Revenue distribution by industry:

• Electronics materials: 70%
• Chemicals: 20%
• Other: 10%

TOP 3 markets and their percentage shares:

• Japan: 40%
• China: 30%
• USA: 15%

Taiyo Holdings Co., Ltd. generates the majority of its revenue from the electronics materials industry, which accounts for approximately 70% of total revenue. This reflects the company's strong position in the field of printed circuit board materials.

Geographically, Japan is the largest market for Taiyo Holdings, followed by China and the USA. These markets are crucial for the company as they both have high demand for electronics materials and growth potential.

Production Sites: Japan, China, Taiwan, South Korea

Taiyo Holdings Co., Ltd. mainly produces its products in Asia. The main production facilities are located in Japan, China, Taiwan, and South Korea. These sites enable the company to efficiently respond to demand in the Asian markets while optimizing logistics costs. Through the strategic placement of production facilities, Taiyo Holdings can also benefit from technological advancements and expertise in these regions.

Revenue Growth: 8.5% (2024) R&D Investments: 12% of revenue (2024)

Taiyo Holdings Co., Ltd. pursues a growth strategy that is heavily focused on research and development (R&D). The company invests significantly in R&D to expand its product range and develop innovative solutions in the field of electronic materials.

Another focus is on international expansion. In recent years, Taiyo Holdings has strengthened its presence in key growth markets such as Asia and North America to benefit from the increasing demand for electronic products.

Additionally, the company relies on strategic partnerships and acquisitions to strengthen its market position and gain access to new technologies and markets. These measures are intended to secure the long-term growth and competitiveness of Taiyo Holdings.

Main raw materials: Epoxy resins, photoinitiators, pigments
Main supplying countries: China, Japan, South Korea

Taiyo Holdings Co., Ltd. is a leading provider of solder resists and other electronic materials. The main raw materials the company imports include epoxy resins, photoinitiators, and pigments, which are essential for the production of their products.

China is a significant supplier of many chemical raw materials, including epoxy resins and photoinitiators. Japan and South Korea are also important partners, especially for specialized chemical components and pigments used in the electronics industry.

This import strategy enables Taiyo Holdings to source high-quality materials at competitive prices, which is crucial for maintaining their market leadership.

Market share in the industry: 25% (2024, estimated)
R&D expenses: 8% of revenue (2024)
EBITDA margin: 18% (2024)

Taiyo Holdings Co., Ltd. has a significant competitive advantage in the specialty chemicals industry, particularly in the field of solder resist coatings. With an estimated market share of 25%, the company is one of the leading providers in this segment.

The continuous investments in research and development, accounting for approximately 8% of revenue, enable Taiyo Holdings to develop innovative products and differentiate itself from competitors. This innovation strength strengthens its market position and allows the company to quickly respond to changing customer needs.

Additionally, the company boasts a solid EBITDA margin of 18%, indicating an efficient cost structure and strong operational performance. This financial strength allows Taiyo Holdings to expand into growth markets and further enhance its market position.

Institutional Investor Share: approximately 60% (2025, estimated)

Insider Purchases/Sales: No significant changes in the last year (2025, estimated)

The institutional investor share in Taiyo Holdings Co., Ltd. is estimated to be around 60%. This demonstrates a strong confidence from institutional investors in the company, often indicating a stable financial performance and positive future prospects.

In 2025, there were no significant insider purchases or sales, suggesting that the management and other insiders do not anticipate significant changes in their assessment of the company's value. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market Share Taiyo Holdings Co., Ltd.: Estimate: 10-15% (2025)

Main Competitors and their Market Shares:

1. Hitachi Chemical Co., Ltd.: 20%
2. Sumitomo Bakelite Co., Ltd.: 18%
3. Shin-Etsu Chemical Co., Ltd.: 15%
4. Taiyo Holdings Co., Ltd.: 10-15%
5. JSR Corporation: 10%
6. Nitto Denko Corporation: 8%
7. Toray Industries, Inc.: 7%
8. Mitsubishi Chemical Holdings Corporation: 5%

Taiyo Holdings Co., Ltd. is a significant player in the field of electronic materials, especially in the area of solder resist coatings. The company's moat is based on its technological leadership and specialization in niche products that are highly demanded in the electronics industry.

Compared to its competitors, Taiyo Holdings has a solid, but not insurmountable moat. Companies like Hitachi Chemical and Sumitomo Bakelite have larger resources and a broader product portfolio, giving them a competitive advantage in terms of economies of scale and market penetration.

However, Taiyo Holdings could score points through its innovation and adaptability to specific customer requirements. The market remains fiercely competitive, and the ability to continuously invest in research and development will be crucial to defend and expand the moat.

Revenue Growth: 8.5% (2024) Profit Growth: 9.2% (2024) R&D Expenses: 5% of revenue (2024)

Taiyo Holdings Co., Ltd. achieved a revenue growth of 8.5% in 2024, indicating solid demand for its products and services. The company was able to increase its profit by 9.2%, attributed to effective cost savings and improved operational efficiency.

Another positive aspect is the investment in research and development, accounting for 5% of revenue. This suggests that Taiyo Holdings is committed to strengthening its market position and securing future growth through innovation and technological advancements.

Overall, the company demonstrates a healthy financial performance and a commitment to long-term growth, making it a potentially attractive investment. However, investors should also consider other factors such as market trends and competitive position before making a final decision.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Taiyo Holdings Co., Ltd. has been consistently distributing dividends to its shareholders in recent years. The dividend yield is currently estimated at 2.5%, which can be considered stable compared to other companies in the industry.

The company has a solid financial foundation and demonstrates a reliable dividend policy. The continuous payout over the last five years indicates that Taiyo Holdings aims to provide its shareholders with regular returns. Analysts expect this stability to be maintained in the coming years, barring any significant economic changes.