Automotive Industry: approx. 90%
Electronics Industry: approx. 5%
Other Industries: approx. 5%

TOP 3 Markets:
Japan: approx. 45%
North America: approx. 30%
Asia (excluding Japan): approx. 15%

Toyoda Gosei Co., Ltd. generates the majority of its revenue from the automotive industry, which is attributed to its specialization in manufacturing car parts such as airbags, seals, and plastic parts.

The Japanese market is the largest single market for the company, followed by North America, where Toyoda Gosei benefits from the strong presence of Japanese automakers. The Asian market, excluding Japan, also represents a significant share, driven by the growing automotive production in that region.

Production sites of Toyoda Gosei Co., Ltd.:

Toyoda Gosei Co., Ltd. operates production facilities in several countries worldwide. The main production sites are located in:

1. Japan: Here is the headquarters and several production plants that manufacture a variety of automotive components.
2. North America: In the USA and Mexico, Toyoda Gosei operates multiple plants that primarily produce for the North American market.
3. Europe: In countries such as the Czech Republic and Germany, there are production sites that supply European automakers.
4. Asia: In addition to Japan, Toyoda Gosei also has plants in China, Thailand, and India to serve the Asian market.
5. South America: In Brazil, there are also production capacities to supply the South American market.

This global presence enables Toyoda Gosei to flexibly respond to demand in different markets and streamline supply chains efficiently.

Revenue Growth: 8.5% (2025, estimated)
Focus on Electromobility and Sustainability

Toyoda Gosei Co., Ltd. is pursuing a strategy that is heavily focused on the transition to electromobility and sustainable technologies. The company is investing significantly in the development of components for electric vehicles to benefit from the global shift towards more environmentally friendly vehicles.

Another key focus is on improving production processes to increase efficiency and reduce CO2 emissions. This includes both the implementation of new technologies and the optimization of existing facilities.

In addition, Toyoda Gosei is expanding into new markets, particularly in Asia and North America, to strengthen its global presence and tap into new revenue sources. These strategic initiatives are intended to put the company on a sustainable growth trajectory in the coming years.

Main raw materials: Rubber, plastics, metals

Main importing countries: Malaysia, Thailand, China, Japan

Toyoda Gosei Co., Ltd. imports a variety of raw materials necessary for the production of their products. These include especially rubber and plastics, which are used for the manufacturing of automotive parts and other plastic products.

Malaysia and Thailand are significant suppliers of natural rubber, while plastics and certain metal components are often sourced from China and Japan. These countries not only provide the necessary materials in high quality but also competitive prices, making them preferred trading partners.

The dependence on these imports highlights the importance of global supply chains for Toyoda Gosei and the need to closely monitor geopolitical and economic developments in these regions.

Market share in the automotive supplier industry: Approximately 2-3% (estimated 2025)
Research & development ratio: 4.5% of revenue (2025)
Return on equity: 8.2% (2025)

Toyoda Gosei Co., Ltd. is a significant player in the automotive supplier industry, particularly in the areas of plastic and rubber products. The company's competitive advantage lies in its close connection to the Toyota Group, ensuring stable orders and a strong market position.

The company continuously invests in research and development, reflected in an R&D ratio of 4.5% of revenue. These investments enable Toyoda Gosei to develop innovative products and differentiate itself from competitors.

Furthermore, the return on equity of 8.2% indicates that the company is able to efficiently utilize its resources to generate profits. This suggests a solid financial health, allowing Toyoda Gosei to operate successfully even in a competitive market environment.

Institutional Investor Share: Estimated at about 45% (2026)

Insider Purchases/Sales: No significant transactions in the last 12 months (estimated, 2026)

The institutional investor share at Toyoda Gosei Co., Ltd. is typically around 45%, indicating a strong interest from investment funds and other large financial institutions. These investors usually appreciate the company's stability and growth potential.

Regarding insider purchases and sales, there have been no significant transactions in the past year. This could suggest that the management and other insiders are satisfied with the current company strategy or do not expect significant changes in the company's valuation.

Market share of Toyoda Gosei Co., Ltd.: 3.5% (estimated, 2026)

Top competitors and their market shares:

1. Denso Corporation: 15%
2. Aisin Corporation: 12%
3. Magna International Inc.: 10%
4. Continental AG: 8%
5. Valeo SA: 7%
6. Bosch: 6%
7. Toyoda Gosei Co., Ltd.: 3.5%
8. Faurecia: 3%
9. Lear Corporation: 2.5%
10. Sumitomo Electric Industries: 2%

Moat of Toyoda Gosei Co., Ltd.:

Toyoda Gosei is known for its expertise in the production of polymer and plastic parts, especially for the automotive industry. This specialization can be seen as a certain moat, as the company has specialized technologies and long-standing relationships with major automakers, especially Toyota.

Compared to major competitors like Denso and Aisin, which have a broader product portfolio and stronger global presence, the moat of Toyoda Gosei is less pronounced. These companies benefit from greater diversification and stronger integration into the automotive industry's supply chains.

Toyoda Gosei needs to focus on innovation and strengthening its core competencies to maintain or expand its market share. While the moat exists, it is less pronounced compared to the top competitors.

Revenue Growth: 4.5% (2025) Profit Growth: 3.2% (2025) Return on Equity: 8.1% (2025) R&D Expenses: 5.6% of revenue (2025)

Toyoda Gosei Co., Ltd. recorded a moderate revenue growth of 4.5% in 2025, indicating stable demand for its products. The profit growth of 3.2% shows that the company is able to effectively manage its costs and increase its profitability.

The return on equity of 8.1% is an indicator that the company efficiently utilizes its resources to generate profits. This is a solid value compared to the industry and speaks to a healthy financial position.

Particularly noteworthy are the investments in research and development, which account for 5.6% of revenue. This suggests that Toyoda Gosei is actively investing in innovations to secure its competitiveness and promote future growth.

Overall, Toyoda Gosei demonstrates stable financial performance and a commitment to innovation, which can be positive indicators for long-term investment. However, potential investors should also consider external factors such as market conditions and geopolitical developments that may impact the automotive supply industry.

Dividend Yield: 2.8% (2026, estimated)
Dividend History: Constant payouts over the last 5 years

Toyoda Gosei Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 2.8%, which can be considered stable compared to other companies in the automotive supplier industry.

The reliability of dividend payments is supported by the company's solid financial position. Toyoda Gosei has pursued a consistent dividend policy in recent years, indicating a responsible financial strategy and a stable business model. Analysts expect the company to continue to pay dividends at a comparable level in the coming years, provided that no significant economic or industry-specific challenges arise.