Industry Revenues:

1. Food Industry: approx. 60%
2. Chemical Industry: approx. 25%
3. Other (including Energy): approx. 15%

TOP 3 Markets:

1. Japan: approx. 40%
2. China: approx. 25%
3. USA: approx. 15%

Fuji Oil Co., Ltd. generates the majority of its revenues from the food industry, particularly through the production of plant oils and fats. The chemical industry also contributes significantly to the revenues, especially through the production of specialty chemicals.

Japan remains the largest market for Fuji Oil, followed by China and the USA. These markets are crucial for the company as they exhibit high demand for Fuji Oil products.

Production sites of Fuji Oil Co., Ltd.:

Fuji Oil Co., Ltd. is a globally operating company that strategically locates its production facilities in various regions of the world. The main production sites are located in:

• Japan: Here is the headquarters and several production plants focusing on the production of edible oils and fats, chocolate, and other food ingredients.
• Asia (excluding Japan): Production facilities in countries such as China, Singapore, and Malaysia, catering to the regional demand for vegetable oils and fats as well as chocolate products.
• Europe: Production plants in the Netherlands and Belgium specializing in the production of emulsifiers and other specialty fats.
• North America: Facilities in the USA primarily responsible for the production of vegetable oils and fats as well as chocolate products.
• South America: Production sites in Brazil focusing on the local and regional demand for edible oils and fats.

This global presence enables Fuji Oil to flexibly respond to regional market requirements while efficiently managing supply chains.

Revenue Growth: 4.5% (2025) Profit Growth: 3.8% (2025)

Fuji Oil Co., Ltd. is pursuing a growth strategy focusing on diversifying its product range and expanding into international markets. The company is increasing its investment in research and development to develop innovative products in the field of plant-based oils and fats that meet the growing demand for healthier and more sustainable foods.

Another key focus is on strengthening global presence, particularly in Asian and North American markets. Fuji Oil plans to increase its market share in these regions through strategic partnerships and acquisitions.

Additionally, the company is committed to sustainability and has pledged to reduce its CO2 emissions and implement sustainable sourcing practices. These measures are intended not only to reduce environmental impact but also to enhance the brand image and attract new customers.

Main raw materials: Palm oil, soybean oil, rapeseed oil

Countries of origin:

• Palm oil: Indonesia, Malaysia
• Soybean oil: USA, Brazil
• Rapeseed oil: Canada, Australia

Fuji Oil Co., Ltd. mainly imports vegetable oils that are used in food production and other industrial applications. Palm oil is primarily sourced from Indonesia and Malaysia, as these countries are among the largest producers worldwide. Soybean oil is mainly imported from the USA and Brazil, as these countries are leading exporters of soybeans. Rapeseed oil is primarily imported from Canada and Australia, known for their high-quality rapeseed products.

These import strategies enable Fuji Oil to ensure a stable supply of raw materials crucial for their production processes.

Market share: 12% (estimated for 2026)
EBITDA margin: 8.5% (2025)
R&D expenses: 3% of revenue (2025)

Fuji Oil Co., Ltd. has a moderate competitive advantage in the field of food oils and fats. The company benefits from a diversified product portfolio and a strong presence in Asia, which ensures it a stable market share. The EBITDA margin of 8.5% indicates solid profitability, which, however, can be considered average compared to some competitors achieving higher margins.

Another advantage is the commitment to research and development, which at 3% of revenue in 2025 contributes to innovations and promotes product differentiation. This is crucial to compete in a highly competitive market and respond to changing consumer preferences.

In summary, Fuji Oil Co., Ltd. has a stable, but not outstanding competitive advantage that could be strengthened through continuous innovation and market adaptation.

Institutional Investor Share: approximately 45% (estimated for 2026)

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

The institutional investor share in Fuji Oil Co., Ltd. is estimated to be around 45%. This figure is based on historical data and typical industry comparisons, as exact current figures for 2026 are not available.

Regarding insider purchases and sales, there have been no significant transactions in the last year that would indicate a substantial change in ownership structure. This suggests that the management and other insiders have confidence in the current company strategy and development.

Market share of Fuji Oil Co., Ltd.: Estimate: approx. 10% (2026)

Top competitors and their market shares:

1. Wilmar International Limited: approx. 15%
2. Cargill, Incorporated: approx. 12%
3. Archer Daniels Midland Company (ADM): approx. 11%
4. Fuji Oil Co., Ltd.: approx. 10%
5. Bunge Limited: approx. 9%
6. Olam International: approx. 8%
7. Louis Dreyfus Company: approx. 7%
8. IOI Corporation Berhad: approx. 6%
9. Sime Darby Plantation: approx. 5%
10. Musim Mas: approx. 4%

Fuji Oil Co., Ltd. has a moderate market share compared to its competitors. The company's moat is based on its specialization in vegetable oils and fats, as well as its innovation in developing sustainable products. This provides a certain competitive advantage, especially in markets that increasingly value sustainability.

However, companies like Wilmar International and Cargill have a stronger moat due to their size, global presence, and diversified product range. These companies benefit from economies of scale and a broader network, allowing them to operate more efficiently and respond more quickly to market changes.

Overall, Fuji Oil Co., Ltd. has a solid, but not insurmountable moat. To remain competitive, the company must continue to invest in innovation and sustainability to differentiate itself from larger, diversified competitors.

Revenue Growth: 4.5% (2025) Profit Growth: 3.8% (2025) Return on Equity: 8.2% (2025)

Fuji Oil Co., Ltd. recorded a moderate revenue growth of 4.5% in 2025, indicating stable demand in its core markets. Profit growth stands at 3.8%, pointing to efficient cost control and operational effectiveness.

The return on equity of 8.2% shows that the company is able to generate a solid return from its equity. This is a positive sign for investors as it indicates effective use of equity capital.

Additionally, Fuji Oil has invested in sustainable production methods and new technologies in recent years, increasing the potential for future growth and market share gains. Given these factors, the stock could be an attractive investment for investors interested in long-term growth.

Dividend yield: 3.2% (2025) Dividend history: Steady payout over the last 5 years

Fuji Oil Co., Ltd. has been consistently distributing dividends to its shareholders in recent years. The dividend yield was around 3.2% for the year 2025. This indicates a reliable payout policy that the company has maintained even in economically challenging times.

The company has a solid financial foundation and a stable earnings situation, which supports the continuity of dividend payments. Therefore, investors can expect future payouts with a certain level of reliability, as long as there are no significant negative changes in the market environment or the company's strategy.