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Toyo Seikan Group Holdings (5901) AI Stock Analysis

JP:5901

Toyo Seikan Group Holdings

(TSE/TYO:5901)

Select Model
Rating:80.1Outperform
Price Target:JPY 5,117.00â–²(14.35% Upside)
Action:reiterated
Date:08/24/26

The overall score is driven mainly by the company’s solid and improving financial profile, including better profitability and a conservative balance sheet, reinforced by a clear technical uptrend and an undemanding valuation with a supportive dividend yield, while the cyclical nature of earnings and occasionally lumpy cash flows keep the score below the very top of the range.

Positive Factors
Profitability rebound and renewed revenue growthThe return to revenue growth alongside a sharp EBIT and net income recovery indicates improved operating execution. Sustaining better pricing, mix, or cost control could strengthen earnings capacity over the next several quarters.
Negative Factors
Historically volatile earningsThe wide earnings variation shows that profitability is not yet consistently durable. Exposure to metal and resin costs, pricing execution, product mix, and operating conditions could continue to cause material swings in results.

Toyo Seikan Group Holdings (5901) vs. iShares MSCI Japan ETF (EWJ)

-10%0%10%20%30%40%JP:5901+36.73%EWJ+15.87%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
JPY 602.22B
Dividend Yield
3.75%
Average Volume (3M)
333.28K
Price to Earnings (P/E)
12.5
Beta (1Y)
0.60
Revenue Growth
6.21%
EPS Growth
108.07%
Country
Japan
Employees
19,067
Sector
General
Sector Strength
55
Industry
Packaging & Containers

Toyo Seikan Group Holdings Business Overview & Revenue Model

Company Description

Toyo Seikan Group Holdings, Ltd., a Tokyo-headquartered enterprise founded in 1917 (and formerly known as Toyo Seikan Kaisha, Ltd. until its renaming in April 2013), operates extensively in Japan and globally. The company's diverse business is organi...

How the Company Makes Money

The company primarily makes money by selling packaging products and related solutions to corporate customers (e.g., beverage, food, and consumer products manufacturers). Key revenue streams generally come from (1) metal packaging, where it supplies b...

Toyo Seikan Group Holdings Financial Statement Overview

Summary

Score reflects steadily improving revenue and profitability, a conservatively financed balance sheet with growing equity, and generally robust cash generation, tempered by historically thin, cyclical margins and a prior episode of cash flow volatility.

Income Statement

77Positive

Balance Sheet

82Very Positive

Cash Flow

71Positive
Financial statement breakdown
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue990.70B963.21B922.52B950.66B906.02B821.57B
Gross Profit146.95B140.51B123.66B119.61B87.36B109.83B
EBITDA130.12B135.47B92.73B93.26B68.11B112.19B
Net Income53.80B54.98B22.39B23.08B10.36B44.42B
Balance Sheet
Total Assets1.27T1.24T1.20T1.18T1.17T1.08T
Cash, Cash Equivalents and Short-Term Investments125.56B123.16B119.84B90.02B99.70B126.45B
Total Debt207.13B203.49B231.26B194.04B184.15B111.48B
Total Liabilities535.79B513.09B506.79B483.10B493.88B417.99B
Stockholders Equity709.79B697.70B666.97B665.71B643.05B637.35B
Cash Flow
Free Cash Flow042.31B60.44B12.24B-82.08B28.14B
Operating Cash Flow089.03B94.06B64.58B-18.86B75.42B
Investing Cash Flow0-20.58B-51.11B-52.44B-57.04B-27.17B
Financing Cash Flow0-66.13B-18.77B-27.81B41.53B-42.19B

Toyo Seikan Group Holdings Peers Comparison

Overall Rating

UnderperformOutperform
Sector (55)

Financial Indicators

JP:5901 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
JP:3950JP:395085OutperformJPY 88.60B14.96―2.59%3.57%-1.12%
JP:7864JP:786481OutperformJPY 192.18B8.8013.51%2.54%3.89%67.10%
JP:5901JP:590180OutperformJPY 602.22B12.537.89%3.75%6.21%108.07%
JP:7942JP:794278OutperformJPY 75.53B9.93―3.49%14.19%90.30%
JP:5210JP:521073OutperformJPY 27.59B8.48―5.55%-1.60%6.94%
JP:7917JP:791758NeutralJPY 94.95B11.408.26%2.91%5.99%22.32%
Sector *55Neutral$6.65B3.83-15.92%6.20%10.91%7.18%

* General Sector Average

Performance Comparison

0%20%40%60%JP:5901JP:7917JP:7864JP:3950JP:5210JP:7942Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
JP:5901 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
JP:5901Toyo Seikan Group Holdings 4475.001154.1734.76%
JP:7917Fujimori Kogyo Co 1235.00209.2420.40%
JP:7864Fuji Seal International 3510.00877.6333.34%
JP:3950Pack Corporation1507.00340.6029.20%
JP:5210Nihon Yamamura Glass Co., Ltd.2701.00166.626.57%
JP:7942JSP Corporation3070.001251.8168.85%

Toyo Seikan Group Holdings Corporate Events

Toyo Seikan boosts performance-linked equity plan with new share allocation

Aug 7, 2026

Toyo Seikan Group Holdings has approved an additional monetary contribution to a trust used for its performance-linked equity compensation plan for internal directors and officers, enabling the trust to purchase more company shares. The move follows...

Toyo Seikan to Dispose of Treasury Shares for Performance-Linked Executive Pay Plan

Aug 7, 2026

Toyo Seikan Group Holdings has approved the disposal of 131,000 treasury shares, worth about 556.8 million yen, to fund a performance-linked equity compensation plan for its directors and officers. The shares will be transferred to a trust managed by...

Toyo Seikan Launches ¥20 Billion Share Buyback to Boost Capital Efficiency

Aug 5, 2026

Toyo Seikan Group Holdings, Ltd., a Japanese packaging manufacturer listed on the Prime Market of the Tokyo Stock Exchange, is working to improve capital efficiency under its Medium-Term Management Plan 2030. The company is aligning financial measure...

Toyo Seikan Lifts FY2026 Earnings Outlook on Strong Steel Plate Demand

Aug 5, 2026

Toyo Seikan Group Holdings has raised its consolidated earnings forecasts for the first half and full year of fiscal 2026, citing stronger‑than‑expected demand for steel plate products. The company now expects higher net sales and profits...

Toyo Seikan Posts Strong Q1 Sales but Cuts Full-Year Profit Outlook

Aug 5, 2026

Toyo Seikan Group Holdings reported first-quarter fiscal 2026 consolidated net sales of ¥267.6 billion, up 11.4% year-on-year, with operating profit rising 34.8% to ¥20.3 billion and ordinary profit up 32.2%. Profit attributable to owners o...

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Aug 22, 2026