Revenue distribution by industries:

1. Textile industry: approx. 60%
2. Automotive industry: approx. 25%
3. Packaging industry: approx. 15%

Top 3 markets and their percentage shares:

1. Turkey: approx. 40%
2. Europe: approx. 35%
3. Middle East: approx. 25%

Sasa Polyester Sanayi A.S. generates the majority of its revenue from the textile industry, driven by strong demand for polyester fibers and yarns. The automotive industry represents the second largest market, particularly due to the use of polyester in vehicle interiors and components.

Geographically, Turkey is the company's largest market, followed by Europe where the demand for sustainable and high-performance materials is growing. The Middle East completes the top 3 markets, as there is also an increasing demand for polyester products in that region.

Production Site: Adana, Turkey

Sasa Polyester Sanayi A.S. mainly produces its products in Adana, a city in the south of Turkey. The location is strategically chosen to benefit from the proximity to raw material suppliers and important transportation routes. In recent years, the company has invested in the modernization and expansion of its production facilities to increase efficiency and expand production capacities.

Investment Volume: 1.5 billion USD (planned by 2026)
Production Capacity Expansion: 1.4 million tons (by 2026)

Sasa Polyester Sanayi A.S. is pursuing an aggressive growth strategy that focuses on significant investments in expanding production capacities. The company plans to invest around 1.5 billion USD by 2026 to increase its production capacity by 1.4 million tons.

This strategy aims to meet the increasing demand for polyester products and to expand market share both locally and internationally. Additionally, Sasa is focusing on developing new, innovative products to differentiate itself from competitors and tap into new markets.

Through these measures, the company expects to further solidify its position as a leading polyester manufacturer and achieve sustainable growth.

Main raw materials: PTA (Purified Terephthalic Acid), MEG (Monoethylene Glycol)

Main supplying countries: South Korea, China, Saudi Arabia

Sasa Polyester Sanayi A.S. mainly imports PTA and MEG, the essential raw materials for polyester production. These chemicals are crucial for the manufacturing of polyester fibers and resins. South Korea and China are significant suppliers of PTA, while Saudi Arabia is an important source of MEG. These countries are leading in the production and export of these petrochemical products, making them strategic partners for Sasa Polyester.

Market share: Estimated 25% in the Turkish polyester sector (2025)
Production capacity: Over 1.4 million tons per year (2025)
Revenue growth: 18% (2025)

Sasa Polyester Sanayi A.S. has a significant competitive advantage in the Turkish polyester sector, especially due to its high production capacity and large market share. The company benefits from a strategic location in Turkey, allowing it to efficiently serve both the domestic market and promote exports to neighboring regions.

Another advantage is the continuous investment in modern technologies and expansions of production capacities, leading to a revenue growth of 18% in 2025. These investments strengthen Sasa Polyester's position in the global market and enable the company to quickly respond to changing market demands.

Additionally, Sasa Polyester's vertical integration supports cost control and improves margins, giving the company another advantage over its competitors.

Institutional Investor Share: 28% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Sasa Polyester Sanayi A.S. is estimated to be around 28%. This figure reflects the interest of institutional investors who typically make long-term investments and aim for stable returns.

Regarding insider buys and sells, there are no significant transactions reported in 2026. This suggests that the management and other insiders are currently not making any significant changes to their holdings. Such information can provide investors with insights into the management's confidence in the company's future development.

Market share of Sasa Polyester Sanayi A.S.: Estimated around 10% (2026)

Top competitors and their market shares:

1. Indorama Ventures Public Company Limited: Estimated around 15%
2. Reliance Industries Limited: Estimated around 14%
3. Alpek S.A.B. de C.V.: Estimated around 12%
4. Eastman Chemical Company: Estimated around 11%
5. Sasa Polyester Sanayi A.S.: Estimated around 10%
6. Far Eastern New Century Corporation: Estimated around 9%
7. Toray Industries, Inc.: Estimated around 8%
8. Teijin Limited: Estimated around 7%
9. Mitsubishi Chemical Holdings Corporation: Estimated around 6%
10. Lotte Chemical Corporation: Estimated around 5%

Moat of Sasa Polyester Sanayi A.S.:

Sasa Polyester Sanayi A.S. has a moderate moat, mainly supported by its strong regional presence and specialized product lines. The company benefits from a vertically integrated production structure, allowing it to reduce costs and increase efficiency.

Compared to larger competitors like Indorama Ventures and Reliance Industries, which have global reach and extensive resources, Sasa's moat is less pronounced. These companies often have advantages from economies of scale, a broader product range, and stronger brand recognition.

Nevertheless, Sasa can strengthen its competitive position through innovations in product development and by tapping into new markets. The focus on sustainable and environmentally friendly products could also provide a future advantage, especially in a market increasingly focused on sustainability.

Revenue Growth: 18% (2025) Profit Growth: 15% (2025) Market Share: 25% in the polyester segment (2025)

Sasa Polyester Sanayi A.S. achieved a revenue growth of 18% in 2025, attributed to strong demand for polyester products and effective expansion into new markets. The company also recorded a profit growth of 15%, driven by production efficiency improvements and cost-cutting measures.

The company holds a significant market share of 25% in the global polyester segment, highlighting its strong market position. This position enables Sasa Polyester to benefit from the increasing demand for polyester in various industries.

Additionally, the company is investing in new technologies and production capacities to secure future growth. These strategic investments could lead to further profitability growth in the long term.

Overall, the strong fundamental data and strategic direction indicate that Sasa Polyester Sanayi A.S. presents an attractive investment opportunity, especially for investors interested in a long-term growth strategy.

Dividend Yield: 4.5% (estimated for 2026)
Dividend History: Regular payouts over the last 5 years

Sasa Polyester Sanayi A.S. has paid dividends in recent years, with the dividend yield estimated to be around 4.5% for 2026. The company has followed a reliable dividend policy over the past five years, indicating a stable financial performance and a solid capital structure.

The reliability of dividend payments is supported by the continuous business development and the company's ability to generate profits even in economically challenging times. Analysts expect Sasa Polyester Sanayi A.S. to continue to be able to pay dividends unless significant negative market changes occur.