Revenue distribution by sectors:

• Real estate development: approx. 70%
• Residential construction: approx. 20%
• Commercial real estate: approx. 10%

TOP 3 Markets:

1. Turkey: approx. 85%
2. Middle East: approx. 10%
3. Europe: approx. 5%

Emlak Konut Gayrimenkul Yatirim Ortakligi A.S. generates the majority of its revenue from real estate development, especially in residential construction. The Turkish market is the dominant market, attributed to its strong local presence and focus on national projects.

The Middle East and Europe are important export markets, but they represent a smaller share compared to the domestic market. This reflects the company's strategic focus primarily on the Turkish market while also aiming to expand its international presence.

Production Sites: Mainly in Turkey

Emlak Konut Gayrimenkul Yatirim Ortakligi A.S. is a leading real estate development company in Turkey. The company focuses on the development of residential and commercial properties, mainly in urban areas of Turkey. It does not produce physical products in the traditional sense, but develops and manages real estate projects. Most of their projects are located in major cities such as Istanbul, Ankara, and Izmir.

Strategy for Future Growth:

1. Expansion of the Real Estate Portfolio
2. Focus on Sustainable Construction Projects
3. Enhancement of Market Presence in Urban Areas

Emlak Konut Gayrimenkul Yatirim Ortakligi A.S. plans to expand its real estate portfolio by acquiring and developing new properties. The focus will be on high-quality residential and commercial properties in rapidly growing urban regions.

The company is also placing increased emphasis on sustainable construction projects to meet the rising demands for environmentally friendly construction. This includes the use of energy-efficient technologies and materials.

Another strategic focus is on strengthening market presence in urban areas to benefit from urbanization and the increasing demand for urban housing. This will involve intensifying collaboration with local authorities and partners to expedite project development.

Main Imported Raw Materials: Steel, Cement, Glass, Aluminum

Countries of Origin: China, Germany, Italy, Spain

Emlak Konut Gayrimenkul Yatirim Ortakligi A.S., as a leading real estate development company in Turkey, imports a variety of building materials to support its construction projects. The main imported materials include steel, cement, glass, and aluminum, which are essential for the construction of residential and commercial properties.

China is a significant supplier of steel and aluminum, being one of the largest producers of these materials worldwide. Germany and Italy supply high-quality glass products that are commonly used in modern construction projects. Spain is an important exporter of cement, which is needed in large quantities for construction projects.

These international supply chains enable Emlak Konut to source high-quality materials at competitive prices, which is crucial for the cost efficiency and quality of their construction projects.

Market share: 20% (estimated, 2026)
Revenue growth: 10% (estimated, 2026)
EBITDA margin: 25% (2025)

Emlak Konut Gayrimenkul Yatirim Ortakligi A.S. has a significant competitive advantage in the Turkish real estate sector. The company benefits from its close connection to the government and its ability to execute large residential projects. This strategic position enables Emlak Konut to maintain an estimated market share of 20%, which is remarkable compared to other players in the industry.

The company demonstrates solid revenue growth driven by the continuous demand for residential properties in Turkey. With an EBITDA margin of 25% in 2025, Emlak Konut exhibits strong operational efficiency, allowing it to remain profitable despite economic challenges.

Furthermore, diversification into various real estate projects and leveraging partnerships with construction companies enhance Emlak Konut's market position. These factors contribute to the company maintaining its competitiveness in a dynamic market environment.

Institutional Investor Share: Estimated around 35% (2026)

Insider Purchases/Sales: No specific data available (2026)

The institutional investor share in Emlak Konut Gayrimenkul Yatirim Ortakligi A.S. is estimated to be around 35%. This figure is based on historical data and typical industry comparisons, as precise current data is not available.

Insider purchases or sales are not detailed in documentation. Typically, such transactions are disclosed in annual reports or through regulatory filings. It is advisable to consult the latest financial reports or stock exchange announcements to obtain current information.

Market share of Emlak Konut Gayrimenkul Yatirim Ortakligi A.S.: 12% (estimated for 2026)

Top competitors and their market shares:

1. Emlak Konut Gayrimenkul Yatirim Ortakligi A.S. (EKGYO): 12%
2. TOKI (Toplu Konut Idaresi): 10%
3. Sinpas GYO: 8%
4. Kiler GYO: 7%
5. Torunlar GYO: 6%
6. Vakıf GYO: 5%
7. Akfen GYO: 4%
8. Is GYO: 4%
9. YDA Group: 3%
10. Nurol GYO: 3%

Moat of Emlak Konut:

Emlak Konut Gayrimenkul Yatirim Ortakligi A.S. has a significant moat in the form of government support and a strong network in real estate development. The company benefits from strategic partnerships and an extensive portfolio of development projects, enabling it to secure and expand market share.

Compared to competitors, Emlak Konut has the advantage of closely collaborating with government institutions, granting it access to prime lands and projects. This is a crucial edge over private companies that may not have the same resources or access.

However, some competitors like TOKI also have strong government connections and can compete in certain market segments. Companies like Sinpas GYO and Torunlar GYO have established themselves through innovative projects and strong brand presence, aiding them in succeeding in specific niche markets.

Overall, Emlak Konut has a solid moat, but the competition is fierce, and other companies also have their strengths that they leverage to gain market share.

Revenue growth: 10% (2025) Profit growth: 8% (2025) Market share in the Turkish real estate sector: 15% (2025)

Emlak Konut Gayrimenkul Yatirim Ortakligi A.S. recorded solid revenue growth of 10% in 2025, attributed to stable demand in the Turkish real estate market and successful project developments. The company was able to increase its profit by 8%, thanks to efficient cost control and strategic investments.

With a 15% market share in the Turkish real estate sector, Emlak Konut holds a strong position supported by a diversified project pipeline and government support in housing construction. The long-term growth prospects are positive, especially due to urbanization and increasing demand for housing in Turkey.

Overall, Emlak Konut could present an attractive investment opportunity for investors interested in a stable and growth-oriented company in the real estate sector. However, it is important to also consider macroeconomic factors and potential risks in the Turkish market.

Dividend yield: 4.5% (2025)
Dividend history: Continuous payout over the last 5 years

Emlak Konut Gayrimenkul Yatirim Ortakligi A.S. has regularly distributed dividends in recent years, indicating a reliable dividend policy. The dividend yield of 4.5% in 2025 shows an attractive payout compared to other companies in the industry.

The continuity of dividend payments over the past five years suggests that the company aims to provide its shareholders with stable returns. This can be seen as an indicator of solid financial health and a strategic focus on long-term value creation.