Revenue distribution by industry:

• Pharmaceutical products: 40%
• Health products: 35%
• Consumer goods: 25%

TOP 3 markets:

• Japan: 50%
• China: 20%
• USA: 15%

Kobayashi Pharmaceutical Co., Ltd. generates the majority of its revenue from the pharmaceutical industry, followed by health products and consumer goods. The domestic market in Japan remains the most important revenue contributor with a share of 50%. China and the USA are also significant markets, accounting for 35% of the revenue together. This distribution demonstrates the company's strong presence in Asia and the USA.

Production Sites: Japan, China, Vietnam

Kobayashi Pharmaceutical Co., Ltd. mainly produces its products in Japan, where most of its production facilities are located. In addition, the company has production sites in China and Vietnam to better serve the demand in the Asian markets. This international production strategy enables Kobayashi to optimize production costs and shorten delivery times for their products.

Revenue Growth: 8.2% (2025) R&D Investments: 12% of revenue (2025)

Kobayashi Pharmaceutical Co., Ltd. pursues a strategy that is heavily focused on research and development (R&D) to secure future growth. The company invests significantly in R&D to develop innovative products and enhance existing product lines. This is reflected in the 12% of revenue allocated to R&D.

Another strategic focus is on international expansion. Kobayashi Pharmaceutical plans to strengthen its presence in emerging markets to capitalize on the increasing demand for health and wellness products.

Additionally, the company is leveraging digital transformation to achieve efficiency gains in production and distribution. This includes the use of new technologies to optimize the supply chain and enhance the customer experience.

Main raw materials: Chemicals, pharmaceutical ingredients, packaging materials

Countries of origin: China, India, Germany, USA

Kobayashi Pharmaceutical Co., Ltd. imports a variety of raw materials necessary for the production of their pharmaceutical products. Chemicals and pharmaceutical ingredients are mainly sourced from China and India, as these countries are significant manufacturers of pharmaceutical raw materials. Packaging materials, essential for the safe and effective distribution of the products, could be imported from Germany and the USA, as these countries are known for their high-quality packaging technologies.

This import strategy enables Kobayashi Pharmaceutical to benefit from the cost-efficient production capacities of Asia, while ensuring quality through the sourcing of packaging materials from technologically advanced countries.

Market share in Japan: 10% (2025, estimate) Research & development expenses: 5.2% of revenue (2025) Gross margin: 55% (2025)

Kobayashi Pharmaceutical Co., Ltd. has a significant competitive advantage in the Japanese market, particularly due to its strong brand recognition and wide product portfolio in the health and household products sector. The market share of about 10% in Japan indicates that the company holds a solid position in a competitive market.

The continuous investments in research and development, accounting for 5.2% of revenue, enable Kobayashi to develop innovative products and quickly respond to changing consumer needs. This further strengthens their competitive position.

Additionally, a high gross margin of 55% helps the company maintain its profitability while expanding into new business areas and markets. Together, these factors indicate a strong and sustainable competitive advantage.

Institutional Investor Share: approximately 45% (estimated 2026)
Insider Purchases/Sales: No significant transactions reported (2026)

The institutional investor share in Kobayashi Pharmaceutical Co., Ltd. is estimated to be around 45%. This figure reflects the confidence of institutional investors in the company's long-term stability and growth potential.

No significant insider purchases or sales were reported for the year 2026. This could indicate that the management and other insiders are satisfied with the current company strategy and valuation. However, it is important to monitor such data regularly as they can provide valuable insights into the expectations and confidence of company leadership.

Market share of Kobayashi Pharmaceutical Co., Ltd.: Estimated 5% (2026)

Top competitors and their market shares:

1. Takeda Pharmaceutical Company Limited: 20%
2. Astellas Pharma Inc.: 15%
3. Daiichi Sankyo Company, Limited: 12%
4. Otsuka Holdings Co., Ltd.: 10%
5. Eisai Co., Ltd.: 8%
6. Shionogi & Co., Ltd.: 7%
7. Kobayashi Pharmaceutical Co., Ltd.: 5%
8. Chugai Pharmaceutical Co., Ltd.: 4%
9. Sumitomo Pharma Co., Ltd.: 3%
10. Kyowa Kirin Co., Ltd.: 2%

Moat of Kobayashi Pharmaceutical:

Kobayashi Pharmaceutical Co., Ltd. has a moderate moat, mainly attributed to its strong brand recognition and diversification of its product portfolio. The company is known for its innovative health products and OTC medications, which are well-received in Japan and internationally.

In comparison to larger competitors like Takeda or Astellas, which have more extensive research and development resources and a broader international network, Kobayashi's moat is less pronounced. These larger companies often have deeper financial resources and a stronger presence in the prescription drug industry, giving them a significant advantage.

Nevertheless, Kobayashi remains competitive through its niche products and the ability to quickly respond to market trends. The focus on consumer goods and innovative product development continues to provide the company with opportunities to differentiate itself in specific market segments.

Revenue Growth: 8.2% (2025) R&D Expenses: 5.5% of revenue (2025) Market Share in the Healthcare Sector: 12% (2025)

Kobayashi Pharmaceutical Co., Ltd. recorded a revenue growth of 8.2% in 2025, indicating successful market expansion and product diversification. The company continuously invests in research and development, with 5.5% of revenue allocated to this area, pointing to a strong innovation pipeline.

The 12% market share in the healthcare sector demonstrates the company's solid position in a competitive market. These factors suggest that Kobayashi Pharmaceutical is well positioned to benefit from future growth opportunities, making the stock a potentially attractive investment.

Analysts may anticipate further positive developments, particularly through entering new markets and introducing innovative healthcare products.

Dividend Yield: 2.1% (2026, estimated)
Dividend History: Stable over the last 5 years

Kobayashi Pharmaceutical Co., Ltd. has regularly paid dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 2.1% in 2026 shows that the company continues to strive to return a portion of its profits to shareholders.

The stability of the payouts over the past five years suggests that the company has a solid financial foundation and is able to pay dividends even in economically challenging times. This makes the stock attractive for income-oriented investors.