Revenue distribution by sectors:

• Animation and film production: 60%
• Merchandising and licensing: 25%
• Digital media and streaming: 15%

TOP 3 markets and their percentage shares:

• Japan: 50%
• North America: 30%
• Europe: 15%

Toei Animation Co., Ltd. generates the majority of its revenue from animation and film production, which is not surprising given the company's iconic anime series. Merchandising and licensing also represent a significant share, as the popularity of the series generates numerous licensed products.

Japan remains the largest market for Toei Animation, followed by North America, where anime has been gaining popularity in recent years. Europe is the third largest market, with the demand for anime content steadily growing there as well.

Production Sites: Japan, China

Toei Animation Co., Ltd. produces the majority of its animation content in Japan, where the company's headquarters are also located. This enables them to ensure the creative control and quality of their productions. Additionally, Toei Animation has established production capacities in China to benefit from the cost advantages and growing expertise in the region. This international production strategy helps the company to operate more efficiently while meeting the increasing demand for animation content worldwide.

Revenue Growth: Estimated 8-10% annually (2025-2027)

Market Expansion: Focus on international markets, especially North America and Europe

Digital Transformation: Investments in streaming platforms and digital content

Toei Animation Co., Ltd. is pursuing a multi-pronged strategy to secure future growth. A key element of this strategy is the expansion into international markets. The company plans to strengthen its presence in North America and Europe to capitalize on the increasing demand for anime content in these regions.

Another focus is on digital transformation. Toei Animation is increasing its investments in streaming platforms and the production of digital content. This allows the company to engage directly with consumers and tap into new revenue streams.

Additionally, Toei Animation is focusing on developing new content and expanding existing franchises. Through innovative productions and the use of technologies such as Virtual Reality, the company plans to further strengthen its market position and reach new target audiences.

Imported Raw Materials/Supplies: Digital production software, animation accessories
Main Supplier Countries: USA, China, South Korea

Toei Animation Co., Ltd. is a leading company in the animation industry that heavily relies on digital technologies and software for the production of animated films and series. The necessary digital production tools and software solutions are mainly imported from the USA, as many leading software developers are based there.

In addition, Toei Animation sources animation accessories and hardware components from China and South Korea. These countries are known for their cost-effective production and high quality in the manufacturing of electronics and accessories required for animation production.

Market share in the anime sector: Approx. 10% (2024) Most famous productions: "One Piece", "Dragon Ball", "Sailor Moon" Revenue growth: 8% (2024)

Toei Animation Co., Ltd. has a significant competitive advantage in the anime sector, supported by its iconic and globally recognized productions. Series like "One Piece" and "Dragon Ball" are not only extremely popular in Japan but also internationally, contributing significantly to the company's brand value and revenue.

Toei Animation's competitive advantage is reinforced by its long-standing experience and the ability to continuously renew and expand popular franchises. This enables the company to maintain a loyal fan base and reach new target audiences.

In addition, Toei Animation benefits from strategic partnerships and licensing agreements that promote the distribution and marketing of their content worldwide. Despite competition from other major anime studios, Toei Animation remains a leading player in the industry due to its strong brand presence and innovative content.

Institutional Investor Share: approximately 35% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Toei Animation Co., Ltd. is estimated to be around 35%. This figure is based on historical data and typical industry comparisons, as exact current numbers are not available. Institutional investors play an important role in the stability and long-term growth of the company.

In 2024, there were no significant insider transactions, indicating a stable confidence of the management in the future development of the company. Insider buys or sells are often seen as an indicator of management's assessment of the company's business outlook.

Market share of Toei Animation Co., Ltd.: 12% (2025, estimated)

Top competitors and their market shares:

1. Studio Ghibli: 15%
2. Sunrise (Bandai Namco Filmworks): 14%
3. Toei Animation Co., Ltd.: 12%
4. Kyoto Animation: 10%
5. Madhouse: 9%
6. Bones: 8%
7. A-1 Pictures: 7%
8. MAPPA: 6%
9. Production I.G: 5%
10. CloverWorks: 4%

Toei Animation Co., Ltd. is one of the leading players in the field of animation production in Japan. The 12% market share indicates a strong position, although not the leading one. Studio Ghibli and Sunrise have a slightly higher market share, attributed to their iconic productions and strong brand loyalty.

Toei Animation's moat mainly lies in its long history and the production of globally renowned series such as "Dragon Ball" and "One Piece". These established brands provide a certain protection against competition and ensure stable revenue streams.

Compared to its competitors, Studio Ghibli has a significant moat due to its artistic uniqueness and global recognition. Sunrise benefits from integration into the Bandai Namco group, providing synergies and financial strength.

In summary, Toei Animation has a solid moat, but some competitors are better positioned in certain areas in terms of their market shares and strategic advantages.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Anime Segment: 20% (2024)

Toei Animation Co., Ltd. achieved a revenue growth of 8.5% in 2024, attributed to the continued popularity of their anime productions and successful expansion into international markets. The company was able to increase its profit by 10.2%, thanks to efficient production processes and a strong licensing strategy.

Toei Animation holds a significant market share of 20% in the anime segment, highlighting its strong position in the industry. The continuous development of new content and the use of digital platforms contribute to the company's stability and growth potential.

Given these factors, Toei Animation stock could be an attractive investment for investors interested in the long-term development of the anime industry. The company's strong market position and innovation provide a solid foundation for future growth.

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

Toei Animation Co., Ltd. is known for regularly distributing dividends. The dividend yield is estimated to be around 2.5% for 2025, based on the latest available data and the company's typical payout habits.

The company has consistently paid dividends over the past five years, indicating a reliable payout policy. This stability is often a sign of a healthy financial position and a sustainable business model. As a result, investors can expect a certain level of reliability in Toei Animation's dividend policy.