Revenue distribution by sectors:

• Electronic learning products: approx. 40%
• Telecommunication products: approx. 35%
• Other electronic products: approx. 25%

TOP 3 markets and their percentage shares:

• USA: approx. 45%
• Europe: approx. 30%
• Asia-Pacific: approx. 15%

Vtech Holdings Limited generates the majority of its revenue from electronic learning products, followed by telecommunication products. The U.S. market is the largest individual market for Vtech, followed by Europe and the Asia-Pacific region. These markets are crucial for the company as they account for the majority of its revenue.

Production Sites:

• China
• Malaysia
• Mexico

Vtech Holdings Limited produces the majority of its products in China, which historically has been the company's main production site. However, in recent years, Vtech has diversified its production capacities to minimize risks and respond to geopolitical tensions. Therefore, the company has also established production facilities in Malaysia and Mexico. This diversification allows Vtech to respond more flexibly to market demands and trade conditions.

Strategy for Future Growth:

Vtech Holdings Limited pursues a strategy based on diversification and innovation. The company focuses on expanding its product lines in the electronic learning toys and communication products sectors.

A key component of the growth strategy is investing in research and development to create innovative products that meet changing consumer needs. Vtech plans to strengthen its presence in emerging markets to benefit from the increasing demand for electronic learning products.

Additionally, the company relies on strategic partnerships and acquisitions to enhance its market position and integrate new technologies. Sustainability and the implementation of environmentally friendly production methods are also part of Vtech's long-term growth strategy.

These measures are intended to help maintain market leadership in core segments and unlock new growth opportunities.

Main raw materials: Plastic, electronic components, metal

Countries of origin: China, Taiwan, Japan, South Korea

Vtech Holdings Limited mainly imports raw materials such as plastic, electronic components, and metal for the production of their products. These materials are predominantly sourced from Asian countries, with China being the main supplier for plastic and electronic components. Taiwan and Japan supply specialized electronic components, while South Korea also plays a significant role in supplying electronic materials.

The choice of these countries as suppliers is due to the well-developed infrastructure, high production capacity, and competitive prices they offer. These factors help Vtech optimize its production costs and remain competitive.

Market Share: 20% in the electronic learning toy sector (2025)

R&D Expenses: 5% of revenue (2025)

Vtech Holdings Limited has a significant competitive advantage in the electronic learning toy sector, where the company holds a market share of about 20%. This advantage is supported by continuous investments in research and development, which account for approximately 5% of revenue.

The strong brand awareness and wide product range enable Vtech to stand out from competitors. Additionally, the company benefits from its global presence and the ability to quickly respond to market trends.

In the long term, the competitive advantage could be further strengthened through technological innovations and the exploration of new markets. However, challenges exist in the form of increasing competition and changing consumer preferences.

Institutional Investor Share: Estimated 30-40% (2026)

Insider Buys/Sells: No specific current data available

The institutional investor share in Vtech Holdings Limited is estimated to be around 30-40%. This estimate is based on typical ownership patterns of companies of similar size and industry. Institutional investors play an important role in stabilizing stock prices and can strengthen confidence in the company.

There is no specific current data available on insider buys or sells. However, such transactions can be significant as they are often seen as an indicator of management's confidence in the company's future performance. It is advisable to consult the official reports and publications of the stock exchange supervisory authority for detailed information.

Market share of Vtech Holdings Limited: 12% (estimated 2026)

Top competitors and their market shares:

1. LeapFrog Enterprises: 15%
2. Fisher-Price (Mattel): 14%
3. Hasbro: 13%
4. Vtech Holdings Limited: 12%
5. Spin Master: 10%
6. Lego: 9%
7. Bandai Namco: 8%
8. Tomy Company: 7%
9. Jakks Pacific: 6%
10. Playmobil: 6%

Moat of Vtech Holdings Limited:

Vtech Holdings Limited has a moderate moat, mainly based on its strong brand recognition and innovation in the electronic learning toy sector. The company benefits from an established global distribution network and a wide product portfolio ranging from baby toys to electronic learning computers.

Compared to its competitors, Vtech has an advantage in quickly adapting to technological trends and integrating new technologies into its products. This allows the company to thrive in a fast-paced market environment.

However, some competitors like Fisher-Price and Hasbro have a stronger moat due to their extensive product lines and stronger brand presence in various toy categories. These companies also benefit from larger marketing budgets and a stronger global presence.

Overall, Vtech has a significant advantage in its niche of electronic learning toys, but they must remain continuously innovative to keep up with larger competitors and defend their market share.

Revenue Growth: 5.8% (2025) Profit Growth: 4.2% (2025) Dividend Yield: 4.5% (2025)

Vtech Holdings Limited recorded a moderate revenue growth of 5.8% in 2025. This is attributed to stable demand for their electronic learning products and telecommunications devices. Profit growth stands at 4.2%, indicating an efficient cost structure and operational improvements.

The dividend yield of 4.5% is attractive to investors seeking stable returns. Vtech has a history of reliable dividend payments, enhancing confidence in the company's financial stability.

Despite the moderate growth, Vtech demonstrates solid financial performance and offers an appealing dividend yield. This could present an interesting investment opportunity for investors prioritizing stable returns. However, it is important to also consider the long-term market trends and the company's innovation capabilities.

Dividend Yield: 5.2% (2026, estimated)
Dividend History: Stable payouts over the last 5 years

Vtech Holdings Limited has regularly distributed dividends in recent years. The dividend yield is currently around 5.2%, which is considered attractive compared to other companies in the industry.

The reliability of Vtech's dividend payments is supported by a solid financial foundation and consistent business development. Over the past five years, the company has consistently paid its dividends, indicating a sustainable payout policy. Analysts believe that Vtech will continue to be able to pay stable dividends in the future, provided that no significant negative market changes occur.