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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.
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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, 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.

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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