Revenue distribution by industry:

• Mechanical engineering: 40%
• Environmental and energy systems: 25%
• Precision machinery: 20%
• Construction and mining machinery: 15%

TOP 3 markets:

• Japan: 35%
• China: 25%
• USA: 20%

Sumitomo Heavy Industries, Ltd. generates its revenues mainly from mechanical engineering, followed by environmental and energy systems as well as precision machinery. The Japanese market is the largest single market, followed by China and the USA. These markets are crucial for the company as they cover both technologically advanced and high-growth regions.

Production Sites:

• Japan
• China
• Southeast Asia
• Europe
• North America

Sumitomo Heavy Industries, Ltd. has a global production presence, with the majority of manufacturing taking place in Japan. The company also operates significant production facilities in China and Southeast Asia to efficiently serve the Asian market.

In Europe and North America, Sumitomo Heavy Industries maintains specialized production plants tailored to the respective regional market requirements. This global production strategy enables the company to flexibly respond to market changes and keep its products competitive worldwide.

Strategic Focus Points:

• Diversification into renewable energies and green technologies
• Expansion of automation and robotics solutions
• Strengthening global presence, especially in Asia and North America

Sumitomo Heavy Industries, Ltd. has increasingly focused on diversifying its portfolio in recent years to secure future growth. An essential part of this strategy is investing in renewable energies and green technologies. The company sees great potential here, especially in the field of wind turbines and environmentally friendly production processes.

Another strategic focus is on expanding automation and robotics solutions. With the increasing demand for industrial automation worldwide, Sumitomo is investing in the development of advanced robotics solutions to strengthen its market position in this area.

Additionally, the company is pursuing a strategy of global expansion. Sumitomo sees significant growth potential, particularly in the Asian and North American markets, and plans to further expand its presence through strategic partnerships and acquisitions. These measures are intended to increase revenues and expand market share.

Main raw materials: Steel, Aluminum, Copper
Main importing countries: China, South Korea, Australia

Sumitomo Heavy Industries, Ltd. is a significant player in the machinery and plant engineering sector. For the production of their machinery and plants, the company mainly imports steel, aluminum, and copper. These raw materials are essential for the manufacturing of heavy and precision machinery.

China and South Korea are important suppliers of steel and aluminum, as they have large production capacities and competitive prices. Australia is a significant exporter of copper, which is needed for electrical components and machinery.

The dependence on these countries results from the combination of availability, price, and quality of the raw materials. Sumitomo Heavy Industries, Ltd. continuously optimizes its supply chains to reduce costs and ensure supply security.

Market Share: 5.8% in the global machinery sector (2025)
R&D Investments: 4.2% of revenue (2025)

Sumitomo Heavy Industries, Ltd. has a solid competitive advantage in the global machinery sector, highlighted by a stable market share of 5.8% in 2025. The company benefits from its wide range of products, ranging from industrial machinery to precision instruments, and its strong presence in Asia, especially in Japan.

A key factor contributing to its competitive advantage is the continuous investment in research and development, which accounted for 4.2% of revenue in 2025. These investments enable the company to develop innovative technologies and differentiate itself from competitors. Furthermore, the strategic focus on sustainable and energy-efficient solutions further strengthens Sumitomo Heavy Industries' market position.

Additionally, the company benefits from a robust supply chain and long-standing customer relationships, contributing to stability and resilience against market fluctuations.

Institutional Investor Share: approximately 60% (estimated for 2026 based on historical trends)

Insider Purchases/Sales: No significant transactions known (as of 2026)

The institutional investor share at Sumitomo Heavy Industries, Ltd. traditionally stands at around 60%, indicating the trust of major financial institutions in the company's stability and growth potential. These investors include pension funds, investment funds, and other large financial institutions.

Regarding insider transactions, no significant purchases or sales by company insiders have been reported in recent months. This could suggest that the management has confidence in the current corporate strategy and does not anticipate major changes in ownership structure.

Market share of Sumitomo Heavy Industries, Ltd.: 5.2% (estimated for 2026)

Top competitors and their market shares:

1. Caterpillar Inc.: 15.0%
2. Komatsu Ltd.: 12.5%
3. Hitachi Construction Machinery Co., Ltd.: 10.0%
4. Volvo Construction Equipment: 8.0%
5. Liebherr Group: 7.0%
6. Sumitomo Heavy Industries, Ltd.: 5.2%
7. Doosan Infracore: 4.5%
8. JCB: 4.0%
9. Hyundai Construction Equipment: 3.5%
10. Terex Corporation: 3.0%

Economic moat of Sumitomo Heavy Industries, Ltd.:

Sumitomo Heavy Industries has a moderate economic moat, mainly characterized by technological innovations and a strong presence in Asia. The company has invested in research and development in recent years to expand its product range and offer more efficient machinery.

Compared to competitors like Caterpillar and Komatsu, which have a stronger global distribution and a broader product range, Sumitomo's economic moat is less pronounced. Caterpillar and Komatsu have a significant advantage due to their size and market presence, especially in North America and Europe.

However, Sumitomo can score points in certain niche markets through its specialization and innovation, giving it a competitive edge. Nevertheless, competition remains intense, and larger competitors tend to have a stronger economic moat.

Revenue Growth: 8% (2025) Profit Growth: 10% (2025) R&D Expenses: 5% of revenue (2025)

Sumitomo Heavy Industries, Ltd. recorded solid revenue growth of 8% in 2025, driven by strong demand in the machinery and industrial solutions sectors. The 10% profit growth indicates that the company operates efficiently and manages its costs well.

The company invests approximately 5% of its revenue in research and development, signaling a strategic focus on innovation and technological advancement. These investments could lead to long-term competitive advantages and further support growth.

Overall, Sumitomo Heavy Industries, Ltd. demonstrates positive financial performance and a clear orientation towards future growth through innovation. This could make the stock an attractive investment, especially for investors interested in long-term growth prospects.

Dividend Yield: 3.2% (2026, estimated)
Dividend History: Continuous payout over the last 5 years

Sumitomo Heavy Industries, Ltd. has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 3.2% in 2026 suggests an attractive return for investors aiming for regular income from their investments.

The company has a solid financial foundation and stable business development, increasing the likelihood that it can maintain its dividend policy. However, investors should keep an eye on the overall economic situation and industry-specific risks that could affect future payouts.