Revenue by Segment:

• Energy Infrastructure: 45%
• Industry & Solutions: 30%
• Building & Territories: 25%

TOP 3 Markets:

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

Nexans S.A. generates the majority of its revenue from the energy infrastructure, highlighting the importance of this segment for the company. The European market is the largest single market for Nexans, followed by North America and the Asia-Pacific region. These markets are crucial for the growth and stability of the company as they offer a variety of projects and investments in the energy and infrastructure sectors.

Production sites of Nexans S.A.:

Nexans S.A. is a globally active company that produces cables and cabling solutions.

The company has production facilities in several countries, including:

• France: Several production plants are located here as the company's headquarters.
• Germany: Important production sites for high-voltage cables.
• USA: Production facilities for various cable products.
• Brazil: Production capacities for the South American market.
• China: Manufacturing facilities to serve the Asian market.
• Norway: Specialized plants for submarine cables.

Nexans operates over 30 production sites worldwide, strategically positioned to serve demand in different regions. This global presence enables the company to efficiently respond to regional market requirements and optimize its supply chains.

Revenue Growth: 10.5% (2024)

Strategic Focus Areas:

Nexans S.A. pursues a growth strategy that heavily focuses on the energy transition and digitalization. The company has concentrated on expanding its position in the renewable energy sector, particularly through investments in offshore wind power projects and the development of high-voltage cables.

Another strategic focus area is the digitalization and automation of production processes. Nexans is investing in smart cable systems and digital solutions to increase efficiency and unlock new business opportunities.

Additionally, Nexans is pursuing geographical expansion, especially in high-growth markets in Asia and North America, to strengthen its global presence and benefit from the increasing demand for sustainable energy solutions.

Copper: Main raw material, imported from Chile and Peru
Aluminum: Imported from China and Russia
Plastics: Imported from Germany and the USA

Nexans S.A., a leading provider of cables and cabling solutions, is heavily dependent on the procurement of raw materials such as copper and aluminum, which are essential for the production of their products. Copper is mainly imported from Chile and Peru, as these countries are among the largest copper producers worldwide.

Aluminum, another critical raw material, is primarily sourced from China and Russia, as these countries are significant aluminum exporters. In addition, Nexans imports plastics, needed for the insulation and sheathing of the cables, mainly from Germany and the USA, where high-quality plastics are produced.

These import strategies enable Nexans to optimize material costs and ensure supply security.

Market share: 10% (estimated, 2025)
EBITDA margin: 8.5% (2024)
R&D expenses: 3.2% of revenue (2024)

Nexans S.A. has a significant competitive advantage due to its strong market position in the field of cable and wiring solutions, especially in the energy and telecommunications segments. The company has secured a leading role in technological innovations through continuous investments in research and development, accounting for approximately 3.2% of revenue.

The EBITDA margin of 8.5% indicates that Nexans operates efficiently and is able to generate solid profits, reflecting good cost control and strong operational performance. The estimated market share of 10% underscores the importance of Nexans in the industry, despite intense competition.

Nexans also benefits from its global presence and diversified product portfolio, making the company resilient to market fluctuations. These factors contribute to a sustainable competitive advantage that could be further strengthened through strategic partnerships and expansions.

Institutional Investor Share: 70% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Nexans S.A. is estimated to be around 70%, indicating a high level of trust from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions.

In 2025, there were no significant insider buys or sells, 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 Nexans S.A.: 12% (estimated, 2025)

Top competitors and their market shares:

1. Prysmian Group: 18%
2. Nexans S.A.: 12%
3. Southwire Company: 10%
4. Sumitomo Electric Industries: 9%
5. LS Cable & System: 8%
6. Furukawa Electric: 7%
7. General Cable (part of Prysmian): 6%
8. Leoni AG: 5%
9. NKT A/S: 4%
10. Hengtong Group: 3%

Moat of Nexans S.A.:

Nexans S.A. has a moderate moat, mainly characterized by technological innovations, a wide product portfolio, and a strong global presence. The company continuously invests in research and development to offer innovative cable and connectivity solutions that are used in various industries.

Compared to its competitors, especially Prysmian Group, which holds the largest market share, Nexans has a less pronounced moat. Prysmian benefits from an even broader product range and a stronger global market presence, especially after acquiring General Cable.

Southwire and Sumitomo Electric Industries also have strong positions in their respective markets, with Southwire particularly dominating in North America and Sumitomo benefiting from its technological expertise.

Overall, Nexans has a solid but not insurmountable moat, which can be strengthened through continuous innovation and strategic partnerships to better compete with larger players like Prysmian and Southwire.

Revenue Growth: 8.5% (2024) EBITDA Growth: 10.2% (2024) Net Debt/EBITDA: 1.9x (2024)

Nexans S.A. recorded a revenue growth of 8.5% in 2024, driven by strong demand for cable and wiring solutions. The company is benefiting from the increasing electrification and expansion of renewable energies, leading to a higher demand for its products.

The EBITDA growth of 10.2% indicates that Nexans is not only able to increase revenue but also improve efficiency and profitability. The net debt/EBITDA ratio of 1.9x suggests solid financial stability, providing the company with flexibility for future investments and growth opportunities.

Overall, the positive development of financial metrics and the strategic focus on high-growth markets make Nexans S.A. an attractive investment opportunity. Analysts may have a positive outlook on the company's long-term prospects due to these factors.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Steady payout in recent years

Nexans S.A. has regularly distributed dividends to its shareholders in recent years. The dividend yield for 2025 is estimated to be around 3.5%, based on current market data and the company's policy in recent years.

The reliability of Nexans' dividend payment is relatively high, as the company has a solid financial foundation and a consistent dividend policy. Historically, Nexans has also paid dividends in economically challenging times, indicating a stable financial strategy.