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Toray Industries
Toray Industries (3402) investor relations material
Toray Industries Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary11 Feb, 2026
Executive summary
Revenue for the nine months ended December 31, 2025, decreased 0.2% year-over-year to ¥1,919.5 billion, with core operating income down 3.4% to ¥105.1 billion and profit attributable to owners of parent falling 46.6% to ¥40.2 billion, mainly due to a significant impairment loss in the battery separator film business at a Korean subsidiary.
The Japanese economy showed gradual recovery, but global uncertainties, including U.S. policy shifts, sluggish goods flow, and a mixed global economic environment, impacted performance.
Full-year core operating income is forecast to rise 5.1% year-over-year to ¥150.0 billion, with revenue projected at ¥2,600.0 billion (+1.4%), and dividend per share expected to increase to ¥20.00.
Share buybacks totaling ¥29 billion (28 million shares) were executed as of January 2026.
Profit was sharply impacted by impairment losses and other special items, including a warehouse fire.
Financial highlights
Special items worsened by ¥29.1 billion to negative ¥34.1 billion, mainly due to a ¥25 billion impairment loss in the battery separator film business.
Total assets rose to ¥3,515.1 billion, with liabilities increasing to ¥1,630.5 billion, driven by yen depreciation and higher borrowings.
Equity ratio declined to 50.1% from 51.9%, and D/E ratio increased to 0.56.
Free cash flow was positive at ¥14.1 billion, but down sharply from the previous year.
Capital expenditures fell to ¥102.7 billion, while R&D spending rose to ¥54.4 billion.
Outlook and guidance
Full-year revenue and core operating income are expected to increase, driven by sales expansion in Fibers & Textiles and Environment & Engineering, as well as strategic pricing and profitability projects.
The assumed exchange rate for forecasts is ¥155 per U.S. dollar.
Dividend per share is forecast at ¥20.00, with a payout ratio of 37%.
Global and Japanese economies are expected to continue gradual recovery, but risks from U.S. trade policy, geopolitical tensions, and Chinese economic stagnation remain.
How to achieve full-year profit target?
Battery separator film business strategy
Mitigating Trump administration policy risks?
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Next Toray Industries earnings date
Q4 202612 May, 2026
Toray Industries
Next Toray Industries earnings date
Q4 202612 May, 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.
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