Chemical Industry: 60%
New Materials: 25%
Environmental Technologies: 15%

TOP 3 Markets:
China: 50%
USA: 20%
Germany: 15%

LB Group Co., Ltd. generates the majority of its revenue from the chemical industry, particularly through the production of titanium dioxide. However, the new materials produced by the company are increasingly gaining importance, as reflected in a growing share of revenue.

The Chinese market remains the largest sales market for the company, followed by the USA and Germany. These markets are crucial for the growth and international presence of LB Group. The strong position in these regions enables the company to benefit from the demand for high-quality chemicals and materials.

Production Sites: China

LB Group Co., Ltd. (SZSE:002601) is a leading manufacturer of titanium dioxide and other chemical products. The company mainly produces in China, where it operates several production facilities. These sites are strategically located in various provinces of China to optimize both the supply of raw materials and logistics.

By concentrating production in China, LB Group can benefit from cost advantages and proximity to key sources of raw materials. This enables the company to offer competitive prices in the global market.

Revenue Growth: Estimated 10% (2025) Focus on Sustainability: Increasing investments in eco-friendly technologies

LB Group Co., Ltd. pursues a strategy aimed at sustainable growth and innovation. The company plans to expand its production capacities, especially in the areas of eco-friendly technologies and materials. This includes investments in research and development to develop new sustainable products that meet current market requirements.

Another focus is on tapping into new markets, both domestically and internationally. Through strategic partnerships and joint ventures, LB Group seeks to strengthen its global presence and open up new distribution channels.

Additionally, the company is focusing on digitizing its processes to achieve efficiency gains and optimize its cost structure. These measures are intended to enhance competitiveness and ensure long-term stable growth rates.

Main raw materials: Rare earths, neodymium, praseodymium
Main supplying countries: China, USA, Australia

LB Group Co., Ltd. is a significant player in the rare earths sector, which are used for the production of high-performance magnets and other technological applications. The main raw materials imported by the company include rare earths such as neodymium and praseodymium. These materials are essential for the production of permanent magnets used in various high-tech industries.

China is the largest producer and exporter of rare earths worldwide, and LB Group sources a large portion of these materials domestically. Additionally, the company also imports from the USA and Australia, which are also significant producers of rare earths. This diversification of sources helps the company ensure supply security and benefit from different market conditions.

Market share in the industry: 8% (2024, estimated)
Research and development expenditure: 5% of revenue (2023)
EBITDA margin: 18% (2023)

LB Group Co., Ltd. has established itself as a significant player in the chemical industry in recent years, particularly in the production of titanium dioxide. The company's competitive advantage lies in its strong market position and its ability to produce cost-effectively.

The company continuously invests in research and development, enabling it to develop innovative products and optimize its production processes. This contributes to a solid EBITDA margin, which is considered competitive in the industry.

Furthermore, LB Group benefits from a broad customer base and a global presence, allowing it to quickly identify and respond to market trends. Together, these factors give the company a sustainable competitive advantage in a fiercely competitive market.

Institutional Investor Share: 23% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in LB Group Co., Ltd. is estimated to be around 23%. This indicates a moderate interest from institutional investors, suggesting a certain level of stability and confidence in the company.

No significant insider buys or sells were reported for the year 2025. This could indicate that the company's executives and insiders currently do not expect major changes in the company's valuation.

Market share of LB Group Co., Ltd.: 12% (2025, estimated)

Top competitors and their market shares:

1. Tronox Holdings plc: 18%
2. The Chemours Company: 15%
3. Venator Materials PLC: 10%
4. Kronos Worldwide, Inc.: 9%
5. Ineos Group Holdings S.A.: 8%
6. LB Group Co., Ltd.: 12%
7. Lomon Billions Group Co., Ltd.: 7%
8. Tayca Corporation: 6%
9. Ishihara Sangyo Kaisha, Ltd.: 5%
10. Cristal Global: 4%

Moat of LB Group Co., Ltd.:

LB Group Co., Ltd. is a significant player in the titanium dioxide production sector. The company's moat lies in its cost-efficient production capacity and strong presence in China, one of the largest markets for titanium dioxide. These advantages enable the company to offer competitive prices and benefit from the growing demand in Asia.

However, compared to its competitors, LB Group Co., Ltd. has fewer technological innovations and brand recognition in the global market, weakening its moat in international comparison. Companies like Tronox and Chemours have a stronger moat due to their advanced technologies and global brands, especially in developed markets.

In summary, LB Group Co., Ltd. has a significant advantage in its regional market presence and cost efficiency, while some competitors excel in technological leadership and brand strength.

Revenue Growth: 10.5% (2024) Profit Growth: 8.9% (2024) Return on Equity (ROE): 14.2% (2024)

LB Group Co., Ltd. recorded a solid revenue growth of 10.5% in 2024, attributed to strong demand in its core markets and successful expansion strategies. The profit growth of 8.9% supports this positive trend, indicating the company's ability to efficiently manage costs and maintain margins.

The return on equity of 14.2% suggests that the company is effectively utilizing its resources to generate profits. This is a positive signal for investors, pointing to solid financial health and good capital returns.

Overall, LB Group Co., Ltd. demonstrates stable fundamental data, indicating a potentially good investment. However, investors should also consider other factors such as market trends, competitive environment, and the company's long-term strategic plans before making a final decision.

Dividend Yield: 2.5% (2025, estimated)
Dividend History: Regular payouts in the last 5 years

LB Group Co., Ltd. has regularly distributed dividends in recent years, indicating a stable dividend policy. The estimated dividend yield for 2025 is around 2.5%, based on current market conditions and historical payouts.

The company has pursued a consistent dividend policy over the past five years, indicating a reliable payout. Analysts expect the dividend policy to remain stable in the future, barring any significant market changes.