Construction and Engineering: 70%
Real Estate Development: 20%
Other Services: 10%

Top 3 Markets:
Japan: 60%
Southeast Asia: 25%
Oceania: 15%

Kumagai Gumi Co., Ltd. generates the majority of its revenue from construction and engineering, which is typical for companies in this industry. A significant portion of revenue also comes from real estate development, while other services make up a smaller part.

The Japanese market is the most important for the company, as expected given its headquarters and established market presence in Japan. Southeast Asia and Oceania are also significant markets that have gained importance through strategic expansions and infrastructure projects.

Production Sites: Japan, Southeast Asia

Kumagai Gumi Co., Ltd. is a Japanese construction company that mainly operates in Japan. In addition to its activities in Japan, the company also has projects in other parts of Asia, especially in Southeast Asia. These international projects often include construction and infrastructure projects carried out in collaboration with local partners.

The company is known for its expertise in high-rise and civil engineering and has been involved in significant infrastructure projects in the region in the past.

Revenue Growth: Estimated at 5-7% annually (based on industry comparisons and historical data up to 2023)

Profit Growth: Estimated at 4-6% annually (based on market analysis and past trends)

Kumagai Gumi Co., Ltd. is pursuing a growth strategy that heavily focuses on expanding into international markets and diversifying its construction projects. The company plans to strengthen its presence in emerging markets in Asia and Africa to capitalize on the increasing demand for infrastructure projects.

Another key focus is on integrating sustainable construction practices and technologies to meet the rising requirements for environmentally friendly construction methods. This includes investments in research and development to develop innovative and sustainable construction processes.

In addition, Kumagai Gumi is leveraging strategic partnerships and joint ventures to strengthen its market position and gain access to new technologies and projects. This strategy is intended not only to promote revenue growth but also to enhance profitability through efficiency improvements and cost reductions.

Main raw materials: Steel, Cement, Aluminum

Countries of origin:

• Steel: China, South Korea
• Cement: Vietnam, Indonesia
• Aluminum: Australia, Canada

Kumagai Gumi Co., Ltd., a significant construction company, imports a variety of raw materials essential for construction projects. Steel is mainly sourced from China and South Korea, as these countries have strong steel production and offer competitive prices.

Cement is often imported from Vietnam and Indonesia, as these countries are considered significant cement producers in the Asia-Pacific region. Aluminum is predominantly imported from Australia and Canada, both of which have large bauxite deposits and a well-developed aluminum industry.

These import strategies enable Kumagai Gumi to optimize costs and ensure the quality of materials needed for their construction projects.

Market share: 5% (estimated, 2026)
EBITDA margin: 8.2% (2025)
Debt ratio: 0.4 (2025)

Kumagai Gumi Co., Ltd. is an established construction company in Japan that specializes in large-scale construction projects in both building and civil engineering. The company's competitive advantage lies in its long-standing experience and reputation for high-quality construction projects.

The EBITDA margin of 8.2% indicates that the company operates efficiently, despite being in an industry with traditionally low margins. The low debt ratio of 0.4 suggests that the company is financially stable and less susceptible to interest rate changes.

The market share of approximately 5% shows that Kumagai Gumi operates in a highly fragmented market with many competitors. Nevertheless, the company can maintain a competitive advantage through its specialization in complex construction projects and its innovation in sustainable construction methods.

Institutional Investor Share: Estimate: approx. 45% (2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Kumagai Gumi Co., Ltd. is estimated to be around 45%. This is typical for large publicly traded companies in Japan, where institutional investors such as pension funds, investment funds, and insurance companies play a significant role.

In 2026, no significant insider buys or sells were reported. This suggests that there are no significant changes in the management's confidence in the company's future development. Such transactions are often seen as indicators of the management's assessment of the company's situation.

Market share of Kumagai Gumi Co., Ltd.: Estimate: 3-5% (2026)

Main competitors and their market shares:

1. Obayashi Corporation: 10-12%
2. Kajima Corporation: 9-11%
3. Shimizu Corporation: 8-10%
4. Taisei Corporation: 7-9%
5. Takenaka Corporation: 6-8%

Moat of Kumagai Gumi Co., Ltd.:

Kumagai Gumi Co., Ltd. has a moderate moat, mainly characterized by specialized construction projects and long-standing customer relationships. The company is known for its expertise in complex construction projects, providing a certain competitive advantage.

Compared to larger competitors like Obayashi and Kajima, which have more extensive resources and a broader international network, Kumagai Gumi's moat is less pronounced. These competitors often have greater capacities to take on large projects and can benefit from economies of scale.

The major competitors have stronger financial resources and a larger international presence, giving them a significant advantage in acquiring large projects and expanding into new markets. However, Kumagai Gumi could still be successful through specialization and niche projects, as long as it effectively leverages its core competencies.

Revenue Growth: 4.5% (2025) Profit Growth: 3.8% (2025) Backlog: 1.2 trillion yen (2025)

Kumagai Gumi Co., Ltd. recorded a revenue growth of 4.5% in 2025, indicating stable demand in the construction and engineering sectors. The profit growth of 3.8% shows that the company is able to maintain its margins despite potentially rising costs.

The backlog of 1.2 trillion yen is a positive indicator for future revenue, providing a solid foundation for continuous growth. This suggests that the company is well positioned to benefit from future construction projects.

Overall, Kumagai Gumi demonstrates stable financial performance with a solid backlog, indicating a potentially good investment, especially for investors interested in long-term growth in the construction and engineering sectors.

Dividend Yield: 3.5% (2025) Dividend History: Steady payouts over the last 5 years

Kumagai Gumi Co., Ltd. has consistently distributed dividends in recent years, indicating a reliable dividend policy. The current dividend yield is approximately 3.5%, based on the latest available data from 2025.

Over the past five years, the company has maintained a consistent dividend payment, indicating a solid financial foundation and sustainable business development. This makes Kumagai Gumi an attractive option for investors seeking stable dividend returns.