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Teijin (3401) investor relations material
Teijin Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Vision and business model
Focus on a customer-centric business model to solve customer problems and drive stable profit, with a shift toward growth in high-value sectors like fibers, healthcare, and advanced materials.
Transformation of the business portfolio includes divestment of underperforming businesses and integration with strategic partners.
Battery materials & membrane business positioning
Prioritizes high-growth markets: batteries, semiconductors, and hydrogen, with a fivefold top-line expansion in five years.
From April 2026, will integrate with resin & plastic processing to enhance solutions for automotive electronics, optical components, and office equipment.
Market outlook and growth drivers
Targets markets expected to grow significantly over the next decade, driven by decarbonization, electrification, and digitalization.
Battery, semiconductor, and hydrogen markets forecast to multiply in size by 2035, with hydrogen production expected to grow 73-fold.
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