Revenue distribution by sectors:

• Automotive production: 70%
• Spare parts and accessories: 20%
• Services: 10%

TOP 3 markets and their percentage shares:

• Turkey: 45%
• Europe (excluding Turkey): 35%
• Middle East: 15%

Ford Otomotiv Sanayi A.S. generates the majority of its revenue from automotive production, with the domestic market in Turkey accounting for the largest share. Europe, as an important export market, also contributes significantly to the revenues. The Middle East is a growing market that is increasingly gaining importance.

Production Sites:

• Kocaeli, Turkey
• Eskişehir, Turkey

Ford Otomotiv Sanayi A.S., a joint venture between Ford Motor Company and Koç Holding, mainly produces its vehicles in Turkey. The main production facilities are located in Kocaeli and Eskişehir. These plants are known for the production of commercial vehicles and engines, and play a central role in the company's production strategy.

Revenue Growth: Expected to be 8-10% annually (2025 forecast)
Investments in Electromobility: Over 1 billion USD by 2025

Ford Otomotiv Sanayi A.S. is pursuing a strategy that heavily focuses on electrifying its vehicle fleet. The company plans to make significant investments in the development of electric vehicles to meet the growing market demands.

In addition, Ford Otomotiv is focusing on expanding its production capacities in Turkey to meet the increasing demand in both domestic and export markets. This strategy is supported by partnerships and joint ventures with other automotive manufacturers and technology companies.

Another focus is on digitization and the implementation of new technologies in production to achieve efficiency gains and increase competitiveness.

Main Imported Raw Materials/Components: Steel, Aluminum, Electronic Components, Plastic

Countries of Origin:

• Steel: Germany, South Korea, China
• Aluminum: Russia, Canada
• Electronic Components: China, Japan, South Korea
• Plastic: Saudi Arabia, USA

Ford Otomotiv Sanayi A.S. sources a variety of raw materials and components from different countries to ensure the production of vehicles. Steel and aluminum are crucial materials for vehicle bodywork and are mainly imported from countries with strong metal production. Electronic components, essential for modern vehicles, are mostly sourced from Asian countries known for their electronics industry. Plastic, a key component for interior fittings and other vehicle parts, is imported from countries with large petrochemical industries.

Market share in Turkey: approximately 30% (2024)
Export share: over 70% of production (2024)
Research & Development investments: 1.5% of revenue (2024)

Ford Otomotiv Sanayi A.S. has a significant competitive advantage, especially in the Turkish automotive market, where the company holds a market share of about 30%. This is supported by a strong local presence and an established production infrastructure.

Another key advantage is the high export share, which accounts for over 70% of production. This demonstrates the international competitiveness and the company's ability to compete in global markets.

Furthermore, Ford Otomotiv continuously invests in research and development, representing approximately 1.5% of revenue. These investments in innovation and technology development strengthen the company's position in the commercial vehicles sector and contribute to differentiation from competitors.

Institutional Investor Share: 65% (2025, estimated)
Insider Buys/Sells: No significant insider transactions in the last year (2025, estimated)

The institutional investor share at Ford Otomotiv Sanayi A.S. is estimated to be 65%, indicating a strong trust from institutional investors in the company. This can be explained by Ford Otomotiv's stable market position and strategic partnerships in the automotive industry.

Regarding insider transactions, there were no significant buys or sells in the last year, suggesting that the management and other insiders have not made significant changes to their holdings. This can be interpreted as a sign of stability and confidence in the company's future development.

Market share of Ford Otomotiv Sanayi A.S.: 18% (2025, estimated)

Top competitors and their market shares:

1. Tofaş Türk Otomobil Fabrikası A.Ş.: 20%
2. Oyak Renault Otomobil Fabrikaları A.Ş.: 19%
3. Hyundai Assan Otomotiv Sanayi ve Ticaret A.Ş.: 15%
4. Toyota Otomotiv Sanayi Türkiye A.Ş.: 14%
5. Mercedes-Benz Türk A.Ş.: 12%

Ford Otomotiv Sanayi A.S. holds a significant market share of 18% and is one of the leading players in the Turkish automotive industry. The company's moat is based on a strong brand presence, long-standing market presence, and a solid production infrastructure.

Compared to its competitors, Ford Otomotiv has an advantage through its strategic partnership with Ford Motor Company, providing access to advanced technology and global markets. However, companies like Tofaş and Oyak Renault also have strong moats through established production capacities and strategic alliances with international automakers.

Overall, Ford Otomotiv's moat is solid but not insurmountable, as the competition also holds strong market positions and resources. Competitiveness is significantly determined by innovation, efficiency, and the ability to adapt to market changes.

Revenue Growth: 10% (2024 compared to 2023)
Profit Growth: 8% (2024 compared to 2023)
Market Share in Turkey: 30% (2024)

Ford Otomotiv Sanayi A.S. achieved a revenue growth of 10% in 2024 compared to the previous year. This is a sign of a strong market position and successful business development. The company was also able to increase its profit by 8%, indicating efficient cost controls and improved operational performance.

With a market share of 30% in Turkey, Ford Otomotiv remains a dominant player in the country's automotive industry. The strategic focus on electric vehicles and investments in new technologies could further support future growth.

Given these positive developments and strong market position, the stock of Ford Otomotiv Sanayi A.S. could present an attractive investment opportunity, especially for investors interested in the long-term development of the automotive industry.

Dividend Yield: 5.2% (2025, estimated)
Dividend History: Continuous payouts over the last 5 years

Ford Otomotiv Sanayi A.S. has regularly paid dividends to its shareholders in recent years. The dividend yield is currently estimated at 5.2% for the year 2025, which is considered attractive compared to industry standards.

The company has a solid dividend history and has been able to make continuous payouts over the past five years. This reliability in dividend policy suggests that Ford Otomotiv Sanayi A.S. will also strive to offer its shareholders stable dividends in the future, provided there are no significant economic or company-specific challenges.