Teijin (3401) Investor Day 2025 summary

Business vision and strategic positioning

• Emphasizes a customer-centric business model, leveraging strong relationships and trust to deliver tailored solutions and stable profits, especially in fibers, products converting, and home healthcare.

• Transitioning from business divestment to a growth phase, focusing on expanding the resin & plastic processing business through co-creation and technology combinations.

• Recent acquisitions and integrations have strengthened the business portfolio, with a focus on profitability and customer-centricity.

Business overview and performance

• Operations span Japan, China, and Thailand, with global sales and customer support, particularly concentrated in Asia.

• PC resins account for about 80% of sales, with a diverse lineup including functional resins, compounds, and flame retardants.

• Profits stabilized post-2015 due to cost reductions and a shift to high-value-added products, despite intensified competition and market spread declines.

• Sales volume of high-value-added products has remained stable, even as general-purpose product sales declined.

Characteristics and strengths

• Maintains high quality and reliability, supporting customers’ stable production and competitiveness.

• Proprietary manufacturing processes and technical centers ensure quality stability and rapid prototyping to meet sophisticated customer requirements.

• Differentiates through rapid product development, quality stability, and a broad product lineup, including high market share in flame retardants.