Industry Turnover (2025):

• Industrial Automation: 35%
• Energy Infrastructure: 30%
• Automotive Industry: 25%
• Other: 10%

TOP 3 Markets (2025):

• China: 40%
• USA: 25%
• Europe: 20%

Delta Electronics (Thailand) Public Company Limited mainly generates its turnover from industrial automation, energy infrastructure, and the automotive industry. These sectors reflect the company's strategic focus on energy-efficient solutions and technologies.

Geographically, China is the largest market for Delta Electronics, driven by strong demand for technological solutions and energy infrastructure in the region. The USA and Europe follow as important markets, also making significant contributions to the company's turnover.

Production sites of Delta Electronics (Thailand) Public Company Limited:

1. Thailand: Main production site
2. India: Expanded production capacities
3. Slovakia: European production facility

Delta Electronics (Thailand) Public Company Limited has its main production sites in Thailand, where it manufactures a variety of its products, including power supply devices and electronic components. In order to strengthen its global presence and meet demand in various markets, the company has also established production sites in India and Slovakia. This strategic distribution of production sites enables Delta Electronics to respond more efficiently to regional market requirements and optimize supply chains.

Revenue Growth: Estimated 10-12% annually (2025-2027)
Focus on Sustainability: Investments in green technologies and energy efficiency

Delta Electronics (Thailand) Public Company Limited pursues a strategy that is strongly focused on sustainability and technological innovation. The company plans to increase its market share through investments in green technologies and energy-efficient solutions. This includes particularly the development of products for renewable energies and the enhancement of energy efficiency in existing products.

Another key focus is on expanding into new markets, especially in Asia and Europe, to strengthen its global presence. Through strategic partnerships and acquisitions, Delta Electronics plans to broaden its product range and attract new customers.

Additionally, the company is investing in research and development to offer innovative solutions that meet the changing demands of the industry. This strategy aims to stabilize revenue growth in the coming years and further enhance the company's competitiveness.

Main raw materials: Semiconductors, copper, aluminum, plastics

Import countries: China, Japan, South Korea, Taiwan

Delta Electronics (Thailand) Public Company Limited imports a variety of raw materials necessary for the production of their electronic products. These include semiconductors, copper, and aluminum, which are essential for the production of electronic components.

China is one of the main suppliers of semiconductors and electronic components, while Japan and South Korea are also significant sources of high-quality electronic materials. Taiwan is known for its semiconductor industry and also supplies important components.

This import strategy enables Delta Electronics to source high-quality materials at competitive prices to meet their production requirements.

Market share in Southeast Asia: 25% (2024)
R&D investments: 8% of revenue (2024)
EBITDA margin: 18% (2024)

Delta Electronics (Thailand) Public Company Limited has a significant competitive advantage in the Southeast Asia region, especially due to its high market share of 25%. This is supported by continuous investments in research and development, which account for 8% of revenue. These investments enable the company to develop innovative products and maintain its technology leadership.

The EBITDA margin of 18% indicates that Delta Electronics operates efficiently and is able to generate solid profits. These key figures suggest that the company is well positioned to benefit from the increasing demand for electronic solutions in the region and further enhance its competitive advantage.

Institutional investor share: approx. 45% (estimated for 2025)
Insider purchases/sales: No significant transactions reported (2025)

The institutional investor share in Delta Electronics (Thailand) Public Company Limited is estimated to be around 45%. This demonstrates the confidence of major investors in the company's long-term stability and growth potential.

No significant insider transactions were reported in 2025. This could indicate that the management and other insiders are satisfied with the current valuation of the company or do not expect any significant changes in the corporate strategy.

Market share of Delta Electronics (Thailand): 12% (2025, estimated)

Main competitors and their market shares:

1. Schneider Electric: 15%
2. ABB Ltd.: 14%
3. Siemens AG: 13%
4. Delta Electronics (Thailand): 12%
5. Eaton Corporation: 10%
6. Mitsubishi Electric: 9%
7. Rockwell Automation: 8%
8. Honeywell International: 7%
9. Emerson Electric: 6%
10. General Electric: 6%

Delta Electronics (Thailand) has a significant market share of 12% and ranks among the top 5 in the industry. The company's moat is based on its strong presence in the electronics and automation industry, especially in Asia. Delta Electronics benefits from a solid product diversification and a strong focus on energy-efficient solutions, giving it a competitive advantage.

Compared to its competitors, Schneider Electric has a slightly larger market share and is known for its comprehensive product range and global reach. ABB and Siemens also have strong positions due to their established brands and technological innovations.

Delta Electronics' moat could be considered moderate, as the company leads in certain niche markets. However, some of the larger competitors like Schneider Electric and Siemens may have a stronger moat due to their broader global presence and extensive resources.

Revenue Growth: 18% (2024) Profit Growth: 15% (2024) Market Share in the Asian Region: 25% (2024)

Delta Electronics (Thailand) Public Company Limited recorded a solid revenue growth of 18% in 2024, attributed to strong demand for their electronic solutions and successful expansion into new markets. The company also achieved a profit growth of 15%, indicating efficient cost controls and improved operational efficiency.

With a market share of 25% in the Asian region, Delta Electronics positions itself as one of the leading providers in the region. Continued investment in research and development, as well as a focus on sustainable technologies, could further strengthen the company in the coming years.

Overall, Delta Electronics demonstrates positive business development and market positioning, indicating a good investment opportunity, especially for investors interested in long-term growth.

Dividend yield: 1.5% (estimated for 2025)
Dividend history: Regular payouts in recent years

Delta Electronics (Thailand) Public Company Limited has regularly distributed dividends in recent years. The dividend yield for 2025 is estimated to be around 1.5%, based on the latest available financial data and payout patterns.

The company has a solid dividend history, indicating a reliable payout policy. This reliability is supported by Delta Electronics' stable financial performance and strong market position. Therefore, investors can expect regular dividend payments in the future, provided there are no significant market changes.