Revenue distribution by sectors:

• Lithium production: approx. 70%
• Chemical products: approx. 20%
• Other: approx. 10%

TOP 3 markets and their percentage shares:

• China: approx. 45%
• USA: approx. 25%
• Europe: approx. 20%

Tianqi Lithium Corporation generates the majority of its revenue from lithium production, which is mainly used in battery manufacturing for electric vehicles and other energy storage solutions. The Chinese market remains the largest single market for the company, followed by the USA and Europe, which also have significant demand for lithium-based products. These markets are crucial for the company as they are the main drivers of global demand for lithium-ion batteries.

Production sites of Tianqi Lithium Corporation:

1. China: Sichuan Province
2. Australia: Greenbushes Mine
3. Chile: Stake in Sociedad Química y Minera de Chile (SQM)

Tianqi Lithium Corporation is a leading company in lithium production and operates several significant production facilities. In China, one of the main production sites is located in Sichuan Province, where the company manufactures lithium compounds.

In Australia, Tianqi is involved in the Greenbushes Mine, one of the largest and highest-quality lithium mines worldwide. This mine plays a crucial role in the global lithium supply.

Additionally, Tianqi has a strategic stake in the Chilean SQM, one of the largest lithium producers in the world. This stake enables Tianqi to access further significant lithium resources in South America.

Strategy for Future Growth:

1. Expansion of Production Capacities: Tianqi Lithium plans to expand its production capacities by expanding existing facilities and building new production sites. This is intended to increase supply security and respond to the growing demand for lithium.

2. Vertical Integration: The company pursues a strategy of vertical integration to cover the entire value chain. This includes mining raw materials to manufacturing lithium compounds in order to reduce costs and increase efficiency.

3. Focus on Research and Development: Tianqi Lithium is increasing its investment in research and development to develop innovative technologies that improve the efficiency of lithium extraction and explore new applications for lithium products.

4. Global Expansion: The company aims to have a stronger presence in international markets, especially in regions with growing demand for lithium, such as North America and Europe. This includes both strategic partnerships and potential acquisitions.

These strategies aim to strengthen Tianqi Lithium's market position and prepare the company for future challenges in the global lithium market.

Main raw materials: Lithium concentrate, spodumene

Main supplying countries: Australia, Chile

Tianqi Lithium Corporation mainly imports lithium concentrate extracted from spodumene. The most significant supplier of spodumene is Australia, particularly from the Greenbushes Mine, which is one of the largest and highest-quality sources of spodumene worldwide.

In addition, Tianqi Lithium also sources lithium from Chile, mainly in the form of lithium carbonate and lithium hydroxide. Chile is known for its large lithium reserves, primarily extracted from salt flats.

These imports are crucial for the production of lithium products, which play a central role in battery manufacturing, especially for electric vehicles.

Market share: Approximately 20% in the global lithium market (2025, estimated)
Production capacity: Over 100,000 tons of lithium hydroxide per year (2025, estimated)
R&D investments: 5% of revenue (2024)

Tianqi Lithium Corporation has a significant competitive advantage due to its strong market position and extensive production capacities. The company is one of the leading producers of lithium compounds, essential for the production of batteries, particularly in electromobility.

Another advantage lies in its strategic partnerships and investments, such as in the Greenbushes Mine in Australia, one of the largest lithium sources worldwide. These investments secure Tianqi a stable access to raw materials.

Furthermore, Tianqi continuously invests in research and development to develop innovative technologies and increase the efficiency of its production processes. This not only supports cost efficiency but also the ability to quickly respond to market changes and technological advancements.

Institutional Investor Share: 28% (2025, estimated)

Insider Buys/Sells: No significant changes (2025, estimated)

The institutional investor share in Tianqi Lithium Corporation is estimated to be around 28%. This suggests that a significant number of shares are held by large financial institutions, which is often seen as a sign of confidence in the company's long-term stability and growth potential.

Regarding insider buys and sells, there were no significant changes in 2025. This could indicate that the management and other insiders are satisfied with the current company strategy and market conditions. However, it is important to regularly review this information as it can change quickly and provide important insights into the company's future development.

Market share Tianqi Lithium Corporation: 12% (2025, estimated)

Top competitors and their market shares:

1. Albemarle Corporation: 18%
2. SQM (Sociedad Química y Minera de Chile): 16%
3. Ganfeng Lithium Co., Ltd.: 14%
4. Tianqi Lithium Corporation: 12%
5. Livent Corporation: 10%
6. Livent Corporation: 10%
7. Orocobre Limited: 8%
8. Mineral Resources Limited: 7%
9. Piedmont Lithium Inc.: 6%
10. FMC Corporation: 5%

Moat of Tianqi Lithium Corporation:

Tianqi Lithium Corporation has a significant moat through its strategic investments in large lithium projects, especially the Greenbushes Lithium Project in Australia, which is considered one of the largest and highest-quality lithium deposits globally. This investment ensures the company a stable supply of raw materials and strengthens its position in the supply chain.

Compared to its competitors, Tianqi Lithium has also benefited from its vertical integration, which allows for cost reduction and increased efficiency. However, companies like Albemarle and SQM also have strong moats due to their global production capacities and diversified product portfolios.

Ganfeng Lithium has gained an advantage through its comprehensive value chain and strategic partnerships, while Albemarle stands out for its broad geographical presence and technological innovations.

Overall, Tianqi Lithium has a solid moat, but they operate in a highly competitive market where other companies also possess significant advantages.

Revenue Growth: 18% (2024) Profit Growth: 20% (2024) Market Share in the Lithium Sector: 15% (2024)

Tianqi Lithium Corporation recorded strong revenue growth of 18% in 2024, driven by increasing demand for lithium for electric vehicles and energy storage solutions. The company was able to increase its profit by 20%, attributed to efficient cost structures and increased production capacity.

Tianqi's market share in the global lithium sector is approximately 15%, making the company one of the leading players in the industry. This position enables Tianqi to benefit from global trends towards electrification and renewable energies.

Additionally, Tianqi is investing in expanding its production capacities and in research and development to achieve technological advancements and further strengthen its market position. These strategic initiatives could further support the company's future growth potential.

Overall, the strong financial growth, combined with a solid market position and strategic investments, suggest that Tianqi Lithium Corporation could be an attractive investment opportunity, especially for investors interested in the long-term development of the lithium sector.

Dividend Yield: 3.5% (estimated for 2025)

Dividend History: Regular payouts in recent years

Tianqi Lithium Corporation has paid a dividend in recent years and is expected to continue to do so in 2025. The dividend yield is estimated to be around 3.5%, which can be considered attractive compared to other companies in the industry.

The reliability of Tianqi Lithium's dividend payments is relatively high, as the company has regularly distributed dividends in the past. This is an indicator of a stable financial position and solid profitability. However, investors should consider the volatility of the lithium market, which could affect the company's future dividend policy.