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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.Strategic focus and business positioning
Emphasizes a customer-centric business model leveraging expertise in fibers, healthcare, and resin to meet diverse needs, building strong relationships and trust.
Integrates fiber, home care, and healthcare services with resin and plastic business for new business creation.
Recent divestments and acquisitions sharpen focus on core areas: fiber, healthcare, and resin, transitioning to a growth phase.
Expanding fiber products through partnerships and acquisitions, and strengthening healthcare and resin businesses.
Focus on profitability and customer-centricity through portfolio strengthening and technology combinations.
Resin and plastic business overview
Over 60 years of history in polycarbonate resin, with global sales and R&D concentrated in Asia, especially China, Japan, and Thailand.
PC resins account for about 80% of revenues, with a diverse lineup including functional resins, compounds, and flame retardants.
Shifted from general-purpose to high-value-added products, stabilizing profits despite market volatility and competition.
Sales volume of high-value-added products has remained stable, even as general-purpose product sales declined.
Product strengths and quality
Maintains high quality and reliability, with strong customer relationships and technical centers in Japan, China, and ASEAN.
Proprietary manufacturing and special polymerization methods provide quality advantages over competitors, especially Chinese manufacturers.
Broad product lineup and expertise in blending compounds to meet specific customer requirements, including high market share in flame retardants.
Differentiates through rapid product development, quality stability, and rapid prototyping.
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