Revenue distribution by sectors:

• Household appliances: approx. 70%
• Coffee machines: approx. 20%
• Air conditioners and heaters: approx. 10%

TOP 3 markets and their percentage shares:

• Europe: approx. 45%
• North America: approx. 30%
• Asia-Pacific: approx. 15%

De'Longhi S.p.A. generates the majority of its revenue from the sale of household appliances, with coffee machines representing a significant portion. The European market is the largest revenue contributor, followed by North America and the Asia-Pacific region. These markets are crucial for the company's growth as they exhibit both strong demand and high purchasing power.

Main production sites:

• Italy
• China
• Romania

De'Longhi S.p.A. produces its products at several international locations. The headquarters and some production facilities are located in Italy, emphasizing the company's strong connection to its origins. In addition, De'Longhi has established production capacities in China and Romania to efficiently serve global demand and benefit from cost advantages. This geographical diversification enables the company to flexibly respond to market changes and minimize supply chain risks.

Revenue Growth: Estimated at 5-7% annually (based on historical data and market trends)

De'Longhi S.p.A. pursues a growth strategy based on several pillars. Firstly, the company focuses on continuous innovation and expansion of its product portfolio, especially in the area of fully automatic coffee machines and kitchen appliances. By introducing new, technologically advanced products, De'Longhi aims to increase its market share in existing and new markets.

Another focus is on geographical expansion. De'Longhi plans to strengthen its presence in high-growth markets such as Asia and North America. This will be supported by strategic partnerships and the expansion of distribution networks.

Additionally, the company is investing in digitization and e-commerce to enhance direct customer contact and increase online sales. These measures are intended to increase brand awareness and tap into new customer segments.

Through these strategic initiatives, De'Longhi expects to strengthen its competitiveness and ensure long-term growth.

Main raw materials: Stainless steel, plastic, aluminum
Main importing countries: China, Germany, Italy

De'Longhi S.p.A. imports a variety of raw materials and materials needed for the production of their household appliances. The most important raw materials include stainless steel, plastic, and aluminum. These materials are crucial for the production of durable and high-quality devices.

China is one of the main suppliers, especially for plastic components and electronic parts. Germany mainly supplies high-quality stainless steel and aluminum products used in the production of premium devices. Italy, as the home country of De'Longhi, also plays a significant role, especially in the procurement of specialized components and materials produced locally.

This import strategy allows De'Longhi to optimize costs while ensuring the quality of their products by benefiting from the best available materials worldwide.

Market share in Europe: 25% (2024, estimate) EBITDA margin: 17% (2023) R&D expenses: 4% of revenue (2023)

De'Longhi S.p.A. has a significant competitive advantage, especially in Europe, where the company holds an estimated market share of 25% in the household appliances sector. This strong market position is supported by a solid EBITDA margin of 17%, indicating efficient operations and strong pricing.

Another key aspect of De'Longhi's competitive advantage is the continuous investment in research and development, accounting for approximately 4% of revenue. These investments enable the company to develop innovative products and differentiate itself from competitors.

Furthermore, De'Longhi benefits from strong brand awareness and a wide distribution network that includes both traditional retail channels and online sales. These factors help to further solidify the company's market position and support future growth.

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

Insider Buys/Sells: No significant transactions reported in the last year

The institutional investor share in De'Longhi S.p.A. is estimated to be around 45%. This suggests that a significant portion of the shares is held by large financial institutions, indicating a certain level of trust in the company's long-term stability and growth potential.

Regarding insider transactions, there have been no significant buys or sells publicly reported in the last year. This may indicate that the management and other insiders are satisfied with the current company strategy and see no need to change their positions.

Market share of De'Longhi S.p.A.: 12% (2025, estimated)

Top competitors and their market shares:

1. Whirlpool Corporation: 18%
2. Electrolux AB: 15%
3. LG Electronics: 14%
4. Samsung Electronics: 13%
5. De'Longhi S.p.A.: 12%
6. BSH Hausgeräte GmbH: 10%
7. Philips: 8%
8. Panasonic Corporation: 6%
9. Breville Group: 4%
10. Miele: 3%

Moat of De'Longhi S.p.A.:

De'Longhi S.p.A. has a significant moat in the form of its strong brand recognition and specialization in high-quality coffee machines and kitchen appliances. This specialization allows the company to differentiate itself in a highly competitive market. The innovation and design of the products also contribute to this moat.

Compared to competitors, De'Longhi has an advantage in the niche of coffee machines, while larger competitors like Whirlpool and Samsung have broader product ranges and stronger global distribution networks, giving them an advantage in other categories.

Therefore, De'Longhi's moat is strong in specific product categories, while larger competitors may have a better moat in terms of economies of scale and global presence.

Revenue Growth: 8% (2024) EBITDA Margin: 15% (2024) R&D Investments: 5% of revenue (2024)

De'Longhi S.p.A. recorded a revenue growth of 8% in 2024, attributed to strong demand for their household appliances and successful expansion into new markets. The EBITDA margin of 15% indicates that the company operates efficiently and is able to control its costs well while remaining profitable.

The investments in research and development, amounting to 5% of revenue, suggest that De'Longhi continues to invest in innovations and improving its product range. This could lead to a stronger market position and new revenue sources in the long term.

Overall, De'Longhi S.p.A. demonstrates solid financial metrics and a strategic focus on growth and innovation. This could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend yield: 2.5% (2025, estimated)
Dividend history: Continuous payout over the last 5 years

De'Longhi S.p.A. has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2025 is around 2.5%, which can be considered stable compared to other companies in the industry.

The company has demonstrated solid financial performance in the past, supporting the continuity of dividends. Analysts expect that De'Longhi will also be able to pay dividends in the coming years, provided there are no significant negative market changes.