Revenue distribution by sectors:

• Chemicals: 40%
• Plastics: 25%
• Electronic materials: 20%
• Functional products: 15%

TOP 3 markets and their percentage shares:

• Japan: 35%
• China: 25%
• USA: 20%

Mitsubishi Gas Chemical Company, Inc. generates the majority of its revenue from the chemicals sector, followed by plastics and electronic materials. The Japanese market is the largest single market for the company, followed by China and the USA. These markets are crucial for the company as they provide both a strong industrial base and high demand for Mitsubishi Gas Chemical's products.

Production Sites: Japan, China, USA, Indonesia, Thailand

Mitsubishi Gas Chemical Company, Inc. operates production facilities in several countries to manufacture its chemical products. The main production sites are located in Japan, where the company is headquartered. Additionally, the company has significant production capacities in China and the USA to meet the demand in these large markets.

In addition, Mitsubishi Gas Chemical operates production plants in Indonesia and Thailand to benefit from the cost-effective production conditions and the proximity to key Asian markets. This geographical diversification enables the company to efficiently respond to regional market requirements and strengthen its global presence.

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

Focus on Sustainability and Innovation:

Mitsubishi Gas Chemical Company, Inc. pursues a growth strategy focusing on sustainability and technological innovation. The company is increasing its investments in developing more environmentally friendly products and processes to meet the growing demands for sustainability. This includes reducing CO2 emissions and improving energy efficiency in production.

Expansion into Emerging Markets:

Another strategic focus is on expanding into emerging markets, particularly in Asia. By expanding production capacities and entering new markets, the company plans to strengthen its market presence and promote revenue growth.

Research and Development:

Mitsubishi Gas Chemical continuously invests in research and development to develop innovative products that meet the changing needs of customers. This includes both enhancing existing products and developing new technologies in areas such as electronic materials and specialty chemicals.

These strategic initiatives are intended to enable the company to remain competitive in the long term and achieve sustainable growth.

Imported Raw Materials:

• Methanol, Ethylene, Propylene, Ammonia

Countries of Origin:

• Methanol: Saudi Arabia, Trinidad and Tobago
• Ethylene and Propylene: USA, South Korea
• Ammonia: Indonesia, Russia

Mitsubishi Gas Chemical Company, Inc. imports a variety of raw materials essential for the production of their chemical products. Methanol, a significant raw material, is mainly sourced from Saudi Arabia and Trinidad and Tobago. These countries are known for their extensive methanol production and exports.

Ethylene and propylene, needed for the production of plastics and other chemical compounds, are predominantly imported from the USA and South Korea. These countries have advanced petrochemical industries and offer competitive prices.

Ammonia, another important raw material, is sourced from Indonesia and Russia. Both countries have large production capacities and are significant exporters of ammonia in the global market.

Market share: 12% in the chemical industry (2025, estimate)

R&D expenses: 5% of revenue (2024)

Return on equity: 8.5% (2024)

Mitsubishi Gas Chemical Company, Inc. (MGC) possesses a solid competitive advantage that is composed of several factors. The company holds a significant market share of about 12% in the chemical industry, indicating its strong position in various niche markets.

A key aspect of MGC's competitive advantage is its focus on research and development, with approximately 5% of revenue being invested in R&D. These investments enable the company to develop innovative products and differentiate itself from the competition.

Furthermore, MGC has a return on equity of 8.5%, indicating efficient resource utilization and solid profitability. This metric is an indicator of the company's ability to deliver value to its shareholders, thereby strengthening its long-term competitive advantage.

In summary, Mitsubishi Gas Chemical benefits from a strong market position, continuous innovation, and solid financial performance, all of which contribute to a sustainable competitive advantage.

Institutional Investor Share: approx. 45% (2025, estimated)

Insider Purchases/Sales: No significant transactions in the last year (2024)

The institutional investor share in Mitsubishi Gas Chemical Company, Inc. is around 45%. This indicates a strong interest from institutional investors, reflecting confidence in the company's long-term stability and growth potential.

In 2024, there were no significant insider purchases or sales, suggesting a stable assessment of the company's value by management and other insiders. This can be seen as a positive signal that management has confidence in the company's future development.

Market share of Mitsubishi Gas Chemical Company, Inc.: Estimate: 5-7% (2025)

Main competitors and their market shares:

1. BASF SE: 12-15%
2. Dow Inc.: 10-12%
3. LyondellBasell Industries: 8-10%
4. SABIC: 7-9%
5. Mitsubishi Gas Chemical Company, Inc.: 5-7%
6. LG Chem: 4-6%
7. Eastman Chemical Company: 3-5%
8. Sumitomo Chemical Co., Ltd.: 3-5%
9. Mitsui Chemicals, Inc.: 2-4%
10. ExxonMobil Chemical: 2-4%

Moat of Mitsubishi Gas Chemical Company, Inc.:

Mitsubishi Gas Chemical Company, Inc. has a moderate moat, mainly attributed to specialized chemical products and innovative technologies. The company benefits from a strong presence in Asia and a diversified product portfolio that is utilized in various industries.

In comparison to larger competitors like BASF and Dow, which have more extensive research and development resources and global networks, Mitsubishi Gas Chemical's moat is less pronounced. These larger companies often have the advantage of a broader product range and a stronger global market presence.

However, Mitsubishi Gas Chemical can gain a competitive edge through its specialization and innovation in specific niche markets. The focus on sustainable and environmentally friendly products could also lead to a stronger market position in the future, provided that these trends continue to gain importance.

Revenue Growth: 3.8% (2024) EBITDA Growth: 5.2% (2024) Research & Development (R&D) Expenses: 4.5% of revenue (2024)

Mitsubishi Gas Chemical Company, Inc. achieved a moderate revenue growth of 3.8% in 2024, attributed to stable demand in its core business segments. The EBITDA growth of 5.2% indicates a slight improvement in operational efficiency and margins.

The company continues to invest in research and development, accounting for 4.5% of revenue. These investments suggest a strategic focus on securing long-term growth through innovation and new products.

Overall, Mitsubishi Gas Chemical demonstrates solid financial performance with a focus on innovation. This could potentially keep the company competitive in the long run, making it a potentially good investment, especially for investors interested in a stable growth strategy.

Dividend Yield: 3.2% (2024) Dividend History: Continuous payout over the last 5 years

Mitsubishi Gas Chemical Company, Inc. regularly pays dividends to its shareholders. The dividend yield was approximately 3.2% in 2024, which can be considered solid compared to industry standards.

The company has consistently distributed dividends over the past five years, indicating a reliable dividend policy. This suggests that Mitsubishi Gas Chemical aims to provide shareholders with a stable return, which could be attractive to investors seeking regular income.