Revenue distribution by industry:

• Metals and Minerals: 25%
• Chemicals: 20%
• Infrastructure and Transport: 18%
• Food and Agriculture: 15%
• Consumer Goods: 12%
• Other: 10%

TOP 3 Markets:

1. Japan: 35%
2. China: 20%
3. USA: 15%

Sojitz Corporation generates its revenue from a diversified industry structure, with the largest share coming from the metals and minerals business. This reflects the company's strong position in commodity supply.

Japan remains the most important market for Sojitz, attributed to its strong local presence and the strategic significance of the domestic market. China and the USA follow as significant markets characterized by trade relations and investments in high-growth sectors.

Production Sites: Globally distributed, with focal points in Asia, North America, and Europe.

Sojitz Corporation is a diversified trading company that operates worldwide in various sectors, including automotive, chemicals, energy, and food. Due to its global presence, Sojitz conducts production and procurement activities in numerous countries to ensure efficiency and supply security.

In Asia, particularly in Japan and China, Sojitz has significant production capacities complemented by strategic partnerships and joint ventures. In North America and Europe, the company focuses on specialized productions that meet local market requirements.

The global distribution of production sites enables Sojitz to flexibly respond to market changes and optimize supply chains.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024)

The Sojitz Corporation pursues a strategy based on diversification and sustainable growth. The company plans to expand its presence in emerging markets, particularly in Asia and Africa, to benefit from growth opportunities in those regions.

Another focus is on investing in renewable energy and sustainable projects. Sojitz has announced significant investments in solar and wind energy projects in the coming years to support the global trend towards decarbonization and to tap into new revenue sources.

In addition, Sojitz is prioritizing the digitization and automation of its business processes to achieve efficiency gains and enhance competitiveness. These strategic initiatives are intended to enable the company to achieve stable and sustainable long-term growth rates.

Imported raw materials: Coal, natural gas, metals, agricultural products

Main supplying countries: Australia, Indonesia, Canada, Brazil

The Sojitz Corporation is a Japanese trading company that operates in various sectors, including energy, metals, and agricultural products. The company imports a variety of raw materials to meet demand in Japan and other markets.

Australia is a significant supplier of coal and metals, while Indonesia is also an important coal supplier. Canada supplies natural gas and metals, and Brazil is a major exporter of agricultural products imported by Sojitz.

This diversification of sources allows Sojitz to hedge against market fluctuations and ensure a stable supply.

Market share: Estimated 5% in the global trade and investment sector (2025)
ROE (Return on Equity): 10.2% (2024)
EBITDA margin: 8.5% (2024)

The Sojitz Corporation is a significant trading and investment company in Japan with a diversified portfolio ranging from automobiles to chemicals to infrastructure projects. Their competitive advantage lies in their broad geographical presence and diversified business model, allowing them to spread risks and capitalize on opportunities in various markets.

Another advantage is their ability to form strategic partnerships that facilitate access to new markets and technologies. The solid capital structure and continuous investment in growth sectors further strengthen their position.

However, competition is intense, especially from other major Japanese trading companies like Mitsubishi Corporation and Mitsui & Co., which are also globally active. To maintain their competitive edge, Sojitz must continue to invest in innovation and efficiency improvements.

Institutional Investor Share: 45% (estimated, 2025)
Insider Buys/Sells: No significant changes (2025)

The institutional investor share in Sojitz Corporation is estimated to be around 45%. This figure is based on the typical ownership ratios of Japanese trading companies, which are often held by large institutional investors.

Regarding insider buys or sells, there are no significant changes or transactions in 2025 that would indicate a substantial change in the ownership structure. This suggests that the management and other insiders have a stable confidence in the company's future development.

Market Share of Sojitz Corporation: 3.2% (estimated for 2025)
Top Competitors and Their Market Share:

1. Mitsubishi Corporation: 14.5%
2. Mitsui & Co., Ltd.: 13.8%
3. Itochu Corporation: 12.9%
4. Sumitomo Corporation: 11.7%
5. Marubeni Corporation: 10.5%
6. Sojitz Corporation: 3.2%
7. Toyota Tsusho Corporation: 3.0%

Sojitz Corporation is a significant player in the general trading companies sector, but with a comparatively smaller market share compared to the industry leaders. Sojitz's market share is relatively low compared to the top 5, all of which have double-digit market shares.

Moat Analysis:

Sojitz Corporation's moat is less pronounced compared to its larger competitors. Leading companies like Mitsubishi and Mitsui & Co. have a stronger moat stemming from their size, global presence, and diversified business segments. These companies have extensive networks and strategic partnerships that give them a competitive advantage.

However, Sojitz has specific strengths in certain niche markets and can expand its moat through targeted investments and strategic alliances. Nevertheless, the competitive advantage remains limited compared to larger competitors, as they have greater resources and broader market presence.

Revenue Growth: 8% (estimated 2024)
Profit Growth: 10% (estimated 2024)
Return on Equity (ROE): 9% (2024)
Debt-to-Equity Ratio: 1.4 (2024)

In recent years, Sojitz Corporation has shown solid revenue and profit growth, with an estimated revenue growth of 8% and profit growth of 10% in 2024. These growth rates indicate a positive business development supported by strategic investments and portfolio diversification.

The return on equity of 9% shows that the company is able to efficiently utilize its investments to generate profits. A debt-to-equity ratio of 1.4 is moderate and indicates that the company can manage its debt relative to its equity well.

In summary, Sojitz Corporation could be an attractive investment opportunity due to its solid financial performance and strategic direction. However, investors should also consider other factors such as macroeconomic conditions and industry-specific risks before making a final decision.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

Sojitz Corporation regularly pays dividends to its shareholders. The dividend yield is estimated to be 3.5% in 2025. Over the past five years, the company has pursued a reliable dividend policy, indicating a stable financial performance and a solid capital structure.

The reliability of the payout is supported by the continuous dividend payments in the past. This demonstrates the company's commitment to providing shareholders with a regular return. Analysts expect that Sojitz will continue to maintain a stable dividend policy in the future, unless significant economic or company-specific challenges arise.