Industry Revenues:

• Zinc production: approx. 60%
• Lead and precious metal production: approx. 25%
• Copper and other metals: approx. 15%

TOP 3 Markets and their Shares:

• South Korea: approx. 40%
• China: approx. 30%
• Japan: approx. 15%

Korea Zinc Company, Ltd. generates the majority of its revenues from zinc production, attributable to its leading position as one of the world's largest zinc producers. Besides zinc, lead and precious metals also play a significant role in the company's revenue mix.

Geographically, South Korea is the most important market for Korea Zinc, followed by China and Japan. These markets are crucial for the company as they exhibit high demand for metals used in various industries such as construction, automotive, and electronics.

Production Sites:

• Headquarters and Main Production Facility: Ulsan, South Korea
• Other Production Facilities: Onsan, South Korea
• International Locations: Australia, Peru

Korea Zinc Company, Ltd. is a leading manufacturer of zinc and other non-ferrous metals. The company's headquarters and largest production facility are located in Ulsan, South Korea. Additionally, Korea Zinc operates other significant production facilities in Onsan, South Korea.

Internationally, the company has expanded its presence through production sites in Australia and Peru. These international locations support the global supply chain and enable the company to distribute its products worldwide.

Revenue Growth: Estimated 8-10% annually (2025 forecast)
Investments in Renewable Energies: 500 million USD (2024)

Korea Zinc Company, Ltd. pursues a strategy that strongly focuses on sustainability and diversification. An essential part of this strategy is the investment in renewable energies to reduce the company's CO2 footprint and lower costs in the long term.

Furthermore, the company plans to expand its production capacities and tap into new markets, especially in Asia and North America. This expansion is supported by strategic partnerships and joint ventures aimed at facilitating access to new technologies and resources.

Another focus is on improving efficiency in the supply chain and implementing advanced technologies to reduce production costs and enhance competitiveness. These measures are intended to enable the company to respond to the increasing demand for zinc and other metals.

Main Imported Raw Materials: Zinc concentrate, lead, silver, gold

Countries of Origin:

• Australia: One of the largest suppliers of zinc concentrate.
• Peru: Significant exporter of zinc and lead.
• Canada: Supplies zinc and other precious metals.
• Mexico: Exports zinc and silver.
• USA: Offers various metals, including gold and silver.

Korea Zinc Company, Ltd. heavily relies on the import of zinc concentrate, which serves as the main raw material for their production. Australia is the leading supplier, followed by Peru and Canada. These countries not only provide zinc but also other important metals such as lead, silver, and gold, which are crucial for Korea Zinc's diversified product range.

The strategic selection of countries of origin enables Korea Zinc to benefit from stable supply chains and high-quality raw materials, which are essential for maintaining their competitiveness in the global market.

Market share: 10% (estimated, 2025)
EBITDA margin: 18% (2024)
Raw material cost share: 60% of total costs (2024)

Korea Zinc Company, Ltd. is one of the world's leading zinc producers and benefits from its strong market position, especially in Asia. The company's competitive advantage arises from several factors:

First, Korea Zinc has a vertically integrated supply chain that allows the company to effectively control raw material costs and streamline production. This is particularly important as raw material costs account for a significant portion of total costs.

Second, the company has a technological edge over many competitors through its advanced technologies and environmentally friendly production methods. This not only enhances efficiency but also strengthens the brand image in an increasingly environmentally conscious market.

Finally, Korea Zinc benefits from long-term supply contracts and a diversified customer base, making the company less vulnerable to market fluctuations. These strategic advantages help maintain the EBITDA margin at a solid level and secure the competitive edge.

Institutional Investor Share: approximately 45% (estimated, 2025)
Insider Purchases/Sales: No significant changes (estimated, 2025)

The institutional investor share in Korea Zinc Company, Ltd. typically ranges from 40-50%. These investors include large investment funds, pension funds, and other institutional investors who invest in commodity companies.

Regarding insider purchases or sales, there are no significant changes indicating a substantial shift in management or corporate leadership trust. Such activities are regularly monitored to identify possible trends or changes in corporate strategy.

Market share of Korea Zinc Company, Ltd.: 15% (estimated for 2025)

Top competitors and their market shares:

1. Glencore plc: 20%
2. Nyrstar NV: 18%
3. Teck Resources Limited: 12%
4. Boliden AB: 10%
5. Vedanta Limited: 8%
6. MMG Limited: 7%
7. Southern Copper Corporation: 5%
8. Hindustan Zinc Limited: 5%

Korea Zinc Company, Ltd. is one of the world's leading zinc producers and holds a significant market share of approximately 15%. The largest competitor, Glencore plc, has a market share of 20%, followed by Nyrstar NV with 18%.

The moat of Korea Zinc lies in its efficient production capacity, technological innovations, and strong presence in Asia. These factors enable the company to produce cost-effectively and maintain high quality standards. Additionally, Korea Zinc benefits from long-term supply contracts and a diversified product range.

Compared to competitors, Glencore has a larger moat due to its global presence and vertical integration in the commodity sector. Nyrstar also has a strong moat through its strategically located smelters and its ability to quickly adapt to market changes.

In summary, Korea Zinc has a significant moat, although less pronounced compared to major competitors like Glencore and Nyrstar. Nevertheless, the company remains an important player in the global zinc market.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in Zinc Production: 11% (2024)

Korea Zinc Company, Ltd. achieved solid revenue growth of 8.5% in 2024, driven by strong demand for zinc and other metals. The company was able to increase its profit by 10.2%, attributed to efficiency improvements and cost-cutting measures.

With a market share of 11% in global zinc production, Korea Zinc is a significant player in the industry. The strategic positioning and continuous investments in sustainable production methods could further strengthen the company in the coming years.

Given the stable financial performance and strong market position, Korea Zinc's stock could present an attractive investment opportunity, especially for investors interested in the metal and mining industry.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

Korea Zinc Company, Ltd. has been consistently distributing dividends to its shareholders in recent years. The estimated dividend yield for 2025 is around 3.5%, which can be considered attractive compared to other companies in the industry.

The reliability of dividend payments can be supported by the company's solid financial performance and strong market position. Korea Zinc has a history of stable earnings and a conservative financial policy, indicating that the dividend should also be secure in the future.