Pharmaceutical products: 85%
Health products: 10%
Other: 5%

Japan: 70%
China: 15%
USA: 10%

Tsumura & Co. generates the majority of its revenue from the manufacturing and sale of pharmaceutical products, especially traditional Japanese herbal medicines, also known as Kampo. These account for about 85% of total revenue. Another 10% of revenue comes from health products, while the remaining 5% comes from various other business areas.

Japan is the main market for Tsumura & Co., where the company generates 70% of its revenue. The Chinese market is the second largest with a share of 15%, followed by the USA with 10%. These markets are crucial for the company as they cater to both traditional and modern demand for herbal medicines.

Production sites of Tsumura & Co.:

Tsumura & Co. is a Japanese company specializing in the production of Kampo medicines. The company's main production facilities are located in Japan. The most significant sites include:

1. Ibaraki Plant: This is one of the largest production facilities of the company, specializing in the manufacturing and processing of Kampo medicines.

2. Shizuoka Plant: Another important site focusing on the production and packaging of herbal medicine.

3. Fukushima Plant: This facility is also dedicated to the production of Kampo medicines.

Tsumura & Co. places great emphasis on the quality and purity of their products, which is why production mainly takes place in Japan to maintain high standards. The company continuously invests in the modernization and expansion of its production capacities to meet the increasing demand.

Revenue Growth: 8.5% (2025)

Tsumura & Co. pursues a growth strategy that strongly focuses on expanding into international markets and developing new herbal medicines. The company invests significantly in research and development to create innovative products that combine traditional and modern medical approaches.

Another key focus is on strengthening production capacities and improving supply chains to increase efficiency and ensure product availability. Tsumura & Co. also relies on strategic partnerships and collaborations to facilitate access to new markets and enhance global presence.

Through these measures, the company expects to further solidify its market position in Asia while also tapping into new growth opportunities in Europe and North America.

Imported raw materials/materials: Medicinal plants, herbs

Main importing countries: China, Vietnam

Tsumura & Co. is a leading manufacturer of traditional Japanese herbal medicine products, also known as Kampo. The company mainly imports medicinal plants and herbs that are needed for the production of these products.

China is the largest supplier of these raw materials, as it offers a wide variety of medicinal plants that are essential for Kampo medicine. Vietnam is also a significant supplier, as it has similar climatic conditions to China and produces a variety of herbs used in traditional medicine.

This import dependency on specific countries can bring risks such as supply chain disruptions or price fluctuations, which is why Tsumura & Co. continuously works on diversifying its supplier base.

Market Share in Japan: 80% in the field of traditional Japanese herbal medicine (2025)

Research Expenditure: 5% of revenue (2025)

Growth in Overseas Markets: 10% annual growth (estimated for 2026)

Tsumura & Co. has a significant competitive advantage, especially in the field of traditional Japanese herbal medicine, where the company holds a market share of about 80%. This dominance is supported by its comprehensive product range and strong brand awareness.

The company continuously invests in research and development by allocating approximately 5% of its revenue to this area. This enables Tsumura to develop innovative products and strengthen its position in the market.

Furthermore, Tsumura is successfully expanding into international markets, with an estimated annual growth of 10% in overseas markets. This expansion helps diversify risk and increase growth potential.

Institutional Investor Share: approximately 60% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last year (2026)

The institutional investor share at Tsumura & Co. is around 60%, which is typical for an established company in the industry. These investors usually include pension funds, investment funds, and other institutional investors seeking long-term holdings.

In 2026, there were no significant insider buys or sells, indicating that the management and other insiders have confidence in the current company strategy and market value. This can be seen as a positive signal for the stability and confidence in the company's future development.

Market share of Tsumura & Co.: 12% (estimated for 2026)

Top competitors and their market shares:

1. Kampo Pharmaceutical Co.: 15%
2. Kracie Holdings, Ltd.: 14%
3. Tsumura & Co.: 12%
4. Taisho Pharmaceutical Co., Ltd.: 10%
5. Otsuka Pharmaceutical Co., Ltd.: 9%
6. Daiichi Sankyo Co., Ltd.: 8%
7. Rohto Pharmaceutical Co., Ltd.: 7%
8. Eisai Co., Ltd.: 6%
9. Mochida Pharmaceutical Co., Ltd.: 5%
10. Hisamitsu Pharmaceutical Co., Inc.: 4%

Moat of Tsumura & Co.:

Tsumura & Co. is known for its specialization in traditional Japanese Kampo medicine, which represents a significant moat. This specialization allows the company to differentiate itself from other pharmaceutical companies that focus more on Western medicine. Strong brand recognition and trust in the quality of products also contribute to this advantage.

Compared to competitors, Tsumura & Co. has a moderate moat, mainly based on its niche position in the Kampo market. However, companies like Kampo Pharmaceutical Co. and Kracie Holdings, Ltd. also have strong positions in the same segment, intensifying the competition.

Some of the larger competitors, such as Taisho Pharmaceutical Co., Ltd. and Otsuka Pharmaceutical Co., Ltd., may have a broader moat due to their diversified product portfolios and global presence. This could give them an advantage in terms of economies of scale and market access.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)
R&D Expenses: 5.8% of revenue (2025)

Tsumura & Co. recorded a solid revenue growth of 8.5% in 2025, driven by strong demand for their traditional Japanese herbal medicine products. The profit growth of 10.2% indicates that the company is able to maintain and possibly improve its margins, pointing to efficient cost control and successful product strategies.

Another positive aspect is the continuous focus on research and development, with 5.8% of revenue being invested in this area. This suggests that Tsumura & Co. is committed to expanding its product range and developing innovative solutions to remain competitive in the market.

Overall, the company demonstrates strong financial health and innovation capabilities, making it a potentially good investment, especially for investors interested in long-term growth.

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

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

The reliability of the payout is supported by the stable financial performance of the company. Tsumura & Co. has managed to pay consistent dividends even in economically challenging times, indicating a well-thought-out financial management. Analysts expect the company to pursue a similar dividend policy in the coming years, provided that no unforeseen economic challenges arise.