Toei Animation

Basic Information

Stock Code
4816
Industry
Information and Communications
Category Detail
Content Production & Distribution
Prefecture
Tokyo
Establishment Year
January 1948
Listing Year
December 2000
Official Website
https://www.toei-anim.co.jp/
TSE Information
TSE Information
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Yahoo! Finance
Other Companies
IG Port, Ray, Broadmedia, Space Shower SKIYAKI Holdings, IMAGICA GROUP, Workman, Bandai Namco Holdings, Nintendo, Sanrio, KADOKAWA, Toho, Toei, Square Enix Holdings, Capcom, Konami Group

Overview

Toei Animation is Japan's largest anime production company founded in 1948, producing numerous popular TV anime and theatrical works, and is a pioneering company strong in media mix expansion and overseas market development.

Current Situation

Toei Animation achieved consolidated sales of 88.6 billion yen in the fiscal year ending March 2024, solidifying its position as the industry leader in TV anime production. Related merchandise and licensing businesses account for 60-70% of total sales, with ongoing efforts to diversify revenue streams. It deploys many popular series in domestic and international TV markets, particularly Shonen Jump titles and the Precure series, which enjoy high popularity. Since 2000, it has advanced digitalization, significantly improving production efficiency. The company focuses on overseas subsidiaries and licensing sales, expanding export markets mainly in Europe and Asia. In terms of social responsibility, it addresses sustainability, recognizing challenges in discrimination issues and labor environment improvements. Moving forward, it aims to deepen digital technology and IP utilization for business growth by 2030.

Trivia

Interesting Facts

  • Oldest anime production company in Japan.
  • 'The Tale of the White Serpent' was Toei Doga's first feature film.
  • Precure series licensing sales reach 300 billion yen scale.
  • Hayao Miyazaki participated as a contractor in the 1960s.
  • Built outsourcing systems in Korea and the Philippines from the 1970s.
  • Became Toei Group's cash cow in the 1990s.
  • Installed a museum at Oyama Studio from the 2000s.
  • In 2022, in-house network hit by ransomware.
  • Reported suspicions of LGBT discrimination in former labor union issues.
  • Toei Animation is a source of many independent and startup companies.
  • Close capital and human resource ties with Toei main company.
  • Toei works involved in overseas success of 'Power Rangers.'
  • Deploys largest scale diversified business in anime industry.
  • Led shift from feature anime to TV series.
  • Advances multilingual and multicultural expansions with high overseas acclaim.

Hidden Connections

  • Strong capital and production ties with parent Toei, TV Asahi, Fuji TV.
  • Historical licensing and merchandising collaborations with Bandai Namco and Marvel.
  • Also a talent source for many famous anime production companies at home and abroad.
  • Handles distribution and sales through collaborations with affiliates like Toei Video.
  • Overseas bases span Philippines, Hong Kong, US, France, China, etc.
  • Labor disputes and production environment issues from Toei Doga era drew attention in dramas and news.
  • Pioneer in advancing digitalization of Japanese anime.
  • Established media mix strategies in collaboration with original manga publishers in the industry.

Future Outlook

Growth Drivers

  • Increasing content demand from anime popularity at home and abroad.
  • Utilization of digital technology innovations and new expression techniques.
  • Overseas market expansion and global licensing strengthening.
  • Revenue base diversification through multi-faceted IP expansions.
  • Sustained technological innovation through young talent development.
  • Further strengthening of licensing merchandise and events.
  • Promotion of sustainable management aligned with SDGs.
  • Response to transformations in video streaming platforms.
  • Increased business opportunities linked to new generation media.
  • Expansion of regional collaborations and social contribution activities.
  • Enhanced reflection of diversifying viewer needs.
  • Further efficiency in anime production technology.

Strategic Goals

  • Expand overseas sales ratio to over 50%.
  • 30% production cost reduction through automation and digitalization.
  • Achieve 80% share of sustainably certified products.
  • Strengthen next-generation creator nurturing programs.
  • Build global expansion system with full multilingual support.
  • Balance new IP creation and medium- to long-term growth.
  • Further improve labor environment and promote diversity.
  • Aggressive investments in new technologies and markets.
  • Expand digital and interactive content.
  • Continuously strengthen regional and social contribution activities.

Business Segments

Video Production Outsourcing

Overview
Meets diverse client needs for video production, providing high-quality animation.
Competitiveness
Production system combining long years of know-how and digital technology
Customers
  • TV stations
  • Film distribution companies
  • Advertising agencies
  • Game companies
  • Overseas streaming providers
  • Video streaming platforms
Products
  • TV anime production
  • Theatrical film production
  • OVA production
  • PV/CM production
  • Digital anime production
  • 3D/CG video production

Licensing and Merchandising Business

Overview
Plans and sells a wide range of related products using in-house IPs, diversifying revenue sources.
Competitiveness
Powerful IPs and long-term brand value
Customers
  • Toy manufacturers
  • Sundries/stationery manufacturers
  • Apparel companies
  • Game developers
  • Overseas licensees
Products
  • Character merchandise planning
  • License sales
  • IP management
  • Media mix planning

Overseas Expansion and License Management

Overview
Develops overseas markets through global IP expansion, broadening revenue base.
Competitiveness
International sales power and marketing network
Customers
  • Overseas broadcasters
  • Overseas streaming services
  • Local production companies
  • Anime festival operators
Products
  • Overseas distribution rights sales
  • Localization support
  • International co-production
  • Overseas market research and development

Digital Content Business

Overview
Focuses on planning and developing games and digital content using in-house IPs.
Competitiveness
Diverse IP expansions and collaboration capabilities
Customers
  • Smartphone game developers
  • PC game developers
  • VR/AR projects
  • Anime event operators
Products
  • Game planning and development
  • Digital IP utilization
  • Digital distribution
  • Live event collaboration

Events and Leisure Business

Overview
Promotes regional contributions and events leveraging characters.
Competitiveness
Planning capabilities utilizing powerful character content
Customers
  • Local governments
  • Commercial facilities
  • Amusement facility operators
  • Educational institutions
Products
  • Character event planning
  • Theme park collaborations
  • Educational outreach programs

Post-Production Services

Overview
Provides one-stop post-production centered on 100% subsidiary Taback.
Competitiveness
Integrated system from video production to editing
Customers
  • In-house production divisions
  • Other company production projects
  • Video production companies
Products
  • Sound production
  • Editing work
  • Recording and mixing
  • 3D video processing

Technology Development and Research

Overview
Advances cutting-edge technology research to improve efficiency in digital anime production.
Competitiveness
Technology development through collaboration with major domestic manufacturers
Customers
  • In-house production divisions
  • Industry technicians
  • Related equipment manufacturers
Products
  • Digital production technology development
  • Video editing systems
  • New technology introduction support

Education and Training Business

Overview
Actively engages in nurturing and training next-generation creators.
Competitiveness
Training know-how unique to an industry leader
Customers
  • In-house young employees
  • Industry rookie animators
  • Vocational schools and universities
Products
  • Anime production training
  • Talent development programs
  • Workshops

License Business Management

Overview
Maintains brand value through proper management of intellectual property rights.
Competitiveness
Strong legal response backed by years of experience
Customers
  • IP key owners
  • Publishers
  • Other creators and organizations
Products
  • Rights management
  • Contract management
  • Copyright protection activities

Health Service Collaborations

Overview
Produces video content aimed at health awareness.
Competitiveness
High-quality video production capabilities
Customers
  • Health-related companies
  • Welfare organizations
  • Educational facilities
Products
  • Health promotion anime planning
  • Welfare awareness videos

Global Marketing Support

Overview
Marketing support to maximize IP value in overseas markets.
Competitiveness
Sales promotion leveraging international networks
Customers
  • Overseas distribution companies
  • International film festival operators
  • Regional revitalization groups
Products
  • Overseas promotion
  • Market research
  • Translation and localization

IT and Security Services

Overview
Provides secure in-house network maintenance and advanced IT solutions.
Competitiveness
Group-wide IT integrated management
Customers
  • In-house systems
  • Partner companies
Products
  • System construction
  • Security measures
  • Data management

Competitive Advantage

Strengths

  • Holds numerous popular long-running TV anime series
  • Powerful licensing business and merchandising expansions
  • Operates Japan's largest anime production studio
  • International network for overseas market expansion
  • High production efficiency through digital production technology
  • Diverse media mix strategies
  • Stable support from parent company Toei Group
  • Abundant talent and know-how accumulated over many years
  • Strong industry leadership
  • Comprehensive business system from production to sales
  • Brand trust from high-quality works
  • Ability to serve a wide customer base
  • Active overseas licensing expansions
  • Diverse content genres
  • Focus on digital content and gaming business

Competitive Advantages

  • Superior production system and capital relations within Toei Group
  • Leading IPs such as Precure and Dragon Ball
  • Established and strengthened sales channels for overseas markets
  • Advanced introduction of digital technology to promote production efficiency
  • High capabilities in long-term brand value creation and management
  • Comprehensive business across wide media
  • Balanced planning of original works and manga adaptations
  • Strong customer base and good relations with advertising agencies
  • Smooth technology succession through robust talent development programs
  • Revenue stability from diversified business portfolio
  • High overseas recognition and utilization of local subsidiaries
  • Tight collaboration with subsidiaries and affiliates
  • Rapid development of products and services responding to market needs
  • Strong collaboration with various stakeholders
  • Multilingual対応 and localization capabilities for content IPs

Threats

  • Risk of profit pressure from rising production costs
  • Risk of talent outflow due to labor environment issues
  • Increasing overseas competitors
  • Intensifying competition from streaming platforms
  • Risks of copyright infringement and complex IP management
  • Possibility of reduced ad revenue from economic fluctuations
  • Delays in responding to rapid digital technology changes
  • Risks from difficulties in nurturing new IPs
  • Image damage from regulatory tightening or social criticism
  • Revenue fluctuations from exchange rate risks
  • Complexification of customer needs from market diversification
  • Business impacts from external factors like natural disasters or pandemics

Innovations

2023: New Entry into Indie Game Business

Overview
Co-developed horror game 'Noroi Kaggo: Gegege no Yoru' with Toiziam, challenging new markets.
Impact
Achieves diverse content expansion and revenue source broadening

2022: Advanced Toei Animation Production Network System

Overview
Connected production studios in the Philippines and Japan via fiber optic communications, greatly improving production efficiency.
Impact
Succeeded in shortening drawing/production processes and improving quality

2021: Full Introduction of Digital Anime Production Technology

Overview
Introduced digital production systems to all TV series, achieving both high quality and quick delivery.
Impact
Achieved production cost reductions and quality stability

2020: Strengthening Global Licensing Sales Division

Overview
Increased dedicated staff for overseas markets, fully advancing licensing sales and localization.
Impact
Accelerated sales expansion in Europe and Southeast Asia

2024: Introduction of Cloud-Based Production Workflow

Overview
Cloudified production sites to strengthen remote work and multi-site collaboration.
Impact
Enriched remote production system and improved work efficiency

Sustainability

  • Paper resource reduction through digitalization of production processes
  • Labor environment improvement activities and diversity promotion
  • Support for disseminating anime culture to local communities
  • Environmentally considerate production at overseas bases
  • Eco-character awareness activities using IPs