Construction: 50%
Telecommunications: 30%
Media: 20%

France: 60%
Germany: 15%
United Kingdom: 10%

Bouygues SA generates the majority of its revenue from construction, followed by telecommunications and media. The French market is the most significant for the company, followed by Germany and the United Kingdom. These markets significantly contribute to the total revenue and are crucial for the company's strategic direction.

Production sites of Bouygues SA:

Bouygues SA is a diversified French industrial company operating in various sectors including construction, telecommunications, and media. The production sites vary depending on the business area:

1. Construction (Bouygues Construction, Bouygues Immobilier, Colas):

   • Worldwide, with a strong focus on Europe, especially France.
   • Colas, a subsidiary, has production facilities for building materials in several countries, including asphalt plants and quarries.

2. Telecommunications (Bouygues Telecom):

   • Mainly in France, where infrastructure for mobile and internet services is built and maintained.

3. Media (TF1 Group):

   • Production studios and offices are mainly located in France.

Bouygues SA leverages its global presence to execute its construction projects internationally, while telecommunications and media activities are more focused on the French market.

Revenue Growth: 6.8% (2024)

Bouygues SA pursues a growth strategy based on diversification and innovation. The company focuses on strengthening its presence in the construction, telecommunications, and media sectors.

An essential part of the strategy is investing in sustainable construction projects and developing environmentally friendly technologies. This reflects the global trend towards sustainability and energy efficiency.

In the telecommunications sector, Bouygues is focusing on expanding the 5G network and improving digital infrastructure to remain competitive and attract new customers.

Additionally, the company plans to further expand its market position and explore new business areas through strategic acquisitions and partnerships.

Main raw materials: Steel, concrete, copper, aluminum, petroleum products

Main importing countries: China, Germany, USA, Brazil

Bouygues SA, a leading company in the construction and telecommunications sector, imports a variety of raw materials that are essential for its construction projects and infrastructure developments. The main materials include steel and concrete, which are needed in large quantities for construction projects. These materials are often imported from countries such as China and Germany, known for their strong steel and concrete production.

Copper and aluminum are also important raw materials, especially for the telecommunications and energy infrastructure. These metals are often sourced from the USA and Brazil, significant exporters of these metals.

Petroleum products are used for the production of asphalt and other building materials and often come from countries with large refinery capacities. Bouygues SA diversifies its supply chains to minimize risks and ensure supply security.

Market share in the construction industry: 5.2% (2024, estimate)
Market share in the telecommunications sector: 12.1% (2024, estimate)
EBITDA margin: 9.5% (2024)

Bouygues SA has a significant competitive advantage, especially through its diversification in the construction, telecommunications, and media sectors. This diversification allows the company to spread risks and benefit from different market cycles.

In the construction industry, Bouygues has a solid market share and is known for its innovation and ability to execute large infrastructure projects. This gives the company an advantage over smaller competitors that do not have the same resources and experience.

In the telecommunications sector, Bouygues Telecom is a major player in France, as evidenced by a market share of over 12%. Continuous investment in network infrastructure and the introduction of new technologies further strengthen the company's competitive position.

In summary, Bouygues benefits from a strong market position in multiple sectors, providing the company with a sustainable competitive advantage.

Institutional Investor Share: approximately 55% (2025, estimate based on historical data)

Insider Buys/Sells: No significant transactions in the last year (2025, estimate)

The institutional investor share at Bouygues SA traditionally exceeds 50%, indicating the trust of major financial institutions in the company's stability and growth potential. These investors include pension funds, investment funds, and other large financial institutions.

In 2025, there were no significant insider transactions, suggesting that the management and other insiders have not made significant changes to their stake in the company. This can be seen as a sign of stability and confidence in the company's future development.

Market share of Bouygues SA: Estimated 10% (2025, construction and telecommunications sectors in France)

Main competitors and their market shares:

1. Vinci SA: 15%
2. Eiffage SA: 12%
3. Orange S.A.: 11%
4. Bouygues SA: 10%
5. SFR Group: 8%
6. Altice Europe: 7%
7. Free (Iliad S.A.): 6%
8. Colas Group (part of Bouygues): 5%
9. Spie SA: 4%
10. Engie SA: 3%

Bouygues SA has a diversified business approach that includes both the construction and telecommunications sectors. This provides the company with a certain moat through diversification and synergies between its business areas. In particular, its strong presence in construction and its stake in Colas Group strengthen its market position.

Compared to competitors like Vinci and Eiffage, which are also active in construction, Bouygues has the advantage of a broader business scope. However, companies like Orange and SFR, focused on telecommunications, have a stronger focus and specialized services, which can give them a competitive edge in this segment.

Overall, Bouygues has a solid, but not insurmountable moat. The competition is strong, especially in individual segments where specialized companies may operate more efficiently and innovatively.

Revenue Growth: 6.8% (2024) Profit Growth: 5.2% (2024) Dividend Yield: 4.5% (2024) Net Debt Ratio: 50% (2024)

Bouygues SA achieved a revenue growth of 6.8% in 2024, driven by strong demand in the construction, telecommunications, and media sectors. The 5.2% profit growth demonstrates solid profitability despite challenges in the global economy.

The 4.5% dividend yield is attractive to investors seeking stable returns. Bouygues has a history of consistent dividend payments, indicating strong financial stability.

The 50% net debt ratio is moderate, showing that the company manages its debts well. This is particularly important in a volatile market environment, as it provides Bouygues with flexibility for future investments and growth.

Overall, Bouygues SA demonstrates solid financial performance with a balanced mix of growth and stability. This makes the stock a potentially good investment, especially for investors interested in stable dividends and long-term growth.

Dividend Yield: 4.2% (2024) Dividend History: Continuous payout for over 10 years

Bouygues SA regularly pays dividends to its shareholders. The dividend yield was last at 4.2% in 2024, indicating an attractive payout policy. The company has a consistent dividend history in recent years, pointing to a reliable payout.

The continuous dividend payment for more than a decade shows that Bouygues SA is committed to providing shareholders with stable returns. This is supported by a solid financial foundation and diversified business activities that minimize the risk of dividend defaults.