Industry: Logistics and Transportation
Industry Revenues:

• Logistics services: approx. 60%
• Plant construction and maintenance: approx. 25%
• Other services: approx. 15%

TOP 3 Markets:

1. Japan: approx. 50%
2. Southeast Asia: approx. 30%
3. North America: approx. 10%

Sankyu Inc. generates the majority of its revenues from logistics services, which account for approximately 60% of the total revenue. The home market Japan remains the largest market for the company, followed by a strong presence in Southeast Asia, which is strengthened through strategic partnerships and investments in the region. North America forms the third largest market, where Sankyu is continuously expanding its services.

Production sites of Sankyu Inc.: Japan, Southeast Asia, China

Sankyu Inc. is a Japanese company that is mainly active in the areas of logistics, plant construction, and industrial services. The company's production and services are primarily located in Japan. In addition, Sankyu Inc. has expanded its presence in other Asian countries, particularly in Southeast Asia and China, in order to benefit from the industrial demand in those regions. This geographical diversification enables the company to offer its services more efficiently and to benefit from the growth opportunities in these markets.

Revenue growth (estimated): 5-7% annually (2026)

Strategic priorities:

1. International expansion: Sankyu Inc. is increasingly focusing on entering new markets in Southeast Asia and other emerging regions. This is intended to be achieved through strategic partnerships and joint ventures.

2. Digitalization and automation: The company is investing in digital technologies and automation to enhance the efficiency of its logistics and transportation services. This includes the use of AI and IoT to optimize supply chains.

3. Sustainability: Sankyu Inc. places emphasis on sustainable business practices, including reducing CO2 emissions and implementing more environmentally friendly logistics solutions.

These strategic initiatives aim to strengthen Sankyu Inc.'s competitiveness and ensure long-term growth.

Main Imported Raw Materials/Items: Machinery, industrial equipment, chemicals

Countries of Origin: China, USA, Germany, South Korea

Sankyu Inc. is a company specializing in logistics, engineering, and equipment maintenance. In this context, the company mainly imports machinery and industrial equipment needed for its services. Chemicals are also an important component, especially for equipment maintenance and cleaning.

China and the USA are significant trading partners due to their strong production capacities and technological advancements. Germany is known for its high-quality machinery and industrial equipment, while South Korea is also an important supplier of technologically advanced products. These countries provide the necessary materials and technologies that Sankyu Inc. requires for its comprehensive services.

Market share: 5.7% (2025, estimated) EBITDA margin: 12.4% (2025) Return on Equity (ROE): 8.9% (2025)

Sankyu Inc. has a moderate competitive advantage, demonstrated by a solid EBITDA margin of 12.4% in 2025. This margin indicates that the company operates efficiently and manages its costs well. The market share of 5.7% shows that Sankyu operates in a competitive market but still maintains a significant presence.

The Return on Equity of 8.9% in 2025 suggests that the company is able to effectively utilize its equity return, although there is still room for improvement. Overall, Sankyu Inc. demonstrates stable performance, but the competitive advantage could be further strengthened through strategic investments and innovations.

Institutional Investor Share: 45% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Sankyu Inc. is estimated to be around 45%, based on typical ownership structures of comparable companies in the industry. This indicates a moderate level of trust from institutional investors in the company's long-term development.

In 2026, no significant insider buys or sells were reported. This could suggest that the management and other insiders currently do not anticipate any significant changes in the valuation or business outlook of the company.

Market share of Sankyu Inc.: Estimated 4-5% (2026)

Main competitors and their market share:

1. Nippon Express Holdings, Inc. - approx. 12%
2. Yamato Holdings Co., Ltd. - approx. 10%
3. Hitachi Transport System, Ltd. - approx. 8%
4. Kintetsu World Express, Inc. - approx. 6%
5. Sankyu Inc. - approx. 4-5%
6. SG Holdings Co., Ltd. - approx. 4%
7. Seino Holdings Co., Ltd. - approx. 3%

Moat of Sankyu Inc.:

Sankyu Inc. is known for its specialized logistics solutions and integrated services, which represent a certain moat. The company has made a name for itself through its expertise in heavy industry and plant construction, setting it apart from some competitors.

However, companies like Nippon Express and Yamato Holdings have a stronger moat due to their size and global reach. These companies benefit from extensive networks and a wide range of services that give them a competitive advantage.

Sankyu Inc. must continue to invest in innovation and specialization to strengthen its moat and compete against larger competitors. Focusing on niche markets and specialized services could help improve its market position.

Revenue Growth: 4.5% (2025) Profit Growth: 3.8% (2025) Return on Equity (ROE): 8.2% (2025) Debt-to-Equity Ratio: 0.5 (2025)

Sankyu Inc. recorded a moderate revenue growth of 4.5% in 2025, indicating stable demand in its core business segments. The profit growth of 3.8% shows that the company was able to increase its profitability despite economic challenges.

The return on equity of 8.2% is an indicator of efficient use of equity, which can be considered solid compared to industry standards. The debt-to-equity ratio of 0.5 suggests a conservative financial structure, providing the company with financial flexibility.

Overall, Sankyu Inc. demonstrates stable financial performance with a solid capital structure. These factors could make the stock an attractive investment, especially for investors interested in long-term stability. However, it is important to consider external market conditions and specific corporate strategies before making a final investment decision.

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

Sankyu Inc. has been paying out a consistent dividend in recent years, indicating a reliable dividend policy. The estimated dividend yield of 2.5% for the year 2026 shows that the company continues to offer its shareholders a stable return.

The continuous payout over the last five years suggests that Sankyu Inc. has a solid financial foundation to pay dividends even in economically challenging times. This speaks to the reliability of the company's dividend policy.