2.05B | -11% | +6% | 11% | 11.6× | -4.3% | +14.8% |
| NANKAI 9044.T | Japan | $2.03B | 0% | +7% | 15% | 13.1× | n/a | n/a |
| Max 6454.T | Japan | $2.01B | +1% | +11% | 18% | 19.4× | 2.4% | +9.2% |
| Keihan 9045.T | Japan | $2.15B | +3% | +10% | 15% | 11.5× | n/a | n/a |
| Makino Milling Machine 6135.T | Japan | $1.99B | +35% | +17% | 12% | 10.1× | -3.2% | +17.5% |
| Sanki Engineering 1961.T | Japan | $1.98B | -12% | +2% | 12% | 11.5× | -6.5% | +6.0% |
| Mitsui ES 7003.T | Japan | $1.98B | -45% | +12% | 11% | 8.7× | 16.0% | -11.3% |
| Meidensha 6508.T | Japan | $1.96B | -20% | +12% | 10% | 11.0× | 5.1% | +7.1% |
| HAZAMA ANDO 1719.T | Japan | $1.94B | -11% | +4% | 8% | 9.8× | -11.7% | +4.5% |
| BIC Cameras 3048.T | Japan | $1.94B | +10% | +7% | 4% | 15.2× | -8.2% | +4.5% |
| Takeuchi Mfg.Co 6432.T | Japan | $2.21B | +4% | +12% | 16% | 10.6× | 4.0% | +14.9% |
| Kokuyo 7984.T | Japan | $2.23B | +9% | +9% | 7% | 16.9× | -6.2% | +3.7% |
| Penta-Ocean Construction 1893.T | Japan | $2.25B | -29% | +7% | 7% | 8.9× | n/a | n/a |
| ARE 5857.T | Japan | $1.89B | +1% | +38% | 7% | 9.3× | 2.0% | +29.4% |
| OSG 6136.T | Japan | $1.88B | -2% | +20% | 18% | 11.4× | 1.7% | +9.0% |
| Nisshinbo 3105.T | Japan | $1.87B | -9% | +2% | 7% | 11.5× | 3.6% | +1.9% |
| Hanwa 8078.T | Japan | $2.29B | +7% | +6% | 2% | 7.8× | -4.2% | +8.8% |
| Sumitomo Warehouse 9303.T | Japan | $1.87B | +4% | +2% | 6% | 16.3× | 11.3% | +0.4% |
| Maruichi Steel Tube 5463.T | Japan | $2.32B | +5% | -2% | 14% | 11.9× | -2.7% | +8.6% |