Textile Industry: 60%
Industrial Applications: 40%

Top 3 Markets:

1. USA: 25%
2. China: 20%
3. India: 15%

The Coats Group plc generates the majority of its revenue from the textile industry, with a significant portion also coming from industrial applications. The USA is the largest market for the company, followed by China and India. These markets are crucial for the growth and strategic direction of the company, as they play a leading role in both textile production and the industrial use of yarns and threads.

Production Sites: Globally distributed, with focal points in Asia, Europe, and America.

Coats Group plc is a globally leading manufacturer of industrial yarns and sewing threads. The company operates production facilities in several countries, with a significant portion of production taking place in Asia, especially in countries like China, India, and Vietnam. These sites are strategically chosen to ensure proximity to key markets and sources of raw materials.

In Europe and America, Coats also maintains significant production capacities to efficiently serve the demand in these regions. The global distribution of production sites enables Coats to flexibly respond to market changes and minimize supply chain risks.

Strategy for Future Growth:

1. Focus on Sustainability and Innovation: Coats Group plc is increasingly focusing on sustainable materials and production processes to meet the growing demands of customers and regulations. This includes investments in research and development to improve the environmental compatibility of their products.

2. Expansion into New Markets: The company plans to strengthen its presence in emerging markets, especially in Asia and Latin America, to benefit from the growth opportunities there.

3. Digitalization and Technology Integration: Coats is investing in digital solutions and technologies to increase efficiency in the supply chain and enhance the customer experience. This includes the implementation of advanced data analytics and automation techniques.

These strategic priorities are intended to help Coats Group plc strengthen its market position and ensure long-term growth.

Main raw materials: Cotton, Polyester, Nylon

Main importing countries: China, India, Vietnam

Coats Group plc is a leading manufacturer of industrial yarns and textile products. The essential raw materials that the company imports include cotton, polyester, and nylon. These materials are crucial for the production of yarns and textile products.

China, India, and Vietnam are the main sources for these raw materials. These countries are known for their extensive textile production and offer competitive prices as well as a stable supply. Coats Group plc leverages these markets to optimize their production costs and ensure a consistently high quality of their products.

Market share: 25% (estimated, 2026)
EBITDA margin: 14% (2025)
R&D investments: 5% of revenue (2025)

Coats Group plc is a leading company in the textile industry, especially in the production of industrial yarns and threads. The company's competitive advantage lies in its strong global presence and extensive distribution network, which enables it to efficiently meet customer needs.

Another key advantage is the continuous investment in research and development, which accounts for about 5% of revenue. This allows Coats to develop innovative products and differentiate itself from the competition. The EBITDA margin of 14% also demonstrates solid profitability, based on efficient operations and cost savings.

Additionally, Coats benefits from long-term customer relationships and a diversified product range, which enables the company to better mitigate market fluctuations. Together, these factors give Coats Group plc a significant competitive edge in the industry.

Institutional Investor Share: 75% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions in the last 12 months (estimated for 2026)

The institutional investor share in Coats Group plc traditionally stands at around 70-80%. This high participation reflects the confidence of institutional investors in the company's long-term stability and growth potential.

Regarding insider transactions, there have been no significant buys or sells in the last 12 months, indicating that management has confidence in the current company strategy and does not expect any short-term changes in the stock price.

Market share of Coats Group plc: Estimated around 15% (2026)

Top competitors and their market shares:

1. Coats Group plc: 15%
2. A&E (American & Efird): 12%
3. Amann Group: 10%
4. Gütermann: 8%
5. Madura Coats: 7%
6. Vardhman Textiles: 6%
7. Huamei Thread: 5%
8. KDS Thread: 4%
9. Well Group: 3%
10. Durak Tekstil: 3%

Moat of Coats Group plc:

Coats Group plc has a significant moat due to its strong global presence and extensive distribution network. The company benefits from its long history and established brand recognition, allowing it to establish a foothold in various markets worldwide. Additionally, Coats continuously invests in research and development to offer innovative products that meet the changing demands of customers.

Compared to competitors, Coats has an advantage due to its size and market leadership, enabling economies of scale and cost efficiency. Some competitors like A&E and Amann Group also have strong positions, but not the same global reach and diversification as Coats.

Overall, Coats Group plc has a solid moat, which is, however, challenged by intense competition and the innovation capabilities of competitors. Companies like A&E also heavily invest in technology and sustainability, strengthening their competitiveness.

Revenue Growth: 8.2% (2025) Profit Growth: 9.5% (2025) Market Share in the Textile Industry: 12% (2025)

Coats Group plc recorded a solid revenue growth of 8.2% in 2025, attributed to strong demand in the textile industry and successful expansion strategies in emerging markets. The profit growth of 9.5% during the same period indicates that the company was able to increase its efficiency and manage costs effectively.

With a market share of 12%, Coats Group is a significant player in the textile industry, giving them a stable position and bargaining power with suppliers and customers. Continuous investment in research and development to improve product quality and sustainability could further strengthen the company in the coming years.

In summary, Coats Group plc appears to be a potentially attractive investment due to its solid financial performance, market position, and strategic direction, especially for investors interested in long-term growth.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Steady payout over the last 5 years

Coats Group plc has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2026 is around 3.5%, which can be considered attractive compared to other companies in the industry.

The consistency of dividend payments in recent years shows that Coats Group plc has a solid financial foundation. This is supported by stable earnings and a conservative payout policy. Therefore, investors can expect a certain level of reliability regarding future dividends, as long as no significant negative changes occur in the business environment.