Revenue distribution by sectors:

• Food and beverages: approx. 85%
• Pharmaceuticals: approx. 10%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

• Japan: approx. 40%
• China: approx. 20%
• Indonesia: approx. 15%

Yakult Honsha Co., Ltd. is mainly active in the food and beverage sector, with the majority of revenues coming from the sale of probiotic drinks. The home market Japan remains the largest single market for the company, followed by China and Indonesia, which are significant growth regions due to increasing health awareness and rising demand for functional foods.

Production sites of Yakult Honsha Co., Ltd.:

1. Japan: Several production facilities throughout the country, including in Tokyo and other prefectures.
2. Brazil: One of the largest production sites outside of Japan.
3. Mexico: Key location for serving the Latin American market.
4. Indonesia: Production site to serve the Southeast Asian market.
5. China: Multiple factories to meet the high demand in the region.
6. Europe: Production sites in the Netherlands and Belgium.

Yakult Honsha Co., Ltd. operates numerous production sites worldwide to efficiently meet demand in various markets. The strategic placement of the factories enables the company to optimize logistics costs and shorten delivery times. This is particularly important for a product like Yakult, which needs to be delivered fresh and chilled.

Revenue Growth: 6.5% (2024) Market Expansion: Focus on Southeast Asia and Latin America

Yakult Honsha Co., Ltd. is pursuing a growth strategy that heavily emphasizes international expansion and product diversification. In recent years, the company has strengthened its presence in Southeast Asia and Latin America to capitalize on the increasing demand for probiotic products in these regions.

Additionally, Yakult is investing in research and development to develop new products and expand existing product lines. Another focus is on enhancing brand awareness through targeted marketing campaigns and partnerships.

Through these strategic measures, the company expects to increase its market share and ensure sustainable growth.

Main raw materials: Skimmed milk powder, sugar, glucose syrup, flavors

Main importing countries: New Zealand, Australia, USA

Yakult Honsha Co., Ltd. mainly imports skimmed milk powder, sugar, and glucose syrup, which are essential components of their products. New Zealand and Australia are leading suppliers of skimmed milk powder, as these countries are known for their strong dairy industry. Sugar and glucose syrup are often imported from the USA, as the USA is a significant producer of corn and sugarcane, which serve as the basis for these products.

These raw materials are crucial for the production of Yakult, a probiotic drink distributed worldwide. The choice of supplier countries is based on the quality of the raw materials and the reliability of the supply chains.

Market Share in Japan: Approximately 40% (2023)
International Presence: Active in over 40 countries
Research and Development Investments: 3.5% of revenue (2023)

Yakult Honsha Co., Ltd. has a significant competitive advantage due to its strong market position in Japan, where it holds a market share of about 40% in the probiotic beverage sector. This dominance is supported by long-standing brand awareness and an established distribution network.

Internationally, Yakult is active in over 40 countries, highlighting its global reach and adaptability to different markets. The continuous investments in research and development, accounting for approximately 3.5% of revenue, strengthen the company's innovation capabilities and enable the introduction of new products tailored to consumer needs.

Additionally, Yakult benefits from its unique business model based on direct sales through Yakult Ladies, fostering strong customer loyalty and brand devotion. Together, these factors give Yakult a sustainable competitive advantage in the functional food industry.

Institutional Investor Share: approx. 45% (2025, estimated)

Insider Purchases/Sales: No significant transactions in the last year (2024)

The institutional investor share in Yakult Honsha Co., Ltd. is around 45%. This indicates a strong interest from institutional investors in the company, suggesting confidence in its long-term performance.

In 2024, there were no significant insider purchases or sales, indicating that the management and other insiders may be satisfied with the current company strategy and valuation. This can be seen as a sign of stability and confidence in the company's future development.

Market Share Yakult Honsha Co., Ltd.: approx. 20% (2025, estimated)

Top Competitors and their Market Shares:

1. Danone S.A.: approx. 25%
2. Nestlé S.A.: approx. 18%
3. Chobani, LLC: approx. 15%
4. General Mills, Inc.: approx. 12%
5. Kraft Heinz Company: approx. 10%

Yakult Honsha Co., Ltd. is a significant player in the probiotic beverages sector and has secured a solid market share of about 20%. The largest competitor is Danone S.A., leading with a market share of approximately 25%. Nestlé S.A. closely follows with a market share of 18%.

Yakult's moat lies in its strong brand recognition and specialization in probiotic products. Decades of research and development in the probiotics field have given the company a technological edge. Additionally, Yakult benefits from a loyal customer base and a global distribution network.

In comparison, companies like Danone and Nestlé have broader product portfolios and larger financial resources, enabling them to expand and diversify across different segments. This diversification can be seen as a stronger moat, allowing them to spread risks better and react more flexibly to market developments.

Overall, Yakult has a significant advantage in its specialized area, but competitors offer strong competitive advantages through their size and diversification as well.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Market Share in Asia: 25% (2024)

Yakult Honsha Co., Ltd. recorded solid revenue growth of 8.5% in 2024, driven by increasing demand for probiotic products and successful expansion into Asian markets. The company also holds a 25% market share in Asia, highlighting its strong position in one of the fastest-growing markets in the world.

The 7.2% profit growth in 2024 indicates that Yakult not only increased its revenues but also operates efficiently to enhance profitability. This suggests that the company is well positioned to benefit from long-term trends in the health and wellness sector.

Given these positive financial developments and strong market position, the stock of Yakult Honsha Co., Ltd. could be an attractive investment for investors focusing on sustainable growth and market leadership. However, potential investors should also consider other factors such as the overall market conditions and specific company strategies before making an investment decision.

Dividend Yield: 1.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Yakult Honsha Co., Ltd. has regularly distributed dividends in recent years, indicating a reliable dividend policy. The current dividend yield is approximately 1.5%, which is moderate compared to other companies in the industry.

The continuous payout over the last five years shows that the company aims to provide its shareholders with a stable return. This is supported by a solid financial foundation and a stable business model. Analysts expect that Yakult will continue its dividend policy in the future, unless significant economic changes occur.