Sales by Industry:

• Shipbuilding: approx. 40%
• Offshore and Plant Construction: approx. 25%
• Industrial Machinery: approx. 20%
• Renewable Energies: approx. 15%

TOP 3 Markets and their Percentage Shares:

• South Korea: approx. 30%
• China: approx. 25%
• USA: approx. 20%

HD Hyundai Heavy Industries Co., Ltd. is a leading company in shipbuilding that generates a significant portion of its sales from this sector. Offshore and plant construction as well as industrial machinery also contribute significantly to the revenues.

The company's main markets are South Korea, China, and the USA, which together account for a large part of the sales. These markets are crucial for the company as they play a significant role in both the demand for ships and in industrial development and renewable energies.

Production Sites: Ulsan, South Korea; Gunsan, South Korea; Samho, South Korea

HD Hyundai Heavy Industries Co., Ltd. is one of the world's leading companies in shipbuilding and heavy industries. The main production facilities are located in Ulsan, South Korea, which is considered the world's largest shipbuilding center. Other significant production sites are in Gunsan and Samho, also in South Korea.

These sites are strategically important as they provide access to major shipping routes and a well-developed industrial infrastructure. The geographical location enables the company to efficiently respond to demand from the global shipping industry.

Revenue Growth: Estimated 10% annually (2025 forecast)

Investments in Renewable Energies: 1 billion USD (2024-2025)

HD Hyundai Heavy Industries Co., Ltd. is pursuing a growth strategy that heavily focuses on diversifying and expanding its business fields. An essential part of this strategy is the investment in renewable energies, particularly in offshore wind turbines and environmentally friendly ship propulsion systems. The company plans to invest around 1 billion USD in these areas in the coming years to strengthen its market position and support the transition to a more sustainable energy production.

In addition, HD Hyundai is focusing on technological innovations and the digitization of its production processes. By utilizing artificial intelligence and automation technologies, efficiency is expected to increase, and production costs to decrease. These measures are intended not only to enhance competitiveness but also to secure long-term profitability.

Another strategic focus is on tapping into new markets in Asia and Africa to expand the international business. This is to be achieved through strategic partnerships and joint ventures that facilitate market entry and leverage local expertise.

Steel: Main suppliers are China and Japan.

Copper: Imported from Chile and Peru.

Aluminum: Sourced from Australia and Canada.

HD Hyundai Heavy Industries Co., Ltd. is heavily dependent on the procurement of essential raw materials such as steel, copper, and aluminum. These materials are crucial for shipbuilding and other industrial applications.

China and Japan are leading in steel production and offer competitive prices, which is why they are preferred suppliers. Copper is mainly imported from Chile and Peru, as these countries are among the largest copper producers worldwide. Aluminum is often sourced from Australia and Canada, as these countries have large bauxite deposits and a well-developed aluminum industry.

Market share in shipbuilding: 15% (estimated for 2025)
Research & development expenses: 5% of revenue (2024)
Operating margin: 8% (2024)

HD Hyundai Heavy Industries Co., Ltd. is one of the world's leading shipbuilders and benefits from a significant competitive advantage due to its size and market position. With an estimated market share of 15% in global shipbuilding, the company is able to leverage economies of scale and manage costs efficiently.

Another key advantage lies in the continuous investments in research and development, which account for about 5% of revenue. This enables the company to develop innovative technologies and constantly improve its product range, which is crucial in the industry.

The operating margin of 8% shows that the company is able to operate profitably, despite the volatile nature of the shipbuilding industry. This metric underscores the efficiency and the ability of HD Hyundai Heavy Industries to optimize its cost structure while delivering high-quality products.

Institutional investor share: Approx. 45% (estimated for 2025 based on trends until 2023)

Insider purchases/sales: No significant changes reported (as of 2025)

The institutional investor share in HD Hyundai Heavy Industries Co., Ltd. is estimated to be around 45%. This reflects the interest of large financial institutions that focus on stable returns and long-term growth.

Regarding insider purchases and sales, there have been no significant changes indicating extraordinary activities. This suggests that the management and insiders have confidence in the company's future development.

Market share of HD Hyundai Heavy Industries Co., Ltd.: 12% (2025, estimated)

Top competitors and their market shares:

1. Samsung Heavy Industries Co., Ltd.: 15%
2. Daewoo Shipbuilding & Marine Engineering Co., Ltd.: 14%
3. Mitsubishi Heavy Industries, Ltd.: 10%
4. China State Shipbuilding Corporation (CSSC): 9%
5. Fincantieri S.p.A.: 8%
6. STX Offshore & Shipbuilding Co., Ltd.: 7%
7. Hyundai Mipo Dockyard Co., Ltd.: 6%
8. Imabari Shipbuilding Co., Ltd.: 5%
9. Oshima Shipbuilding Co., Ltd.: 4%
10. Yangzijiang Shipbuilding Holdings Ltd.: 3%

Moat of HD Hyundai Heavy Industries Co., Ltd.:

HD Hyundai Heavy Industries has a significant moat, characterized mainly by its technological innovation and extensive experience in shipbuilding. The company has heavily invested in research and development in recent years to build more efficient and environmentally friendly ships, giving it a competitive advantage.

Compared to its competitors, HD Hyundai Heavy Industries has also benefited from its vertical integration, which reduces costs and makes supply chains more efficient. However, companies like Samsung Heavy Industries and Daewoo Shipbuilding & Marine Engineering also have strong moats due to their global networks and strategic partnerships, helping them secure market shares.

Overall, HD Hyundai Heavy Industries remains a strong player in the industry, but the competition is intense, and competitors also have significant advantages to consider.

Revenue Growth: 8.5% (2024) Operating Profit: $1.2 billion USD (2024) Order Backlog: $45 billion USD (2024)

HD Hyundai Heavy Industries Co., Ltd. achieved a revenue growth of 8.5% in 2024, indicating strong demand in shipbuilding and the offshore industry. The operating profit was $1.2 billion USD, attributed to efficient cost-cutting measures and improved productivity.

The order backlog of $45 billion USD indicates strong future demand and secures revenue for the coming years. This suggests a solid market position and good utilization of production capacities.

Overall, the fundamental business outlook of HD Hyundai Heavy Industries appears positive, making the stock a potentially good investment, especially for investors interested in long-term growth.

Dividend yield: 3.5% (2024)
Dividend history: Continuous payout in the last 5 years

HD Hyundai Heavy Industries Co., Ltd. has paid dividends in recent years and shows a dividend yield of 3.5% for the year 2024. The reliability of dividend payment can be considered high, as the company has consistently paid dividends in the last five years.

The financial stability and strong market position of the company contribute to the security of dividend payments. Analysts expect that the company will also be able to pay dividends in the coming years, provided that no significant economic or industry-specific challenges arise.