Revenue distribution by sectors:

• Public transportation: approx. 70%
• Taxi services: approx. 15%
• Vehicle maintenance and repair: approx. 10%
• Other services: approx. 5%

TOP 3 markets and their percentage shares:

• Singapore: approx. 50%
• Australia: approx. 25%
• United Kingdom: approx. 15%

ComfortDelGro Corporation Limited generates the majority of its revenue from public transportation, which is the central pillar of its business model. The home market of Singapore remains the largest revenue contributor, followed by Australia and the United Kingdom, which also make significant contributions. These markets are crucial for the company's strategic direction and growth.

Production Sites: Singapore, Australia, United Kingdom

ComfortDelGro Corporation Limited is a multinational transportation company headquartered in Singapore. The company operates primarily in the public transportation sector, including bus, taxi, and rail services. Traditional production is not the main focus at ComfortDelGro, as it primarily provides services.

However, ComfortDelGro operates subsidiaries and joint ventures in various countries, including Australia and the United Kingdom, where they offer their services and also maintain and customize vehicles. The headquarters is located in Singapore, where many strategic decisions are made.

Revenue Growth: 3.8% (2025)
Profit Growth: 4.5% (2025)

ComfortDelGro Corporation Limited pursues a diversified growth strategy based on several pillars. Firstly, the company is increasingly focusing on digitizing and automating its services to achieve efficiency gains and enhance customer satisfaction. This includes the introduction of new technologies in the field of mobility services and improving user experience through digital platforms.

Secondly, ComfortDelGro is expanding internationally, particularly in markets with high growth potential in Asia and Europe. This expansion is supported by strategic partnerships and acquisitions to strengthen market presence and tap into new revenue sources.

Furthermore, the company is investing in sustainable mobility solutions to meet the growing demand for environmentally friendly transport options. This includes expanding the fleet with electric vehicles and implementing environmentally friendly operational practices.

This strategy aims to secure long-term growth while responding to changing market conditions and customer needs.

Main raw materials: Fuels, vehicle parts, tires
Main importing countries: Malaysia, Japan, Germany

ComfortDelGro Corporation Limited, as one of the largest transportation companies, mainly imports fuels to ensure the operation of its fleet. These are often sourced from neighboring countries such as Malaysia to keep transportation costs low.

In addition, the company imports vehicle parts and tires necessary for the maintenance and operation of their buses, taxis, and other vehicles. These parts often come from countries with a strong automotive industry such as Japan and Germany, known for their high-quality products.

The selection of importing countries is based on the availability, quality, and costs of the raw materials and materials crucial for the operation of ComfortDelGro.

Market share in public transport in Singapore: approximately 60% (2026, estimated)
International presence: Active in over 7 countries (2026)
Fleet size: Over 40,000 vehicles worldwide (2026, estimated)

ComfortDelGro Corporation Limited has a significant competitive advantage, especially in public transport in Singapore, where the company holds an estimated market share of about 60%. This strong market position is supported by long-term contracts and an established infrastructure.

Internationally, ComfortDelGro has expanded its presence in over seven countries, making the company less vulnerable to local market fluctuations. The large fleet size of over 40,000 vehicles worldwide allows the company to leverage economies of scale and operate cost-effectively.

Additionally, ComfortDelGro continuously invests in technological innovations and sustainable mobility solutions, further enhancing its competitiveness. These strategic initiatives help the company to thrive in a rapidly changing market environment.

Institutional Investor Share: approximately 45% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last year (estimated, 2026)

ComfortDelGro Corporation Limited has traditionally maintained a stable institutional investor share of around 45%. This demonstrates the confidence of institutional investors in the company's business model and market position.

There have been no significant insider transactions in the past year, indicating a stable confidence of the management in the company's future development. Such information is important as it provides potential investors with insights into the internal perspective on the company's performance.

Market share of ComfortDelGro Corporation Limited: Estimated 10% (2026)

Top competitors and their market shares:

1. Grab Holdings Inc.: Estimated 25% (2026)
2. Gojek (part of GoTo Group): Estimated 20% (2026)
3. SMRT Corporation Ltd: Estimated 15% (2026)
4. Transdev: Estimated 10% (2026)
5. SBS Transit Ltd (subsidiary of ComfortDelGro): Estimated 8% (2026)

Economic moat of ComfortDelGro:

ComfortDelGro possesses a moderate economic moat, primarily due to its established infrastructure and long-standing presence in the public transportation sector in Singapore and other international markets. Diversification into various transportation services, including buses, taxis, and trains, provides the company with a certain level of stability and resilience to market fluctuations.

Compared to competitors like Grab and Gojek, who have a significant advantage through technological innovations and flexible business models, the economic moat of ComfortDelGro could be considered less strong. These competitors leverage advanced platforms and data analysis to optimize their services and enhance customer loyalty, giving them a competitive edge.

Another point is that ComfortDelGro benefits from regulatory support and government contracts in some markets, although this advantage is mitigated by the aggressive expansion and innovation capabilities of its competitors.

Revenue Growth: 3.5% (2025) Profit Growth: 2.8% (2025) Market Share in the Transport Sector: 15% (2025)

ComfortDelGro Corporation Limited recorded a moderate revenue growth of 3.5% in 2025, indicating stable demand in the public and private transport sectors. Profit growth was at 2.8%, attributed to efficient cost control and operational improvements.

The company holds a significant market share of 15% in the transport sector, highlighting its strong market position. ComfortDelGro has also invested in sustainable technologies and fleet expansions in recent years, which could support future growth.

Overall, the company demonstrates solid financial health and market position. However, potential investors should also consider general economic conditions and developments in the transport sector to make an informed investment decision.

Dividend Yield: 4.5% (estimated for 2026)
Dividend History: Stable payouts in recent years

ComfortDelGro Corporation Limited has regularly distributed dividends to its shareholders in the past. The dividend yield is estimated to be around 4.5% for 2026, based on recent financial reports and past payouts.

The company has a solid dividend history with stable payouts, indicating a reliable dividend policy. This stability is supported by the company's strong market position and continuous profitability. Therefore, investors can expect a certain level of reliability in terms of future dividend payments, unless significant market changes occur.