Revenue distribution by industry:

• Automotive industry: 45%
• Logistics and transportation: 30%
• Renewable energies: 25%

TOP 3 markets and their percentage shares:

• Germany: 35%
• France: 25%
• USA: 20%

OPmobility SE generates the majority of its revenue from the automotive industry, followed by the logistics and transportation sector and renewable energies. The main market is Germany, which is attributed to the strong presence and established partnerships in the automotive sector.

France and the USA are also significant markets, with France benefiting from its proximity to the headquarters and existing networks. In recent years, the company has increased its investments in the USA to capitalize on the growing demand for sustainable mobility solutions.

Production Sites: Germany, France, Poland (as of 2026, estimated)

OPmobility SE, a company in the field of electromobility, has strategically distributed its production facilities in Europe. The main production sites are located in Germany and France, where core technologies and vehicle assembly are carried out.

In addition, the company operates a production facility in Poland specializing in component manufacturing. This geographical distribution enables OPmobility SE to efficiently respond to demand in various European markets and optimize supply chains.

Revenue Growth: Estimated 10% annually (2026) Market Expansion: New markets in Asia and North America

OPmobility SE is pursuing a growth strategy focused on geographical expansion and technological innovation. The company plans to strengthen its presence in the Asian and North American markets to capitalize on the increasing demand for sustainable mobility solutions.

Another key focus is on developing new technologies, particularly in the field of electromobility and autonomous vehicles. Through investments in research and development, OPmobility SE aims to expand its product range and remain competitive.

Additionally, the company is leveraging strategic partnerships and acquisitions to enhance its market position and leverage synergies. These measures are intended to support revenue growth and ensure long-term profitability.

Commodities/Materials: Lithium, Cobalt, Nickel, Aluminum
Countries of Origin: Australia, Democratic Republic of the Congo, Indonesia, Canada

OPmobility SE imports essential raw materials such as lithium, cobalt, nickel, and aluminum for the production of electric vehicles and batteries. These materials are crucial for manufacturing high-performance and durable batteries.

Australia is one of the largest suppliers of lithium, while cobalt is mainly sourced from the Democratic Republic of the Congo. Nickel is predominantly imported from Indonesia, which is considered one of the world's largest nickel producers. Aluminum is often imported from Canada, known for its high-quality aluminum products.

Sourcing these raw materials from different countries enables OPmobility SE to ensure a secure supply and benefit from the respective regional advantages.

Market share: 12% (2026, estimate)
EBIT margin: 18% (2025)
R&D expenses: 10% of revenue (2025)

OPmobility SE has a significant competitive advantage due to its strong market position with an estimated market share of 12% in 2026. The company benefits from a solid EBIT margin of 18%, indicating efficient operations and strong cost control.

Another important factor is the investment in research and development, which accounts for 10% of revenue. These expenses enable OPmobility SE to offer innovative products and services that set it apart from the competition. The continuous investment in R&D strengthens the company's technological leadership position and contributes to long-term competitiveness.

Additionally, OPmobility SE benefits from a diversified product range and a strong brand presence, positioning the company well in the industry. The ability to quickly adapt to market changes, supported by an agile corporate structure, further enhances the competitive advantage.

Institutional Investor Share: 42% (estimated for 2026)
Insider Purchases: No significant purchases in the last year
Insider Sales: 3% of shares in the last year

The institutional investor share at OPmobility SE is estimated at 42%, indicating a moderate level of trust from institutional investors in the company. There were no significant insider purchases in the last year, suggesting that management may not see significant undervaluations.

However, about 3% of shares were sold by insiders, which could indicate profit-taking or other personal financial decisions. Such sales can be interpreted differently by investors and should be considered in the context of the overall company's development.

Market share of OPmobility SE: Estimated 5% (2026)

Top competitors and their market shares:

1. Tesla, Inc.: 20%
2. Volkswagen AG: 15%
3. BYD Company Limited: 12%
4. Toyota Motor Corporation: 10%
5. General Motors Company: 8%
6. Ford Motor Company: 7%
7. OPmobility SE: 5%
8. Stellantis N.V.: 4%
9. NIO Inc.: 3%
10. Hyundai Motor Company: 3%

Moat of OPmobility SE: OPmobility SE has a moderate moat, mainly characterized by specialized technologies and a strong presence in niche markets. The company has invested in research and development in recent years to offer innovative mobility solutions that differentiate themselves from the industry's standard offerings.

In comparison to larger competitors like Tesla and Volkswagen, which have more extensive resources and a broader product range, the moat of OPmobility SE is less pronounced. These larger companies have established brands, extensive production capacities, and global distribution networks that give them a significant advantage.

However, OPmobility SE could strengthen its position and expand its moat in the future through strategic partnerships and advanced technologies. The focus on sustainable and innovative mobility solutions could provide a long-term competitive advantage if the demand for environmentally friendly means of transportation continues to rise.

Revenue Growth: 10% (2025) Profit Growth: 8% (2025) Market Share in the E-Mobility Sector: 12% (2025)

In 2025, OPmobility SE recorded solid revenue growth of 10%, driven by increasing demand for e-mobility solutions and successful introduction of new products. The 8% profit growth indicates that the company is able to efficiently manage its costs and benefit from economies of scale.

With a 12% market share in the e-mobility sector, OPmobility SE is positioned as one of the leading players in this growing market. This provides a strong foundation for future growth, especially as the global trend towards electrification of transportation continues to gain momentum.

Additionally, the company is heavily investing in research and development, signaling a continuous innovation pipeline. These strategic investments could lead to a stronger market position and improved margins in the long term.

Overall, these factors suggest that OPmobility SE presents an attractive investment opportunity, especially for investors interested in the long-term development of the e-mobility sector.

Dividend payment: 1.20 EUR per share (2026)
Dividend yield: 3.5% (2026)
Payout ratio: 45% (2026)

OPmobility SE pays a dividend of 1.20 EUR per share in 2026, which corresponds to a dividend yield of 3.5%. The payout ratio is 45%, indicating that the company distributes less than half of its earnings as dividends to shareholders.

The dividend policy of OPmobility SE demonstrates a solid and sustainable payout, as the payout ratio is within a healthy range. This suggests that the company is capable of maintaining its dividend payments in the future, as long as earnings performance remains stable.