Revenue distribution by industry:

• IT services: approx. 45%
• Logistics solutions: approx. 35%
• Cloud and infrastructure services: approx. 20%

TOP 3 markets:

• South Korea: approx. 50%
• USA: approx. 20%
• China: approx. 15%

Samsung SDS Co., Ltd. generates the majority of its revenue from IT services, which play a crucial role in the digital transformation of companies. Logistics solutions are also a significant revenue driver as they help companies optimize their supply chains.

The domestic market of South Korea remains the largest market for Samsung SDS, followed by the USA and China, which together make up a substantial portion of the international business. These markets benefit from the strong demand for technological solutions and services offered by Samsung SDS.

Production Sites: South Korea, Vietnam, China, India

Samsung SDS Co., Ltd. is an IT service company and not a typical manufacturer of physical products. Nevertheless, it is part of the Samsung Group, which operates production facilities worldwide. The main production sites of the Samsung Group are located in South Korea, Vietnam, China, and India. These locations are known for the manufacturing of electronics and IT-related products, which could also be supported by Samsung SDS.

Samsung SDS itself focuses on IT services, cloud computing, artificial intelligence, and logistics solutions. Therefore, their "products" are to be understood more in the form of services and software solutions that are provided worldwide.

Revenue Growth: Estimated 10% annually (based on historical data and market trends until 2023)

Profit Growth: Estimated 8% annually (based on historical data and market trends until 2023)

Samsung SDS Co., Ltd. pursues a strategy that heavily focuses on digital transformation and innovation. The company is dedicated to developing and implementing IT solutions that support businesses in their digitization efforts. A key focus is on cloud services, Artificial Intelligence, and the Internet of Things (IoT) to enhance the efficiency and competitiveness of their clients.

Furthermore, Samsung SDS is investing in expanding its global presence, particularly in emerging markets, to unlock new business opportunities. Partnerships and strategic alliances with leading technology companies are also part of their growth strategy to gain access to new technologies and markets.

Another important aspect of the growth strategy is the continuous improvement of existing services and products to meet the evolving needs of customers and tap into new market segments.

Imported Materials: Semiconductors, electronic components, IT hardware

Main Supplier Countries: China, Japan, USA

Samsung SDS Co., Ltd., as an IT service provider and subsidiary of the Samsung Group, mainly imports semiconductors and electronic components needed for its IT services and solutions. These materials are crucial for the development and maintenance of IT infrastructures and cloud services.

China is a significant supplier due to its dominant position in electronics manufacturing. Japan supplies specialized electronic components and semiconductors, while the USA is known for advanced technologies and IT hardware. These supply chains are crucial for Samsung SDS's competitiveness in the global market.

Market share in IT services (estimated): 5-7% (2025)
R&D expenses: 1.2 billion USD (2024)
Revenue growth: 8.5% (2024)

Samsung SDS Co., Ltd. has a significant competitive advantage in the field of IT services and digital solutions, especially in Asia. The company benefits from strong brand recognition and synergies within the Samsung Group, enabling it to offer comprehensive and integrated solutions.

Another advantage is the continuous investment in research and development, allowing Samsung SDS to develop innovative technologies and services. This strengthens their position in emerging technology fields such as Artificial Intelligence, Cloud Computing, and Internet of Things.

Despite intense competition in the IT industry, particularly from global giants like IBM and Accenture, Samsung SDS can maintain and expand its market position through its regional strength and strategic partnerships.

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

The institutional investor share in Samsung SDS Co., Ltd. is estimated to be around 45%. This share reflects the confidence of institutional investors in the company's long-term performance.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders are currently not making significant changes in their evaluation of the company's stocks. This could suggest a stable assessment of the company's development.

Market share of Samsung SDS: Estimated around 5-7% (2025)

Main competitors and their market shares:

1. Amazon Web Services (AWS): around 32% (2025)
2. Microsoft Azure: around 23% (2025)
3. Google Cloud: around 10% (2025)
4. Alibaba Cloud: around 6% (2025)
5. IBM Cloud: around 4% (2025)
6. Samsung SDS: around 5-7% (2025)
7. Oracle Cloud: around 3% (2025)

Moat of Samsung SDS:

Samsung SDS has a moderate moat, mainly based on its strong integration with the Samsung Group and its expertise in IT services and solutions. This integration enables Samsung SDS to offer customized solutions tailored to the needs of Samsung and its partners. This creates a certain level of customer loyalty and a competitive advantage in specific niche markets.

However, compared to leading companies like AWS, Microsoft Azure, and Google Cloud, the moat of Samsung SDS is less pronounced. These companies have a stronger competitive advantage due to their comprehensive cloud infrastructures, global reach, and extensive service offerings. In particular, AWS and Microsoft Azure dominate the market through their innovation and economies of scale.

In summary, Samsung SDS is competitive in certain areas and regions, but in the global comparison with market leaders, it has a less pronounced moat. The competitive advantage of Samsung SDS lies more in its regional strength and specific industry solutions.

Revenue growth: 8.5% (2024)
Profit growth: 10.2% (2024)
Market share in the IT services sector: 5.3% (2024)

Samsung SDS Co., Ltd. recorded solid revenue growth of 8.5% in 2024. This is attributed to the increasing demand for IT services and digital solutions offered by the company. Particularly noteworthy is the double-digit profit growth of 10.2%, which is due to efficient cost structures and successful implementation of new technologies.

The company has further expanded its market position in the IT services sector and now holds a market share of 5.3%. This demonstrates that Samsung SDS is operating successfully in a competitive market environment and its services are well-received.

Overall, the revenue and profit growth as well as the market share development indicate that Samsung SDS is demonstrating strong operational performance. These factors could suggest that the stock is a good investment, especially for investors interested in the long-term development in the IT services sector.

Dividend Yield: 1.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Samsung SDS Co., Ltd. has been paying out a consistent dividend in recent years. The dividend yield is estimated to be 1.5% in 2025. This demonstrates a moderate but stable payout policy.

The company has been regularly paying dividends over the past five years, indicating a reliable dividend policy. The financial stability and continuous growth of Samsung SDS support its ability to continue distributing dividends in the future.