Industry Revenues:

• Smart Metering Systems: approx. 50%
• Energy Efficiency Solutions: approx. 30%
• Data Management and Services: approx. 20%

TOP 3 Markets:

• China: approx. 60%
• Southeast Asia: approx. 20%
• Europe: approx. 10%

Wasion Holdings Limited generates the majority of its revenues from the smart metering systems industry, which accounts for about half of the total revenue. Energy efficiency solutions and data management are also significant revenue drivers.

The Chinese market is the largest and most important for the company, followed by Southeast Asia and Europe. These markets offer significant growth opportunities due to the increasing demand for smart energy solutions and advancing digitalization.

Production Sites: China

Wasion Holdings Limited mainly produces its products in China. The company has established its production facilities in various regions of China to benefit from the advantages of local infrastructure and proximity to key markets. China provides Wasion Holdings with a cost-efficient production environment, enabling the company to offer competitive prices for its products.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025)

Wasion Holdings Limited pursues a strategy focused on technological innovation and geographical expansion. The company heavily invests in research and development to expand and enhance its range of intelligent metering solutions.

Another key focus is on tapping into new markets, particularly in Asia and Africa, where the demand for smart energy management solutions is increasing. Wasion Holdings plans to strengthen its market presence in these regions through strategic partnerships and acquisitions.

Additionally, the company is prioritizing the digitization of its processes to achieve efficiency gains and reduce operating costs. These measures are intended to enhance competitiveness and ensure long-term growth.

Main raw materials: Copper, Aluminum, Plastic

Countries of origin:

• Copper: Chile, Peru
• Aluminum: Australia, Russia
• Plastic: China, Germany

Wasion Holdings Limited, a company specializing in the production of smart measuring devices, mainly imports raw materials such as copper and aluminum, which are essential for the production of electrical components. Copper is mainly imported from Chile and Peru, as these countries are among the largest copper producers worldwide. Aluminum is primarily sourced from Australia and Russia, which are also leading exporters of this metal.

In addition, Wasion sources plastic materials needed for the casings and other non-conductive components of the measuring devices. These plastics are imported from both China and Germany, with China being preferred for its cost-effective production and Germany for its high-quality materials.

Market Share: Estimated 20% in the area of smart metering solutions (2026)

Research & Development: 7% of revenue (2025)

Gross Margin: 35% (2025)

Wasion Holdings Limited has a significant competitive advantage in the field of smart metering solutions, especially in China. The company benefits from a strong market share and a solid position in the industry.

A key factor for the competitive advantage is the continuous investment in research and development, accounting for about 7% of revenue. This enables Wasion to develop innovative products and differentiate itself from competitors.

In addition, a gross margin of 35% contributes to a stable financial foundation, allowing the company to invest in new technologies and markets. The strong market position is further strengthened by strategic partnerships and a wide range of products.

Institutional Investor Share: Estimated at 45% (2026)

Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Wasion Holdings Limited is approximately 45%, indicating that a significant number of shares are held by large financial institutions. This can be an indicator of confidence in the company's long-term stability and growth potential.

In 2025, there were no significant insider buys or sells, suggesting that the management and other insiders are currently not making significant changes to their stake in the company. This could indicate a stable assessment of the current company strategy and performance.

Market share of Wasion Holdings Limited: Estimate: 4-6% (2026)

Top competitors and their market shares:

1. Schneider Electric: 15%
2. Siemens AG: 12%
3. ABB Ltd.: 10%
4. General Electric: 8%
5. Honeywell International Inc.: 7%
6. Wasion Holdings Limited: 4-6%
7. Landis+Gyr: 4%
8. Itron Inc.: 3%
9. Aclara Technologies LLC: 2%
10. Sensus (Xylem Inc.): 2%

Wasion Holdings Limited is a significant player in the field of smart metering systems and energy management solutions, albeit with a smaller market share compared to global giants like Schneider Electric and Siemens. These companies have a larger moat due to their wide product range, global presence, and strong brands.

Wasion Holdings' moat mainly lies in its specialization in the Asian market and its innovation in developing cost-effective and technologically advanced metering solutions. However, this advantage is limited compared to larger competitors that have more extensive resources and a broader product portfolio.

Overall, Wasion Holdings' moat is less pronounced compared to industry leaders. The larger competitors have a significant advantage due to their global reach, strong brands, and extensive research and development resources.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)
Market Share in Smart Metering: 12% (2025, estimated)

In 2025, Wasion Holdings Limited achieved a solid revenue growth of 8.5%. This is attributed to the increasing demand for smart metering solutions, especially in the emerging markets of Asia. The company has strengthened its market position through strategic partnerships and innovations in smart metering technology.

The profit growth of 10.2% in 2025 indicates that Wasion Holdings was not only able to increase its revenues but also improve its profitability. This is a positive sign for investors as it points to an efficient cost structure and successful implementation of the company's strategy.

With an estimated market share of 12% in the smart metering sector, Wasion Holdings is well positioned to benefit from the increasing digitization and global efforts towards energy efficiency. The company's long-term growth prospects appear promising, especially given the global trends towards sustainable energy supply and smart infrastructure.

Overall, Wasion Holdings Limited could present an attractive investment opportunity, especially for investors interested in the long-term development of smart energy solutions.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

Wasion Holdings Limited has regularly distributed dividends in recent years, indicating a certain level of reliability. The estimated dividend yield for 2026 is around 3.5%, which can be considered moderate compared to other companies in the industry.

The company has followed a stable dividend policy in the past, indicating a solid financial foundation and sustainable earnings power. However, investors should also keep an eye on the overall market trends and the specific business performance of Wasion Holdings to better assess the future reliability of dividend payments.