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Overview

Transportation Equipment

TOYODA GOSEI CO.,LTD.

Toyoda Gosei is a global automotive parts supplier leveraging polymer (rubber and resin) technologies to develop and manufacture safety, comfort, and environmental performance components. Its core product portfolio includes safety systems (airbags, steering wheels), interior/exterior parts (instrument panel components, radiator grilles), functional parts (resin fuel filler pipes, turbo ducts), and weatherstrips (opening trim weatherstrips, door glass runs). Beyond automotive, the company is actively developing new business areas that apply automotive-derived technologies to improve everyday life.

Market Cap

¥580B

US$3.70B

¥606B

US$3.86B

Stock¥989.9▼-0.05%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

4.4

LTM EV/EBIT

6.6

LTM PER

8.7

LTM PBR

1.0

Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+10.2%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Feb 4, 26Continued Toyota group restructuring hopes

2Mar 19, 26Profit-taking before earnings announcement

3Jul 31, 26Q1 FY2027/03 earnings announced

MC → EV Bridge

AI Briefing

Generating insights…

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

79%

21%

EquityD/E 0.26xDebt

Liquidity vs Debt 5Y (¥B)▲ Net Cash

CashInv. Sec.Debt

Shareholders

Top 10 hold 52.3%

as of 2026-03-31 · Source: Annual Securities Report

TOYOTA MOTOR CORPORATION

21.71%

The Master Trust Bank of Japan, Ltd. (Trust Account)

9.76%

Custody Bank of Japan, Ltd. (Trust Account)

7.10%

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

2.61%

STATE STREET BANK AND TRUST COMPANY 505223 (Standing Proxy: Mizuho Bank, Ltd.)

2.30%

Morgan Stanley MUFG Securities Co., Ltd.

2.01%

TOYODA GOSEI CO.,LTD. Employee Stock Ownership Association

1.89%

Goldman Sachs Japan Co., Ltd. BNYM (Standing Proxy: MUFG Bank, Ltd.)

1.86%

Custody Bank of Japan, Ltd. (Trust Account 4)

1.67%

Nippon Life Insurance Company (Standing Proxy: The Master Trust Bank of Japan, Ltd.)

1.35%

Management

14 officers

Naoki MIYAZAKI

Chairman of the Board, Director

Apr 1980 Joined Toyota Motor Corporation Jun 2008 Managing Officer, Toyota Motor Corporation Apr 2013 Senior Managing Officer, Toyota Motor Corporation Apr 2014 Advisor, Toyoda Gosei Jun 2014 Director and Executive Vice President, Toyoda Gosei Jun 2015 Director and President, Toyoda Gosei Jun 2020 Director and Chairman of the Board, Toyoda Gosei Jun 2021 Director, Toyoda Gosei Jun 2024 Director and Chairman of the Board, Toyoda Gosei (current)

1957-05-23

Katsumi SAITO

Representative Director, President, CEO

Apr 1988 Joined Toyoda Gosei Jun 2018 Executive Officer, Toyoda Gosei (retired Jun 2019 under officer system revision) Jun 2022 Executive Officer, Toyoda Gosei Jun 2023 Representative Director and President, Toyoda Gosei (current)

1965-05-11

Hiroshi YASUDA

Representative Director, Executive Vice President, COO, CMO; General Manager, Comprehensive Strategy Headquarters; General Manager in charge of Carbon Neutrality and Environmental Promotion Department; in charge of Domestic and International Next-Generation Development Office

Apr 1982 Joined Toyoda Gosei Jun 2012 Executive Officer, Toyoda Gosei Jun 2016 Director and Managing Executive Officer, Toyoda Gosei Jun 2018 Director and Senior Managing Executive Officer, Toyoda Gosei Jun 2019 Director and Executive Officer, Toyoda Gosei Jun 2023 Representative Director and Executive Vice President, Toyoda Gosei (current)

1959-10-05

Mitsuhiro NASHIRO

Director, CTO; in charge of Sales Headquarters, Development Headquarters, and New Value Business Headquarters

Sep 1997 Joined Toyoda Gosei Jun 2018 Executive Officer, Toyoda Gosei (retired Jun 2019 under officer system revision) Jun 2021 Executive Officer, Toyoda Gosei Jun 2023 Director and Executive Officer, Toyoda Gosei (current)

1966-12-24

Masayoshi HACHISUKA

Director, CFO; Deputy General Manager, Comprehensive Strategy Headquarters

Apr 1990 Joined The Long-Term Credit Bank of Japan, Ltd. Apr 1999 Joined Toyota Motor Corporation Jan 2016 Senior Staff, Accounting Department, Toyota Motor Corporation Sep 2021 General Manager, Capital Relations Business Division, Toyota Motor Corporation Jan 2023 General Manager, Accounting Department, Toyoda Gosei Jun 2024 Executive Officer, Toyoda Gosei Jun 2025 Director and Executive Officer, Toyoda Gosei (current)

1967-04-03

Setsu WADA

Director

Apr 1979 Joined Sanken Electric Co., Ltd. Apr 2007 General Manager, Production Control Division, Production Headquarters, Sanken Electric Co., Ltd. Jun 2007 Executive Officer, Sanken Electric Co., Ltd. Apr 2009 General Manager, Production Headquarters, Sanken Electric Co., Ltd. Jun 2009 Director and Managing Executive Officer, Sanken Electric Co., Ltd. Jun 2012 Director and Senior Managing Executive Officer, Sanken Electric Co., Ltd. Apr 2015 Representative Director and President, Sanken Electric Co., Ltd. Jun 2021 Director and Chairman, Sanken Electric Co., Ltd. Jun 2022 Special Advisor, Sanken Electric Co., Ltd. Jun 2023 Director, Toyoda Gosei (current)

1954-09-03

Masanori FURUKAWA

Director

Apr 1977 Joined Tajimi City Hall Apr 1987 Member, Tajimi City Council Apr 1999 Member, Gifu Prefectural Assembly Apr 2007 Mayor of Tajimi City Apr 2023 Advisor, Tajimi Municipal Hospital Jun 2024 Director, Toyoda Gosei (current)

1952-06-26

Shigeki MAEDA

Director

Apr 1981 Joined Japan External Trade Organization (JETRO) Aug 1998 Deputy Director, JETRO New York Office Dec 2001 Chief Staff, Planning Department, JETRO Headquarters Apr 2006 Section Chief, Export Promotion Division, Market Development Department, JETRO Headquarters Apr 2008 Deputy Director, Research Planning Department, IDE-JETRO (Institute of Developing Economies) Apr 2010 Director, JETRO Singapore Office Aug 2013 Director, Inward Investment Division, JETRO Headquarters Aug 2015 Executive Director, JETRO Sep 2019 Ambassador Extraordinary and Plenipotentiary to the Kyrgyz Republic Apr 2023 Advisor, Toyoda Gosei Jun 2024 Director, Toyoda Gosei (current)

1957-11-01

Makoto AO

Director

Jun 2012 Executive Officer, Pasona Tech Inc. Feb 2016 Co-founder and COO, Director, Exa Intelligence Inc. Jun 2016 Director, Pasona Tech Inc. Oct 2019 Planning and Management Producer, Nagono Campus entrepreneurship support facility (current) Oct 2020 Founder, Representative Director and CEO, LEO Inc. (current) Jun 2024 Director, Toyoda Gosei (current)

1974-07-24

Kenji OISO

Full-time Audit & Supervisory Board Member

Apr 1980 Joined Sumitomo Metal Industries, Ltd. Apr 2002 Deputy General Manager, Accounting Department, Sumitomo Metal Industries, Ltd. Jun 2004 Joined Mitsubishi Sumitomo Silicon Corporation Mar 2006 General Manager, Accounting Department, SUMCO Corporation Apr 2011 Executive Officer, SUMCO Corporation Apr 2014 Director, Yokogawa Sumikin Bridge Co., Ltd. Jan 2016 Joined Miraial Co., Ltd. Feb 2016 General Manager, Administration Department, Miraial Co., Ltd. Apr 2017 Chief Manager, Accounting Department, Toyoda Gosei Apr 2019 Managing Director, Toyoda Gosei Corporate Pension Fund Jun 2020 Full-time Audit & Supervisory Board Member, Toyoda Gosei (current)

1958-01-22

Yoshiyuki FUJITA

Full-time Audit & Supervisory Board Member

Apr 1983 Joined Toyoda Gosei Jan 2008 General Manager, No. 1 Technology Department, Safety Systems Business Division, Toyoda Gosei Jun 2014 Executive Officer, Toyoda Gosei Apr 2016 President, Toyoda Gosei North America Corporation Jun 2017 Managing Executive Officer, Toyoda Gosei Jun 2019 Executive Officer, Toyoda Gosei (due to change in officer system) Jun 2023 President, Toyoda Gosei (China) Investment Co., Ltd. Jun 2025 Full-time Audit & Supervisory Board Member, Toyoda Gosei (current)

1961-01-26

Megumi KAKO

Audit & Supervisory Board Member

Apr 1989 Joined Toyota Motor Corporation Jan 2015 Chief Engineer, Lexus International, Toyota Motor Corporation Jan 2018 Managing Officer, Toyota Motor Corporation Jan 2019 Head of Materials Technology Area, Advanced R&D and Engineering Company, Toyota Motor Corporation Jan 2020 General Manager, Materials Technology Area, Advanced R&D and Engineering Company, Toyota Motor Corporation Jun 2020 Audit & Supervisory Board Member, Toyoda Gosei (current) Apr 2025 Executive Vice President, Advanced R&D and Engineering Company, Toyota Motor Corporation; in charge of Materials Technology Area (current) Apr 2025 General Manager, Higashi-Fuji Technical Center, Toyota Motor Corporation (current)

1967-02-27

Hitoshi KUWAYAMA

Audit & Supervisory Board Member

Apr 1990 Registered as attorney; joined Midosuji Law Office Apr 1997 Partner, Midosuji Law Office (current) May 2011 Outside Audit & Supervisory Board Member, MaxValu Nishinihon Co., Ltd. Apr 2012 Vice President, Osaka Bar Association Apr 2013 Part-time Lecturer, Kyoto University Law School May 2015 Outside Director, MaxValu Nishinihon Co., Ltd. Apr 2020 Representative Partner Attorney, Midosuji Law Office LPC Jun 2020 Outside Director (Audit and Supervisory Committee Member), ZETT Corporation (current) Jun 2022 Audit & Supervisory Board Member, Toyoda Gosei (current)

1965-01-07

Masahiko YOKOI

Audit & Supervisory Board Member

Apr 1978 Joined The Asahi Shimbun Company Jun 2010 Director, Osaka Head Office Representative, The Asahi Shimbun Company (retired Jun 2013) Jun 2013 Director, Nagoya Television Broadcasting Co., Ltd. Jun 2014 Representative Director and President, Nagoya Television Broadcasting Co., Ltd. Jun 2019 Representative Director and Chairman, Nagoya Television Broadcasting Co., Ltd. Jun 2022 Senior Advisor, Nagoya Television Broadcasting Co., Ltd. Jun 2023 Audit & Supervisory Board Member, Toyoda Gosei (current)

1955-07-15

Large Shareholding Reports

Toyota Motor Corporation

2026-05-20

19.95%→21.65%

Correction filing (name/detail fix only) — ratio carried over from the original filing

Annual report (as of 2026-03-31): 21.71%

Toyota Motor Corporation

2026-05-13

19.95%→21.65%

Annual report (as of 2026-03-31): 21.71%

Nomura Asset Management Co., Ltd.

2026-01-22

1.79%→1.78%

Toyota Motor Corporation

2026-01-09

23.45%→19.95%

Annual report (as of 2026-03-31): 21.71%

Amova Asset Management Co., Ltd.

2026-01-08

4.28%→4.85%

Nomura Securities Co., Ltd.

2026-01-08

3.97%

Sumitomo Mitsui DS Asset Management Company, Limited

2025-12-22

2.61%→2.67%

Toyota Motor Corporation

2025-12-08

42.66%→23.45%

Annual report (as of 2026-03-31): 21.71%

Sumitomo Mitsui Banking Corporation

2025-12-05

3.30%→3.30%

Amova Asset Management Co., Ltd.

2025-09-19

4.55%→4.28%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-07-31

Q1 Earnings Flash

FY ending Mar 2027

TOYODA GOSEI CO.,LTD.

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TOYODA GOSEI CO.,LTD.

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