Current revenue distribution by industry:

• Film production and distribution: 45%
• Cinema and theater operation: 35%
• Real estate and others: 20%

TOP 3 markets and their percentage shares:

• Japan: 70%
• USA: 15%
• South Korea: 10%

Toho Co., Ltd. generates the majority of its revenue from film production and distribution, followed by cinema and theater operations. The Japanese market is the dominant market for Toho at 70%, attributed to the company's strong local presence and cultural influence. The USA and South Korea are also significant markets, strengthened by international film releases and collaborations.

Production Sites: Japan (main site), additional sites in Asia

Toho Co., Ltd., known for its film production and distribution, has its main production facilities in Japan. The company is deeply rooted in the Japanese film industry and produces the majority of its films there. In addition to Japan, Toho also has collaborations and production partnerships in other Asian countries to expand its reach and benefit from regional talents.

This geographical concentration allows Toho to preserve the cultural and creative aspects of its productions while also benefiting from the economic advantages of regional markets.

Revenue Growth: 8.5% (estimated 2024)
Profit Growth: 7.2% (estimated 2024)

Toho Co., Ltd. pursues a growth strategy based on diversifying its content and expanding into international markets. The company plans to increase its film production and focus more on digital platforms to reach a broader audience.

Another key focus is on strengthening its own brands and franchises to increase customer loyalty and tap into new revenue streams. Additionally, Toho is investing in new technologies and partnerships to enhance efficiency in production and distribution.

Through these measures, Toho expects to solidify its market position both domestically and internationally and to increase revenue and profit growth in the coming years.

Imported Raw Materials/Supplies: Film reels, digital storage media, technical equipment

Countries of Origin: USA, Germany, China

Toho Co., Ltd., a leading company in the film and entertainment industry, mainly imports film reels and digital storage media necessary for the production and distribution of films. These materials are primarily sourced from the USA and Germany, as these countries are leaders in the manufacturing of high-quality film and storage media.

In addition, Toho imports technical equipment needed for film production and cinemas from China. China is known for its cost-effective production of technical equipment, making it an attractive market for such imports.

Market Share in Japan: 35% (estimated for 2025)
Operating Margin: 12% (2024)
Return on Invested Capital (ROIC): 10% (2024)

Toho Co., Ltd. is one of the leading companies in the Japanese entertainment industry, especially in the field of film production and distribution, as well as in operating cinemas. Toho's competitive advantage lies in its strong brand recognition and dominant market position in Japan, where it holds an estimated market share of 35%.

The operating margin of 12% indicates that the company is able to manage its costs efficiently while remaining profitable. The return on invested capital (ROIC) of 10% suggests that Toho is able to effectively utilize its investments to create value for shareholders.

Additionally, Toho benefits from an extensive library of film titles and a strong presence in the animation film sector, giving it a sustainable competitive advantage over new market entrants. Continued investment in new technologies and expansion into international markets could further strengthen this advantage.

Institutional Investor Share: approximately 45% (2025, estimated)

Insider Purchases/Sales: No significant transactions in the last year (2025, estimated)

The institutional investor share in Toho Co., Ltd. is around 45%. This figure reflects the confidence of institutional investors in the company's long-term stability and growth potential.

In 2025, there were no significant insider purchases or sales. This could indicate that the management and other insiders are satisfied with the current company strategy and valuation and do not expect any short-term changes.

Market share of Toho Co., Ltd.: 25% (2025, estimated)

Main competitors and their market shares:

1. Toho Co., Ltd.: 25%
2. Shochiku Co., Ltd.: 20%
3. Toei Company, Ltd.: 18%
4. Kadokawa Corporation: 15%
5. Warner Bros. Japan: 10%
6. Sony Pictures Entertainment Japan: 7%
7. Universal Pictures Japan: 5%

Toho Co., Ltd. is a leading company in the Japanese film industry and holds a significant market share of about 25%. This is due to its strong presence in film production and distribution, as well as its popular film series and franchises.

Toho Co., Ltd.'s moat mainly lies in its established brand, control over a large network of cinemas, and the ability to produce successful film franchises. These factors give the company an advantage over its competitors.

In comparison, companies like Shochiku and Toei also have strong brands and a long history in the industry, but not the same reach in the cinema network. Kadokawa Corporation has gained an advantage through diversification into other media areas that do not directly compete with film production.

Overall, Toho Co., Ltd. has a significant moat supported by its market leadership and strategic investments in content and infrastructure. While competitors also have strong positions, they do not have the same combination of market share and infrastructure.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) Market share in the Japanese film distribution: 30% (2024) Investments in new technologies: 15% of revenue (2024)

Toho Co., Ltd. recorded solid revenue growth of 8.5% in 2024, attributed to strong performance in film distribution and production. The company was able to increase its profit by 10.2%, driven by efficiency improvements and successful films.

With a 30% market share in the Japanese film distribution, Toho is a dominant player in the industry. The company also invests 15% of its revenue in new technologies to further strengthen its market position and secure future growth.

The long-term investments in technology and strong market position suggest that Toho Co., Ltd. is well positioned to benefit from future market trends. Therefore, the stock could be an attractive investment for investors interested in a stable and growth-oriented participation.

Dividend yield: 2.1% (2024) Dividend growth: 5% (annually, averaged over the last 5 years)

Toho Co., Ltd. has a solid dividend policy and regularly pays dividends to its shareholders. The dividend yield of 2.1% in 2024 indicates that the company offers an attractive return to its shareholders.

The reliability of the payout is underscored by the continuous dividend growth averaging 5% per year over the last five years. This suggests that Toho Co., Ltd. is capable of generating stable earnings and passing them on to shareholders.

The financial stability and market position of Toho Co., Ltd. support the sustainability of the dividend policy, although future payouts may depend on the general economic situation and company performance.