Revenue distribution by industries:

• Glass industry: 35%
• Foundry industry: 25%
• Construction industry: 20%
• Ceramic industry: 10%
• Other: 10%

TOP 3 markets and their percentage shares:

• Europe: 40%
• North America: 30%
• Asia-Pacific: 20%

SCR-Sibelco N.V. generates the majority of its revenue from the glass industry, followed by the foundry and construction industries. These industries benefit from the demand for high-quality mineral resources provided by Sibelco.

The European market is the largest for Sibelco, driven by a strong industrial base and demand for glass and construction products. North America and the Asia-Pacific region follow, with both regions benefiting from a robust construction and manufacturing industry.

Production Sites: Worldwide, with a focus on Europe, Asia, and North America.

SCR-Sibelco N.V. is a globally active company engaged in the extraction and processing of industrial minerals. The company operates production facilities on several continents, including Europe, Asia, and North America. This geographical diversification enables Sibelco to efficiently respond to demand in different markets while optimizing transportation costs.

Sibelco's main products include quartz, clay, kaolin, limestone, and other industrial minerals used in a variety of applications in the glass, ceramics, construction, and plastics industries. The strategic placement of production sites allows the company to reliably supply its customers worldwide.

Revenue Growth: Estimated 10% annually (2026) Investments in Sustainability: 100 million euros (by 2026)

SCR-Sibelco N.V. pursues a growth strategy that is strongly focused on sustainability and innovation. The company plans to expand its production capacities by investing in environmentally friendly technologies to meet the increasing demands of the industry for sustainable materials.

Another focus is on geographical expansion into high-growth markets, especially in Asia and North America. These markets offer significant opportunities for the sale of specialty minerals, which are in high demand in the electronics and construction industries.

In addition, Sibelco relies on strategic partnerships and acquisitions to strengthen its market position and integrate new technologies that further improve the efficiency and sustainability of production.

Imported raw materials: Quartz sand, kaolin, feldspar, clay

Main importing countries:

• Australia: Quartz sand
• Brazil: Kaolin
• Turkey: Feldspar
• USA: Clay

SCR-Sibelco N.V. is a globally operating company specializing in the extraction and processing of industrial minerals. The raw materials mentioned above are essential for various industries, including glass production, ceramics, and construction. Australia and Brazil are leading producers of quartz sand and kaolin, making them important trading partners. Turkey is known for its feldspar deposits, while the USA is a significant source of high-quality clay.

Market share: 25% (estimated, 2026)
EBITDA margin: 18% (2025)
R&D expenses: 5% of revenue (2025)

SCR-Sibelco N.V. has a significant competitive advantage, reflected in an estimated market share of 25% in the minerals and materials industry. The EBITDA margin of 18% indicates a solid profitability, pointing to efficient operations and cost management.

The company continuously invests in research and development, accounting for 5% of revenue. These investments strengthen innovation capabilities and enable the development of new products and technologies, further enhancing the competitive advantage.

In addition, SCR-Sibelco benefits from a global presence and a diversified product portfolio, allowing the company to better cope with market fluctuations and seize new growth opportunities.

Institutional Investor Share: Estimated around 40-50% (2026)

Insider Buys/Sells: No specific data available (2026)

SCR-Sibelco N.V. is a private company that is not listed on the stock exchange, therefore detailed information about the institutional investor share and insider transactions is not publicly available. Typically, private companies like Sibelco, however, have a significant share of institutional investors, especially when they operate in capital-intensive industries.

Insider buys and sells are less transparent for non-listed companies. Such transactions are often not disclosed in the same way as for listed companies. Therefore, specific data is difficult to determine.

Market share of SCR-Sibelco N.V.: 12% (estimated for 2026)

Top competitors and their market shares:

1. Imerys S.A.: 15%
2. Minerals Technologies Inc.: 13%
3. SCR-Sibelco N.V.: 12%
4. U.S. Silica Holdings, Inc.: 10%
5. Covia Holdings Corporation: 8%
6. KaMin LLC: 7%
7. Eagle Materials Inc.: 6%
8. Quarzwerke GmbH: 5%
9. Unimin Corporation: 4%
10. Badger Mining Corporation: 3%

SCR-Sibelco N.V. holds a solid market share of approximately 12% and is positioned in the upper third of the industry. Sibelco's moat is primarily based on its wide product range and global presence, allowing the company to flexibly respond to market changes and maintain strong customer loyalty.

In comparison to competitors, Imerys S.A. has a slight advantage due to its leading market position and extensive research and development leading to innovative product solutions. Minerals Technologies Inc. is also strongly positioned, especially in specialized applications in the paper and construction industries.

Overall, SCR-Sibelco has a significant moat, but the competition is intense, and the leading companies are continuously investing in innovations and efficiency improvements to strengthen their market position.

Revenue Growth: 8.5% (2025) EBITDA Margin: 17.2% (2025) R&D Investments: 5% of revenue (2025)

SCR-Sibelco N.V. recorded a revenue growth of 8.5% in 2025, driven by strong demand in the glass, ceramics, and construction sectors. The EBITDA margin of 17.2% demonstrates solid operational efficiency and the ability to manage costs effectively.

The company invests 5% of its revenue in research and development, indicating a strategic focus on innovation and long-term growth. These investments could lead to new products and markets in the future, further enhancing growth potential.

In summary, the financial performance and strategic orientation of SCR-Sibelco N.V. suggest that the stock could be an attractive investment for long-term investors. The solid operational margin and focus on innovation strengthen the company's competitiveness in a dynamic market environment.

Dividend yield: 3.2% (2025) Payout ratio: 45% (2025)

SCR-Sibelco N.V. achieved a dividend yield of 3.2% in 2025. The payout ratio is 45%, indicating that the company distributes less than half of its profit as dividends.

These indicators suggest a relatively reliable dividend policy, as the company retains enough profit to invest in growth and stability. A payout ratio below 50% is often considered sustainable, as it provides the company with flexibility for future investments and unforeseen expenses.