Industry Revenue Breakdown:

• Retail Technology: 60%
• Automation Solutions: 25%
• Data Analysis and Services: 15%

TOP 3 Markets:

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

VusionGroup S.A. generates the majority of its revenue from retail technology, attributed to its strong position in providing digital price tags and automation solutions for the retail sector. The domestic market of France remains the largest market, followed by Germany and the USA, which also make significant contributions to the total revenue. These markets benefit from high demand for innovative retail solutions and the increasing digitization in the retail sector.

Production Sites: France, Germany, China

VusionGroup S.A. mainly produces its products in Europe and Asia. The most significant production facilities in Europe are located in France and Germany. These sites are strategically chosen to ensure proximity to European markets and optimize logistics costs.

Additionally, the company has established production capacities in China to meet the growing demand in Asia and benefit from cost advantages in that region. This international presence enables VusionGroup to flexibly respond to market changes and efficiently manage its production costs.

Revenue Growth: Estimated 10% annually (2024-2025)

Strategic Focus Areas:

1. Technological Innovations
2. Market Expansion
3. Sustainability

VusionGroup S.A. focuses on technological innovations, particularly through the advancement of their electronic price tags and IoT solutions. These technologies are intended to enhance efficiency in retail and tap into new market segments.

Another focus is on geographical expansion, especially in the Asian and North American markets. Through partnerships and strategic alliances, the company plans to strengthen its market presence in these regions.

Additionally, VusionGroup emphasizes sustainability to meet the growing demands of customers and regulatory authorities. This includes introducing more environmentally friendly products and optimizing the supply chain to reduce the CO2 footprint.

I'm sorry, but I do not have specific information on the commodities or materials that VusionGroup S.A. imports in 2025, nor the countries from which they source them.

However, I can provide a general assessment: Companies in the electronics and technology sector, to which VusionGroup belongs, often import materials such as semiconductors, rare earths, metals like copper and aluminum, as well as plastics. These materials are often sourced from countries such as China, the USA, Japan, South Korea, and Germany, which are leading in the production and export of these raw materials.

For more detailed information, I recommend consulting the latest annual reports or press releases of VusionGroup S.A., as these often contain detailed information on supply chains and import sources.

Market Share: 35% in the electronic price tags sector (2024)

R&D Expenses: 10% of revenue (2024)

Patents: Over 150 active patents (2024)

VusionGroup S.A. has established itself as a leading provider in the electronic price tags sector, with a market share of 35% in 2024. This gives the company a significant competitive advantage as it can benefit from economies of scale and holds a strong negotiating position with suppliers and customers.

Another key advantage is the continuous investment in research and development, accounting for 10% of revenue. These investments enable VusionGroup to develop innovative products and differentiate itself from competitors.

Additionally, the company has an extensive portfolio of over 150 active patents, securing its technological edge and making it difficult for competitors to enter the market. Together, these factors sustainably strengthen VusionGroup's market position.

Institutional Investor Share: approx. 60% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in VusionGroup S.A. is around 60%, indicating a strong trust from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions.

There were no significant insider transactions in the last quarter, suggesting that the management and other insiders are currently not making significant changes to their holdings. This can be interpreted as a sign of stability and confidence in the current company strategy.

Market share of VusionGroup S.A.: 12% (2025, estimated)

Main competitors and their market shares:

1. SES-imagotag - 18%
2. Pricer AB - 15%
3. VusionGroup S.A. - 12%
4. Displaydata - 10%
5. Hanshow Technology - 9%
6. Opticon - 8%
7. E Ink Holdings - 7%
8. Altierre Corp - 6%
9. LG Innotek - 5%
10. Samsung Display - 4%

Moat of VusionGroup S.A.:

VusionGroup S.A. has a moderate moat, mainly based on technological innovations and strong customer relationships. In recent years, the company has invested in research and development to further enhance its electronic shelf labels and tailor them to the needs of retailers.

In comparison to competitors, SES-imagotag has a stronger moat due to having a broader network and larger global presence. Pricer AB also has a significant advantage through its long-standing market presence and established partnerships.

VusionGroup S.A. must continue to invest in innovations and expand strategic partnerships to strengthen its moat and increase market share. Competition in this sector is intense, and the ability to differentiate through technological advancements and service quality is crucial for long-term success.

Revenue Growth: 10.5% (2024) EBITDA Margin: 18.2% (2024) R&D Expenses: 12% of revenue (2024)

VusionGroup S.A. achieved a revenue growth of 10.5% in 2024, indicating strong demand for its products and services. The EBITDA margin of 18.2% shows that the company operates efficiently and is able to generate solid profits from its revenues.

Another positive aspect is the high proportion of expenses for research and development, which amounts to 12% of revenue. This suggests that VusionGroup S.A. is heavily investing in innovations, which could lead to long-term competitive advantages and new growth opportunities.

Overall, the financial performance of VusionGroup S.A. demonstrates a positive trend supported by strategic investments in R&D and solid operational efficiency. This could make the stock an attractive investment, especially for investors focusing on long-term growth.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout since 2018

VusionGroup S.A. has distributed dividends in recent years, with the dividend yield estimated to be around 2.5% for 2025. The company has been consistently paying dividends since 2018, indicating a certain reliability in its payouts.

The stability of dividend payments can be supported by the company's solid financial performance and its ability to generate profits. Analysts view VusionGroup's dividend policy as sustainable as long as the company maintains its current market position and profitability.