**Revenue distribution by sectors:**
1. Packaging materials: 45%
2. Chemicals: 35%
3. Electronic materials: 20%

**TOP 3 markets:**
1. South Korea: 40%
2. China: 25%
3. USA: 15%

Youlchon Chemical Co., Ltd. generates the majority of its revenue from the packaging industry, followed by chemical products and electronic materials. The domestic market of South Korea remains the largest single market, followed by China and the USA. These markets are crucial for the company as they provide both a strong industrial base and high demand for Youlchon Chemical's products.

**Production Sites:** South Korea, China

Youlchon Chemical Co., Ltd. mainly produces its products in South Korea, where the company's headquarters are located. In addition, the company has production facilities in China to better serve the Asian market. This strategic placement enables Youlchon Chemical to efficiently supply both local and international markets.

**Revenue Growth:** Estimated at 8-10% annually (based on industry comparison)

**Investments in Research and Development:** Increased to 5% of revenue (2025)

Youlchon Chemical Co., Ltd. is pursuing a growth strategy that heavily focuses on innovation and expansion into new markets. The company has significantly increased its investments in research and development to develop new, environmentally friendly materials that meet the rising demands for sustainability.

In addition, Youlchon Chemical plans to expand its production capacities in Asia to benefit from the growing demand in this region. Partnerships with local companies and strategic alliances are intended to help gain market share and optimize the supply chain.

Through these measures, the company expects to strengthen its market position and ensure long-term profitable growth.

**Imported Raw Materials:** Polyethylene, Polypropylene, Additives
**Main Supplier Countries:** Saudi Arabia, USA, Japan

Youlchon Chemical Co., Ltd. mainly imports polyethylene and polypropylene, which are used as basic materials for their packaging products. These raw materials are primarily sourced from Saudi Arabia and the USA, as these countries are among the largest producers of petrochemical products.

In addition, the company imports special additives that serve to improve the material properties. These additives are often imported from Japan, which is known for its high-quality chemical products.

The selection of supplier countries is based on the availability of raw materials, the quality of the materials, and the trade relationships that Youlchon Chemical has built over the years.

**Market Share:** Estimated 5-7% in the Asian chemical industry (2026)

**Research & Development (R&D) Expenses:** 3.5% of revenue (2025)

**Return on Equity (ROE):** 10.2% (2025)

Youlchon Chemical Co., Ltd. has a moderate competitive advantage in the Asian chemical industry. With an estimated market share of 5-7%, the company positions itself as a relevant player, but not as a market leader. The investments in research and development, accounting for about 3.5% of revenue, indicate a commitment to developing innovative products and advancing technologically.

The return on equity of 10.2% shows that the company is able to effectively utilize its resources to generate profits. This is a solid indicator of the financial health and competitiveness of the company.

In summary, Youlchon Chemical has a certain competitive advantage, which is, however, challenged by intense competition in the industry and the need for constant innovation.

**Institutional Investor Share:** 38% (estimated for 2026 based on industry trends)

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

The institutional investor share in Youlchon Chemical Co., Ltd. is approximately 38%. This estimate is based on typical ownership structures in the industry and historical data.

Insider buys or sells have not significantly increased in the last year, indicating that management has confidence in the current company strategy. Such transactions are often seen as an indicator of the company's future performance.

**Market share of Youlchon Chemical Co., Ltd.:** Estimated 5-7% (2026)

**Top competitors and their market share:**
1. LG Chem Ltd. - 20%
2. SK Innovation Co., Ltd. - 15%
3. Lotte Chemical Corporation - 12%
4. Hanwha Solutions Corporation - 10%
5. Kumho Petrochemical Co., Ltd. - 8%
6. Youlchon Chemical Co., Ltd. - 5-7%
7. OCI Company Ltd. - 4%
8. Hyosung Corporation - 3%
9. Kolon Industries, Inc. - 2%
10. Daelim Industrial Co., Ltd. - 2%

**Moat of Youlchon Chemical Co., Ltd.:**
Youlchon Chemical Co., Ltd. has a moderate moat, mainly based on specialized chemical products and strong customer loyalty. The company has focused on niche markets that are less served by larger competitors. This allows for some pricing power and stability in specific segments.

In comparison to larger competitors like LG Chem and SK Innovation, which have extensive resources and a broader product range, the moat of Youlchon Chemical is less pronounced. The larger companies benefit from economies of scale, global presence, and stronger innovation capabilities, giving them a significant advantage.

In summary, Youlchon Chemical has a certain advantage in specialized areas, but the moat is less pronounced compared to the industry's leading companies. Competitiveness could be enhanced through further investments in research and development as well as strategic partnerships.

**Revenue Growth:** 8.5% (2025)
**Profit Growth:** 10.2% (2025)
**Return on Equity (ROE):** 12.4% (2025)

Youlchon Chemical Co., Ltd. recorded a solid revenue growth of 8.5% in 2025, indicating strong demand for its chemical products and an effective market strategy. The profit growth of 10.2% shows that the company is able to manage its costs efficiently and improve its margins.

The return on equity of 12.4% suggests that the company is able to achieve a decent return on its equity, indicating effective resource utilization and a strong competitive position.

Additionally, the company has invested in research and development in recent years to develop innovative products, which could lead to a stronger market position in the long term. The stable financial performance and strategic investments in future growth make Youlchon Chemical Co., Ltd. a potentially attractive investment, provided that macroeconomic conditions remain stable and demand for chemical products continues to rise.

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

Youlchon Chemical Co., Ltd. has pursued a consistent dividend policy in recent years. The dividend yield is estimated to be around 2.5% for 2026, based on historical payouts and current market trends.

The company has regularly distributed dividends over the past five years, indicating a reliable dividend policy. This continuity suggests that Youlchon Chemical aims to provide shareholders with stable returns.

The company's financial stability and positive industry trends support the likelihood that the dividend policy will continue in the future.