Teijin (3401) Investor Day 2025 summary

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.