Revenue distribution by sectors:

• Chemicals: 40%
• Electronics: 35%
• Healthcare: 25%

TOP 3 markets and their percentage shares:

• Japan: 45%
• USA: 30%
• China: 15%

Asahi Kasei Corporation generates the majority of its revenue from the chemicals sector, followed by electronics and healthcare. The domestic market of Japan is the largest single market, followed by the USA and China. These markets are crucial for the company as they offer both strong demand and growth potential.

Production sites of Asahi Kasei Corporation:

1. Japan: Main production country with several plants, including in Nobeoka and Fuji.
2. China: Production facilities to support the Asian markets.
3. USA: Plants for the production of chemicals and materials.
4. Europe: Production sites, especially for automotive and electronic components.

Asahi Kasei Corporation operates production facilities worldwide to support its diverse product lines in the areas of chemicals, electronics, and healthcare. The strategic placement of the plants enables the company to efficiently respond to regional market demands and optimize the supply chain.

Estimated Revenue Growth: 5-7% annually (2025-2027)
Investment in Research and Development: 8% of revenue (2025)

Asahi Kasei Corporation pursues a growth strategy that strongly focuses on innovation and sustainability. The company invests significantly in research and development to develop new materials and technologies that meet market requirements.

A key element of the strategy is the expansion into the field of sustainable technologies, particularly in chemistry and materials science. Asahi Kasei plans to expand its presence in renewable energies and environmentally friendly materials to benefit from the increasing demand for sustainable solutions.

Furthermore, the company aims to expand its global market presence, especially in high-growth regions such as Asia and North America. This is intended to be supported by strategic partnerships and acquisitions to increase market share and explore new business fields.

Main raw materials: Petrochemicals, plastics, synthetic fibers

Main importing countries: Saudi Arabia, USA, China

Asahi Kasei Corporation imports a variety of raw materials essential for its production processes. The key materials include petrochemicals and plastics used in the manufacturing of chemicals, fibers, and electronic materials.

Saudi Arabia is a significant supplier of petrochemical raw materials needed for the production of plastics and synthetic materials. The USA also supplies a variety of petrochemical products and specialty chemicals. China is another important partner, especially for chemical intermediates and specialty plastics.

These import relationships are crucial for maintaining Asahi Kasei's production capacities and competitiveness in the global market.

Market share in the chemical industry: 5% (2024, estimated)
Research & Development expenses: 3.2% of revenue (2024)
EBITDA margin: 14.5% (2024)

Asahi Kasei Corporation has a significant competitive advantage through its diversification in various sectors such as chemicals, electronics, and healthcare. This diversification allows the company to spread risks and capitalize on opportunities in different markets.

Another competitive advantage is the continuous commitment to research and development, accounting for approximately 3.2% of revenue. This demonstrates the company's efforts to develop innovative products and differentiate itself from competitors.

The EBITDA margin of 14.5% indicates an efficient cost structure that enables Asahi Kasei to operate profitably while investing in new technologies and markets. This strengthens its market position and contributes to long-term competitiveness.

Institutional Investor Share: approximately 45% (2025, estimated) Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

The institutional investor share in Asahi Kasei Corporation is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company's long-term stability and growth potential.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders have confidence in the current corporate strategy and future direction. This can be seen as a positive signal for investors, as it suggests stable corporate leadership.

Market share of Asahi Kasei Corporation: Estimated 5-7% (2025)

Top competitors and their market shares:

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

Asahi Kasei Corporation has a diversified business area ranging from chemicals to electronics to construction materials. This provides the company with a certain moat as it operates in multiple sectors and can thus better diversify risks.

Compared to leading companies like BASF and Dow, which have a larger global presence and more extensive research and development resources, Asahi Kasei's moat is less pronounced. These leading companies often have a technological edge and a stronger market position, giving them a significant advantage.

However, Asahi Kasei can score points through its innovation and specialization in certain niche markets. Nevertheless, they must continue to invest in research and development to remain competitive and strengthen their moat.

Revenue Growth: 4.5% (2024) Profit Growth: 3.2% (2024) R&D Expenses: 5.8% of revenue (2024)

Asahi Kasei Corporation recorded a moderate revenue growth of 4.5% in 2024. This growth reflects the ongoing demand in the areas of chemicals, electronics, and health in which the company operates. The profit growth of 3.2% indicates stable, though not outstanding, profitability.

The company continues to invest heavily in research and development, with 5.8% of revenue allocated to this area. This suggests a strategic focus on innovation and long-term growth. Particularly in the areas of sustainable materials and advanced technologies, this could secure future competitive advantages.

Overall, the attractiveness of Asahi Kasei stock depends on the investor's risk appetite. The stable growth rates and focus on innovation support a solid long-term investment, while short-term investors may seek higher growth rates in other sectors.

Dividend Yield: 3.2% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

In recent years, Asahi Kasei Corporation has pursued a consistent dividend policy. The dividend yield for 2025 is estimated to be around 3.2%, based on current market conditions and recent payouts.

The company has a strong balance sheet and a solid market position, which supports the reliability of dividend payments. Historically, Asahi Kasei has regularly distributed dividends over the past five years, indicating stable financial health.

Analysts expect the company to maintain its dividend policy unless significant economic or company-specific challenges arise.