Aerospace and Defense: 60%
Defense: 30%
Civil Aviation: 10%

TOP 3 Markets:
South Korea: 50%
USA: 20%
Indonesia: 15%

Korea Aerospace Industries, Ltd. (KAI) generates the majority of its revenue from the aerospace and defense sectors, with a significant portion also coming from defense contracts. The civil aviation sector contributes a smaller part to the total revenue.

The domestic market in South Korea is the largest single market for KAI, attributed to close collaboration with the South Korean government and armed forces. The USA and Indonesia are also important markets, with the USA benefiting from strategic partnerships and export contracts. Indonesia is a growing market, especially through the sale of military aircraft and equipment.

Production Sites:

1. Main Production Facility: Sachon, South Korea
2. Other Facilities: Located in various parts of South Korea, including R&D centers

Korea Aerospace Industries, Ltd. (KAI) produces the majority of its products in Sachon, South Korea. This facility is the core of their production capacity and includes both manufacturing and assembly facilities. In addition, KAI operates several research and development centers in the country that support production and promote innovation.

Focus on Export Markets: Increase international sales by 20% (2024)

Investments in Research and Development: 10% of revenue (2024)

Expansion of Product Portfolio: Introduction of new aircraft by 2026

Korea Aerospace Industries, Ltd. (KAI) is pursuing a growth strategy that heavily focuses on tapping into and expanding international markets. The company plans to significantly boost its exports, particularly through the sale of military aircraft and civilian aircraft to new markets in Asia, the Middle East, and Europe.

Another key area of focus is increasing investments in research and development. KAI allocates a substantial portion of its revenue to developing new technologies and products to remain competitive and offer innovative solutions.

Additionally, the company plans to expand its product portfolio. This includes introducing new aircraft and adapting existing models to meet the changing market demands. These strategic measures are intended to secure KAI's growth in the coming years and strengthen its position as a leading provider in the aerospace industry.

Main raw materials: Aluminum, titanium, composite materials

Main supplying countries: USA, China, Japan

Korea Aerospace Industries, Ltd. (KAI) imports a variety of raw materials necessary for the production of aerospace components. Aluminum and titanium are two of the most important metals used in the aerospace industry, especially for aircraft structures. These metals are often imported from the USA and China, as these countries are among the largest producers worldwide.

Composite materials, valued for their lightness and strength, are also crucial for the production of modern aircraft. Japan is a significant supplier of high-quality composite materials used in the aerospace industry.

KAI is committed to ensuring a stable supply of these critical materials through strategic partnerships and long-term contracts with these countries. This enables the company to optimize production costs and ensure the quality of the end products.

Market share in Korea: 60% (2024)

Export share: 30% of revenue (2024)

Korea Aerospace Industries, Ltd. (KAI) has a significant competitive advantage, especially due to its dominant market position in South Korea, where it holds about 60% of the market share. This strong position is supported by long-term contracts with the South Korean government and the military.

The export share of 30% of revenue indicates that KAI is also internationally competitive. The company has successfully established itself in markets such as Southeast Asia and the Middle East, facilitated by strategic partnerships and joint ventures.

Furthermore, KAI continuously invests in research and development, enabling the introduction of new and innovative products. This strengthens its position in the global aerospace sector and provides a sustainable competitive advantage over other providers.

Institutional Investor Share: 45% (estimated, 2025)
Insider Buys/Sells: No significant changes reported (2025)

The institutional investor share in Korea Aerospace Industries, Ltd. is estimated to be around 45%. This reflects the interest of large investors such as pension funds and investment companies, who typically seek long-term holdings.

In 2025, no significant insider buys or sells were reported. This suggests that the company's executives and insiders are currently not making significant changes to their holdings, which could indicate a stable confidence in the company's strategy and performance.

Market share of Korea Aerospace Industries, Ltd.: Estimated around 5-7% (2025)

Top competitors and their market shares:

1. Boeing: around 20-25%
2. Airbus: around 20-25%
3. Lockheed Martin: around 10-15%
4. Northrop Grumman: around 8-10%
5. General Dynamics: around 5-7%
6. Korea Aerospace Industries, Ltd.: around 5-7%
7. Embraer: around 3-5%
8. Bombardier: around 3-5%
9. Dassault Aviation: around 2-4%
10. Textron Aviation: around 2-4%

Korea Aerospace Industries, Ltd. (KAI) holds a moderate market share in the global aerospace sector. The market is heavily dominated by major players like Boeing and Airbus, which together account for almost half of the market. KAI is particularly strong in Asia and benefits from government contracts and partnerships.

KAI's moat mainly lies in its specialization in military aircraft and its close ties to the South Korean government. This provides some protection against international competitors who may have less access to this market.

In comparison to major competitors like Boeing and Airbus, which have extensive global networks and product lines, KAI's moat is less pronounced. These companies have significant advantages in terms of economies of scale, research and development, and global distribution networks.

In summary, KAI is competitive in certain niche markets, but compared to industry giants, it has a less pronounced moat. Strategic partnerships and technological innovations could, however, enhance KAI's competitiveness in the future.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Backlog: $12.3 billion USD (2024)

Korea Aerospace Industries, Ltd. (KAI) achieved a revenue growth of 8.5% in 2024, driven by strong demand for their aerospace products and services. The profit growth of 10.2% during the same period demonstrates efficient cost control and improved operational efficiency.

The backlog of $12.3 billion USD indicates a solid future revenue stream, providing the company with a stable foundation for further growth and enabling the planning and financing of long-term projects.

KAI benefits from increasing demand for military and civil aviation solutions in Asia and globally. Their strategic partnerships and investments in research and development enhance their competitive position and innovation capabilities.

Overall, these factors suggest that KAI could be a promising investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (2024)
Dividend History: Continuous payout over the last 5 years

Korea Aerospace Industries, Ltd. has paid a dividend in recent years, with the dividend yield for 2024 at around 2.5%. The company has pursued a consistent dividend policy over the past five years, indicating a certain reliability in its payouts.

The stability of dividend payments is often an indicator of a company's financial health and cash flow strength. KAI has a solid foundation for continuous payouts through its position in the aerospace industry, long-term contracts, and projects. Analysts expect that the company can maintain its dividend policy unless significant market changes or economic challenges occur.