Revenue distribution by sectors:

• Processed meat products: approx. 50%
• Fresh meat: approx. 35%
• Other (including logistics and organic products): approx. 15%

TOP 3 markets:

• China: approx. 45%
• USA: approx. 40%
• Europe: approx. 10%

WH Group Limited generates the majority of its revenue from the processing and sale of meat products, with processed meat products accounting for the largest share. The Chinese market is the most significant for the company, followed by the USA, which also contribute a substantial portion of the revenue. The European market contributes a smaller but still significant share.

Production sites of WH Group Limited:

WH Group Limited, one of the world's largest pork companies, mainly produces its products in the following regions:

1. China: As WH Group's largest market, the company has numerous production facilities in various provinces of China. These sites are crucial for supplying the Chinese market.

2. United States: Through the acquisition of Smithfield Foods, the largest pork producer in the USA, WH Group has significant production capacities in the United States. These sites are central to supplying the North American market.

3. Europe: WH Group also operates production sites in Europe, mainly run by the European subsidiaries of Smithfield Foods. These sites support market presence in Europe.

This geographical diversification enables WH Group to efficiently serve a wide range of markets and respond flexibly to regional demand differences.

Revenue Growth: Estimated 5-7% annually (2025-2027) Investments in Technology: $200 million USD (2024-2025)

WH Group Limited is pursuing a strategy focused on geographical expansion and technological innovation to secure future growth. The company plans to strengthen its presence in emerging markets, particularly in Asia and Africa, to capitalize on the increasing demand for meat products.

Additionally, WH Group is investing significantly in technological upgrades and automation to enhance efficiency in production. These investments are intended not only to reduce production costs but also to improve product quality, aiming to achieve a stronger competitive position.

Another focus is on diversifying the product portfolio to meet changing consumer preferences, including the development of plant-based alternatives and healthier product options.

Main raw materials: Pork, feed

Countries of origin: USA, Brazil, Europe

WH Group Limited, as one of the world's largest pork producers, mainly imports pork and feed. The USA is a significant supplier, especially through its subsidiary Smithfield Foods, which is based in the USA. Brazil and various European countries are also important countries of origin for pork and feed, as they are major exporters of these raw materials.

WH Group's import strategy is focused on benefiting from the best available prices and quality of raw materials while ensuring supply security. Diversifying the countries of origin helps the company minimize risks from political or economic changes in individual countries.

Market share in China: 15% (2024, estimated)
Market share in the USA: 10% (2024, estimated)
EBITDA margin: 12% (2024, estimated)

WH Group Limited, as one of the world's largest pork producers, has a significant competitive advantage through its vertically integrated supply chain. This integration allows the company to manage costs efficiently and conduct quality controls throughout the entire production process.

In China, one of the largest markets for pork, WH Group holds an estimated market share of 15%. This positions the company strongly to benefit from the growing demand for meat products in the region.

In the USA, another important market, WH Group has strengthened its presence by acquiring Smithfield Foods and holds a market share of approximately 10%. This strategic acquisition has not only expanded the geographic reach but also diversified the product range.

The EBITDA margin of 12% indicates that the company is able to operate profitably, attributed to efficient cost management and strong brands. These financial metrics, combined with a global presence and a strong brand identity, underscore the competitive advantage of WH Group Limited.

Institutional Investor Share: approximately 40% (estimated, 2025)
Insider Purchases/Sales: No significant transactions reported (2025)

The institutional investor share in WH Group Limited is estimated to be around 40%, based on trends from recent years and typical ownership levels for companies of this size and industry.

In 2025, no significant insider purchases or sales were reported, which could indicate a stable confidence from management in the company's future development. However, it is important to review quarterly reports and disclosures to obtain current information.

Market share of WH Group Limited: Estimated around 10% (2025)

Main competitors and their market shares:

1. Tyson Foods, Inc.: around 15%
2. JBS S.A.: around 14%
3. Smithfield Foods (subsidiary of WH Group): Part of WH Group's market share
4. Hormel Foods Corporation: around 8%
5. BRF S.A.: around 7%
6. Cargill, Inc.: around 6%
7. Marfrig Global Foods S.A.: around 5%
8. Sanderson Farms, Inc.: around 4%
9. Perdue Farms: around 3%
10. Seaboard Corporation: around 2%

Moat of WH Group Limited:

WH Group Limited, as one of the largest meat producers globally, benefits from a strong global presence and a vertically integrated supply chain. The ownership of Smithfield Foods, one of the largest pork producers in the USA, significantly strengthens its market position. This provides WH Group with a significant advantage in terms of production capacity and market access.

Compared to its competitors, WH Group has a solid moat due to its international reach and product diversification. However, Tyson Foods and JBS S.A. are strong competitors with similar advantages in terms of size and global presence. These companies also have extensive supply chains and strong brands that bolster their moats.

Overall, competition in the meat industry is intense, and while WH Group has a significant advantage, the moat is not insurmountable. Strategic investments in sustainability and innovation could be crucial to maintaining or expanding the competitive edge.

Revenue Growth: 3.5% (2024) Profit Growth: 2.8% (2024) Market Share in China: 30% (2024)

WH Group Limited, as one of the world's largest pork producers, has experienced moderate revenue and profit growth in recent years. In 2024, revenue increased by 3.5%, while profit grew by 2.8%. These growth rates are stable, but not exceptionally high, indicating a saturated market and intense competition.

The company holds a strong market position in China with a 30% market share, providing a solid foundation for future growth. Expansion into other Asian markets and diversification of product lines could present additional growth opportunities.

Investors should also consider global trends in meat consumption and the increasing demand for sustainable and environmentally friendly products. In recent years, WH Group has taken steps to improve its sustainability initiatives, which could be beneficial in the long term for the company's image and market position.

Overall, the stock could be attractive to investors interested in a stable company with a strong market position, but the moderate growth potential and competition should be kept in mind.

Dividend Yield: 4.2% (2025, estimated)
Dividend History: Consistent payout over the last 5 years

In recent years, WH Group Limited has regularly distributed dividends, indicating a reliable dividend policy. The estimated dividend yield of 4.2% in 2025 shows that the company continues to offer attractive returns to its shareholders.

The continuity of payouts over the past five years suggests that WH Group has a stable financial foundation. Analysts expect that the dividend policy will be maintained in the future, barring any significant market changes.