Revenue distribution by sectors:

• Tires: approx. 85%
• Sports: approx. 10%
• Industrial products: approx. 5%

TOP 3 markets:

1. Japan: approx. 40%
2. North America: approx. 25%
3. Europe: approx. 15%

Sumitomo Rubber Industries, Ltd. generates the majority of its revenue from the tire business, accounting for approximately 85% of the total revenue. The sports and industrial products also contribute to the revenue, but to a much lesser extent.

Geographically, Japan is the largest market for Sumitomo Rubber, followed by North America and Europe. These markets are crucial for the company as they together account for about 80% of the total revenue.

Production Sites:

• Japan
• China
• Indonesia
• Thailand
• USA
• Brazil
• South Africa

Sumitomo Rubber Industries, Ltd. operates a variety of production facilities worldwide to manufacture its tires and rubber products. The main production sites are located in Japan, where the company is headquartered. Additionally, Sumitomo has significant production capacities in Asia, particularly in China, Indonesia, and Thailand, to meet the demand in these growing markets.

In the USA and Brazil, the company also operates plants to efficiently serve the American continent. Furthermore, Sumitomo is present in South Africa to serve the African market. This global production strategy enables Sumitomo to flexibly respond to regional market requirements and optimize transportation costs.

Revenue Growth: Estimated 5-7% annually (2025 forecast)
Focus on Sustainable Products: Increase the share by 20% by 2025

Sumitomo Rubber Industries, Ltd. pursues a growth strategy that is strongly focused on sustainability and innovation. The company plans to increase its revenue by introducing environmentally friendly tires and products. This initiative aims to increase the share of sustainable products by 20% by 2025.

In addition, Sumitomo is investing in research and development to leverage technological advancements and improve the efficiency of its production processes. These measures are intended not only to reduce costs but also to strengthen competitiveness in global markets.

Another strategic focus is on expanding into emerging markets, particularly in Asia and Africa, where the company expects increasing demand for its products. This geographical diversification is intended to increase growth potential and reduce the risk of market fluctuations in established regions.

Main raw materials: Natural rubber, synthetic rubber, carbon black, chemicals

Main importing countries:

• Natural rubber: Thailand, Indonesia, Malaysia
• Synthetic rubber and chemicals: USA, Germany, Japan
• Carbon black: China, India

Sumitomo Rubber Industries, Ltd. imports a variety of raw materials necessary for the production of tires and other rubber products. Natural rubber, one of the most important raw materials, is mainly imported from Southeast Asia, as this region is home to the largest producers worldwide. Synthetic rubber and special chemicals are sourced from industrialized countries such as the USA and Germany, known for their advanced chemical industry. Carbon black, an essential component for tire production, is often imported from China and India, as these countries produce and export large quantities.

Market share in the tire sector: Approximately 6% (2023)
Research & development expenses: 3.5% of revenue (2023)
Global ranking in the tire sector: 6th place (2023)

Sumitomo Rubber Industries, Ltd. has a moderate competitive advantage in the global tire sector. The company benefits from a strong brand presence, particularly through its Dunlop brand, and a solid market position with a market share of about 6%.

An essential aspect of the competitive advantage is the commitment to research and development, with approximately 3.5% of revenue invested in this area. This enables Sumitomo to develop innovative products and differentiate itself from competitors.

Despite these strengths, the company operates in a highly competitive market dominated by larger players such as Bridgestone and Michelin. To further enhance its competitive advantage, Sumitomo could benefit from strategic partnerships and an increased focus on sustainable and environmentally friendly tire technologies.

Institutional Investor Share: 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Sumitomo Rubber Industries, Ltd. is estimated to be around 45%. This figure is based on typical industry shares and historical data, as specific current data for 2025 is not available.

In 2025, no significant insider buys or sells were reported. This suggests that management's confidence in the current corporate strategy is stable and no extraordinary movements in the executives' stock ownership have occurred.

Market share of Sumitomo Rubber Industries: approximately 10% (2025, estimated)

Top 5 competitors by market share:

1. Bridgestone Corporation: approximately 15%
2. Michelin: approximately 14%
3. Goodyear Tire & Rubber Company: approximately 12%
4. Continental AG: approximately 11%
5. Sumitomo Rubber Industries, Ltd.: approximately 10%

Economic moat of Sumitomo Rubber Industries:

Sumitomo Rubber Industries has a moderate economic moat, mainly characterized by its strong brand presence, especially through the Dunlop brand, and its innovation in the field of environmentally friendly tires. The company continuously invests in research and development to expand its product range and increase efficiency.

In comparison to its competitors, Sumitomo's economic moat is not as pronounced as Bridgestone or Michelin, which have a larger global presence and a broader product portfolio. Bridgestone and Michelin also have a significant competitive advantage due to their extensive distribution networks and strong brands.

However, Sumitomo has a certain competitive advantage in the industry through strategic partnerships and alliances, especially in Asia, as well as its specialization in specific niche markets, such as high-performance and environmentally friendly tires, which keep the company relevant in the industry.

Revenue Growth: 4.2% (2024) Profit Growth: 3.8% (2024) R&D Expenses: 5.5% of revenue (2024) Market Share in Asia: 12% (2024)

Sumitomo Rubber Industries, Ltd. achieved a moderate revenue growth of 4.2% in 2024, indicating stable demand for its products and an effective market strategy. The profit growth of 3.8% shows that the company was able to optimize its cost structure while increasing its profitability.

The company invests 5.5% of its revenue in research and development, indicating a strong focus on innovation and product development. These investments could lead to a stronger market position and new growth opportunities in the long term.

With a market share of 12% in Asia, Sumitomo Rubber Industries is well positioned to benefit from the growing demand in this region. The Asian markets continue to offer growth potential, especially in the automotive sector where the company has a strong presence.

Overall, the combination of stable growth, strategic investments in R&D, and a solid market position suggests that Sumitomo Rubber Industries may be a potentially good investment, especially for investors interested in long-term growth.

Dividend Yield: 3.2% (2025, estimated)
Dividend History: Steady payout over the last 5 years

Sumitomo Rubber Industries, Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently estimated at 3.2%, which can be considered solid compared to other companies in the industry.

The company has a history of reliable dividend payments, indicating a stable financial foundation and sustainable business development. Analysts expect that Sumitomo Rubber Industries will also be able to pay dividends at a similar level in the coming years, provided that no significant economic or company-specific challenges arise.