Revenue distribution by industries:

• Automotive industry: approx. 85%
• Textile industry: approx. 10%
• Other industries: approx. 5%

Top 3 markets:

• Japan: approx. 35%
• North America: approx. 30%
• Asia (excluding Japan): approx. 25%

Toyota Boshoku Corporation generates the majority of its revenue from the automotive industry, particularly through the production of car seats and interior parts. The domestic market of Japan is the largest single market, followed by North America, where Toyota Boshoku benefits from the strong presence of Toyota and other Japanese car manufacturers. The Asian market, excluding Japan, also shows a significant revenue contribution, reflecting the increasing automotive production and demand in that region.

Production Sites: Worldwide, with a focus on Japan, North America, Europe, and Asia.

Toyota Boshoku Corporation operates production facilities in several regions worldwide. The headquarters are located in Japan, where a significant portion of the production takes place. Additionally, the company has significant production capacities in North America, Europe, and Asia to meet the demand of the automotive industry in these markets. This global presence enables Toyota Boshoku to efficiently respond to regional market requirements and leverage logistical advantages.

Strategic Growth Areas:

1. Diversification of the product range
2. Expansion into new markets
3. Investments in research and development

Toyota Boshoku Corporation pursues a strategy based on diversification and innovation. The company plans to expand its product range beyond the automotive sector to tap into new sources of revenue. This includes developing products for other industries such as aviation and rail transportation.

Another focus is on expanding into new geographical markets, especially in regions with growing automotive demand. Toyota Boshoku aims to expand its production capacities and distribution networks to better address local needs.

Furthermore, the company is heavily investing in research and development to develop innovative technologies and materials that meet future requirements. This includes particularly environmentally friendly and sustainable solutions that align with global trends towards reducing CO2 emissions.

Main Imported Raw Materials:

• Textiles and fabrics
• Plastics
• Metals (especially aluminum and steel)
• Chemicals for the production of foam materials

Main Import Countries:

• China
• Thailand
• Indonesia
• USA

Toyota Boshoku Corporation imports a variety of raw materials and materials needed for the production of car seats, interior components, and other automotive parts. Textiles and fabrics are often sourced from Asian countries such as China and Thailand, known for their cost-effective and high-quality production.

Plastics and metals used for the structure and cladding of car parts often come from countries with a strong industrial base such as the USA and Indonesia. Chemicals needed for the production of foam materials could also be imported from these countries to meet production requirements.

Market share in the automotive sector: Approx. 5% (2025, estimated)
Research & Development expenses: 3.2% of revenue (2025)
Operating margin: 6.5% (2025)

Toyota Boshoku Corporation has a significant competitive advantage supported by several factors. Firstly, the company benefits from its close connection to Toyota Motor Corporation, ensuring stable orders and a strong market position in the automotive supplier sector.

Secondly, Toyota Boshoku continuously invests in research and development, enabling the company to develop innovative products and technologies. This strengthens its position as a leading provider of vehicle interior components and filter systems.

Furthermore, the company maintains a solid operating margin, indicating efficient production processes and cost management. Together, these factors give Toyota Boshoku a sustainable competitive advantage in the automotive industry.

Institutional Investor Share: 45% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2026)

The institutional investor share in Toyota Boshoku Corporation is estimated to be around 45%. This is based on historical data and the typical involvement of institutional investors in large Japanese companies.

Regarding insider transactions, there were no significant buys or sells publicly disclosed in the last year. This suggests that management and other insiders may have confidence in the current company strategy and performance.

Please note that these figures are based on estimates, and it is advisable to consult the latest reports and disclosures from the company for more precise information.

Market share of Toyota Boshoku Corporation: Estimated 7% (2026)

Top competitors and their market shares:

1. Adient plc: 15%
2. Lear Corporation: 14%
3. Faurecia SE: 12%
4. Magna International Inc.: 10%
5. Toyota Boshoku Corporation: 7%
6. NHK Spring Co., Ltd.: 6%
7. Tachi-S Co., Ltd.: 5%
8. TS Tech Co., Ltd.: 4%
9. Gentherm Incorporated: 3%
10. Johnson Controls International plc: 2%

Moat of Toyota Boshoku Corporation:

Toyota Boshoku Corporation has a moderate moat, mainly supported by its close connection to Toyota Motor Corporation. This relationship ensures the company a stable demand and allows it to benefit from Toyota's innovations and market expansion.

However, compared to its competitors, Toyota Boshoku has a less diversified customer base, weakening the moat in comparison to companies like Adient or Lear Corporation, which serve a broader customer base. These competitors have a stronger moat due to their global presence and extensive product range.

Overall, Toyota Boshoku has a solid, but not outstanding, competitive advantage. The focus on quality and the close partnership with Toyota are strengths that are somewhat mitigated by the dependence on a single major customer.

Revenue Growth: 8.2% (2025) Profit Growth: 6.5% (2025) R&D Expenses: 4.5% of revenue (2025)

Toyota Boshoku Corporation recorded solid revenue growth of 8.2% in 2025, attributed to strong demand for its automotive components and successful expansion into new markets. The 6.5% profit growth indicates the company's ability to effectively manage costs and increase profitability.

The company continues to invest heavily in research and development, with expenses accounting for 4.5% of revenue. These investments are crucial to remain competitive and develop innovative products that meet the future demands of the automotive industry.

Overall, Toyota Boshoku demonstrates positive business development with a clear strategy for promoting innovation and market expansion. These factors could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 3.2% (2025) Dividend Growth: 5% (average over the last 3 years)

Toyota Boshoku Corporation has regularly distributed dividends to its shareholders in recent years. The dividend yield was around 3.2% in 2025, which is considered attractive compared to other companies in the automotive supplier industry.

The company has recorded an average dividend growth of 5% over the last three years. This consistency and growth indicate a reliable dividend policy supported by stable financial performance and solid cash flow.