Industry Revenues:

• Energy cables: approx. 50%
• Telecommunications cables: approx. 30%
• Other solutions (e.g. accessories, services): approx. 20%

TOP 3 Markets:

1. South Korea: approx. 40%
2. USA: approx. 25%
3. Middle East: approx. 15%

Taihan Cable & Solution Co., Ltd. is a leading provider of cable and solution technologies, with the majority of revenues coming from the energy cable sector. The domestic market in South Korea is the largest single market, followed by the USA, which plays an important role through infrastructure projects and the expansion of renewable energies. The Middle East is also a significant market, especially due to investments in energy infrastructure.

Production sites of Taihan Cable & Solution Co., Ltd.:

1. South Korea: Main production facilities are located in South Korea, where the company originated and produces a large portion of its cable products.

2. Vietnam: Taihan has established production capacities in Vietnam to efficiently serve the demand in Southeast Asia.

3. Saudi Arabia: The company also operates production plants in the Middle East, particularly in Saudi Arabia, to supply the regional market.

Taihan Cable & Solution Co., Ltd. has strategically positioned its production sites in different regions to effectively serve both local and international markets. This enables the company to reduce transportation costs and respond more quickly to regional market needs.

Revenue Growth: Estimated 10% annually (2024-2026)
Investments in Technology: $150 million USD (2025)

Taihan Cable & Solution Co., Ltd. is pursuing a strategy focused on technological innovation and international expansion. The company is investing significantly in the development of new technologies, particularly in the high-voltage cable and renewable energy sectors. These investments are intended to enhance competitiveness on a global scale and tap into new markets.

In addition, Taihan is concentrating on strategic partnerships and joint ventures to expand its presence in emerging markets. These measures are aimed at not only promoting revenue growth but also increasing market share in existing and new regions.

Main raw materials: Copper, Aluminum, Polyethylene

Countries of origin:

• Copper: Chile, Peru
• Aluminum: Australia, Canada
• Polyethylene: Saudi Arabia, USA

Taihan Cable & Solution Co., Ltd. mainly imports copper and aluminum, which are essential for the production of cables and wires. Copper is primarily sourced from Chile and Peru, as these countries are among the largest copper producers worldwide. Aluminum is mainly imported from Australia and Canada, which are also leading producers of this metal.

Polyethylene, an important plastic for cable insulation, is mainly imported from Saudi Arabia and the USA, as these countries produce and export large quantities of polyethylene.

Market share: 12% (2025, estimated)
Revenue growth: 8.5% (2025)
EBITDA margin: 14% (2025)

Taihan Cable & Solution Co., Ltd. has a significant competitive advantage due to its strong market position in the cable and wire solutions sector. The company benefits from its many years of experience and wide product portfolio, which enables it to meet the specific needs of various industries.

Another advantage is its geographical diversification. Taihan Cable has production facilities and distribution networks in multiple countries, making the company less vulnerable to regional market fluctuations. Additionally, the company continuously invests in research and development to develop innovative products that meet the changing demands of customers.

In summary, Taihan Cable & Solution Co., Ltd. possesses a solid competitive advantage through its strong market presence, innovation capabilities, and geographical diversification, allowing it to operate successfully in a highly competitive market environment.

Institutional Investor Share: Estimated at around 40% (2026)

Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Taihan Cable & Solution Co., Ltd. is approximately 40%, indicating a moderate level of trust from institutional investors in the company. These investors play an important role in stabilizing the stock and can influence corporate policies.

In 2025, there were no significant insider buys or sells, suggesting that the management and other insiders do not currently anticipate any major changes in the company's valuation. This could indicate stable corporate development and a balanced risk profile.

Market share of Taihan Cable & Solution Co., Ltd.: 8% (estimated for 2026)

Top competitors and their market share:

1. Prysmian Group: 15%
2. Nexans S.A.: 12%
3. Sumitomo Electric Industries, Ltd.: 10%
4. Southwire Company, LLC: 9%
5. Taihan Cable & Solution Co., Ltd.: 8%
6. LS Cable & System Ltd.: 7%
7. Furukawa Electric Co., Ltd.: 5%
8. General Cable Corporation: 4%
9. Hengtong Group: 3%
10. Fujikura Ltd.: 2%

Moat of Taihan Cable & Solution Co., Ltd.:

Taihan Cable & Solution Co., Ltd. has a moderate moat, mainly based on its established market presence in Asia and its ability to manufacture high-voltage cables. The company's innovation capabilities and ability to adapt to new technologies are also strengths.

Compared to its competitors like Prysmian Group and Nexans, which have a broader product portfolio and stronger global presence, Taihan's moat is less pronounced. These companies have a significant advantage due to their size and product diversification.

In summary, while Taihan Cable & Solution Co., Ltd. has specific strengths, its moat is less pronounced compared to industry leaders. To remain competitive, the company could benefit from further diversification and international expansion.

Revenue Growth: 8.5% (2025) EBITDA Margin: 12.3% (2025) Market Share in Asia: 18% (2025)

Taihan Cable & Solution Co., Ltd. has experienced consistent revenue growth of 8.5% in recent years, attributed to strong demand for cable and solution technologies. The EBITDA margin of 12.3% indicates that the company operates efficiently and is able to control its costs well.

With a market share of 18% in Asia, Taihan Cable & Solution positions itself as one of the leading providers in a region with high growth potential. This could lead to further revenue increases in the long term.

Additionally, the company is investing in new technologies and markets, indicating a forward-looking strategy. These factors suggest that Taihan Cable & Solution's stock could be an attractive investment opportunity, especially for investors interested in the long-term development in the Asian market.

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

Taihan Cable & Solution Co., Ltd. achieved a dividend yield of 2.5% in 2025. The company has been consistently paying dividends since 2018, indicating a certain reliability in its dividend policy.

The consistency of the payouts suggests that the company has a stable financial foundation and is able to regularly distribute profits to its shareholders. Analysts view the dividend policy as sustainable as long as the company maintains its current market position and does not suffer significant financial setbacks.