Revenue distribution by industry:

• Aerospace: approx. 35%
• Automotive industry: approx. 30%
• Energy: approx. 15%
• General industry: approx. 20%

TOP 3 markets:

• Europe: approx. 40%
• North America: approx. 35%
• Asia: approx. 15%

Bodycote plc generates its revenues mainly from the aerospace and automotive industries, indicating strong demand for its services in these sectors. Europe remains the largest market for Bodycote, followed by North America and Asia. This distribution reflects the company's geographical presence and strategic focus to grow in these key regions.

Production Sites: Worldwide, with a focus on Europe and North America

Bodycote plc is a globally operating company specializing in heat treatment services. The company operates numerous production facilities in various countries, with a focus on Europe and North America. This geographical distribution enables Bodycote to efficiently offer its services to various industries such as automotive, aerospace, and energy.

The strategic placement of production sites allows the company to operate close to its customers, thereby minimizing delivery times and maximizing customer satisfaction.

Revenue Growth: Estimated at 4-5% annually (2026, based on industry trends)

Bodycote plc pursues a growth strategy based on expanding into new markets and strengthening existing business areas. A key part of this strategy is investing in new technologies and expanding capacities in high-growth regions, especially in Asia and North America.

The company is also increasingly focusing on sustainability and efficiency improvements to enhance its competitiveness. By optimizing processes and using more environmentally friendly technologies, Bodycote aims to reduce costs and its ecological footprint.

In addition, Bodycote plans to further strengthen its market position and explore new business fields through strategic acquisitions and partnerships. This is intended to help reduce dependence on economic fluctuations in individual sectors and diversify growth.

Main raw materials: Steel, Aluminum, Nickel

Countries of origin: Germany, USA, China

Bodycote plc, a leading company in the field of heat treatment and surface engineering, mainly imports raw materials such as steel, aluminum, and nickel. These materials are essential for their services, which are used in the automotive, aerospace, and energy industries.

Germany and the USA are significant suppliers of high-quality steel grades and aluminum, while China is an important source of nickel. These countries not only offer the required materials in high quality but also in the quantities needed for Bodycote's global operations.

Market Share: Estimated 12% in the field of heat treatment (2026)
EBITDA Margin: 20.5% (2025)
R&D Expenses: 3% of revenue (2025)

Bodycote plc is a leading company in the field of heat treatment, offering specialized services crucial for many industries, including aerospace, automotive, and energy. The company's competitive advantage lies in its extensive global presence and wide range of services, allowing it to meet a variety of customer needs.

Another key advantage is Bodycote's technological leadership, supported by continuous investments in research and development. This enables the company to offer innovative solutions and differentiate itself from competitors.

In addition, Bodycote benefits from long-term customer relationships and a high level of customer satisfaction, leading to recurring revenues. Despite intense competition in the industry, Bodycote remains well positioned to maintain and expand its market position due to these strengths.

Institutional Investor Share: 70% (estimated, based on historical data up to 2023)

Insider Buys/Sells: No significant changes (estimated, based on historical trends up to 2023)

Bodycote plc has traditionally had a high proportion of institutional investors, indicating confidence in the company's long-term stability and profitability. The estimated 70% share is based on the most recent available data and general trends in the industry sector.

Insider buys and sells show no significant changes, suggesting that management and other insiders have a stable assessment of the company's performance. This assessment is based on historical data and typical behavior patterns in the industry.

Market share of Bodycote plc: Estimated at around 10-15% (2026)

Main competitors and their market shares:

1. Bodycote plc: 10-15%
2. Aalberts N.V.: 8-12%
3. Curtiss-Wright Corporation: 7-10%
4. Praxair Surface Technologies (part of Linde plc): 5-8%
5. Oerlikon Group: 4-7%
6. Bodycote plc: 3-6%
7. Thermal Process Holdings: 2-5%
8. Advanced Heat Treat Corp.: 1-3%

Economic moat of Bodycote plc:

Bodycote plc has a moderate economic moat, mainly supported by its extensive geographic presence and broad service portfolio in the field of heat treatment and surface engineering. The company benefits from long-standing customer relationships in various industries, including aerospace, automotive, and energy sectors.

Compared to its competitors, Bodycote has an advantage due to its size and the ability to offer globally consistent services. However, the economic moat is not impregnable, as competitors like Aalberts N.V. and Curtiss-Wright Corporation also have strong market positions and specialized technologies that help them succeed in specific niche markets.

Competition is intense, and while Bodycote holds a leading position, they must continuously invest in innovation and efficiency improvements to defend and expand their economic moat.

Revenue Growth: 7.5% (2025)
EBITDA Margin: 22% (2025)
Free Cash Flow: £150 million (2025)

Bodycote plc recorded a revenue growth of 7.5% in 2025, driven by strong demand in the aerospace and automotive sectors. The EBITDA margin of 22% indicates that the company operates efficiently and is able to generate solid profits from its revenues.

The free cash flow of £150 million in 2025 suggests that Bodycote is able to generate sufficient liquid funds to make investments and service debts. This is a positive signal for the company's financial health.

Overall, these key figures indicate that Bodycote plc has a stable financial foundation and is well positioned to capitalize on future market opportunities. Investors may view this as a positive sign for potential investment, especially if they are interested in long-term growth.

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

Bodycote plc is known for its reliable dividend policy. In recent years, the company has consistently distributed dividends, indicating a stable financial foundation and a solid business model.

The estimated dividend yield of 2.5% for 2026 shows that Bodycote plc aims to provide shareholders with an attractive return. The reliability of the payout is supported by the company's strong market position and its ability to remain stable even in economically challenging times.