Industry Revenues:

• Telecommunication: 40%
• Automotive Industry: 30%
• Consumer Electronics: 20%
• Other: 10%

TOP 3 Markets:

• South Korea: 35%
• USA: 25%
• China: 20%

ISU Petasys Co., Ltd. generates the majority of its revenues from the telecommunications industry, followed by the automotive industry and consumer electronics. This diversification enables the company to benefit from various growth opportunities and spread risks.

The main markets for ISU Petasys are South Korea, the USA, and China. The domestic market of South Korea is the largest, attributed to the strong local presence and established customer base. In the USA and China, the company benefits from high demand for technological solutions and expansion into international markets.

Production Sites: South Korea, China

ISU Petasys Co., Ltd. is known for manufacturing printed circuit boards and operates production facilities in South Korea and China. This strategic placement enables the company to efficiently serve both the domestic market and international markets. The production facilities in these countries specialize in producing high-quality and technologically advanced products, helping the company to remain competitive.

Revenue Growth: Estimated 8-10% (2025) R&D Investments: Increased by 15% (2024)

ISU Petasys Co., Ltd. is pursuing a growth strategy that heavily relies on innovation and technological advancement. The company has significantly increased its investments in research and development to expand its product range in the field of high-frequency printed circuit boards. These products are particularly in demand in the telecommunications sector and for 5G applications.

In addition, ISU Petasys plans to expand its market presence internationally, especially in the USA and Europe, where the demand for advanced circuit board solutions is rising. Partnerships with leading technology companies and a stronger focus on sustainable production methods are also part of their strategy to differentiate themselves from the competition and gain new market share.

Main raw materials: Copper, resins, chemicals
Countries of origin: China, Japan, USA

ISU Petasys Co., Ltd. is a company specializing in the production of printed circuit boards. Copper, special resins, and various chemicals are essential for the production of these circuit boards. Copper is often imported from China, as the country is one of the largest copper producers worldwide. Resins and chemicals are often sourced from Japan and the USA, as these countries are leading in the production of high-quality materials for the electronics industry.

The dependence on imports from these countries is typical for companies in the electronics industry, as they rely on high-quality and specialized materials that are not always locally available.

Market Share: Estimated 20% in the global PCB market (2025)

R&D Investments: 8% of revenue (2024)

Technological Leadership: Strong in HDI and Multilayer PCBs

ISU Petasys Co., Ltd. has gained a significant competitive advantage in the field of printed circuit boards (PCBs), particularly through its specialization in High-Density Interconnect (HDI) and Multilayer PCBs. These technologies are in high demand in the electronics and automotive industries, securing the company a stable market share of an estimated 20% in the global PCB market.

The company continuously invests in research and development, with approximately 8% of revenue allocated to this area. These investments enable ISU Petasys to drive technological innovations and continuously improve its product range.

Additionally, ISU Petasys benefits from strategic partnerships and a broad customer base, increasing the barriers to entry for new competitors and further strengthening its market position.

Institutional Investor Share: 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in ISU Petasys Co., Ltd. is estimated to be around 45%. This figure indicates that almost half of the shares are held by institutional investors, suggesting a certain level of confidence in the company's stability and growth potential.

In 2024, there were no significant insider buys or sells, indicating that the management and other insiders do not currently expect any major changes in the company's valuation or strategy. This can be interpreted as a sign of stability and confidence in the current corporate leadership.

Market share of ISU Petasys Co., Ltd.: Estimated 8% (2025)

Main competitors and their market shares:

1. Samsung Electro-Mechanics Co., Ltd.: 20%
2. LG Innotek Co., Ltd.: 18%
3. Daeduck Electronics Co., Ltd.: 12%
4. ISU Petasys Co., Ltd.: 8%
5. Young Poong Electronics Co., Ltd.: 7%
6. KCC Co., Ltd.: 6%
7. Simmtech Co., Ltd.: 5%
8. Shin-Etsu Chemical Co., Ltd.: 4%
9. Nitto Denko Corporation: 3%
10. Sumitomo Electric Industries, Ltd.: 2%

Moat of ISU Petasys Co., Ltd.:

ISU Petasys Co., Ltd. has built a certain moat through specialized technologies and strong customer loyalty. The company is known for its high-quality circuit boards, which are in high demand in the telecommunications and automotive industries.

In comparison to larger competitors like Samsung Electro-Mechanics and LG Innotek, which have more extensive resources and a broader product range, the moat of ISU Petasys is less pronounced. These larger companies benefit from economies of scale, a global presence, and a diversified customer base, giving them a significant competitive advantage.

ISU Petasys can maintain its position through continuous innovation and specialization, but competition in the industry is intense, and larger competitors tend to have stronger moats.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Industry: 12% (2024)

ISU Petasys Co., Ltd. recorded a revenue growth of 8.5% in 2024, indicating solid demand for its products and services. The profit growth of 10.2% during the same period shows that the company is not only able to increase its revenues but also operate efficiently and control its costs.

The company holds a 12% market share in its industry, indicating a strong competitive position. This position could be further strengthened through continuous innovation and investments in research and development.

Overall, the financial performance of ISU Petasys Co., Ltd. suggests that the company is well positioned to benefit from future market developments. However, potential investors should also consider external factors such as economic conditions and industry-specific trends before making an investment decision.

Dividend yield: 2.5% (2024) Dividend history: Continuous payout over the last 5 years

ISU Petasys Co., Ltd. has distributed dividends in recent years, with a dividend yield of approximately 2.5% in 2024. The company has been consistently paying dividends over the past five years, indicating a certain reliability in its payouts.

The stability of the dividend is supported by the company's solid financial performance. Analysts believe that the company will continue to be able to pay dividends in the coming years, provided that no significant negative market changes occur.