Industry Revenues:

• Energy transmission and distribution: approx. 50%
• Electromobility and battery technology: approx. 30%
• Renewable energies: approx. 20%

TOP 3 Markets:

• South Korea: approx. 40%
• USA: approx. 25%
• Europe: approx. 20%

Iljin Electric Co., Ltd generates the majority of its revenues from energy transmission and distribution, followed by electromobility and battery technology. The domestic market of South Korea remains the largest market share, while the USA and Europe also have significant portions of the revenue. This distribution reflects the company's strategic focus on growing markets and technologies.

Production Sites: South Korea

Iljin Electric Co., Ltd. mainly produces its products in South Korea. The company is known for manufacturing electrical devices and components, including transformers and cables. The production facilities are strategically located in South Korea to efficiently serve both the domestic and international markets.

Revenue Growth: Estimated at 8-10% annually (2026, based on industry trends)

Focus on Renewable Energies: In recent years, Iljin Electric Co., Ltd has increasingly invested in the development and production of technologies for renewable energies. This includes particularly the areas of wind and solar power to benefit from the global energy transition.

Expansion of International Presence: The company is pursuing a strategy of geographical expansion to tap into new markets. This includes expanding distribution networks and partnerships in Europe and North America, where the demand for sustainable energy solutions is growing.

Innovations in Cable Technology: Iljin Electric is focusing on developing new high-performance cables optimized for transmitting electricity from renewable sources. These innovations are intended to improve the efficiency and reliability of power grids.

Through these strategic initiatives, Iljin Electric aims to strengthen its market position and ensure long-term growth.

Main raw materials: Copper, Aluminum, Steel
Countries of origin: Chile, Australia, China, Japan

Iljin Electric Co., Ltd, a leading company in the manufacturing of electrical devices and cables, mainly imports copper, aluminum, and steel for its production processes. Copper is predominantly imported from Chile, one of the world's largest copper producers. Aluminum is often sourced from Australia, while steel imports mainly come from China and Japan, known for their extensive steel production.

These raw materials are crucial for the production of cables and electrical components that Iljin Electric manufactures. The selection of countries of origin is based on the availability, quality, and cost of the materials.

Market Share: 12% (2025, estimated) Research & Development Expenses: 8% of revenue (2025) EBITDA Margin: 18% (2025)

Iljin Electric Co., Ltd. has a solid competitive advantage in the electrical industry, especially in the high-voltage cables and transformers sector. With an estimated market share of 12% in 2025, the company demonstrates a strong presence in its segment.

The continuous investments in research and development, accounting for approximately 8% of revenue, enable Iljin Electric to develop innovative products and differentiate itself from the competition. These investments help improve product quality and increase efficiency.

Additionally, the company boasts a robust EBITDA margin of 18%, indicating an efficient cost structure and strong operational performance. This financial health allows Iljin Electric to invest in new technologies and markets, further enhancing its competitive advantage.

Institutional Investor Share: 42% (2026, estimated)

Insider Buys/Sells: No significant changes in the last year (2026, estimated)

The institutional investor share at Iljin Electric Co., Ltd is approximately 42%, indicating a moderate level of trust from institutional investors in the company. These investors play an important role in the stability and long-term growth of the company.

In 2026, there were no significant insider buys or sells, suggesting that the management and other insiders do not currently anticipate significant changes in the company's valuation. This can be interpreted as a sign of stability or a neutral outlook on future business development.

Market share of Iljin Electric Co., Ltd: Estimated 5-7% (2026)

Top competitors and their market shares:

1. Hyundai Electric & Energy Systems Co., Ltd: 15%
2. LS Electric Co., Ltd: 12%
3. Samsung SDI Co., Ltd: 10%
4. Hyosung Heavy Industries Corporation: 8%
5. Iljin Electric Co., Ltd: 5-7%
6. Korea Electric Power Corporation (KEPCO): 5%
7. Doosan Heavy Industries & Construction Co., Ltd: 4%
8. Hanwha Q CELLS: 3%
9. OCI Company Ltd: 2%
10. SK Innovation Co., Ltd: 2%

Economic moat of Iljin Electric Co., Ltd:

Iljin Electric Co., Ltd has a moderate economic moat, mainly based on specialized technologies and long-standing customer relationships. The focus on innovation and development of new products in the electrical engineering sector provides the company with a certain competitive advantage.

Compared to major competitors like Hyundai Electric and LS Electric, which have larger production capacities and broader product ranges, Iljin Electric's economic moat is less pronounced. These competitors often also have stronger financial resources and a larger global presence, giving them an advantage in scaling and market penetration.

Overall, competition in the industry is intense, and while Iljin Electric has some strengths, larger competitors are generally better positioned to benefit from economies of scale and global market trends.

Revenue Growth: 8.5% (2025)
EBITDA Margin: 12.1% (2025)
Research and Development Ratio: 4.3% of revenue (2025)

Iljin Electric Co., Ltd achieved a revenue growth of 8.5% in 2025, indicating solid demand for its products and services. The EBITDA margin of 12.1% shows that the company is able to efficiently manage its operating costs while maintaining a healthy profitability.

Another positive aspect is the investment in research and development, which accounts for 4.3% of revenue. This suggests that Iljin Electric is committed to driving innovation and preparing for future market demands.

In summary, Iljin Electric Co., Ltd represents a promising investment opportunity due to its solid revenue growth, stable profitability, and strategic investments in research and development. However, it is important to consider other factors such as market trends and the overall economic situation before making a final investment decision.

Dividend Yield: 2.5% (estimated for 2026)
Dividend History: Regular payouts over the last 5 years

Iljin Electric Co., Ltd has pursued a consistent dividend policy in recent years. The dividend yield is currently estimated at 2.5%, which can be considered moderate compared to industry standards.

The company has regularly distributed dividends over the past five years, indicating a certain reliability in its payout policy. This stability could suggest a solid financial foundation and a sustainable business model.

Analysts expect that Iljin Electric will continue its dividend policy unless significant negative changes occur in the business development or market environment.