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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Toray Industries
Toray Industries (3402) investor relations material
Toray Industries Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary6 Aug, 2026
Executive summary
Operating income for Q1 2027 reached a record high, rising 66.6% year-over-year to JPY 48.4 billion, driven by front-loaded demand from Middle East tensions, recovering demand across applications, and successful cost pass-through and improvement initiatives.
Consolidated revenue for Q1 increased 14% year-over-year to JPY 679 billion, with all major segments contributing to growth.
Net profit attributable to owners of parent surged 82.3% year-over-year to JPY 31.3 billion.
The company launched its Medium-Term Management Program "IGNITION 2028" to enhance economic and social value and strengthen its management foundation, focusing on ROIC as a key indicator.
Despite global economic uncertainty from Middle East conflicts and rising raw material prices, AI and semiconductor investments supported economic activity.
Financial highlights
Total assets at end of June 2026 were JPY 3,492.1 billion, up JPY 15.1 billion from the previous fiscal year, mainly due to higher receivables, property, plant and equipment, and retirement benefit assets.
Total liabilities decreased by JPY 5 billion to JPY 1,544.2 billion, while total equity increased by JPY 20.1 billion to JPY 1,947.9 billion.
Owner's equity was JPY 1,817.1 billion, interest-bearing liabilities JPY 901.1 billion, and D/E ratio 0.5.
Free cash flow was positive at JPY 20.9 billion, up JPY 21.7 billion from the prior year.
Capital expenditures decreased by JPY 11.2 billion to JPY 23.8 billion year-over-year; depreciation and amortization rose to JPY 34.9 billion; R&D expenditures increased to JPY 18.2 billion.
Outlook and guidance
The consolidated forecast for the first half of FY ending March 2027 was revised upwards: revenue expected at JPY 1,390 billion (+12.6% YoY), core operating income at JPY 87 billion (+28.2%), and profit attributable to owners at JPY 45 billion (+21.8%).
Full-year forecast for March 2027: revenue JPY 2,830 billion (+9.5%), core operating income JPY 160 billion (+12.7%), profit attributable to owners JPY 90 billion (+13.2%).
Dividend forecast for FY2027 is JPY 26.00 per share, including a JPY 3.00 commemorative dividend.
Full-year forecast will be reviewed after Q2 results, with exchange rate assumptions set at JPY 155 per USD for July–September.
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Latest events from Toray Industries
- Growth investment and higher-value sustainable products underpin FY 2025 earnings targets.3402
Investor Day 2023 Part 2 - AP-G 2025 pairs ¥180bn core operating income ambition with investment in sustainable growth.3402Investor Day 2023 Part 1
- Hydrogen materials and partnerships underpin a ¥300 billion revenue target for 2030.3402Investor update
- DI targets ¥250bn revenue in FY2025, scaling semiconductor and display solutions.3402Investor update
- Water-treatment membrane growth targets 7% CAGR by 2030, with double-digit ROIC.3402Investor update
- Sustainability innovation generated 53% of FY2024 revenue as 2030 targets drive recycling and impact cuts.3402Investor update
- Growth targets hinge on premium materials, emerging markets and decisive restructuring.3402Investor Day 2026 Part 2
- IGNITION 2028 targets ¥230B core income and 7% ROIC by FY2028.3402Investor Day 2026 Part 1
- Record H1 core income drove higher FY guidance and a ¥100B buyback.3402Q2 2025
Next Toray Industries earnings date
Q2 202710 Nov, 2026
Toray Industries
Next Toray Industries earnings date
Q2 202710 Nov, 2026
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Frequently asked questions
Toray Industries, Inc. is a diversified Japanese company specializing in advanced materials and technology-driven products. Its business segments include Fibers & Textiles, which produces apparel and industrial materials; Plastics & Chemicals, focusing on resins, films, and fine chemicals; and Carbon Fiber Composite Materials, essential for aerospace and other industries. The company also operates in IT-related Products, offering components like films for electronic displays, and in Environment & Engineering, providing water treatment systems and other environmental solutions. Additionally, Toray has a Life Science segment that develops medical products. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.