Industry Turnover:

• Elevators and Escalators: approx. 80%
• Maintenance and Modernization: approx. 20%

TOP 3 Markets:

• China: approx. 25%
• USA: approx. 20%
• Europe (especially Germany and Switzerland): approx. 15%

Schindler Holding AG generates the majority of its turnover from the area of elevators and escalators, which is attributable to its strong market position and the continuous growth in the construction industry. Maintenance and modernization also represent a significant share of turnover, as these services ensure constant revenue and customer loyalty.

China is the largest individual market for Schindler, driven by rapid urbanization and high demand for vertical transportation solutions. The USA and Europe follow, with both new constructions and modernizations playing a role in these markets.

Production Sites: Switzerland, China, USA, Brazil, India

Schindler Holding AG is a globally active company that offers elevators, escalators, and related services. Production takes place at several strategically important locations worldwide to efficiently serve demand in various markets.

Switzerland is home to one of the main sites, focusing on the development and manufacturing of high-tech components. China is a significant production site to serve the Asian market, while the USA and Brazil are important locations for the American continent. India plays a central role in production for the South Asian market.

This global production strategy enables Schindler to flexibly respond to market demands and streamline supply chains efficiently.

Revenue Growth: Estimated 5-7% annually (2025)

Strategic Focus Areas:

1. Digitalization and Innovation
2. Sustainability
3. Market Expansion in Asia

Schindler Holding AG is strongly focusing on digitalization and innovation to secure future growth. The company is investing in the development of smart elevator solutions and digital platforms to improve efficiency and customer experience.

Another focus is on sustainability. Schindler aims to reduce its CO2 emissions and develop energy-efficient products to meet the increasing demands for environmentally friendly technologies.

Additionally, Schindler plans to expand its presence in fast-growing markets like Asia. This includes both organic growth and strategic partnerships and acquisitions to benefit from urbanization and infrastructure development in these regions.

Main raw materials: Steel, aluminum, copper
Main supplying countries: China, Germany, USA

Schindler Holding AG, as one of the leading manufacturers of elevators and escalators, is heavily dependent on the availability and prices of certain raw materials. Steel is the most important raw material, followed by aluminum and copper, which are needed for the production of elevator components and electrical systems.

China is a significant supplier of steel and aluminum, while Germany and the USA are also important partners for the supply of high-quality metals and technological components. Diversification of the supply chains is crucial for Schindler to ensure supply security and mitigate price fluctuations.

Market share: 17% (estimated for 2025)
R&D investments: 5% of revenue (2024)
Customer satisfaction: 8.5/10 (2024, industry survey)

Schindler Holding AG has a significant competitive advantage based on several factors. The estimated market share of 17% in the global elevator and escalator market demonstrates the company's strong position in the industry. This market position is supported by continuous investments in research and development, accounting for about 5% of revenue. This enables Schindler to offer innovative solutions and differentiate itself from the competition.

Another important aspect is the high customer satisfaction, rated at 8.5 out of 10 points. This satisfaction results from the quality of products and services as well as efficient customer service. In summary, the combination of market share, innovation, and customer satisfaction gives Schindler a robust competitive advantage in the industry.

Institutional investor share: approx. 60% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant transactions in the last 12 months (estimated for 2025)

The institutional investor share in Schindler Holding AG traditionally stands at about 60%, indicating the trust of institutional investors in the company's stability and growth potential. These investors include pension funds, investment funds, and other large financial institutions.

Regarding insider transactions, there have been no significant purchases or sales in the last 12 months, suggesting that the management and other insiders are content with the current company strategy and valuation. Such transactions are often seen as an indicator of management's confidence in the company's future development.

Market share of Schindler Holding AG: 18% (2025, estimated)

Main competitors and their market shares:

1. Otis Worldwide Corporation: 22%
2. KONE Corporation: 20%
3. Schindler Holding AG: 18%
4. Thyssenkrupp Elevator: 15%
5. Mitsubishi Electric Corporation: 10%
6. Hitachi Ltd.: 5%
7. Fujitec Co., Ltd.: 4%
8. Toshiba Elevator and Building Systems Corporation: 3%
9. Hyundai Elevator Co., Ltd.: 2%
10. Sigma Elevator Company: 1%

Moat of Schindler Holding AG:

Schindler Holding AG has a significant moat characterized by several factors. These include a strong global presence, an established network for maintenance and service, and high brand awareness. These factors help to secure long-term customer relationships and generate recurring revenues through maintenance contracts.

Compared to competitors, Otis has a similar moat, especially due to its market leadership and innovation capabilities. KONE is also strongly positioned, particularly through its focus on sustainability and technological innovations.

Overall, Schindler has a solid moat, but competition in the industry is intense. The ability to continuously invest in research and development and adapt to market changes will be crucial for long-term competitiveness.

Revenue growth: 4.5% (2024) Profit growth: 3.8% (2024) Market share in the elevator and escalator sector: 15% (2024)

Schindler Holding AG achieved a revenue growth of 4.5% in 2024, which can be attributed to stable demand in the field of urban mobility and infrastructure. The company benefits from a strong market position and a market share of 15% in the elevator and escalator sector.

The profit increase of 3.8% in 2024 indicates that Schindler was able to improve its efficiency and cost control. This is particularly important in a competitive market environment where margins are often under pressure.

Schindler continuously invests in research and development to offer innovative solutions that meet the requirements of urban mobility. These investments could lead to further strengthening of the market position in the long term.

In summary, Schindler Holding AG represents a solid investment opportunity due to its stable financial performance, strong market position, and continuous investments in innovations. However, investors should also keep an eye on external factors such as economic developments and regulatory changes that could influence the industry.

Dividend yield: 2.5% (estimated for 2025)
Dividend history: Continuous payout over the last 10 years

Schindler Holding AG has pursued a consistent dividend policy in recent years. The company has regularly distributed dividends, indicating a stable financial foundation and reliable earning power.

The estimated dividend yield of 2.5% for the year 2025 shows that Schindler is committed to continuing to offer attractive returns to its shareholders. The reliability of the payout is supported by the strong market position and continuous demand in the elevator and escalator solutions sector.