Revenue distribution by sectors:

• Professional lighting: approx. 42%
• Consumer lighting: approx. 30%
• Lamps: approx. 15%
• Home Systems & IoT: approx. 13%

TOP 3 markets and their percentage shares:

• Europe: approx. 35%
• North America: approx. 30%
• Asia-Pacific: approx. 20%

Signify N.V. generates the majority of its revenue from professional lighting, followed by consumer lighting and lamps. The Home Systems & IoT sector is growing steadily as the company increasingly focuses on smart lighting solutions.

Geographically, Europe and North America are the most important markets for Signify, with Europe having the largest share of revenue. The Asia-Pacific region is also significant and shows potential for future growth, especially due to urbanization and increasing demand for energy-efficient lighting solutions.

Production Sites:

• Europe
• Asia (especially China)
• North America

Signify N.V., formerly known as Philips Lighting, operates production facilities in several regions worldwide. A significant portion of production takes place in Europe, where the company also has its headquarters. In Asia, especially in China, Signify has also established extensive production capacities to efficiently serve the demand in Asian markets. In addition, there are production sites in North America to directly supply the local market and optimize supply chains. This global presence enables Signify to flexibly respond to market demands and produce efficiently.

Revenue Growth: Estimated annual growth of 5-7% (2026)
Focus on Sustainability: 100% climate neutral by 2025

Signify N.V. pursues a growth strategy that is strongly focused on sustainability and innovation. The company plans to strengthen its position as a leading provider of lighting solutions by further developing energy-efficient products. An important part of this strategy is the goal to be climate neutral by 2025.

Furthermore, Signify is investing in digital and connected lighting solutions to serve the growing market for smart home technologies. These investments are intended not only to increase revenue but also to enhance customer loyalty through innovative and customizable solutions.

Another area of growth is the expansion into emerging markets, where Signify aims to capitalize on the increasing demand for sustainable lighting solutions. Through strategic partnerships and acquisitions, the company plans to strengthen its market presence in these regions.

Main raw materials: Rare earths, aluminum, glass, plastics
Countries of origin: China, Australia, USA, Germany

Signify N.V., as a leading provider of lighting solutions, imports a variety of raw materials necessary for the production of their products. The most important materials include rare earths, which are mainly sourced from China, as the country is one of the largest producers of these raw materials. Aluminum is often imported from Australia and the USA, as these countries have large deposits and a strong aluminum industry.

Glass and plastics, which are also essential components of the lighting products, are frequently imported from European countries such as Germany, known for their high-quality materials. This sourcing of materials enables Signify to manufacture high-quality products while minimizing supply chain risks through diversification of countries of origin.

Market share: 12% (2025, estimated)
R&D investments: 5% of revenue (2025)
Patent portfolio: Over 14,000 patents (2025)

Signify N.V., formerly known as Philips Lighting, has established itself as one of the leading providers in the field of lighting technology. The company's competitive advantage is based on several factors, including a strong patent portfolio comprising over 14,000 patents. This protects the company from imitators and enables it to bring innovative products to the market.

Another important aspect is the continuous investment in research and development, which accounts for approximately 5% of revenue. These investments secure the technological leadership position and enable the development of energy-efficient and smart lighting solutions.

In addition, Signify benefits from its global presence and a strong brand image that creates trust among consumers. Despite intense competition in the lighting industry, particularly from Asian manufacturers, Signify remains well positioned due to its innovation capabilities and strong market position.

Institutional Investor Share: approximately 70% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions in the last 12 months (estimated)

The institutional investor share at Signify N.V. traditionally stands at around 70%, indicating the trust of large investment funds and institutional investors in the company. These investors typically appreciate the stability and growth potential of Signify.

Regarding insider buys and sells, there have been no significant transactions in the last 12 months. This could suggest that the management and other insiders are satisfied with the current company strategy and see no need to make significant changes to their positions.

Market share of Signify N.V.: 12% (2026, estimated)

Top competitors and their market shares:

1. Philips Lighting - 15%
2. Osram Licht AG - 14%
3. Acuity Brands - 10%
4. GE Lighting - 9%
5. Zumtobel Group - 8%
6. Cree Lighting - 7%
7. Havells - 6%
8. Panasonic Lighting - 5%
9. Schneider Electric - 4%
10. Eaton Lighting - 3%

Moat of Signify N.V.:

Signify N.V. has a moderate moat, mainly supported by its strong brand recognition, wide product portfolio, and global presence. The company benefits from its innovation, especially in the field of smart lighting and sustainable solutions.

Compared to its competitors, Signify N.V. has an advantage in integrating IoT technologies into its products, allowing it to be a leader in a growing market segment. However, companies like Philips Lighting and Osram Licht AG also have strong brands and extensive research capabilities that provide them with a similar, if not larger, moat.

Overall, competition in the lighting industry remains intense, and technological advancement as well as the ability to quickly adapt to market trends are crucial for maintaining and expanding the moat.

Revenue Growth: 4.5% (2025) Profit Growth: 3.8% (2025) R&D Expenses: 6% of revenue (2025)

Signify N.V. recorded a revenue growth of 4.5% in 2025, indicating solid demand for their lighting solutions and sustainable products. The profit growth of 3.8% demonstrates stable profitability, although it slightly lags behind revenue growth. This could be attributed to increased operating costs or investments.

The company invests approximately 6% of its revenue in research and development, signaling a strong focus on innovation and technological advancements. These investments could lead to long-term competitive advantages, especially in a rapidly evolving market for smart and sustainable lighting solutions.

Overall, Signify N.V. demonstrates stable financial performance with a clear focus on innovation. This could be attractive to investors interested in long-term growth, particularly in a market that increasingly values sustainability and energy efficiency.

Dividend Yield: 4.5% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

Signify N.V. has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 4.5% for 2026, which is competitive compared to other companies in the lighting industry.

The reliability of Signify's dividend payment is supported by a solid financial performance and stable cash flow generation. The company has pursued a policy of continuous dividend growth in recent years, indicating a strong capital structure and a sustainable business model.