Paper and packaging products: approximately 60% of revenue
Forestry and wood products: approximately 20% of revenue
Chemical products and others: approximately 20% of revenue

Top 3 markets:
Japan: approximately 45%
China: approximately 20%
Southeast Asia: approximately 15%

Oji Holdings Corporation generates the majority of its revenue from the production and sale of paper and packaging products. These products are in demand in various industries, including consumer goods, logistics, and retail.

Japan remains the largest market for Oji Holdings, attributed to its strong local presence and established customer base. China and Southeast Asia are also significant markets benefiting from the growing demand for packaging solutions in these regions.

Production Sites:

• Japan
• New Zealand
• Australia
• Southeast Asia (including Vietnam, Malaysia)
• Brazil

Oji Holdings Corporation is a globally operating company in the field of paper and packaging products. It operates production facilities in several countries to efficiently serve its international markets. The main production sites are located in Japan, while pulp is mainly produced in New Zealand and Australia. In Southeast Asia, Oji Holdings has expanded its presence through strategic investments and partnerships to benefit from the growing markets in this region. Brazil is another important location for pulp production, optimizing access to raw materials and cost structure.

Revenue Growth: Estimated 4-5% annually (2025)

Strategic Focus Areas:

1. Sustainability and Environmental Friendliness
2. Global Expansion
3. Innovative Product Development

Oji Holdings Corporation is increasingly focusing on sustainability by further developing environmentally friendly production processes and recycling technologies. This aligns with the global trend towards environmentally conscious business practices and can make the company more competitive in the long term.

Another focus is on global expansion, especially in fast-growing markets in Asia and South America. Through strategic partnerships and acquisitions, Oji Holdings plans to strengthen its market presence and tap into new revenue sources.

Additionally, the company is investing in the development of innovative products to meet changing customer requirements. This includes both traditional paper products and new applications in areas such as packaging and specialty papers.

Main raw materials: Pulp, wood, waste paper

Important importing countries:

• Pulp: Brazil, Canada, Chile
• Wood: Russia, New Zealand, Australia
• Waste paper: USA, Europe

Oji Holdings Corporation mainly imports pulp, wood, and waste paper for its paper and packaging production. Pulp is mainly sourced from Brazil, Canada, and Chile, as these countries have large forestry industries and can supply high-quality pulp.

Wood is imported from Russia, New Zealand, and Australia, as these countries are rich in forest resources and can ensure a stable supply. Waste paper is predominantly imported from the USA and Europe, as these regions have well-developed recycling infrastructures that enable a constant supply of recyclable material.

Market Share in Japan: 25% (2024)
Global Market Share: 5% (2024)
R&D Expenses: 3.5% of revenue (2024)

Oji Holdings Corporation is one of the leading paper and pulp manufacturers in Japan and has also made a name for itself internationally. The company's competitive advantage lies in its strong market position in Japan, where it controls about a quarter of the market. This dominance enables Oji to benefit from economies of scale and to have a strong negotiating position with suppliers and customers.

Internationally, Oji's market share is lower, but the company continuously invests in research and development to develop innovative products and increase its efficiency. With R&D expenses accounting for 3.5% of revenue, Oji is at the upper end of the industry, indicating strong innovation capabilities.

Additionally, Oji strengthens its position through strategic alliances and acquisitions to expand its global presence. Despite intense competition in the paper and pulp industry, Oji remains well positioned to maintain and expand its market position due to these factors.

Institutional Investor Share: approximately 45% (2025, estimated) Insider Purchases/Sales: No significant transactions reported (2025, estimated)

The institutional investor share in Oji Holdings Corporation is estimated to be around 45%. This is typical for large, established companies in Japan, which are often held by pension funds, investment funds, and other institutional investors.

Regarding insider transactions, no significant purchases or sales were reported in 2025. This could indicate that the management and other insiders currently do not expect significant changes in the company's valuation.

Market share of Oji Holdings Corporation: Estimated 15% (2025)

Main competitors and their market shares:

1. Nippon Paper Industries Co., Ltd.: 12%
2. Mitsubishi Paper Mills Ltd.: 8%
3. Hokuetsu Corporation: 7%
4. Daio Paper Corporation: 6%
5. Sumitomo Forestry Co., Ltd.: 5%

Moat of Oji Holdings Corporation:

Oji Holdings Corporation has a significant moat, which consists of several factors. These include strong vertical integration, allowing the company to reduce costs and increase efficiency, as well as a wide range of products ranging from paper products to packaging solutions. This diversification enables Oji to flexibly respond to market fluctuations.

In comparison to competitors, Oji Holdings also has a strong international presence, especially in Asia, facilitating access to growing markets. This geographical diversification is another advantage over some competitors that are more focused on the domestic market.

However, some competitors, such as Nippon Paper Industries, have also made significant investments in sustainable technologies and innovations, enhancing their competitiveness. Overall, Oji Holdings remains a market leader due to its size, market presence, and efficiency advantages.

Revenue Growth: 3.8% (2024) Profit Growth: 4.5% (2024) Return on Equity: 7.2% (2024)

In 2024, Oji Holdings Corporation recorded a moderate revenue growth of 3.8%, indicating stable demand for paper and packaging products. The profit growth of 4.5% shows that the company was able to increase its profitability despite a competitive market.

The return on equity of 7.2% is an indicator of solid capital returns, suggesting that the company is efficiently utilizing its equity. This is a respectable value compared to other companies in the paper and packaging industry.

Given these metrics, Oji Holdings Corporation appears to be a stable investment, especially for investors interested in long-term growth and a solid market position. However, it is advisable to also consider future market trends and the company's strategic direction to make an informed investment decision.

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

Oji Holdings Corporation is known for regularly distributing dividends to its shareholders. The dividend yield is estimated to be around 3.5% for the year 2025. Over the past five years, the company has consistently paid out its dividends, indicating a reliable payout policy.

The stability of the dividends is attributed to Oji Holdings' solid financial performance and strong market position. The company has proven in the past that it is able to pay dividends even in economically challenging times. Analysts expect this reliability to continue in the future, provided that no unforeseen economic influences occur.