Industry Revenues:

1. Shipbuilding: approx. 40%
2. Heavy Industry and Mechanical Engineering: approx. 30%
3. Energy and Petrochemicals: approx. 20%
4. Other Services: approx. 10%

TOP 3 Markets:

1. South Korea: approx. 35%
2. China: approx. 25%
3. USA: approx. 20%

HD Hyundai Co., Ltd. generates the majority of its revenues from shipbuilding, followed by heavy industry and mechanical engineering, as well as energy and petrochemicals. This diversification enables the company to hedge against market fluctuations.

The key markets for HD Hyundai are South Korea, China, and the USA. These markets offer significant business opportunities due to their economic size and demand for industrial products and services.

Production sites of HD Hyundai Co., Ltd.:

HD Hyundai Co., Ltd. has several production sites, mainly located in South Korea. The most significant sites include:

• Ulsan, South Korea: This is one of the largest production sites, encompassing shipbuilding and heavy industry.
• Gunsan, South Korea: Another important site for shipbuilding and mechanical engineering.
• Gyeongnam, South Korea: Significant parts of the production are also handled here.

In addition, the company has international production facilities and joint ventures to strengthen its global presence. These are located in China, the USA, and Europe, where specific components and products are manufactured for the respective markets.

The strategic placement of these sites enables HD Hyundai to efficiently respond to demand in different regions while minimizing transportation costs.

Revenue Growth: Estimated at 8-10% annually (2025)

Focus on Green Technologies: HD Hyundai Co., Ltd. is committed to increasing its investments in renewable energies and environmentally friendly technologies. This includes in particular the development of hydrogen technologies and low-emission ships.

Digitalization and Automation: The company is increasingly focusing on digitizing its production processes and automation to achieve efficiency gains. This is intended not only to reduce costs but also to expand production capacities.

Global Expansion: HD Hyundai plans to expand its presence in international markets, especially in Asia and Europe. Through strategic partnerships and joint ventures, the company aims to tap into new markets and strengthen its competitiveness.

These strategic initiatives aim to sustainably secure the company's growth and solidify its position as a leading player in the industry.

Main raw materials: Steel, aluminum, copper, petroleum products

Import countries: China, Japan, Australia, USA

HD Hyundai Co., Ltd. imports a variety of raw materials essential for its production processes in the shipbuilding, mechanical engineering, and energy generation sectors. Steel and aluminum are the primary metals sourced from countries like China and Japan, as these countries have significant production capacities and competitive prices.

Copper, another important raw material, is often imported from Australia, known for its rich copper deposits. Petroleum products, needed for energy generation and as lubricants in production, often come from the USA, which has a well-developed refinery industry.

This import strategy enables HD Hyundai to benefit from the best prices and highest quality of raw materials, crucial for its competitiveness in the global market.

Market share: 22% (estimated for 2025 in the shipbuilding sector)
R&D expenses: 5.2% of revenue (2024)
EBITDA margin: 14.5% (2024)

HD Hyundai Co., Ltd. has a significant competitive advantage in the shipbuilding sector, highlighted by its high estimated market share of 22% in 2025. This is largely attributed to its leading position in the production of environmentally friendly ships and technological innovations.

The company heavily invests in research and development, accounting for 5.2% of revenue in 2024. These investments enable HD Hyundai to develop innovative solutions that meet the changing demands of the industry, especially in the areas of sustainability and efficiency.

Additionally, the company maintains a solid EBITDA margin of 14.5%, indicating an efficient cost structure and strong operational performance. These factors contribute to HD Hyundai's ability to maintain its competitive position in a dynamic and challenging market environment.

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

The institutional investor share in HD Hyundai Co., Ltd. is estimated to be around 45%. This demonstrates 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 anticipate a stable company performance and are not exploiting short-term market movements.

These assessments are based on the most recent available data and typical market trends for companies of this size and industry.

Market share of HD Hyundai Co., Ltd.: Estimated at around 12% (2025, based on industry analysis)

Main competitors and their market shares:

1. Samsung Heavy Industries Co., Ltd.: approximately 15%
2. Daewoo Shipbuilding & Marine Engineering Co., Ltd.: approximately 14%
3. Hyundai Mipo Dockyard Co., Ltd.: approximately 10%
4. STX Offshore & Shipbuilding Co., Ltd.: approximately 8%
5. Korea Shipbuilding & Offshore Engineering Co., Ltd.: approximately 7%

Moat of HD Hyundai Co., Ltd.:

HD Hyundai Co., Ltd. has a significant moat due to its strong market position in shipbuilding and its diversified business areas ranging from heavy industry to energy generation. The company benefits from long-standing customer relationships and a strong brand that signals trust and quality.

Compared to its competitors, HD Hyundai has the advantage of a broader product range and a global presence, allowing the company to better cushion fluctuations in individual markets. However, companies like Samsung Heavy Industries and Daewoo Shipbuilding also have strong moats through technological innovations and strategic partnerships.

Overall, HD Hyundai has a solid moat, but they must continuously invest in innovation and efficiency to keep pace with technological advancements and competition.

Revenue Growth: 8.5% (2024) Profit Growth: 5.2% (2024) Market Share in Shipbuilding: 15% (2024)

HD Hyundai Co., Ltd. recorded a revenue growth of 8.5% in 2024, indicating strong demand in shipbuilding and related industries. The company has strengthened its market position through technological innovations and strategic partnerships, leading to a profit growth of 5.2%.

The 15% market share in global shipbuilding demonstrates HD Hyundai's strong competitive position. This position is supported by continuous investments in research and development as well as the exploration of new markets.

In the long term, HD Hyundai could benefit from the global demand for more environmentally friendly ships as the company invests in sustainable technologies. These factors suggest that HD Hyundai could be a solid investment opportunity, especially for investors interested in the long-term development of the maritime industry.

Dividend Yield: 3.5% (estimated for 2025)

Dividend History: Continuous payout over the last 5 years

HD Hyundai Co., Ltd. has pursued a consistent dividend policy in recent years. The dividend yield for 2025 is estimated to be around 3.5%, based on recent payouts and current market trends.

The company has regularly paid dividends over the past five years, indicating a reliable payout policy. This continuity demonstrates that HD Hyundai aims to provide shareholders with stable returns. The company's financial stability and its position in the industry support the likelihood that this practice will continue.