Toyobo releases transcript of Q1 FY 3/27 financial results presentation Q&A
Reuters2026/09/09 01:51- Toyobo Q&A on Q1 FY 3/27 results, held Aug. 7, 2026 via web conference, led by CFO Hidekazu Takahashi.
- Packaging film price revisions progressing; plans to keep passing through Middle East-driven raw material and fuel cost increases.
- Full-year films outlook cautious as food price hikes expected to slow H2 food-related shipments; cost of sales seen rising in H2.
- Middle East sales hit in Q1; gradual normalization expected, with recovery pace varying by business such as RO membranes.
- SRF operating at full production and sales; MLCC film volumes rising on Utsunomiya expansion, supporting growth in high-performance films.
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