Industry Revenues:

• Synthetic rubber: approx. 40%
• Specialty chemicals: approx. 35%
• Electronic materials: approx. 25%

TOP 3 Markets:

• Japan: approx. 35%
• China: approx. 25%
• USA: approx. 20%

Zeon Corporation generates the majority of its revenues from the synthetic rubber industry, followed by specialty chemicals and electronic materials. This diversification enables the company to benefit from various industrial applications and technological advancements.

Japan remains the largest market for Zeon, attributed to its strong industrial base and proximity to production facilities. China and the USA are also significant markets characterized by high demand for electronic materials and specialty chemicals.

Production Sites:

• Japan
• China
• Thailand
• USA

The Zeon Corporation operates several production facilities worldwide to efficiently manufacture and distribute its products. In Japan, the main production plants focus on the production of specialty chemicals and synthetic rubbers.

Additionally, Zeon has production sites in China and Thailand to better serve the Asian markets. In the USA, the company also operates facilities to supply the North American market and to operate globally from there. This geographical diversification enables Zeon to flexibly respond to market demands and minimize supply chain risks.

Revenue Growth: Estimated at 5-7% annually (2026-2030)

Focus on Sustainable Materials: Zeon Corporation is committed to making its product range more environmentally friendly. This includes the development and marketing of sustainable materials, especially in the field of specialty rubbers and high-performance materials.

Expansion in Asian Markets: The company plans to strengthen its presence in emerging Asian markets. This will be achieved through strategic partnerships and expanding production capacities in the region.

Investments in Research and Development: Zeon is increasingly focusing on innovations in polymer and elastomer technology. A significant portion of the investments is directed towards developing new products that meet the requirements of the automotive and electronics industries.

These strategic initiatives are intended to enhance Zeon Corporation's competitiveness and ensure long-term growth.

Main raw materials: Butadiene, isoprene, styrene
Countries of origin: USA, Saudi Arabia, Japan

Zeon Corporation mainly imports butadiene, isoprene, and styrene, which are needed for the production of synthetic rubbers and specialty polymers.

Butadiene and isoprene are often imported from the USA and Saudi Arabia, as these countries have large petrochemical industries that produce these raw materials in large quantities. Styrene is also sourced from Japan, utilizing local sources to diversify the supply chain and minimize transportation costs.

The dependency on these raw materials makes Zeon vulnerable to fluctuations in global commodity markets, which can be influenced by geopolitical tensions or changes in the extraction policies of the supplying countries.

Market Share: 12% in the global rubber market (2025)

Research & Development: 5.8% of revenue (2025)

Zeon Corporation has a significant competitive advantage in the field of specialty rubbers and high-performance materials. The 12% market share in the global rubber market demonstrates the company's strong position in this industry.

A key factor contributing to Zeon's competitive advantage is its continuous commitment to research and development, with 5.8% of revenue being invested in innovative technologies and products. This enables Zeon to offer high-quality and specialized products that are in high demand in various industries such as automotive and electronics.

Furthermore, Zeon benefits from strategic partnerships and a global presence, allowing the company to quickly respond to market changes and capitalize on new business opportunities.

Institutional Investor Share: approximately 45% (2026, estimated)

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

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

In 2026, there were no significant insider transactions, indicating that the management and insiders are either satisfied with the current valuation or do not anticipate any significant changes in the company's strategy.

Market Share Zeon Corporation: 5.8% (estimated 2026)

Top Competitors and Their Market Shares:

1. Asahi Kasei Corporation: 12.4%
2. Sumitomo Chemical Co., Ltd.: 10.9%
3. Mitsubishi Chemical Holdings Corporation: 9.5%
4. Toray Industries, Inc.: 8.7%
5. Shin-Etsu Chemical Co., Ltd.: 7.3%
6. Zeon Corporation: 5.8%
7. JSR Corporation: 4.6%
8. Kuraray Co., Ltd.: 3.9%
9. Nitto Denko Corporation: 3.5%
10. Kureha Corporation: 2.8%

Zeon Corporation has a moderate market share compared to its competitors. Zeon's moat lies in its specialization in high-performance materials and synthetic rubber, giving them an advantage in certain niche markets.

Compared to larger competitors like Asahi Kasei and Sumitomo Chemical, which have a broader product portfolio and greater resources, Zeon's moat is less pronounced. These companies often have a stronger global presence and more investments in research and development, which can give them a competitive edge.

However, Zeon could potentially gain a significant advantage through its focus on innovation and specialized products in certain segments. Competition remains intense, and larger companies often have better conditions to gain market share due to their size and diversification.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) R&D Investments: 5% of revenue (2025)

In 2025, Zeon Corporation achieved solid revenue growth of 8.5%, driven by strong demand in its core segments. The profit growth of 10.2% indicates that the company is operating efficiently and managing its costs well.

Another positive aspect is the investment in research and development, which accounts for 5% of revenue. This demonstrates that Zeon Corporation is committed to innovating its product range and strengthening its market position.

Additionally, the company has expanded its market presence in recent years through strategic partnerships and expansions into high-growth markets. These measures could lead to further increases in revenue and profits in the long term.

Overall, these factors suggest that Zeon Corporation could be a promising investment, especially for investors interested in long-term growth.

Dividend Yield: 3.2% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

In recent years, Zeon Corporation has pursued a stable dividend policy. The dividend yield for the year 2026 is estimated to be around 3.2%, based on the latest available data and typical payout patterns.

The company has consistently distributed dividends over the past five years, indicating a reliable payout policy. This stability is supported by a solid financial foundation and a diversified business portfolio that enables a consistent earnings performance. Analysts expect Zeon Corporation to continue its dividend policy in the coming years, provided there are no significant economic or company-specific challenges.