Industry Revenues:

• Tobacco products: 70%
• Packaging materials: 15%
• Chemicals: 10%
• Other: 5%

TOP 3 Markets:

• Egypt: 60%
• Middle East (excluding Egypt): 25%
• Africa (excluding Middle East): 10%

The Eastern Company S.A.E generates the majority of its revenues from the sale of tobacco products, which is typical for companies in this industry. The domestic market Egypt is the most significant sales market, followed by other countries in the Middle East and Africa. These markets offer stable sources of income due to their population size and the demand for tobacco products.

Production Sites: Cairo, Egypt

Eastern Company S.A.E, also known as Eastern Tobacco, mainly produces its products in Cairo, Egypt. The company is the leading manufacturer of tobacco products in Egypt and operates several production facilities in the region to meet local and regional demand.

The strategic location in Cairo enables Eastern Company to efficiently access the Egyptian market and optimize its logistics costs.

Revenue Growth: Estimated 8-10% annually (2026) Market Expansion: Focus on African and Asian markets

Eastern Company S.A.E is pursuing a strategy that heavily emphasizes international expansion and diversification. The company plans to strengthen its presence in African and Asian markets to capitalize on the growth opportunities there. These markets offer attractive opportunities due to their growing middle class and increasing consumer spending.

In addition, Eastern Company is investing in the modernization of its production facilities to increase efficiency and reduce production costs. This is intended not only to improve profit margins but also to enhance competitiveness on a global scale.

Another focus is on developing new product lines, especially in the area of smoke-free tobacco products, to meet changing consumer preferences and address regulatory challenges. These initiatives are intended to enable the company to achieve sustainable growth and increase its market share.

Main raw materials: Tobacco, paper, flavorings

Countries of origin:

• Tobacco: Brazil, India, Zimbabwe
• Paper: Germany, China
• Flavorings: Switzerland, USA

Eastern Company S.A.E mainly imports tobacco, which is needed for the production of cigarettes and other tobacco products. The main supplying countries are Brazil, India, and Zimbabwe, known for their high-quality tobacco products.

In addition, the company sources paper, used for packaging and cigarette tubes, mainly from Germany and China. These countries offer high-quality paper products that meet the requirements of the tobacco industry.

Flavorings, crucial for the taste of the products, are mainly imported from Switzerland and the USA. These countries are leading in the production of flavorings and offer a wide range of high-quality products.

Market share: 70% (2025)

Gross margin: 40% (2025)

Eastern Company S.A.E holds a significant market share of 70% in the Egyptian tobacco market, indicating a strong brand presence and an established distribution infrastructure. This dominance provides a substantial competitive advantage, enabling the company to leverage economies of scale and influence pricing.

The gross margin of 40% demonstrates that the company is able to effectively control its production costs while remaining profitable. This is an indicator of efficient operations management and a strong negotiating position with suppliers.

In addition, Eastern Company benefits from regulatory barriers that make it difficult for new competitors to enter the market. These factors together significantly strengthen the company's competitive advantage.

Institutional Investor Share: 65% (estimated for 2026)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2026)

The institutional investor share in Eastern Company S.A.E is estimated to be 65%. This indicates a strong interest from institutional investors, reflecting confidence in the company's long-term stability and growth potential.

Regarding insider buys and sells, there were no significant transactions in the last year. This could suggest that the management and other insiders are satisfied with the current valuation of the company and do not expect immediate changes in the company's strategy or performance.

Market share of Eastern Company S.A.E: 70% (estimated for 2026)

Main competitors and their market shares:

1. Eastern Company S.A.E: 70%
2. Phillip Morris International: 15%
3. British American Tobacco: 7%
4. Japan Tobacco International: 5%
5. Imperial Brands: 3%

Eastern Company S.A.E dominates the Egyptian market with an estimated market share of 70%. This is mainly due to its strong local presence and government support, giving the company a significant advantage over international competitors.

The moat of Eastern Company S.A.E is significant as the company benefits from government regulations that make market entry difficult for foreign companies. Additionally, Eastern Company S.A.E has an established distribution infrastructure and brand awareness in the local market, further enhancing its competitive advantage.

In comparison, international competitors like Phillip Morris International and British American Tobacco have strong global brands, but their market shares in Egypt are limited by regulatory barriers and the strong market position of Eastern Company S.A.E. Therefore, Eastern Company S.A.E currently has the stronger moat in the Egyptian market.

Revenue Growth: 8% (2025) Profit Growth: 6% (2025) Market Share in the Industry: 40% (2025)

Eastern Company S.A.E recorded a revenue growth of 8% in 2025, indicating stable demand for its products and an effective market strategy. The 6% profit growth shows that the company is able to manage its costs effectively and remain profitable.

With a market share of 40%, Eastern Company S.A.E is a dominant player in its industry. This strong market position provides the company with a competitive advantage and some pricing power.

Additionally, the company has invested in innovations and efficiency improvements in recent years, which could lead to further growth opportunities in the long term. Given these factors, Eastern Company S.A.E's stock could be an attractive investment opportunity, especially for investors interested in stable and established companies.

Dividend Yield: 8.5% (estimated for 2026)
Dividend History: Regular payouts over the past five years

Eastern Company S.A.E has pursued a consistent dividend policy in recent years. The dividend yield is currently estimated at 8.5% for the year 2026, indicating an attractive payout for investors.

The company has regularly paid dividends over the last five years, signaling a reliable payout policy. This consistency is a positive signal for investors seeking stable income from dividends. The financial stability and market position of the company support this continuous payout policy.