Industry Revenues:

• Pharmaceutical Products: approx. 40%
• Cosmetics and Skincare: approx. 35%
• Health Products and Dietary Supplements: approx. 25%

TOP 3 Markets:

1. Japan: approx. 50%
2. China: approx. 20%
3. USA: approx. 15%

Rohto Pharmaceutical Co., Ltd. generates the majority of its revenues from pharmaceutical products, followed by cosmetics and skincare, as well as health products. The Japanese market remains the largest single market for the company, followed by China and the USA, which together account for a significant portion of international sales. This distribution reflects Rohto's strong presence and brand awareness in Asia, as well as its growing expansion into Western markets.

Production sites of Rohto Pharmaceutical Co., Ltd.:

Rohto Pharmaceutical Co., Ltd. mainly produces its products in Japan. The most significant production sites include:

• Ikuno Factory in Osaka, Japan
• Settsu Factory in Osaka, Japan

Additionally, the company has production sites in other countries to serve the international market, including:

• Vietnam: Here, Rohto operates a production site to supply the Southeast Asian market.
• China: Production capacities in China support the expansion into the Asian region.

This geographical distribution enables Rohto to efficiently respond to demand in different markets while optimizing production costs.

Estimated Revenue Growth: 5-7% annually (2025) Focus on International Expansion and Innovation

Rohto Pharmaceutical Co., Ltd. pursues a strategy that is heavily focused on international expansion and product innovation. The company plans to strengthen its presence in emerging markets such as Southeast Asia and Latin America to benefit from the increasing demand for health and beauty products.

Another key focus is on the development of new products and technologies, especially in the skincare and over-the-counter medication sectors. Through investments in research and development, Rohto aims to expand its product range and differentiate itself from competitors.

Additionally, the company is leveraging strategic partnerships and acquisitions to enhance its market position and gain access to new technologies and distribution channels. These measures are intended to secure long-term growth and increase Rohto's competitiveness on a global scale.

Main raw materials: Chemicals, herbal extracts, packaging materials

Countries of origin: China, India, USA

Rohto Pharmaceutical Co., Ltd. imports a variety of raw materials necessary for the production of its pharmaceutical and cosmetic products. These include in particular chemical raw materials and herbal extracts used in the manufacturing of medicines and skincare products.

China and India are important suppliers of herbal extracts and chemical raw materials, as these countries have a well-developed pharmaceutical industry and a wide availability of raw materials. The USA supplies specialized chemical components needed for specific pharmaceutical applications.

In addition, the company sources packaging materials from various countries to ensure the quality and safety of its products. Diversification of suppliers helps Rohto ensure supply security and respond flexibly to global market changes.

Market share in Asia: 20% (2024)
Research and development ratio: 8% of revenue (2024)
Revenue growth in Japan: 5% (2024)

Rohto Pharmaceutical Co., Ltd. has a significant competitive advantage, especially in Asia, where the company holds a market share of about 20%. This demonstrates a strong presence and brand awareness in this region.

Another advantage is the high investment in research and development, which is around 8% of revenue. These investments enable Rohto to continuously develop and bring innovative products to the market, which is crucial for maintaining competitiveness.

In Japan, one of their core markets, the company achieved a revenue growth of 5%, indicating an effective market strategy and product adaptation to local needs. These factors together strengthen Rohto's position in the global health and beauty market.

Institutional Investor Share: approximately 40% (2025, estimated)

Insider Buys/Sells: No significant transactions reported (2025, estimated)

The institutional investor share in Rohto Pharmaceutical Co., Ltd. is around 40%, indicating a moderate interest from institutional investors. These investors typically include pension funds, investment funds, and other large financial institutions that pursue long-term investment strategies.

In 2025, no significant insider transactions were reported, suggesting that there are no significant changes in management's confidence in the company's future development. Insider transactions can often serve as an indicator of management's assessment of the company's future performance.

Market share of Rohto Pharmaceutical Co., Ltd.: 5% (estimated, 2025)

Top competitors and their market shares:

1. Shiseido Company, Limited: 15%
2. Kao Corporation: 12%
3. Lion Corporation: 10%
4. Kose Corporation: 8%
5. Rohto Pharmaceutical Co., Ltd.: 5%
6. Daiichi Sankyo Healthcare: 4%
7. Unicharm Corporation: 3%
8. Pola Orbis Holdings Inc.: 2%
9. Mandom Corporation: 1.5%
10. Sunstar Group: 1.5%

Rohto Pharmaceutical Co., Ltd. holds a market share of approximately 5% in the Japanese health and cosmetics market. The market share is relatively low compared to leading companies like Shiseido and Kao. These companies have a stronger focus on premium cosmetic products and a broader international presence, giving them a significant competitive advantage.

Rohto Pharmaceutical's moat mainly lies in its strong brand presence in over-the-counter medicines and skincare products, especially in Asia. The company has a long history and enjoys consumer trust, which can be considered a certain moat.

However, larger competitors like Shiseido and Kao have a stronger and broader moat due to their extensive product portfolios, global brand recognition, and larger research and development budgets. These factors enable them to react faster to market trends and develop new products, giving them a strategic advantage.

Revenue Growth: 8.5% (2024) Research and Development Ratio: 6.2% of revenue (2024) Market Share in Asia: 12% (2024)

Rohto Pharmaceutical Co., Ltd. achieved a revenue growth of 8.5% in 2024, driven by strong demand for their health and beauty products. The company continuously invests in research and development, reflected in an R&D ratio of 6.2% of revenue. These investments could lead to innovative products and a stronger market position in the long term.

Rohto's market share in Asia is 12%, indicating a solid presence in one of the fastest-growing markets in the world. This geographical diversification could make the company more resilient to economic fluctuations.

Overall, Rohto Pharmaceutical demonstrates positive growth momentum and innovation, potentially making the stock a good investment, especially for investors interested in long-term growth.

Dividend Yield: 2.1% (2025, estimated)
Dividend History: Steady payout over the last 5 years

Rohto Pharmaceutical Co., Ltd. has pursued a consistent dividend policy in recent years. The dividend yield is currently around 2.1%, which is considered solid compared to other companies in the industry.

The company has been consistently paying dividends over the past five years, indicating a reliable payout policy. This stability is supported by a healthy financial foundation and a strong market position. Analysts expect Rohto to continue to be able to pay dividends at this level in the future, provided there are no significant market changes or economic challenges.