Automotive Industry: approx. 80%
Electronics and Components: approx. 15%
Other Services: approx. 5%

TOP 3 Markets:
South Korea: approx. 40%
USA: approx. 25%
China: approx. 20%

Hyundai Mobis Co., Ltd is strongly rooted in the automotive industry, with the majority of revenues coming from the manufacturing of automotive parts and components. Electronics and components, especially in the field of vehicle technology, also contribute significantly to the income.

Geographically, South Korea is the largest market for Hyundai Mobis, followed by the USA and China. These markets are crucial for the company as they are significant in terms of sales volume and strategic partnerships.

Production sites of Hyundai Mobis:

• South Korea: Main production sites are located in Ulsan, Asan, and Gwangju.
• China: Several plants, including in Beijing and Jiangsu.
• USA: Production facilities in Georgia and Alabama.
• Europe: Plants in the Czech Republic and Slovakia.
• India: Production site in Tamil Nadu.

Hyundai Mobis operates production facilities worldwide to efficiently manufacture and distribute its automotive components. The strategic placement of these plants enables the company to meet the demand of the global automotive industry while optimizing logistics costs. The plants specialize in the production of core components such as brakes, chassis systems, and electronic modules.

Revenue Growth: Estimate 8-10% annually (2025-2030)

Hyundai Mobis Co., Ltd is pursuing a strategy that is strongly focused on innovation and technological development to secure future growth. The company is investing significantly in research and development, especially in the areas of autonomous driving, electrification, and connected vehicles.

A key element of the growth strategy is the expansion into the electric vehicle (EV) sector and the development of components for these vehicles. Hyundai Mobis plans to expand its production capacities for EV components to meet the increasing demand.

Additionally, the company is relying on strategic partnerships and collaborations with other technology companies to strengthen its position in the mobility solutions sector. These partnerships are intended to help integrate new technologies more quickly and accelerate the market introduction of innovative products.

Through these measures, Hyundai Mobis aims to increase its market share in the global automotive markets and solidify its role as a leading provider of automotive components.

Main raw materials: Steel, aluminum, plastics, semiconductors

Countries of origin:

• Steel and aluminum: China, Japan, South Korea
• Plastics: Saudi Arabia, USA
• Semiconductors: Taiwan, South Korea, USA

Hyundai Mobis Co., Ltd imports a variety of raw materials essential for the production of automotive components. Steel and aluminum are mainly sourced from China, Japan, and South Korea, as these countries have strong metal industries. Plastics are often imported from countries such as Saudi Arabia and the USA, which have large petrochemical industries.

Semiconductors, crucial for modern vehicles, are primarily imported from Taiwan, South Korea, and the USA, as these countries are leaders in semiconductor production. The dependence on these raw materials and their countries of origin is crucial for Hyundai Mobis' production chain.

Market share in the automotive supplier industry: 5.2% (2024)

R&D investments: 1.5 billion USD (2024)

Hyundai Mobis Co., Ltd. has established itself as one of the leading automotive suppliers worldwide. With a market share of 5.2% in the global automotive supplier industry, the company demonstrates a strong presence. Hyundai Mobis' competitive advantage lies in its close connection to the Hyundai Motor Group, ensuring a stable order situation and continuous demand.

Furthermore, Hyundai Mobis invests significantly in research and development, with 1.5 billion USD in 2024. These investments focus on innovative technologies such as autonomous driving systems and environmentally friendly vehicle components, helping the company to position itself in a rapidly changing market environment.

Another advantage is the broad product portfolio, ranging from electronic components to vehicle safety solutions. This diversification enables Hyundai Mobis to hedge against market fluctuations and meet various customer needs.

Institutional Investor Share: 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last 12 months (estimated for 2025)

The institutional investor share in Hyundai Mobis Co., Ltd is estimated to be around 45%. This demonstrates the confidence of large institutional investors in the company and its long-term strategy.

There have been no significant insider buys or sells in the last 12 months, indicating that the management and other insiders currently do not expect or plan for any significant changes in their holdings. This can be seen as a sign of stability and trust in the current corporate leadership and strategy.

Market share of Hyundai Mobis Co., Ltd: Estimated around 10% (2025)

Top competitors and their market share:

1. Bosch - around 15%
2. Continental AG - around 12%
3. Denso Corporation - around 11%
4. Hyundai Mobis Co., Ltd - around 10%
5. ZF Friedrichshafen AG - around 9%
6. Magna International - around 8%
7. Aisin Seiki Co., Ltd - around 7%
8. Valeo - around 6%
9. Lear Corporation - around 5%
10. Faurecia - around 4%

Hyundai Mobis' economic moat:

Hyundai Mobis has a significant economic moat due to its close connection to the Hyundai Motor Group, which enables it to secure a stable distribution channel. This strategic partnership provides Hyundai Mobis with a competitive advantage in terms of cost efficiency and innovation, especially in the field of vehicle components and systems.

Compared to its competitors, Hyundai Mobis benefits from a strong presence in Asia and an increasing expansion into global markets. However, companies like Bosch and Continental have a broader technological moat due to their extensive research and development as well as their diversification into various automotive technologies.

While Hyundai Mobis is making progress in areas such as electrification and autonomous driving technologies, the competition remains intense. Bosch and Continental could be considered companies with a stronger economic moat due to their more comprehensive product range and global presence.

Revenue Growth: 10% (2024) R&D Investments: 7% of revenue (2024) Market Share in the Automotive Parts Sector: 15% (2024, global)

Hyundai Mobis Co., Ltd has experienced solid revenue growth of 10% in recent years, driven by strong demand for their automotive parts and technologies. The company consistently invests in research and development, with 7% of revenue allocated to innovative technologies. This demonstrates Hyundai Mobis' commitment to advancing in areas such as electromobility and autonomous driving.

The global market share of 15% in the automotive parts sector highlights Hyundai Mobis' strong market position. This position enables the company to benefit from the increasing demand for advanced vehicle technologies.

Overall, Hyundai Mobis' strategic direction and innovation suggest that the stock could be a promising investment for investors interested in the long-term development of the automotive industry.

Dividend Yield: 2.1% (2024)

Hyundai Mobis Co., Ltd has regularly paid dividends in recent years, indicating a reliable dividend policy. The dividend yield for the year 2024 was approximately 2.1%, which can be considered moderate compared to other companies in the automotive supplier industry.

The company has a solid financial foundation and stable cash flow generation, increasing the likelihood of continuous dividend payments in the future. Analysts estimate that Hyundai Mobis will maintain a reliable dividend policy in the coming years as well, unless significant economic or company-specific challenges arise.