Industry Revenues:

• Sanitary products: approx. 60%
• Building materials: approx. 25%
• Housing solutions and services: approx. 15%

TOP 3 Markets:

• Japan: approx. 50%
• North America: approx. 20%
• Europe: approx. 15%

LIXIL Corporation generates the majority of its revenues from the manufacturing and sale of sanitary products, accounting for about 60% of total revenue. This includes products such as bathroom fixtures, toilets, and other sanitary solutions. Building materials used for construction and building renovation contribute about 25% to the revenue. The remainder is attributed to housing solutions and services.

Geographically, Japan is the largest market for LIXIL, accounting for approximately half of the revenue. North America and Europe follow with 20% and 15%, respectively. These markets are crucial for the company as they encompass both mature and growing markets, offering different growth opportunities.

Production sites of LIXIL Corporation:

LIXIL Corporation operates production facilities in several countries worldwide. The main locations are:

• Japan: The headquarters and several production sites are located here, focusing on the manufacturing of high-quality sanitary and building products.
• China: LIXIL has established significant production capacities in China to efficiently serve the Asian market.
• Vietnam: Another important production site used for both the Asian market and exports to other regions.
• Thailand: LIXIL mainly produces sanitary products for the regional market here.
• Europe and North America: LIXIL also operates production sites in these regions to better serve local markets.

This global production strategy enables LIXIL to flexibly respond to market demands and optimize transportation costs.

Revenue Growth: Estimated at 4-5% annually (2025)

Strategic Focus Areas:

1. Sustainability and Innovation
2. Global Expansion
3. Digitalization

LIXIL Corporation focuses on sustainable and innovative solutions to meet the increasing demand for environmentally friendly building products. The company invests in research and development to develop new technologies and materials that reduce energy consumption and extend the lifespan of products.

Another focus is on global expansion, particularly in high-growth markets in Asia and Africa. LIXIL plans to strengthen its market presence through strategic partnerships and acquisitions to expand its international reach.

Additionally, LIXIL is focusing on digitalizing its business processes and products. By leveraging digital technologies, the company aims to increase efficiency and create new customer experiences, especially through smart home solutions and connected products. These strategic initiatives are intended to secure LIXIL's future growth and strengthen its competitive position.

Main raw materials: Aluminum, Copper, Zinc, Plastic

Countries of origin:

• Aluminum: Australia, China
• Copper: Chile, Peru
• Zinc: Canada, China
• Plastic: Saudi Arabia, USA

LIXIL Corporation, a leading company in the field of building products and housing solutions, imports a variety of raw materials to manufacture its wide range of products. Aluminum and copper are crucial for the production of sanitary fixtures and building components. These metals are mainly sourced from Australia, China, Chile, and Peru, which are among the world's largest producers.

Zinc is commonly used for coatings and alloys and is primarily sourced from Canada and China. Plastics, used in many of their products such as fittings and piping systems, are mainly imported from Saudi Arabia and the USA, where large petrochemical industries are located.

These import strategies allow LIXIL to benefit from the best available sources of raw materials while optimizing production costs.

Market share in Japan: approx. 50% (2025, estimated)
Revenue growth: 3.5% (2024)
EBITDA margin: 12% (2024)

LIXIL Corporation has a significant competitive advantage, especially in the Japanese market, where the company holds an estimated market share of about 50%. This is mainly due to its strong brand presence and wide product portfolio in the construction and housing solutions sector.

In 2024, the company achieved a revenue growth of 3.5%, indicating a continuous demand for high-quality construction products and innovative solutions. The EBITDA margin of 12% also demonstrates solid profitability, supported by efficient production processes and cost savings.

LIXIL also benefits from its global presence and the ability to adapt to different market requirements. This strengthens its position against international competitors and enables it to capitalize on global construction and renovation trends.

Institutional Investor Share: approximately 45% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant transactions in the past year (estimated)

The institutional investor share in LIXIL Corporation traditionally stands at around 40-50%. These investors include large funds and asset managers involved in the Tokyo Stock Exchange.

Regarding insider buys or sells, there have been no significant transactions in the past year that would indicate a change in the management's confidence in the company's future development. This suggests a stable internal assessment of the company's situation.

Please note that these figures are based on estimates, and it is advisable to consult the latest reports and publications of the company for more accurate information.

Market share of LIXIL Corporation: 18% (estimated for 2025)

Main competitors and their market shares:

1. TOTO Ltd.: 22%
2. Rinnai Corporation: 15%
3. Noritz Corporation: 12%
4. Panasonic Corporation (Home Appliances Division): 10%
5. Daikin Industries Ltd.: 8%

LIXIL Corporation is a significant player in the building products and sanitary solutions sector. The market share of LIXIL is estimated at around 18%, making it one of the leading providers in the industry. TOTO Ltd. is the biggest competitor with a market share of 22%.

LIXIL's moat mainly consists of its strong brand recognition, wide product portfolio, and global presence. These factors allow LIXIL to stand out from the competition. Additionally, the company continuously invests in innovations and sustainable solutions, strengthening its market position.

Compared to competitors, TOTO Ltd. has a similar moat, especially due to its leadership in sanitary technology innovations. Rinnai and Noritz excel in specialized heating solutions, while Panasonic and Daikin have advantages through diversification and technological advancements in other segments.

Overall, LIXIL possesses a significant moat, but the competition is intense, and continuous innovation and adaptation to market trends are crucial to maintaining or expanding market position.

Revenue Growth: 4.5% (2024) EBITDA Growth: 3.8% (2024) Market Share in Asia: 12% (2024)

LIXIL Corporation recorded a revenue growth of 4.5% in 2024, attributed to stable demand for its products and an effective market strategy. The 3.8% EBITDA growth indicates the company's ability to efficiently manage its operating costs and increase profitability.

The 12% market share in Asia highlights LIXIL's strong presence in one of the fastest-growing markets in the world. This could lead to further growth opportunities in the long term, especially if the company continues to diversify its product range and drive innovation.

Overall, LIXIL's financial stability and strategic market position suggest that the stock could be a solid investment, especially for investors interested in long-term growth. However, it is important to also consider external factors such as economic conditions and industry trends before making a final investment decision.

Dividend Yield: 3.2% (2024)
Dividend History: Continuous payout over the last 5 years

LIXIL Corporation has pursued a consistent dividend policy in recent years, regularly distributing dividends to its shareholders. The dividend yield was approximately 3.2% in 2024, which is considered attractive compared to other companies in the industry.

The reliability of the payout is supported by the company's stable financial performance and solid balance sheet. LIXIL has demonstrated in the past its ability to pay dividends even in economically challenging times, strengthening investor confidence.