Revenue distribution by sectors:

• Sanitary systems: approx. 60%
• Pipeline systems: approx. 25%
• Bathroom ceramics: approx. 15%

TOP 3 markets and their percentage shares:

• Germany: approx. 30%
• Switzerland: approx. 15%
• Italy: approx. 10%

Geberit AG generates the majority of its revenue from the sanitary industry, especially through its sanitary systems, which account for a significant portion of the total revenue. The key markets for Geberit are Germany, Switzerland, and Italy, with Germany being the largest single market. These markets are crucial for the company as they provide stable demand and a strong market presence.

Production sites of Geberit AG:

1. Switzerland
2. Germany
3. Austria
4. Italy
5. Poland
6. China
7. USA

Geberit AG, a leading provider of sanitary products, operates several production facilities worldwide. The main production sites are located in Europe, especially in Switzerland, Germany, and Austria. In addition, the company has expanded its production capacities in Italy and Poland to better serve the demand in Europe.

Outside of Europe, Geberit has production facilities in China and the USA to efficiently serve the markets in Asia and North America. This global presence enables Geberit to flexibly respond to regional market requirements and optimize supply chains.

Strategic Focus:

• Innovation and Sustainability
• Market Expansion in Europe and Asia
• Operational Efficiency Improvement

Geberit AG is pursuing a strategy that strongly focuses on innovation and sustainability. The company continuously invests in the development of new, environmentally friendly products and technologies to meet the increasing demands for sustainable construction.

Another strategic focus is on geographical expansion, particularly in European core markets and selected Asian markets. Geberit plans to strengthen its market presence through targeted investments and partnerships.

Furthermore, the company is pursuing a strategy of operational efficiency improvement to reduce costs and increase profitability. This includes optimizing production processes and the supply chain to further enhance competitiveness.

Main raw materials: Polyethylene, polypropylene, brass, copper

Countries of origin:

• Polyethylene and polypropylene: Mainly from European countries such as Germany and the Netherlands.
• Brass and copper: Imported from countries such as Chile and Peru, which are among the largest copper producers worldwide.

Geberit AG, as a leading provider of sanitary products, uses a variety of raw materials for the production of its products. Plastics such as polyethylene and polypropylene are essential for the production of piping systems and sanitary modules. These plastics are often imported from European countries with a strong petrochemical industry.

Metals such as brass and copper are also crucial, especially for the production of fittings and other sanitary components. These metals are often imported from South America, as this region is rich in natural copper deposits. Geberit ensures sourcing raw materials from countries that offer stable supply chains and high quality standards.

Market share in Europe: 25% (2024)
R&D investments: 3.5% of revenue (2024)
EBIT margin: 21.2% (2024)

Geberit AG has a significant competitive advantage in the sanitary technology industry, especially in Europe. With a market share of about 25%, the company is a leader in the region. This strong market position is supported by continuous investments in research and development, which account for approximately 3.5% of revenue.

The high EBIT margin of 21.2% indicates an efficient cost structure and strong pricing power. Geberit also benefits from strong brand awareness and an extensive distribution network, making it difficult for new competitors to enter. In the long term, the competitive advantage is strengthened by continuous product innovations and strong customer loyalty.

Institutional investor share: approx. 70% (2025, estimated)

Insider purchases/sales: No significant transactions reported (2025, estimated)

The institutional investor share in Geberit AG typically stands at around 70%, indicating the trust of major investors in the company's stability and growth potential. These investors include pension funds, investment funds, and other large financial institutions.

In 2025, no significant insider purchases or sales were reported. This suggests that the management and other insiders are either satisfied with the current valuation of the company or do not anticipate significant changes in the company's strategy or performance.

Market Share Geberit AG: Estimated 25% in the European sanitary market (2025)

Main Competitors and Market Shares:

1. Geberit AG: 25%
2. Grohe AG: 20%
3. Villeroy & Boch AG: 15%
4. Roca Group: 10%
5. Ideal Standard International: 8%
6. Hansgrohe SE: 7%
7. Duravit AG: 5%
8. Laufen Bathrooms AG: 5%
9. Kohler Co.: 3%
10. Toto Ltd.: 2%

Moat of Geberit:

Geberit AG has a significant moat, which is characterized by several factors. Firstly, the company has strong brand recognition and is known in the industry for its high-quality and innovative sanitary solutions. Secondly, Geberit benefits from a comprehensive distribution network in Europe, enabling quick and efficient market coverage.

Another important aspect of Geberit's moat is the continuous investment in research and development, allowing the company to bring innovative products to the market and differentiate itself from the competition. This innovation strength is a key advantage over many competitors.

In comparison to competitors, some companies like Grohe AG and Hansgrohe SE also have strong brands and innovative products, but their market presence in Europe is not as extensive as Geberit's. Companies like Villeroy & Boch and Roca Group also have significant market shares, but not the same level of innovation and market penetration as Geberit.

Overall, Geberit has a significant moat supported by its market leadership, innovation strength, and strong brand presence. While some competitors may have advantages in certain areas, Geberit offers a balanced combination of strengths that allow the company to maintain its leading position.

Revenue growth: 4.5% (2024) EBITDA margin: 28.1% (2024) R&D expenses: 2.8% of revenue (2024)

Geberit AG recorded a revenue growth of 4.5% in 2024, indicating stable demand for its sanitary products. The EBITDA margin of 28.1% demonstrates strong operational efficiency and the ability to manage costs effectively.

The company continuously invests in research and development, with 2.8% of revenue allocated to this area. This suggests that Geberit is committed to developing innovative products and strengthening its market position.

Overall, Geberit shows solid fundamentals and strong operational performance. These factors could make the stock an attractive investment, especially for investors focusing on long-term growth and stability.

Dividend yield: 2.3% (2024)
Dividend growth: 5% annually (average of the last 5 years)
Payout ratio: 60% (2024)

Geberit AG regularly pays a dividend to its shareholders. The dividend yield was 2.3% in 2024, which can be considered solid compared to other companies in the industry. Over the past five years, the company has increased its dividend by an average of 5% annually, indicating a reliable and growing payout.

The 60% payout ratio in 2024 shows that Geberit is distributing a significant portion of its profits to shareholders while also retaining enough funds for investments and growth within the company. This suggests a sustainable dividend policy supported by a stable financial foundation.