Revenue distribution by sectors:

• Fibers & Textiles: approx. 35%
• Plastics & Chemicals: approx. 30%
• Carbon Fiber Composites: approx. 20%
• Environment & Engineering: approx. 10%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

• Japan: approx. 40%
• China: approx. 25%
• USA: approx. 15%

Toray Industries, Inc. generates its revenues mainly from the sectors of Fibers & Textiles and Plastics & Chemicals, which together account for about two-thirds of the total revenue. Carbon fiber composites are also a significant area, especially due to the increasing demand in the aerospace industry.

Geographically, Japan is the largest market for Toray, followed by China and the USA. These markets significantly contribute to the total revenue and are crucial for the company's strategic direction. The strong presence in Asia and North America reflects Toray's global reach and diversification.

Production sites of Toray Industries:

• Japan: Headquarters and several production facilities.
• China: Multiple factories, especially for textiles and plastics.
• South Korea: Production sites for chemical fibers and plastics.
• Thailand: Production plants for textiles and plastics.
• Indonesia: Textile production.
• USA: Production facilities for composite materials and other specialty materials.
• Europe: Production sites in countries such as France and the Czech Republic.

Toray Industries, Inc. is a global company with a diversified production base. It operates factories in Asia, North America, and Europe to manufacture its wide range of products, from textiles to high-performance materials. This geographical diversification enables Toray to efficiently respond to regional market demands and optimize supply chains.

Revenue Growth: Estimated 5-7% annually (2025-2030)

Toray Industries, Inc. pursues a growth strategy focusing on diversification and innovation in its core segments. The company is increasingly investing in the development of new materials and technologies, particularly in the areas of carbon fiber composite materials and functional plastics, to meet the growing demand in the aerospace and automotive industries.

Another key focus is on expanding into Asian markets, where Toray is expanding its production capacities to meet the increasing demand for high-tech materials. Additionally, Toray is investing in research and development to promote sustainable and environmentally friendly products, in line with global trends and regulatory requirements.

Through strategic partnerships and acquisitions, Toray plans to strengthen its market position and explore new business fields, particularly in biotechnology and healthcare. These measures are intended to secure the company's long-term growth and enhance its competitiveness on a global scale.

Main raw materials: Acrylic fibers, nylon, polyester, carbon fibers

Main importing countries: USA, China, South Korea, Taiwan

Toray Industries, Inc. is a leading company in the production of synthetic fibers and high-performance materials. The company imports a variety of raw materials needed for the production of textiles, plastics, and composite materials.

Acrylic fibers and nylon are often imported from the USA and China, as these countries have significant production capacities. Polyester, another essential raw material, is also sourced from China and South Korea, where large production facilities exist.

Carbon fibers, known for their lightness and strength, are often imported from Taiwan, which has specialized production facilities for these materials.

Toray utilizes these international sources to ensure supply security and benefit from the respective cost advantages of the production countries.

Market share in the field of carbon fiber: 35% (2024, estimated)
R&D expenses: 5.2% of revenue (2024)
Revenue growth in the field of water treatment: 8% (2024)

Toray Industries, Inc. has a significant competitive advantage, especially in the field of high-performance materials such as carbon fiber. With an estimated market share of 35% in 2024, the company is one of the leading providers in this segment. This enables Toray to benefit from the increasing demand in the aerospace and automotive sectors.

The company continuously invests in research and development, with R&D expenses accounting for 5.2% of revenue in 2024. These investments strengthen innovation capabilities and enable the development of new materials and technologies, further enhancing the competitive advantage.

Additionally, Toray demonstrates solid growth in the field of water treatment, with a revenue growth of 8% in 2024. This illustrates the company's diversification and its ability to operate successfully in different markets.

Institutional Investor Share: Approximately 60% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No significant changes reported in 2025

The institutional investor share in Toray Industries, Inc. traditionally stands at around 60%, based on the latest available data and typical trends for large Japanese companies. These investors include pension funds, investment funds, and other institutional investors who typically hold long-term positions.

In 2025, no significant insider purchases or sales were reported. This suggests that the management and other insiders have confidence in the current corporate strategy and future development. Such activities are often seen as indicators of management's assessment of future performance.

Market share of Toray Industries: 8% (estimated, 2025)

Top competitors and their market shares:

1. BASF SE: 12%
2. Dow Inc.: 10%
3. Mitsubishi Chemical Holdings: 9%
4. Toray Industries, Inc.: 8%
5. DuPont de Nemours, Inc.: 7%
6. LG Chem Ltd.: 6%
7. Sumitomo Chemical Co., Ltd.: 5%
8. SABIC: 4%
9. Covestro AG: 3%
10. Asahi Kasei Corporation: 3%

Toray Industries is a significant player in the specialty chemicals and textiles sector, with an estimated market share of 8%. Toray's moat lies in its strong R&D investment, wide product range, and global presence, especially in Asia. This enables the company to develop innovative products and position itself in niche markets.

In comparison, companies like BASF and Dow Inc. have a larger moat due to their extensive global networks, broader product diversification, and greater financial resources. These factors allow them to be leaders in various market segments and benefit from economies of scale.

While Toray has a significant advantage in certain areas, such as fiber technology and carbon fibers, larger competitors may be able to develop a stronger moat in the long term through their size and resources.

Revenue Growth: 4.5% (2024) Profit Growth: 3.2% (2024) R&D Expenses: 7.8% of revenue (2024)

Toray Industries, Inc. achieved a revenue growth of 4.5% in 2024, indicating stable demand in its core segments such as fibers, textiles, and plastics. The profit growth of 3.2% shows that the company is able to effectively manage its costs and maintain its margins.

An important aspect of Toray is its continuous investment in research and development, which accounts for 7.8% of revenue. These investments underscore the company's commitment to innovation and the development of new products, which can secure long-term competitive advantages.

Additionally, Toray has expanded its presence in high-growth markets such as aerospace and water treatment in recent years. This strategic diversification could make the company more resilient to economic fluctuations.

Overall, the solid financial performance and strategic direction suggest that Toray Industries could be a potentially attractive investment for long-term oriented investors. However, potential investors should also consider external factors such as global economic conditions and commodity prices that could impact future performance.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Toray Industries, Inc. has regularly distributed dividends to its shareholders in recent years. The company's dividend policy aims to provide shareholders with a stable return while also investing in growth and innovation.

The reliability of dividend payment can be considered high, as Toray Industries has a solid financial foundation and a diversified product range. This allows the company to generate stable earnings even in economically challenging times. Analysts expect the company to maintain its dividend policy unless significant economic downturns occur.