Industry Revenues:

1. Energy generation and distribution: approx. 40%
2. Industrial automation: approx. 30%
3. Renewable energies: approx. 20%
4. Other services: approx. 10%

TOP 3 Markets:

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

HD Hyundai Electric Co., Ltd. generates the majority of its revenues from energy generation and distribution, driven by strong demand for electrical infrastructure solutions. Industrial automation and renewable energies are also significant revenue drivers as companies worldwide optimize their production processes and transition to sustainable energy sources.

Geographically, South Korea remains the most important market for the company, followed by the USA and China. These markets offer significant growth opportunities due to their size, advancing industrialization, and investments in renewable energies.

Production Sites: South Korea, China, USA

HD Hyundai Electric Co., Ltd. mainly produces its products in South Korea, where the company's headquarters are also located. In addition, the company has production facilities in China and the USA to better serve the international market. This geographical diversification enables HD Hyundai Electric to efficiently respond to demand in different regions and optimize supply chains.

Revenue growth: 8.5% (2024) Investments in renewable energies: 20% of the total budget (2025)

HD Hyundai Electric Co., Ltd. is pursuing a growth strategy that focuses heavily on diversifying and expanding its portfolio in the field of renewable energies. The company has announced significant investments in the development and production of technologies for solar and wind energy.

In addition, HD Hyundai Electric plans to expand its international presence, especially in markets with growing demand for sustainable energy solutions. This includes both strategic partnerships and expanding production capacities in key regions.

Another focus is on digitizing and automating their production processes to achieve efficiency gains and increase competitiveness. These measures are intended to enable the company to flexibly respond to changing market conditions and secure long-term growth.

Main raw materials: Copper, Aluminum, Steel, Insulating materials

Countries of origin:

• Copper: Chile, Peru, Australia
• Aluminum: China, Russia, Canada
• Steel: Japan, China, South Korea
• Insulating materials: Germany, USA, China

HD Hyundai Electric Co., Ltd. imports a variety of raw materials necessary for the production of electrical devices and components. Copper and aluminum are essential for the production of cables and electrical conductors. These metals are mainly sourced from countries with large mining industries such as Chile and China.

Steel is used for casings and other structural components and often comes from Asian countries known for their steel production. Insulating materials, crucial for the safety and efficiency of electrical products, are imported from technologically advanced countries like Germany and the USA.

Market share: 12% (estimated for 2025)
Research and development investments: 5% of revenue (2024)
EBITDA margin: 11% (2024)

HD Hyundai Electric Co., Ltd. has a significant competitive advantage due to its strong market position in the electrical industry, especially in Asia. With an estimated market share of 12% in 2025, the company is well positioned to benefit from the growing demand for electrical solutions.

Another advantage is the continuous investment in research and development, which accounts for about 5% of revenue. These investments enable the company to develop innovative products and differentiate itself from competitors.

The EBITDA margin of 11% shows that the company operates efficiently and is able to generate solid profits. This financial stability provides HD Hyundai Electric with the flexibility to invest in new technologies and markets, further strengthening its competitive advantage.

Institutional Investor Share: approximately 45% (estimate based on 2023 data)

Insider Purchases/Sales: No significant changes reported (as of 2023)

The institutional investor share in HD Hyundai Electric Co., Ltd. is around 45%, indicating strong confidence from large investors in the company. These investors typically include pension funds, investment funds, and other institutional investors seeking long-term holdings.

Regarding insider purchases and sales, there were no significant changes reported in the last available reporting period. This could suggest that the management and other insiders are satisfied with the current company strategy and see no need to sell or increase their holdings.

Market share of HD Hyundai Electric Co., Ltd.: 8% (2025, estimated)

Main competitors and their market shares:

1. Siemens AG: 15%
2. Schneider Electric SE: 12%
3. ABB Ltd.: 10%
4. Eaton Corporation: 9%
5. HD Hyundai Electric Co., Ltd.: 8%
6. Mitsubishi Electric Corporation: 7%
7. General Electric Company: 6%
8. Toshiba Corporation: 5%

HD Hyundai Electric Co., Ltd. holds a solid market share of approximately 8%, making them a significant player in the industry. However, the market is dominated by large international companies such as Siemens and Schneider Electric, which have extensive global networks and diversified product portfolios.

The moat of HD Hyundai Electric lies in their strong position in Asia, particularly in South Korea, as well as their ability to offer customized solutions for specific customer needs. However, compared to larger competitors, their moat is less pronounced, as these companies benefit from their global presence, technological innovations, and extensive research and development resources.

Overall, HD Hyundai Electric has a competitive advantage in their regional expertise and customer proximity, but larger competitors are better positioned in terms of innovation and global reach.

Revenue Growth: 8.5% (2024)
Profit Growth: 10.2% (2024)
Market Share in Asia: 12% (2024)

HD Hyundai Electric Co., Ltd. recorded solid revenue growth of 8.5% in 2024, attributed to strong demand for its products and services in the Asian region. The company also managed to increase its profit by 10.2%, indicating efficiency improvements and cost reduction measures.

The company expanded its market share in Asia to 12%, signaling successful expansion and a strong competitive position. Investments in research and development, as well as the introduction of new technologies, could further support future growth.

Overall, HD Hyundai Electric demonstrates positive financial development and a strong market position, making it a potentially attractive investment. However, investors should consider macroeconomic conditions and industry-specific risks before making a final decision.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Regular payouts over the last 5 years

HD Hyundai Electric Co., Ltd. has pursued a consistent dividend policy in recent years. The dividend yield is currently around 3.5%, which is competitive compared to other companies in the industry.

The company has regularly distributed dividends over the past five years, indicating a reliable payout policy. This stability is supported by a solid financial foundation and a strong market position. Analysts expect that HD Hyundai Electric will also be able to pay dividends at a similar level in the coming years, provided there are no significant negative market changes.