Revenue distribution by sectors (2025):

• Automotive sector: 50%
• Information and communication technology: 25%
• Electronics: 15%
• Environment and energy: 10%

TOP 3 markets and their percentage shares (2025):

• Japan: 35%
• USA: 30%
• China: 20%

Sumitomo Electric Industries, Ltd. generates the majority of its revenue from the automotive sector, driven by strong demand for cable systems and components for electric vehicles. The information and communication technology sector also contributes significantly, especially through the provision of fiber optic cables and network solutions.

Japan remains the largest market for the company, followed by the USA and China, which together account for a significant share of the total revenue. This reflects Sumitomo Electric's strategic presence and influence in these key regions.

Production Sites: Japan, China, USA, Europe, Southeast Asia

Sumitomo Electric Industries, Ltd. operates a variety of production facilities worldwide. The headquarters and some of the most important production plants are located in Japan. Additionally, the company has significant production capacities in China and the USA to meet the demands of those markets.

In Europe and Southeast Asia, Sumitomo Electric also maintains production sites to serve the demand in these regions and ensure logistical efficiency. This global presence enables the company to efficiently distribute its products and flexibly respond to regional market requirements.

Focus on Electrification and Renewable Energies

Expansion of Global Presence

Investments in Research and Development

Sumitomo Electric Industries, Ltd. is pursuing a strategy that is strongly focused on electrification and the expansion of renewable energies. The company is investing in technologies that contribute to decarbonization, including the development of cable systems for offshore wind farms and the improvement of the efficiency of power transmission networks.

In addition, Sumitomo Electric plans to expand its global presence, especially in fast-growing markets in Asia and North America. This includes both expanding production capacities and forming strategic partnerships and joint ventures.

Another focus is on increasing investments in research and development. The goal is to develop innovative products and solutions that meet the requirements of rapidly changing markets. This includes the automotive, electronics, and infrastructure sectors, where the company aims to further strengthen its technological leadership position.

Copper: Main suppliers are Chile and Peru.
Aluminum: Imported from Australia and Canada.
Kautschuk: Sourced from Thailand and Indonesia.
Rare Earths: Mainly from China.

Sumitomo Electric Industries, Ltd. is heavily dependent on the availability and prices of these raw materials, as they are essential components for the production of their cable and electronics products. Copper and aluminum are particularly important for cable production, while rubber is used in various insulation materials. Dependence on rare earths is especially relevant for the production of high-tech components.

The geographical diversification of suppliers helps the company minimize risks associated with political or economic instabilities in individual countries.

Market Share: 10% in the global cable market (2024, estimate)
R&D Investments: 5% of revenue (2023)
Revenue Growth: 8% (2023)

Sumitomo Electric Industries, Ltd. has a significant competitive advantage that consists of several factors. The company has a strong market share in the global cable market, supported by continuous investments in research and development. These investments enable Sumitomo Electric to develop innovative products and differentiate itself from the competition.

Another advantage is the diversification of the product portfolio, which includes not only cables but also automotive and electronic components. This reduces the risk associated with dependence on a single market segment and allows the company to benefit from various growth opportunities.

In addition, Sumitomo Electric benefits from a strong global presence and a well-established network that ensures efficient customer supply worldwide. These strategic strengths position the company well in the competition and support sustainable revenue growth.

Institutional investor share: approx. 45% (estimated for 2025)

Insider purchases/sales: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Sumitomo Electric Industries, Ltd. is estimated to be around 45%. This is typical for large Japanese companies, which are often held by institutional investors such as pension funds, investment funds, and insurance companies.

In 2025, there were no significant insider purchases or sales, indicating that the management and other insiders have confidence in the long-term stability and performance of the company. Such transactions are often seen as an indicator of the management's expectations regarding the company's future development.

Market share of Sumitomo Electric Industries, Ltd.: Estimate 12% (2025)

Top competitors and their market shares:

1. Prysmian Group: 15%
2. Nexans: 10%
3. Furukawa Electric Co., Ltd.: 8%
4. Southwire Company, LLC: 7%
5. LS Cable & System: 6%
6. Leoni AG: 5%
7. General Cable (part of Prysmian): 4%
8. Hitachi Metals, Ltd.: 3%
9. NKT A/S: 2%
10. Fujikura Ltd.: 2%

Sumitomo Electric Industries, Ltd. is a significant player in the cable and wire industry, particularly in the automotive sector and power transmission. The market share of 12% indicates a strong position in the global market, though not a leading one.

The moat of Sumitomo Electric lies in its wide range of products, technological innovations, and strong customer relationships, especially in Asia. Vertical integration and the ability to offer specialized products strengthen their position.

Compared to competitors, Prysmian Group has a larger market share and a stronger moat due to its global presence and extensive product diversification. Nexans and Furukawa Electric also pose strong competition through their innovation capabilities and geographical reach.

Overall, Sumitomo Electric has a solid moat, but the competition is intense, and some competitors may have an advantage due to their size and global reach. The ability to differentiate through technological advancements and strategic partnerships will be crucial for future competitiveness.

Revenue growth: 8.5% (2024) Profit growth: 7.2% (2024) R&D expenses: 5.2% of revenue (2024)

Sumitomo Electric Industries, Ltd. recorded a revenue growth of 8.5% in 2024, driven by strong demand in the automotive, electronics, and energy sectors. The profit growth of 7.2% indicates that the company is able to effectively manage its costs and increase its profitability.

The company invests 5.2% of its revenue in research and development, indicating a strong culture of innovation. These investments could lead to new products and technologies in the future, further supporting growth.

Additionally, Sumitomo Electric holds a solid market position and benefits from global demand for sustainable and efficient energy solutions. These factors suggest that the stock could be an attractive investment for long-term oriented investors interested in the development of future technologies.

Dividend yield: 2.5% (estimated for 2025)
Dividend history: Continuous distribution in the last 5 years

Sumitomo Electric Industries, Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 2.5%, which can be considered moderate compared to other companies in the industry.

The reliability of dividend payment is supported by the company's stable financial performance. Sumitomo Electric has a strong market position and diversified business segments that contribute to income stability. Analysts believe that the company will continue to be able to pay dividends continuously in the future, provided that no significant economic changes occur.