Revenue distribution by sectors:

• Automotive industry: approx. 60%
• Industrial products: approx. 30%
• Consumer goods: approx. 10%

TOP 3 markets and their percentage shares:

• China: approx. 35%
• Europe: approx. 30%
• North America: approx. 25%

Johnson Electric Holdings Limited generates the majority of its revenue from the automotive industry, which is attributed to its strong position as a supplier of motors and electric drive solutions. Industrial products and consumer goods complement the portfolio and offer diversification opportunities.

Geographically, China is the largest market for the company, followed by Europe and North America. These markets are crucial for the growth and strategic direction of Johnson Electric, as they encompass both established and emerging automotive markets.

Production sites of Johnson Electric Holdings Limited:

• China: Main production site
• Mexico: Important location for the North American market
• Hungary: European production site
• USA: Production and development sites
• Germany: Production and development sites

Johnson Electric Holdings Limited is a globally operating company specializing in the manufacturing of electric motors and integrated control systems. The main production facilities are located in China, where the company benefits from cost advantages and proximity to key suppliers.

In addition, Johnson Electric has production sites in Mexico, which serve the North American market in particular. In Europe, Hungary and Germany are important locations that encompass both production and research and development.

This geographical diversification enables Johnson Electric to flexibly respond to market demands and leverage logistical advantages to efficiently serve customers worldwide.

Revenue Growth: Estimate 5-7% annually (2025)

Focus on Electromobility and Automation

Johnson Electric Holdings Limited pursues a growth strategy that is heavily focused on expanding in the areas of electromobility and automation. The company is increasing its investments in research and development to provide innovative solutions for the automotive sector, particularly in the field of electric propulsion systems and vehicle automation.

In addition, Johnson Electric is emphasizing geographical expansion, especially in high-growth markets such as Asia and North America. Through strategic partnerships and acquisitions, the company plans to strengthen its market presence and integrate new technologies.

Another key focus is on improving operational efficiency and sustainability to enhance competitiveness and reduce the ecological footprint. This includes initiatives for energy conservation and reducing emissions in production.

Main raw materials: Copper, steel, aluminum, plastic

Countries of origin:

• Copper: Chile, Peru
• Steel: China, Japan
• Aluminum: Australia, Canada
• Plastic: USA, Germany

Johnson Electric Holdings Limited is a leading provider of electric motors and drive systems. The company imports various raw materials for the production of its products. Copper is mainly sourced from Chile and Peru, as these countries are among the largest copper producers worldwide. Steel is imported from China and Japan, known for their strong steel production.

Aluminum is sourced from Australia and Canada, as these countries have significant bauxite deposits and are leading aluminum producers. Plastic is imported from the USA and Germany, known for their advanced technologies in plastic production.

This diversification of sources helps Johnson Electric minimize the risk of supply shortages and optimize material costs.

Market share in the automotive industry: 5% (estimated, 2025)
R&D investments: 4.8% of revenue (2024)
EBITDA margin: 12.5% (2024)

Johnson Electric Holdings Limited has a moderate competitive advantage stemming from several factors. The company is a significant player in the automotive industry, particularly in the field of electric motors and drive systems. With an estimated 5% market share in the automotive industry, it holds a strong position despite operating in a highly fragmented market.

A key aspect of Johnson Electric's competitive advantage is its continuous investment in research and development, accounting for 4.8% of revenue. These investments enable the company to develop innovative products and adapt to the rapidly changing technological requirements of the industry.

The 12.5% EBITDA margin demonstrates an efficient cost structure and the ability to achieve stable profits. This is particularly crucial in a competitive market environment where cost efficiency is paramount.

In summary, Johnson Electric possesses a solid, though not insurmountable, competitive advantage. Sustained focus on innovation and efficiency will be crucial to maintaining and expanding this advantage in the years to come.

Institutional Investor Share: 42% (2025, estimated)

Insider Buys/Sells: No significant changes (2025, estimated)

The institutional investor share in Johnson Electric Holdings Limited is estimated to be around 42%. This figure indicates that a significant portion of the shares are held by institutional investors, suggesting a certain level of confidence in the company's long-term stability and growth potential.

Regarding insider buys or sells, there were no significant changes in 2025. This could indicate that the management and other insiders are satisfied with the current company strategy and see no need to make substantial changes to their positions.

Market share of Johnson Electric Holdings Limited: Estimate: approx. 5% (2025)

Top competitors and their market shares:

1. Robert Bosch GmbH: approx. 20%
2. Denso Corporation: approx. 18%
3. Valeo S.A.: approx. 15%
4. Continental AG: approx. 12%
5. Magna International Inc.: approx. 10%
6. Aisin Seiki Co., Ltd.: approx. 8%
7. Johnson Electric Holdings Limited: approx. 5%
8. Mitsuba Corporation: approx. 4%
9. BorgWarner Inc.: approx. 3%
10. Nidec Corporation: approx. 3%

Moat of Johnson Electric:

Johnson Electric has a moderate moat, mainly based on its specialization in the production of precision motors and systems. The company benefits from strong innovation capabilities and a wide range of products, allowing it to be present in various market segments.

However, compared to its competitors, Johnson Electric has a less pronounced moat. Companies like Robert Bosch and Denso have larger financial resources, more extensive research and development departments, and a stronger global presence. These factors give them a significant competitive advantage.

In summary, Johnson Electric operates in a highly competitive market where larger competitors have stronger moats. Nevertheless, the company can successfully compete in certain niche markets due to its specialization and innovation capabilities.

Revenue Growth: 8% (2024) Profit Growth: 6% (2024) R&D Expenses: 5% of revenue (2024)

Johnson Electric Holdings Limited recorded a revenue growth of 8% in 2024, attributed to strong demand in their core markets and successful expansion into new regions. Profit growth was at 6%, indicating efficient cost controls and operational improvements.

The company continues to invest heavily in research and development, with 5% of revenue allocated to innovative technologies and product enhancements. These investments could lead to long-term competitive advantages and further increase growth potential.

The solid financial performance, combined with a strategic focus on innovation and market expansion, suggests that Johnson Electric Holdings Limited could be a promising investment opportunity. However, investors should also consider external factors such as market conditions and geopolitical risks before making a final decision.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Consistent payout over the last 5 years

Johnson Electric Holdings Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be 2.5% for the year 2025, based on the latest available data and historical payouts.

The company has a solid dividend history and is considered reliable in its distributions. The consistent dividend payments over the past five years demonstrate the company's commitment to returning a portion of profits to shareholders. Analysts view Johnson Electric's dividend policy as stable, provided that economic conditions and corporate earnings remain at a similar level.