Toei

Basic Information

Stock Code
9605
Industry
Information and Communications
Category Detail
Content Production & Distribution
Prefecture
Tokyo
Establishment Year
October 1949
Listing Year
November 1952
Official Website
https://www.toei.co.jp/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
Tohoku Shinsha, Toei Animation, SPO, TBS HD, Shochiku, Toho

Overview

Toei is a major Japanese comprehensive media company established in 1949, engaged in film production and distribution, television, and animation businesses.

Current Situation

For the fiscal year ended March 2024, Toei reported consolidated net sales of 171.3 billion yen, operating profit of 29.3 billion yen, and net profit of 25.1 billion yen, demonstrating solid performance. Its core film production and distribution business holds one of the top three positions in Japan, with strengths in unique jidaigeki and action films. The animation division, centered on Toei Animation, is strengthening licensing worldwide. In addition to media production, it operates real estate, theme parks, and hotels to diversify its revenue base. It is pursuing new growth through resuming overseas film distribution and introducing digital video technologies, while setting digital transformation and globalization as strategic goals toward 2030. Recently, it transferred part of its package media business to subsidiary Toei Video for efficiency, and is advancing plans to close Toei Kaikan in 2025 and relocate to a new headquarters. Through these initiatives, it aims to strengthen media production while establishing a sustainable business foundation.

Trivia

Interesting Facts

  • Toei is the only company in Japan owning two studios in Kyoto and Tokyo.
  • The opening footage known as 'Waves at Ariso' has remained almost unchanged since 1954.
  • Formerly operated a professional baseball team called the Toei Flyers.
  • The term 'delinquent sensitivity' symbolizes Toei's corporate culture.
  • President Shigeo Okada vowed never to change the Toei logo during his tenure.
  • Toei has cross-shareholdings with TV Asahi.
  • Toei Animation, a subsidiary, conducts powerful licensing domestically and internationally.
  • Actively redeveloping theaters, jointly operating cinema complexes with T-Joy.

Hidden Connections

  • Equity-method affiliate relationship with TV Asahi Holdings, strongly linked capital-wise and operationally.
  • History of turnaround from heavy debt through Keita Goto's management and funding from Sumitomo Bank.
  • Former pro baseball team 'Toei Flyers' was predecessor to Hokkaido Nippon-Ham Fighters.
  • Toei Uzumasa Eigamura is part of the studio, uniquely evolved into a theme park.
  • Toei's opening footage is filmed at Inubosaki in Choshi City.
  • Toei advances diversification into hotels, golf courses, and real estate beyond films.
  • Subsidiary T-Joy handles theatrical distribution of Toei works and cinema complex business.
  • Toei's Kamen Rider series is a long-running tokusatsu program with immense influence domestically and internationally.

Future Outlook

Growth Drivers

  • Revenue growth from expanding digital distribution market
  • Strengthening licensing business for overseas markets
  • Response to diversifying video content needs
  • Acceleration of global expansion via Toei Animation
  • Production efficiency gains from digital transformation
  • Market share gains through new IP development
  • Growth in real entertainment businesses like theme parks
  • Stable content supply through strengthened TV Asahi ties
  • Enhanced corporate value via sustainable management and ESG compliance
  • Market expansion by tapping new customer segments
  • Product/service differentiation via video tech innovations
  • Diversification of collaboration businesses

Strategic Goals

  • Achieve over 50 billion yen in annual digital distribution revenue
  • Expand overseas licensing sales ratio to over 30%
  • Establish environmentally considerate video production system including decarbonization
  • Promote group-wide diversity and create better work environment
  • Develop and monetize new video IPs
  • Elevate global recognition of Toei brand
  • Maximize synergies through subsidiary business collaboration
  • Expand scope of social contributions and measure impacts
  • Increase theme park consolidated sales by 10 billion yen
  • Leverage headquarters relocation for latest equipment and efficiency gains

Business Segments

Film and Video Production Outsourcing

Overview
Handles video content from planning through production and editing on a commissioned basis.
Competitiveness
Proven production expertise and diverse video expression capabilities
Customers
  • TV broadcasters
  • Film distributors
  • Advertising agencies
  • Game companies
  • Digital content companies
Products
  • Film production commissions
  • TV drama production
  • Tokusatsu production
  • Animation production
  • Video editing and processing services

IP Management and Character Licensing

Overview
Manages trademarks of famous characters and expands licensing.
Competitiveness
Diverse brand portfolio and strong brand power
Customers
  • Toy manufacturers
  • Publishing and printing companies
  • Commercial facilities
  • Domestic and international broadcasters
Products
  • Kamen Rider merchandise sales
  • Anime character product deployments
  • Video content licensing
  • Character event planning

Video Technical Services

Overview
Provides essential technical services for video production.
Competitiveness
Top-class technical facilities and skilled staff in Japan
Customers
  • Film production companies
  • TV broadcasters
  • Advertising production companies
Products
  • Film development
  • Digital video processing
  • Post-production
  • Sound production

Facility Operations and Management

Overview
Operations and management of video-related and leisure facilities.
Competitiveness
Comprehensive management of proprietary facilities linked to video business
Customers
  • Theme park visitors
  • Hotel guests
  • Golf course users
  • Cinema complex operating partners
Products
  • Movie village operations
  • Hotel management
  • Golf course management
  • Joint movie theater operations

Program Production Commissions

Overview
Ongoing production and planning of TV programs.
Competitiveness
Long-term collaboration track record with TV Asahi
Customers
  • TV broadcasters
  • Streaming services
Products
  • Detective dramas
  • Tokusatsu hero programs
  • Jidaigeki
  • Variety shows

Product and Advertising Promotion

Overview
Planning and production of promotional videos for companies.
Competitiveness
Video expression that captures audience hearts
Customers
  • Corporate advertising departments
  • Sales promotion agencies
Products
  • TV commercial production
  • Event video production
  • Product promotional videos

Video Distribution and Library Management

Overview
Digital distribution and rights management of video assets
Competitiveness
Extensive content archive
Customers
  • Broadcasters
  • Streaming services
  • Consumers
Products
  • Video on demand distribution
  • Video copyright management

Publishing and Media-Related

Overview
Disseminates film and video-related information.
Competitiveness
Extensive industry network
Customers
  • Book publishers
  • Magazine editorial departments
Products
  • Film-related magazines
  • Reference publishing

Event Planning and Operations

Overview
Event operations leveraging video culture.
Competitiveness
Proven track record and industry connections
Customers
  • Local governments
  • Cultural organizations
  • Corporations
Products
  • Film festival operations
  • Fan events
  • Regional revitalization events

Related Product Planning and Sales

Overview
Planning, manufacturing, and distribution of video-related products.
Competitiveness
Brand management and market deployment capabilities
Customers
  • Retail stores
  • Online shops
Products
  • Character goods
  • Video software sales
  • Related books

Business Information Services

Overview
Provides information services for the video industry.
Competitiveness
Utilization of proprietary database
Customers
  • Corporations
  • Advertising agencies
Products
  • Video advertising research
  • Market analysis reports

Competitive Advantage

Strengths

  • Established domestic video production infrastructure
  • Multifaceted video content deployment
  • Strong brand power and recognition
  • Robust collaboration with TV Asahi
  • Mass production capability via studio system
  • Proven track record across wide genres
  • Proprietary animation production technology
  • Secured diverse revenue sources
  • Overseas licensing business expansion
  • Long-established star system
  • Superior video technology and post-production
  • Operation of related facilities like theme parks
  • Stable financial base and asset holdings

Competitive Advantages

  • Unmatched production efficiency from owning two studios
  • Character strategy through collaboration with Toei Animation
  • Pioneered real crime and yakuza film genres
  • Strong capital ties with TV Asahi as equity-method affiliate
  • Comprehensive video business via diverse subsidiaries
  • Vertical integration from distribution to exhibition and streaming
  • Network of specialized actors and production staff built over years
  • Strengthened licensing in overseas markets centered on Asia
  • High-quality video production via video tech and digital labs
  • Risk diversification and long-term stability through diversification
  • Superior marketing and brand management capabilities
  • Rich content assets holding many renowned works

Threats

  • Risk of revenue decline from shrinking domestic film market
  • Intense competition from rivals and new entrants
  • Rapid changes in digital content consumption patterns
  • Potential IP management and licensing disputes
  • Fluctuations in overseas licensing revenue
  • Rising production costs and funding challenges
  • Labor relations and talent acquisition issues
  • Decline in consumer demand during economic downturns
  • Competitive disadvantage from delayed digital tech adaptation
  • Production constraints from stricter social regulations
  • Impact of natural disasters on facilities and equipment
  • Lost exhibition opportunities from pandemic outbreaks

Innovations

2024: Absorption-Type Demerger of Package Business to Toei Video

Overview
Transferred package business to consolidated subsidiary Toei Video to improve operational efficiency.
Impact
Achieves management efficiency and business specialization.

2023: Announcement of New Headquarters Relocation Plan

Overview
Plans to close the aging Toei Kaikan and relocate headquarters to Kyobashi Edogrand.
Impact
Modernizes facilities and strengthens management base.

2022: Resumption of Overseas Film Distribution

Overview
Established new label 'TOEI TRY△NGLE' to resume distribution of foreign films in Japan.
Impact
Aims for business expansion in overseas markets.

2021: Enhanced Introduction of Digital Video Technologies

Overview
Introduced digital graphic video at studios to improve video quality.
Impact
Improves production efficiency and expands new video expressions.

Sustainability

  • Efforts to reduce environmental impact in video production
  • Active promotion of regional culture support programs
  • Sustainable facility operations and energy-saving measures
  • Social contribution activities for coexistence with local communities
  • Promoting workforce diversity and work-style reforms