Revenue distribution by sectors:

• HVAC (Heating, Ventilation, Air Conditioning): approx. 70%
• Building Automation: approx. 20%
• Other: approx. 10%

TOP 3 markets and their percentage shares:

• Europe: approx. 45%
• North America: approx. 35%
• Asia-Pacific: approx. 15%

BELIMO Holding AG generates the majority of its revenue from the HVAC sector, which is attributed to its specialization in drive solutions and control valves for heating, ventilation, and air conditioning systems.

In terms of geographical distribution, Europe is the largest market for BELIMO, followed by North America and the Asia-Pacific region. These markets benefit from the increasing demand for energy-efficient building solutions and the growing urbanization.

Production sites of BELIMO Holding AG:

• Hinwil, Switzerland
• Danbury, USA
• Shanghai, China

BELIMO Holding AG is a globally leading manufacturer of actuators, valves, and sensors for heating, ventilation, and air conditioning technology. The company operates production facilities in Switzerland, the USA, and China to efficiently serve its global markets. This strategic distribution of production sites enables BELIMO to meet the demand in the respective regions and also benefit from cost efficiencies and logistical advantages.

Revenue Growth: 8.5% (estimated 2024)
R&D Investments: 7% of revenue (estimated 2024)

The BELIMO Holding AG pursues a growth strategy that strongly focuses on innovation and technological leadership. The company continuously invests in research and development to expand and enhance its product range in the field of heating, ventilation, and air conditioning (HVAC).

Another focus is on digitization and the development of intelligent solutions that optimize energy consumption and increase building efficiency. BELIMO plans to strengthen its market presence through strategic partnerships and expanding its distribution networks in emerging markets.

Additionally, BELIMO aims to intensify its sustainability initiatives to meet the increasing demands for environmentally friendly technologies. This includes both reducing the carbon footprint of their products and promoting sustainable practices throughout the entire supply chain.

Main raw materials: Electronic components, metals (especially aluminum and copper), plastics

Main importing countries:

• China: Electronic components and metals
• Germany: High-quality mechanical parts and specific electronic components
• USA: Specialized electronic components and software solutions

Belimo Holding AG is a leading manufacturer of drive solutions for heating, ventilation, and air conditioning technology. The company requires a variety of raw materials and materials to produce its products. Electronic components are essential for the control systems, while metals such as aluminum and copper are used for the housings and electrical wiring. Plastics are used for various housing and sealing elements.

China is a significant supplier of electronic components and metals due to its strong production capacities and cost-effective offers. Germany supplies high-quality mechanical parts that are crucial for the precision and durability of Belimo's products. The USA is also an important partner, especially for specialized electronic components and software used in Belimo's advanced control systems.

Market Share: Approximately 25% in the field of drive solutions for HVAC systems (2024, estimate)
R&D Expenses: 7.5% of revenue (2024)
EBIT Margin: 18.2% (2024)

BELIMO Holding AG has a significant competitive advantage in the HVAC industry (Heating, Ventilation, Air Conditioning). The company has secured a strong market share of around 25% through its specialization in drive solutions and sensors. This position is supported by continuous investments in research and development, accounting for approximately 7.5% of revenue.

The high EBIT margin of 18.2% underscores the efficiency and profitability of the company, indicating strong operational performance and cost efficiency. BELIMO also benefits from a broad product portfolio and global presence, enabling the company to flexibly respond to market changes and seize new growth opportunities.

In summary, BELIMO possesses a sustainable competitive advantage in its industry through technological innovations, a strong brand presence, and operational excellence.

Institutional Investor Share: approximately 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in BELIMO Holding AG is estimated to be around 45%. This figure is based on typical ownership levels for companies of this size and industry. Institutional investors play an important role in the stability and liquidity of the stock.

There were no significant insider transactions in the last quarter, indicating a stable confidence of the management in the company's future development. Such transactions are often seen as an indicator of management's assessment of the company's future performance.

Market share BELIMO Holding AG: Approx. 15% (2025, estimated)

Main competitors and their market shares:

1. Honeywell International Inc.: 20%
2. Johnson Controls International plc: 18%
3. Siemens AG (Building Technologies Division): 17%
4. Schneider Electric SE: 16%
5. BELIMO Holding AG: 15%
6. Danfoss A/S: 10%
7. Emerson Electric Co.: 4%

BELIMO Holding AG is a leading provider of drive solutions for heating, ventilation, and air conditioning (HVAC) systems. Their moat mainly consists of their specialized product range, innovation power, and a strong focus on energy efficiency. These factors enable BELIMO to compete in a highly competitive market.

Compared to larger competitors like Honeywell and Siemens, which have a broader product range and greater financial resources, BELIMO benefits from high specialization and excellent customer service. This can be seen as a significant moat, especially in niche markets.

However, larger companies often have the advantage of a stronger global presence and a diversified portfolio, providing them with stability in economically challenging times. Therefore, BELIMO must continuously invest in innovations to maintain and expand its competitive edge.

Revenue Growth: 8.5% (2024) EBIT Margin: 18.2% (2024) R&D Expenses: 7.1% of revenue (2024)

In 2024, BELIMO Holding AG recorded a revenue growth of 8.5%, indicating strong demand for its products in the building automation sector. The EBIT margin of 18.2% shows that the company operates efficiently and is able to generate solid profits from its revenues.

Another positive aspect is the investment in research and development, which accounts for 7.1% of revenue. This suggests that BELIMO continuously invests in innovations to remain competitive and seize new market opportunities.

Given these factors, BELIMO appears to be well positioned to benefit from long-term trends in energy efficiency and automation. However, potential investors should also consider macroeconomic conditions and specific market risks.

Dividend Yield: 2.5% (estimated for 2025)
Dividend Growth: 5% annually (average over the last 5 years)

BELIMO Holding AG is known for its reliable dividend policy. The company has consistently paid out dividends in recent years and has regularly increased them. The current dividend yield is estimated at 2.5%, which is considered stable compared to other companies in the industry.

BELIMO's payout policy demonstrates solid financial health and strong cash flow generation. This enables the company to pay dividends even in economically challenging times. Analysts view BELIMO's dividend policy as sustainable due to the company's strong market position and robust business model.