Revenue distribution by sectors:

1. Industrial energy systems: approx. 45%
2. Transportation and automotive: approx. 30%
3. Telecommunication and IT: approx. 25%

TOP 3 markets and their percentage shares:

1. USA: approx. 50%
2. Europe: approx. 30%
3. Asia-Pacific: approx. 20%

EnerSys generates the majority of its revenue from the industrial energy systems sector, followed by transportation and automotive, as well as telecommunication and IT. The USA represents the largest individual market, followed by Europe and the Asia-Pacific region. This distribution demonstrates EnerSys's strong presence in developed markets and the potential for growth in emerging markets.

Production sites of EnerSys:

EnerSys operates production facilities in several countries worldwide. The key production sites include:

• USA: EnerSys has multiple production plants in the United States, where a large portion of their batteries and energy storage solutions are manufactured.
• Europe: In Europe, EnerSys operates plants in countries such as Germany, France, and Poland.
• Asia: EnerSys has also established production capacities in Asia, particularly in China and India.

This geographical distribution enables EnerSys to efficiently deliver its products to customers around the world while addressing regional market requirements.

Revenue Growth: Estimated 6-8% annually (2025) Investment in Research and Development: Over 5% of revenue (2025)

EnerSys pursues a multi-pronged growth strategy focusing on technological innovation, geographic expansion, and strategic acquisitions. The company continuously invests in research and development to expand and enhance its product range in the field of energy storage solutions.

Another key focus is on tapping into new markets, particularly in Asia and Europe, where there is a growing demand for sustainable energy storage solutions. EnerSys also plans to strengthen its market position and integrate new technologies through targeted acquisitions.

Additionally, the company is focusing on optimizing its production processes to achieve efficiency gains and improve cost structure. This is intended not only to increase competitiveness but also to secure profit margins in the long term.

Main raw materials: Lead, Lithium, Nickel, Cobalt
Main importing countries: Australia, Chile, Democratic Republic of the Congo, Canada

EnerSys, a leading provider of energy storage solutions, mainly uses lead, lithium, nickel, and cobalt for the production of its batteries. These raw materials are crucial for the production of lead-acid and lithium-ion batteries.

Lead is often imported from Australia, one of the largest producers worldwide. Lithium is predominantly sourced from Chile, which is part of the so-called "Lithium Triangle" in South America. Nickel and cobalt are frequently imported from the Democratic Republic of the Congo and Canada, as these countries have significant production quantities of these metals.

The dependence on these raw materials and their countries of origin is strategically important for EnerSys, as they influence the cost structure and supply chain stability.

Market share: 20% (estimated, 2025)
EBITDA margin: 15% (2024)
R&D expenses: 5% of revenue (2024)

EnerSys has a significant competitive advantage due to its leading position in the energy storage solutions sector. With an estimated market share of 20% in 2025, the company is well positioned to benefit from the increasing demand for energy storage technologies.

The 15% EBITDA margin indicates that EnerSys operates efficiently and is able to generate solid profits. This is supported by continuous investments in research and development, which account for about 5% of revenue. These investments enable the company to develop innovative products and differentiate itself from the competition.

Additionally, EnerSys benefits from a broad geographical presence and a diversified product portfolio, making the company resilient to market fluctuations. The ability to serve both industrial and commercial markets further strengthens its market position.

Institutional Investor Share: approximately 92% (2025)

Insider Purchases/Sales: No significant insider transactions in the last quarter (2025)

The institutional investor share at EnerSys in 2025 is approximately 92%. This demonstrates the strong interest and trust of institutional investors in the company, which is often seen as a positive signal for the company's stability and growth potential.

There were no significant insider purchases or sales in the last quarter. This could indicate that the management has confidence in the current company strategy and future direction. A lack of insider sales can also be interpreted as a sign that the management does not expect any short-term risks or negative developments.

EnerSys Market Share: 12% (estimated, 2025)

Top Competitors by Market Share:

1. Johnson Controls International (NYSE:JCI): 18%
2. Exide Technologies: 15%
3. EnerSys (NYSE:ENS): 12%
4. East Penn Manufacturing: 10%
5. GS Yuasa Corporation: 8%
6. C&D Technologies: 7%
7. Saft Groupe S.A.: 6%
8. NorthStar Battery Company: 5%
9. Leoch International Technology Limited: 4%
10. Trojan Battery Company: 3%

EnerSys is a significant player in the field of energy storage solutions, especially in industrial batteries. EnerSys' market share is approximately 12%, making it one of the leading providers. However, major competitors like Johnson Controls and Exide Technologies have a larger market share.

EnerSys' moat primarily lies in its strong brand presence, wide product portfolio, and global distribution infrastructure. These factors provide the company with some protection against competitors. Nevertheless, some competitors, especially Johnson Controls, may have a stronger moat due to their size and resources.

Exide Technologies and East Penn Manufacturing also pose strong competition, particularly due to their established customer relationships and innovation capabilities. Overall, EnerSys has a solid, but not insurmountable, moat compared to its competitors.

Revenue Growth: 8% (2024) Profit Growth: 10% (2024) Market Share in the Energy Storage Industry: 12% (2024)

EnerSys recorded a revenue growth of 8% and a profit growth of 10% in 2024. These growth rates indicate a solid financial performance supported by strong demand for energy storage solutions and effective cost control.

The company holds a 12% market share in the energy storage industry, indicating a strong market position. EnerSys benefits from increasing demand for sustainable energy storage solutions, especially in the renewable energy and electromobility sectors.

Future growth opportunities could arise from expanding into new markets and introducing innovative technologies. The strategic focus on research and development as well as partnerships in the industry could further promote growth.

Overall, EnerSys shows a positive development pointing towards a promising future. However, investors should also consider potential risks such as market volatility and technological changes.

Dividend Yield: 1.6% (estimated for 2025)
Dividend History: Continuous payout in recent years

EnerSys has regularly distributed dividends in the past, indicating a certain level of reliability. The dividend yield for 2025 is estimated to be around 1.6%, based on the latest available data and the company's previous dividend policy.

The company has a solid financial foundation and a stable earnings situation, which supports the reliability of dividend payments. EnerSys has established itself as a reliable player in the industry, which is also reflected in its dividend policy. Analysts expect EnerSys to maintain its dividend policy unless significant market changes occur.