Pharmaceutical products: approx. 70% of revenue
Self-medication products: approx. 30% of revenue

TOP 3 markets:

1. Japan: approx. 60%
2. USA: approx. 20%
3. Asia (excl. Japan): approx. 15%

Hisamitsu Pharmaceutical Co., Inc. generates the majority of its revenue from the sale of pharmaceutical products, especially transdermal patches. The domestic market of Japan is the largest single market, followed by the USA, where the company also has a strong presence. In Asia, excluding Japan, the market share is steadily growing, attributed to the increasing demand for health products in the region.

Production Sites:

• Japan
• United States
• China

Hisamitsu Pharmaceutical Co., Inc. mainly produces its products in Japan, where the company's headquarters are also located. In addition, Hisamitsu operates production facilities in the United States and China to meet the demand in these important markets and optimize logistics. These international sites enable the company to respond more efficiently to regional market requirements and strengthen supply chains.

Focus on International Expansion: 2026
Expansion of Product Portfolio: 2026
Investments in Research and Development: 2026

Hisamitsu Pharmaceutical Co., Inc. is pursuing a strategy aimed at international expansion to tap into new markets and strengthen its global presence. This includes expanding distribution networks and forming strategic partnerships in various regions.

The company also plans to expand its product portfolio, particularly in the field of transdermal therapeutics, to meet the growing demand in pain management and other medical areas.

Another focus is on investments in research and development to develop innovative products and enhance competitiveness. This strategy is intended to secure long-term growth and strengthen Hisamitsu Pharmaceutical's market position.

Main raw materials: Menthol, Capsaicin, Hydrogel

Import countries: China, India, USA

Hisamitsu Pharmaceutical Co., Inc. is known for manufacturing transdermal patches and other pharmaceutical products. The main raw materials imported by the company include menthol, capsaicin, and various materials for producing hydrogels.

Menthol is often imported from China and India, as these countries are leading producers of menthol. Capsaicin, another important raw material, is also sourced from these countries due to their extensive agricultural resources.

Hydrogel materials used for patch production can be partially imported from the USA, as advanced technologies and materials are developed there that are necessary for producing high-quality pharmaceutical products.

Hisamitsu ensures to source high-quality raw materials to guarantee the effectiveness and safety of their products.

Market share in the pain patch segment: 30% (2025) R&D expenses: 10% of revenue (2025)

Hisamitsu Pharmaceutical Co., Inc. has a significant competitive advantage, especially in the field of transdermal patches, where the company holds a market share of about 30%. This advantage is supported by continuous investments in research and development, which account for approximately 10% of revenue.

The company benefits from strong brand recognition and a wide product portfolio that includes both prescription and over-the-counter products. The innovation capabilities and the ability to successfully bring new products to market further strengthen Hisamitsu's market position.

Furthermore, Hisamitsu has a strong international presence, particularly in Asia and North America, contributing to the diversification of revenue sources and making the company more resilient to market fluctuations.

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

Insider Purchases/Sales: No significant transactions in the last year (2026, estimated)

The institutional investor share in Hisamitsu Pharmaceutical Co., Inc. is around 45%. This demonstrates a strong confidence from institutional investors in the company's stability and growth potential.

In 2026, there were no significant insider purchases or sales, indicating that the management and other insiders do not currently anticipate significant changes in the company's valuation or that they are satisfied with the current corporate strategy.

Market share of Hisamitsu Pharmaceutical Co., Inc.: 8% (estimated for 2026)

Top competitors and their market shares:

1. Johnson & Johnson: 15%
2. Pfizer Inc.: 12%
3. Novartis AG: 10%
4. Roche Holding AG: 9%
5. Hisamitsu Pharmaceutical Co., Inc.: 8%
6. Sanofi: 7%
7. GlaxoSmithKline plc: 6%
8. Merck & Co., Inc.: 5%
9. AbbVie Inc.: 4%
10. Bayer AG: 3%

Moat of Hisamitsu Pharmaceutical Co., Inc.:

Hisamitsu Pharmaceutical Co., Inc. is known for its transdermal patches and pain therapy products, which provide a certain moat in the form of specialized technology and brand recognition. The 8% market share indicates that the company holds a significant position in the field of pain therapy products.

Compared to larger pharmaceutical companies like Johnson & Johnson or Pfizer, which have a broader product portfolio and larger research and development budgets, the moat of Hisamitsu is less pronounced. These larger companies often have a stronger global distribution and a diversified product line, giving them a more stable and broader moat.

However, Hisamitsu could have an advantage through its specialization and innovation in the niche of transdermal therapy, allowing it to remain competitive in this specific segment. In the long run, Hisamitsu's success could depend on how well it leverages its core competencies and competes against the broader product diversification of larger competitors.

Revenue growth: 3.8% (2025) Research and development ratio: 9.5% of revenue (2025) Market share in the transdermal patch segment: 22% (2025)

Hisamitsu Pharmaceutical Co., Inc. achieved moderate revenue growth of 3.8% in 2025. The company continues to invest heavily in research and development, reflected in an R&D ratio of 9.5% of revenue. These investments could lead to innovative products in the long term, further boosting growth.

In the transdermal patch segment, Hisamitsu holds a significant market share of 22%, indicating a strong position in this segment. This market leadership could further strengthen the company in the coming years, especially if it succeeds in developing new technologies or applications.

Overall, Hisamitsu Pharmaceutical demonstrates solid business development with a focus on innovation and market leadership in its core business. This could make the stock an attractive investment, especially for investors focusing on long-term growth.

Dividend Yield: 2.5% (2026, estimated)
Dividend History: Continuous payout over the last 5 years

Hisamitsu Pharmaceutical Co., Inc. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 2.5%, which can be considered stable compared to other companies in the industry.

The company has a solid balance sheet and demonstrates consistent profitability, indicating a reliable dividend policy. Historically, Hisamitsu has also maintained its dividends even in economically challenging times, strengthening confidence in future payouts.