Revenue distribution by industry:

• Electronics and devices: 35%
• Food and agricultural products: 25%
• Chemicals and materials: 20%
• Machinery and equipment: 15%
• Other: 5%

TOP 3 markets and their percentage shares:

• Japan: 40%
• China: 25%
• USA: 15%

Kanematsu Corporation generates the majority of its revenue from the electronics and devices sector, followed by food and agricultural products, as well as chemicals and materials. The domestic market of Japan is the largest single market, followed by China and the USA. These markets are crucial for the company as they offer both high demand and strategic importance for global expansion.

Production Sites: Japan, USA, China, Southeast Asia

Kanematsu Corporation is an internationally active trading company with a diversified business field that includes electronics, machinery, food, and textiles, among others. Production takes place in various countries to efficiently serve global demand. In Japan, production mainly focuses on high-quality technologies and machinery. In the USA and China, electronic components and devices are manufactured in particular. Southeast Asia plays an important role in the production of textiles and food to benefit from cost-effective production conditions.

Revenue Growth: Estimated 5-7% annually (2026)

Kanematsu Corporation is pursuing a strategy of diversification and internationalization to secure future growth. The company is increasingly focusing on expanding its business fields in the areas of technology, electronics, and renewable energies.

Another key focus is on strengthening global presence, particularly in emerging markets in Asia and Africa. Kanematsu is also investing in research and development to offer innovative solutions and services that meet the changing needs of customers.

Through strategic partnerships and acquisitions, the company plans to solidify its market position and explore new business opportunities. These measures are intended to help maintain stable revenue growth in the coming years and increase competitiveness.

Commodities/Materials: Metals, Chemicals, Food, Machinery

Countries of Origin: Australia, USA, China, Brazil

Kanematsu Corporation is a Japanese trading company that imports a variety of commodities and materials. These include metals such as aluminum and copper, mainly sourced from Australia and the USA. Chemicals and petrochemical products are often imported from China, while food such as grains and meat comes from Brazil.

The company leverages its global networks to ensure a stable supply of these materials while remaining flexible to market changes. Diversifying the countries of origin helps Kanematsu minimize risks in international trade.

Market share: Estimated at 5-7% in the Japanese trading sector (2026)

Revenue: 1.2 trillion yen (2025)

Profit margin: 3.5% (2025)

Kanematsu Corporation is a significant trading company in Japan, operating in various sectors including electronics, food, chemicals, and machinery. The company's competitive advantage lies in its diversified business structure and its ability to operate in multiple markets simultaneously. This allows Kanematsu to diversify risks and benefit from different growth opportunities.

Another advantage is the strong network of partnerships and alliances that Kanematsu has built over the years. This gives the company access to exclusive products and markets that are difficult for competitors to reach.

Despite these strengths, Kanematsu operates in a fiercely competitive market environment, especially against larger competitors such as Mitsubishi Corporation and Sumitomo Corporation. To maintain its competitive edge, Kanematsu must continuously invest in innovations and efficiency improvements.

Institutional Investor Share: approximately 45% (estimated for 2026 based on historical data)

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

The institutional investor share in Kanematsu Corporation traditionally stands at around 40-50%, indicating the trust of institutional investors in the company's long-term stability and performance. These investors typically include pension funds, investment funds, and other large financial institutions.

Regarding insider purchases or sales, there are no significant transactions for the year 2026 that would indicate a change in management or executives' confidence. This can be seen as a sign of stable internal assessment of the company's development.

Market share of Kanematsu Corporation: Estimate: 2-3% (2026)

Main competitors and their market share:

1. Mitsubishi Corporation: 10-12%
2. Mitsui & Co., Ltd.: 9-11%
3. Sumitomo Corporation: 8-10%
4. Itochu Corporation: 7-9%
5. Marubeni Corporation: 5-7%
6. Toyota Tsusho Corporation: 4-6%
7. Kanematsu Corporation: 2-3%

Kanematsu Corporation is a significant player in the field of trade and distribution, but compared to industry giants like Mitsubishi and Mitsui, it is smaller. Kanematsu's market share is estimated at 2-3%, indicating a niche strategy and specialized services.

Kanematsu's moat is less pronounced compared to the larger competitors. Major trading companies like Mitsubishi and Mitsui have more extensive networks, larger capital reserves, and a more diversified product range, giving them a stronger competitive advantage.

However, Kanematsu could have a certain competitive advantage through specialized services, niche markets, or technological innovations. Nevertheless, the moat is considered less significant compared to the industry's leading companies.

Revenue Growth: 8.2% (2025) Profit Growth: 10.5% (2025) Return on Equity: 9.8% (2025)

In 2025, Kanematsu Corporation achieved solid revenue growth of 8.2%, attributed to strong operational performance and successful expansion into new markets. The profit growth of 10.5% surpasses the revenue growth, indicating an efficient cost structure and improved margin development.

The return on equity of 9.8% demonstrates the company's ability to effectively utilize its investments to enhance shareholder value. This metric ranks above many other companies in the industry, signaling a strong competitive position.

Overall, the financial performance of Kanematsu Corporation suggests that the stock could present an attractive investment opportunity. However, potential investors should also consider other factors such as market conditions, geopolitical risks, and the company's strategic direction before making a final decision.

Dividend Yield: 2.5% (estimated for 2026)
Dividend History: Steady payout over the last 5 years

Kanematsu Corporation has regularly distributed dividends in recent years. The dividend yield for 2026 is estimated to be around 2.5%, based on historical payouts and current market trends.

The company has a solid dividend history and is considered reliable in its payouts, indicating stable financial performance and a conservative financial policy. Analysts expect Kanematsu to maintain its dividend policy in the coming years, barring any significant economic changes.