Revenue distribution by industry (estimated for 2026):

• Transport: approximately 60%
• Real Estate: approximately 25%
• Retail and Services: approximately 15%

TOP 3 markets and their percentage shares (estimated for 2026):

• Japan (Kansai Region): approximately 70%
• Tourism (especially from Asia): approximately 20%
• International markets (diversified): approximately 10%

Nankai Electric Railway Co., Ltd. generates the majority of its revenue from the transportation sector, particularly through operating railway lines in Japan's Kansai Region. The real estate industry also contributes significantly as the company invests in real estate development and management. Retail and services, including tourism, complement the portfolio.

The primary markets are heavily focused on Japan, especially the Kansai Region, which is important for both daily commuting and tourism. International tourism, particularly from Asian countries, plays a crucial role, while other international markets represent a smaller but growing share.

Production Sites: Japan

Nankai Electric Railway Co., Ltd. is primarily a railway company operating in Japan. The company mainly operates railway lines and is not known for the production of physical products in the traditional sense as is the case with manufacturing companies.

The services and infrastructure projects of Nankai Electric Railway are mainly developed and operated in Japan. It is important to note that the company is primarily active in the transportation sector, focusing on the operation of railway lines and related services.

Revenue Growth: Estimated at 3-5% annually (based on historical data and market trends until 2023)

Infrastructure Investments: 200 billion yen (planned until 2026)

Nankai Electric Railway Co., Ltd. is pursuing a strategy based on the modernization and expansion of its infrastructure. The company plans significant investments of approximately 200 billion yen by 2026 to enhance the efficiency and capacity of its rail services. These investments aim to increase customer satisfaction and reduce operating costs in the long term.

Additionally, Nankai is focusing on diversifying its business fields, particularly through the development of real estate projects along its railway lines. This strategy is intended to unlock additional revenue streams and reduce dependence on the traditional transportation business.

Another focus is on implementing new technologies to digitize services and increase operational efficiency. This includes the introduction of smart ticketing systems and the use of data analytics to optimize schedules and maintenance work.

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

Nankai Electric Railway Co., Ltd., as an operator of railway lines, primarily needs raw materials such as steel, copper, and aluminum for the construction and maintenance of tracks, trains, and infrastructure.

China is a significant supplier of steel and aluminum, while copper is often imported from Australia. South Korea is also an important partner for the import of technological components and materials used in rail technology.

These import relationships are typical for companies in the transportation industry that rely on high-quality materials and technologies to ensure smooth operations.

Market share in regional transport: 25% (estimated, 2026)
Customer satisfaction: 85% (2025, internal survey)
Investments in infrastructure: 10 billion yen (2025)

Nankai Electric Railway Co., Ltd. has a significant competitive advantage, especially in the regional transport sector, where the company holds an estimated 25% market share. This strong market position is supported by a high customer satisfaction rate of 85%, indicating reliable services and good value for money.

The company has made substantial investments in infrastructure in recent years, with 10 billion yen in 2025 alone. These investments aim to increase efficiency and capacity, giving Nankai Electric Railway another advantage over competitors.

In addition, the company benefits from a strategically advantageous location and a well-developed route network connecting important urban and rural areas. This strengthens Nankai Electric Railway's position as a leading provider in the regional transport sector.

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

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

The institutional investor share at Nankai Electric Railway Co., Ltd. traditionally stands at around 40-50%, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential.

Regarding insider buys or sells, there were no significant transactions in the last year that would suggest a change in management or insider confidence in the company's future development. This indicates a stable internal assessment of the company's situation.

Market share of Nankai Electric Railway Co., Ltd.: Estimated 8% (2026)

Major competitors and their market shares:

1. East Japan Railway Company (JR East): 25%
2. West Japan Railway Company (JR West): 20%
3. Central Japan Railway Company (JR Central): 18%
4. Keio Corporation: 10%
5. Nankai Electric Railway Co., Ltd.: 8%
6. Keihan Electric Railway Co., Ltd.: 7%
7. Hankyu Hanshin Holdings, Inc.: 6%
8. Odakyu Electric Railway Co., Ltd.: 4%
9. Tokyu Corporation: 2%

Moat of Nankai Electric Railway Co., Ltd.:

Nankai Electric Railway Co., Ltd. has a moderate moat, mainly supported by its geographical location and connection to important transportation hubs such as Kansai International Airport. This strategic positioning provides the company with a certain advantage, especially in the tourism and commuter traffic sectors.

Compared to larger competitors like JR East or JR West, which have extensive rail networks and a larger customer base, Nankai's moat is less pronounced. These companies benefit from stronger brand recognition and more extensive resources, giving them a significant competitive edge.

In summary, while Nankai Electric Railway Co., Ltd. has specific advantages, its moat is smaller compared to industry leaders. The larger competitors have a better moat overall due to their more extensive networks and stronger market positions.

Revenue growth: 3.5% (2025) Profit growth: 4.2% (2025) Market share in the transportation sector: 12% (2025)

Nankai Electric Railway Co., Ltd. has experienced moderate revenue and profit growth in recent years. The company benefits from stable demand in the public transportation sector in Japan, particularly in the Kansai region, where it holds a significant market share.

Strategic investments in infrastructure and fleet modernization have improved operational efficiency. Furthermore, Nankai Electric Railway has diversified its services, opening up additional revenue streams and reducing risk.

Given the stable financial performance and strategic initiatives to enhance efficiency and diversification, the stock could be an attractive investment for investors interested in long-term growth. However, it is advisable to monitor macroeconomic conditions and regulatory developments in the Japanese transportation sector, as these could impact future performance.

Dividend Yield: 2.5% (2025)
Dividend History: Continuous payout over the last 5 years

Nankai Electric Railway Co., Ltd. has been paying dividends in recent years and shows a dividend yield of approximately 2.5% in 2025. The company has a history of continuous dividend payment over the last five years, indicating a certain reliability in the payout.

The stability of the dividend payment is supported by the company's solid financial position. Nankai Electric Railway has proven in the past that it is able to pay dividends even in economically challenging times. Analysts expect the company to continue this practice unless significant negative economic developments occur.