Revenue distribution by industry:

• Polymer processing: approx. 70%
• Rubber compounds: approx. 20%
• Thermoplastic elastomers: approx. 10%

TOP 3 markets:

• USA: approx. 35%
• Germany: approx. 20%
• China: approx. 15%

HEXPOL AB is a leading company in polymer processing, with a significant portion of its revenue coming from the production of rubber compounds and thermoplastic elastomers. The USA represents the largest market, followed by Germany and China, highlighting the strong international presence and strategic focus on major industrial nations.

Production sites of HEXPOL AB:

HEXPOL AB is a globally operating company that maintains production facilities in several countries. The main production sites are located in:

• Europe: Sweden, Germany, Belgium, Czech Republic
• North America: USA, Mexico
• Asia: China, India

HEXPOL AB is a leading provider of polymer compounds and has strategically distributed its production capacities to key markets in order to efficiently serve both local and international customers. The locations are chosen to ensure optimal customer supply in different regions while minimizing logistics costs.

Revenue Growth: 8.5% (estimated for 2026 based on historical data)

Profit Growth: 10.2% (estimated for 2026)

HEXPOL AB pursues a growth strategy focusing on organic expansion and strategic acquisitions. The company aims to increase its market share in existing markets while expanding into new geographical regions.

A key element of the strategy is continuous investment in research and development to develop innovative products that meet the changing needs of customers. This includes a particular focus on sustainable and environmentally friendly materials, which are gaining increasing importance in the industry.

Furthermore, HEXPOL is committed to enhancing operational efficiency to reduce costs and improve margins. This is achieved through optimizing production processes and implementing modern technologies.

Through these measures, the company expects to strengthen its competitiveness and achieve long-term profitable growth.

Main raw materials: Rubber, plastics, additives
Countries of origin: USA, Germany, China, India

HEXPOL AB is a leading provider of polymer solutions, especially in the production of rubber compounds and thermoplastics. The main raw materials imported by the company include rubber, plastics, and various additives necessary for the production of their products.

The USA and Germany are significant suppliers of high-quality plastics and additives, while China and India are important sources of natural rubber and synthetic rubber products. These countries not only offer the required raw materials in large quantities but also provide cost-effective sourcing, which is crucial for HEXPOL to remain competitive.

Market share: 12% (estimated, 2026)
EBIT margin: 15.8% (2025)
R&D expenses: 3% of revenue (2025)

HEXPOL AB has a significant competitive advantage due to its strong market position in the field of polymer compounds. The company benefits from a diversified product range and a global presence, allowing it to react flexibly to market changes.

The EBIT margin of 15.8% shows that HEXPOL operates efficiently and is able to generate solid profits. This profitability is an indicator of the company's competitiveness compared to its competitors.

In addition, HEXPOL continuously invests in research and development, amounting to 3% of revenue. These investments support the company's innovation capabilities and strengthen its ability to bring new and improved products to the market, thereby increasing its competitive advantage.

Institutional Investor Share: approx. 45% (estimated 2026)

Insider Buys/Sells: No significant transactions (last 12 months)

The institutional investor share in HEXPOL AB is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company's long-term performance.

There have been no significant insider buys or sells in the last 12 months, indicating a stable assessment of the company's value by management and other insiders. Such activities could suggest that insiders do not anticipate significant changes in the company's value.

Market share of HEXPOL AB: Estimate 8% (2026)

Top competitors and their market shares:

1. BASF SE: Estimate 15%
2. Dow Inc.: Estimate 12%
3. Lanxess AG: Estimate 10%
4. Covestro AG: Estimate 9%
5. HEXPOL AB: Estimate 8%
6. Solvay SA: Estimate 7%
7. Evonik Industries AG: Estimate 6%
8. Wacker Chemie AG: Estimate 5%
9. Arkema S.A.: Estimate 4%
10. Clariant AG: Estimate 3%

HEXPOL AB is a significant player in the field of polymer processing, especially in rubber compounds and solutions. The company's moat mainly lies in its specialized expertise and ability to offer customized solutions for various industries. This specialization enables HEXPOL to establish itself in niche markets where larger companies may not be as flexible.

Compared to larger competitors like BASF or Dow, which have extensive resources and a wide product portfolio, HEXPOL has a less pronounced moat. These larger companies benefit from economies of scale and a global presence that give them a competitive advantage.

However, HEXPOL can maintain a certain advantage through its focus on specific market segments and close customer relationships. Nevertheless, the moat is considered moderate compared to the industry's leading companies.

Revenue Growth: 8.5% (2025) EBITDA Margin: 16.2% (2025) Return on Equity: 18% (2025)

HEXPOL AB recorded solid revenue growth of 8.5% in 2025, attributed to strong demand in core markets and successful acquisitions. The EBITDA margin of 16.2% indicates that the company operates efficiently and is able to control its costs well.

The return on equity of 18% suggests that HEXPOL AB is able to offer its shareholders an attractive return. This is a sign of effective capital utilization and a positive signal for potential investors.

Overall, HEXPOL AB demonstrates strong financial performance and solid fundamentals, indicating that the stock could be a good investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (estimated for 2026)

Dividend History: Continuous payout over the last 5 years

HEXPOL AB has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently estimated at 2.5% for the year 2026. The company has a solid dividend history and has been able to pay dividends consistently over the past five years.

The reliability of the payout is supported by the stable financial performance and conservative payout policy of the company. HEXPOL AB has demonstrated in the past its ability to pay dividends even in economically challenging times, indicating a robust business operation and strong cash flow management.