Industry Revenues:

• Automotive Industry: approx. 60%
• Electronics/Telecommunications: approx. 20%
• Other Industries (including Consumer Goods, Construction): approx. 20%

TOP 3 Markets:

• Europe: approx. 45%
• Asia: approx. 30%
• North America: approx. 20%

EMS-CHEMIE HOLDING AG generates the majority of its revenues from the automotive industry, which is attributed to its specialization in high-performance polymers and specialty chemicals. These materials are particularly in demand in the automotive sector to develop lighter and more efficient vehicles.

The European market is the largest for EMS-CHEMIE, followed by Asia, where the demand for innovative materials in the electronics and telecommunications industry is growing. North America also remains a significant market, especially due to automotive production and development in the region.

Production sites of EMS-CHEMIE HOLDING AG:

1. Switzerland: Domat/Ems
2. Germany: Groß-Umstadt
3. China: Suzhou
4. USA: Sumter, South Carolina
5. Japan: Kyushu

EMS-CHEMIE HOLDING AG is a globally operating company with production facilities in several countries. The headquarters and one of the largest production plants are located in Domat/Ems, Switzerland. Other significant production sites are located in Germany, China, the USA, and Japan. This geographical diversification enables EMS-CHEMIE to efficiently serve its customers worldwide and meet regional market requirements.

Growth Strategy: Diversification and Innovation (2025)

EMS-CHEMIE HOLDING AG pursues a strategy of diversification and innovation to ensure future growth. The company is increasingly investing in the development of new high-performance polymers that are used in various industries, including the automotive and electronics sectors.

Another focus is on geographical expansion, particularly in fast-growing markets in Asia and North America. By expanding production capacities and entering new markets, EMS-CHEMIE aims to further increase its market share.

Additionally, the company is focusing on sustainable technologies and processes to meet the increasing demands for environmental compatibility. This includes optimizing production processes as well as developing more environmentally friendly products.

Main raw materials: Polyamides, polyolefins, additives

Import countries: Germany, USA, China

EMS-CHEMIE HOLDING AG mainly imports raw materials such as polyamides and polyolefins, which are essential for the production of high-performance polymers and specialty chemicals. These materials are often sourced from countries like Germany and the USA, which have a strong chemical industry.

In addition, the company sources additives and other chemical precursors from China, a significant market for chemical raw materials. These imports are crucial to ensure production capacities and the quality of the end products.

Market share: 10% (2025, estimated)
EBIT margin: 25% (2024)
R&D expenses as a percentage of revenue: 7% (2024)

EMS-CHEMIE HOLDING AG has a significant competitive advantage that manifests in several areas. The company holds an estimated market share of 10% in the high-performance polymers sector, indicating a strong market position.

The EBIT margin of 25% demonstrates high profitability, exceeding the industry average. This suggests efficient operations and strong pricing power.

In addition, EMS-CHEMIE invests 7% of its revenue in research and development, indicating a continuous innovation capability and the ability to bring new and improved products to the market. These factors contribute significantly to their competitive advantage and position the company well for future growth.

Institutional Investor Share: 60% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in EMS-CHEMIE HOLDING AG is estimated to be around 60%. This reflects the interest of investment funds and other large institutional investors who invest in the company to benefit from its stable market position and innovation power.

In 2025, no significant insider buys or sells were reported. This suggests that the management and other insiders are currently not making significant changes to their holdings, indicating a stable confidence in the company's future development.

Market share of EMS-CHEMIE HOLDING AG: 5.2% (estimated 2025)

Top competitors and their market shares:

1. BASF SE: 12.5%
2. Dow Inc.: 11.8%
3. DuPont de Nemours, Inc.: 9.3%
4. Covestro AG: 7.6%
5. SABIC: 6.9%
6. EMS-CHEMIE HOLDING AG: 5.2%
7. Solvay SA: 4.8%
8. Evonik Industries AG: 4.5%
9. Arkema S.A.: 4.2%
10. Lanxess AG: 3.9%

Moat of EMS-CHEMIE HOLDING AG:

EMS-CHEMIE HOLDING AG is known for its specialization in high-performance polymers and specialty chemicals, giving it a certain technological advantage. The company's moat lies in its innovation capabilities and the ability to develop tailored solutions for specific customer requirements. This allows EMS-CHEMIE to differentiate itself in niche markets.

However, compared to larger competitors like BASF or Dow, which have more extensive resources and a broader product portfolio, EMS-CHEMIE's moat is less pronounced. These larger companies often have stronger global distribution networks and can leverage economies of scale more effectively.

Nevertheless, EMS-CHEMIE remains competitive due to its focus on specialized products and its innovation capabilities. The specialty chemicals market is dynamic, and companies with the ability to quickly adapt to new requirements can gain advantages.

Revenue growth: 4.8% (2024) EBIT margin: 25.5% (2024) Return on equity: 18.2% (2024)

EMS-CHEMIE HOLDING AG achieved a revenue growth of 4.8% in 2024. This indicates a stable business development supported by a strong market position and innovative product solutions. The EBIT margin of 25.5% shows that the company operates efficiently and is able to generate high profits from its revenues.

The return on equity of 18.2% is another positive signal indicating effective use of equity. This is an indicator of the company's ability to increase value for shareholders.

In summary, EMS-CHEMIE HOLDING AG can be considered an attractive investment opportunity due to its solid financial indicators and strong operational performance. However, potential investors should also consider other factors such as market conditions and the company's strategic initiatives.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Continuous payout over the last 10 years

EMS-CHEMIE HOLDING AG is known for its reliable dividend policy. The company has consistently distributed dividends in recent years, indicating a stable financial foundation and solid business development.

The estimated dividend yield of 3.5% in 2025 shows that EMS-CHEMIE continues to be able to provide attractive payouts to its shareholders. The consistency of the payouts over a decade speaks to the reliability and financial stability of the company.