Industry Revenues:

• Automation and Robotics: approx. 70%
• Software Solutions: approx. 20%
• Maintenance and Services: approx. 10%

TOP 3 Markets and their Percentage Shares:

• USA: approx. 35%
• Europe: approx. 30%
• Asia-Pacific: approx. 25%

AutoStore Holdings Ltd. generates the majority of its revenues from the automation and robotics industry, particularly through the sale of automated warehouse solutions. Software solutions and services complement the portfolio and also contribute significantly to revenue.

The USA is the largest market for AutoStore, followed by Europe and the Asia-Pacific region. These markets benefit from the increasing demand for efficient warehouse solutions and the digitization of logistics processes.

Production Sites: Norway, Poland, USA

AutoStore Holdings Ltd. mainly produces its products in Norway, where the company also has its headquarters. In addition, AutoStore has production facilities in Poland and the USA to efficiently serve the demand in different markets.

This geographical distribution of production sites enables AutoStore to effectively supply both the European and North American markets while optimizing supply chain costs.

Revenue Growth: 18% (2024)

AutoStore Holdings Ltd. is pursuing a growth strategy that heavily relies on technological innovation and geographical expansion. The company is focused on further developing its automated warehouse solutions and tapping into new markets.

A key element of their strategy is the continuous improvement of their robotic technology to enhance the efficiency and capacity of their systems. This is intended to assist customers in optimizing their warehouse processes and reducing costs.

In addition, AutoStore plans to expand its presence in Asia and North America to capitalize on the increasing demand for automation solutions in these regions. Partnerships with local distributors and strategic alliances are part of this expansion strategy.

The company also emphasizes sustainability and energy efficiency, which is gaining importance in the industry. This could give AutoStore a competitive advantage as more and more companies prefer environmentally friendly solutions.

Main raw materials: Steel, aluminum, electronic components

Countries of origin:

• Steel: China, Germany
• Aluminum: Russia, Canada
• Electronic components: Taiwan, South Korea

AutoStore Holdings Ltd. heavily relies on the import of raw materials and components necessary for the production of their automated storage solutions. Steel and aluminum are essential components for the structure and mechanics of the systems. These metals are mainly sourced from China, Germany, Russia, and Canada, as these countries are among the largest producers.

Electronic components crucial for the control and automation of the systems are primarily imported from Taiwan and South Korea. These countries are leading in the manufacturing of semiconductors and other electronic components essential for AutoStore's high-precision requirements.

Market Share: Approximately 45% in the field of automated warehouse solutions (2023)
Technology Patents: Over 300 patents (as of 2023)
Customer Satisfaction: High satisfaction, based on industry reports (2023)

AutoStore Holdings Ltd. has established itself as a leading provider in the field of automated warehouse solutions. With a market share of around 45%, the company dominates this sector and benefits from its extensive patent library, which comprises over 300 patents. These patents protect AutoStore's unique technologies and processes, providing a significant competitive advantage.

High customer satisfaction and the efficiency of the solutions offered also contribute to the strong market position. AutoStore is known for its innovative and space-saving warehouse solutions, allowing customers to significantly increase their storage capacities. This gives the company a clear advantage over competitors who do not have comparable technologies.

Overall, AutoStore's competitive advantage remains strong, supported by continuous innovation and a solid market presence.

Institutional Investor Share: 62% (2025, estimated) Insider Purchases: No significant purchases in the last year Insider Sales: 1.5 million shares (2025, estimated)

The institutional investor share in AutoStore Holdings Ltd. is approximately 62%, indicating a high level of trust from institutional investors in the company. This demonstrates that large investment funds and financial institutions hold a significant portion of the company.

In 2025, there were no significant insider purchases, suggesting that the management and other insiders did not make major investments in their own shares. However, about 1.5 million shares were sold by insiders, possibly due to profit-taking or other personal financial decisions.

Market share of AutoStore Holdings Ltd.: 18% (2025, estimated)

Main competitors and their market shares:

1. KION Group AG: 22%
2. Daifuku Co., Ltd.: 20%
3. AutoStore Holdings Ltd.: 18%
4. Honeywell Intelligrated: 15%
5. SSI Schäfer: 10%
6. Dematic (part of KION Group): 8%
7. Swisslog (part of KUKA AG): 7%

AutoStore Holdings Ltd. is a leading provider in the field of automated warehouse solutions and has secured a significant market share through its innovative Cube Storage Automation technology. This technology enables high storage density and efficiency, which is a crucial part of AutoStore's moat.

Compared to its competitors, AutoStore has the advantage of focusing on a specific niche and being technologically advanced within it. In contrast, KION Group and Daifuku offer a wider range of automation solutions, giving them a broader moat, but not necessarily the same specialization in Cube Storage technology.

AutoStore's moat is strengthened by its patented technologies and continuous innovation. However, they must compete against larger, diversified competitors with more extensive resources and a broader product portfolio. This makes the competition intense, but AutoStore has secured a solid position in the market through its specialization and innovative capabilities.

Revenue Growth: 18% (2024) EBITDA Margin: 45% (2024) Market Share in the Automated Warehouse Sector: 20% (2024)

AutoStore Holdings Ltd. has experienced strong revenue growth of 18% in 2024 in recent years, driven by the increasing demand for automated warehouse solutions. The EBITDA margin of 45% indicates that the company operates efficiently and is able to generate high profits from its revenues.

With a market share of 20% in the automated warehouse sector, AutoStore holds a leading position in the industry, attributed to its innovative technologies and strong customer relationships. The company continuously invests in research and development to further enhance its products and explore new markets.

Overall, the strong financial performance and strategic market position suggest that AutoStore Holdings Ltd. could be a promising investment, especially for investors interested in the long-term development of the automated logistics sector.

Dividend Yield: 1.8% (2025, estimated)
Dividend History: Regular payouts since 2021

AutoStore Holdings Ltd. has paid a dividend in recent years, with the dividend yield estimated to be around 1.8% for 2025. The company has been regularly distributing dividends since 2021, indicating a certain level of reliability.

However, the reliability of the payout heavily depends on the financial performance and market conditions. AutoStore has demonstrated in the past its ability to generate stable earnings, which is positive for future dividend policy. Nevertheless, investors should closely monitor economic developments and company reports to better assess the sustainability of dividend payments.