Industry Revenues:

• Retail: approx. 70%
• Office Real Estate: approx. 20%
• Other Real Estate: approx. 10%

TOP 3 Markets and Their Shares:

1. Israel: approx. 85%
2. Europe: approx. 10%
3. USA: approx. 5%

Melisron Ltd. generates the majority of its revenues from the retail sector, particularly through shopping centers and retail properties. The Israeli market is the company's dominant market, attributed to its strong presence and extensive real estate portfolio in the region.

In recent years, Melisron has started expanding its activities to international markets, with Europe and the USA identified as strategic growth regions. This is reflected in the percentage revenue shares, which are still relatively low compared to the domestic market.

Production Sites: No specific production sites, as Melisron Ltd. operates in the real estate sector.

Melisron Ltd. is a leading real estate company in Israel, specializing in the ownership, development, and management of shopping centers and office buildings. Since the company does not manufacture physical products but manages and develops real estate, there are no production sites in the traditional sense. Instead, the focus is on the development and management of real estate projects within Israel.

Revenue Growth: Estimated 8-10% annually (2025-2027)
Investments in Real Estate Projects: Over 500 million USD (2025)

Melisron Ltd. is pursuing a growth strategy that focuses heavily on expanding and optimizing its real estate portfolio. The company plans to make significant investments in new real estate projects in the coming years, as well as in the modernization of existing shopping centers. These investments are intended not only to increase the attractiveness of the locations but also to boost rental income.

Another key aspect of the strategy is the digitization and integration of technology into their properties to enhance the customer experience and enable more efficient operations. This includes the implementation of smart building technologies and the use of data analytics to optimize space utilization.

In addition, Melisron is exploring opportunities for geographical expansion, particularly in high-growth regions, to further expand its market presence. This strategy aims to broaden the revenue base and reduce dependence on individual markets.

Raw Materials: Concrete, Steel, Glass

Main Import Countries: China, Turkey, Germany

Melisron Ltd., a leading real estate company, mainly imports building materials such as concrete, steel, and glass that are needed for the construction and maintenance of their real estate projects. China is a significant supplier of steel and glass due to competitive prices and high production capacity. Turkey also supplies steel, while Germany is known as a source of high-quality glass. These materials are crucial for the construction quality and architectural design of Melisron Ltd.'s projects.

Market share in the retail sector: 25% (estimated, 2025)
EBITDA margin: 45% (2024)
Occupancy rate: 98% (2024)

Melisron Ltd. is one of the leading real estate developers and operators in Israel, especially in the field of shopping centers and commercial properties. The company has secured a significant competitive advantage through strategic positioning in prime locations.

The high occupancy rate of 98% demonstrates the attractiveness and demand for Melisron's properties. Furthermore, the EBITDA margin of 45% reflects the efficiency and profitability of the company, which is considered very strong compared to industry standards.

Another competitive advantage arises from the company's ability to enter into long-term lease agreements with renowned retailers, leading to stable and predictable income. The continuous investment in the modernization and expansion of existing properties also contributes to strengthening the company's market position.

Institutional Investor Share: Approx. 60% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimated)

Melisron Ltd. has traditionally had a high institutional investor share, indicating the trust of large investors in the company's stability and growth potential. The estimated share of about 60% reflects this and is typical for large publicly traded companies.

In 2025, there were no significant insider transactions, suggesting that the management and other insiders are either satisfied with the current valuation of the company or do not have significant internal information that would lead to buys or sells.

Market share of Melisron Ltd.: Estimated 12% (2025)

Top competitors and their market shares:

1. Azrieli Group Ltd.: 18%
2. Gazit-Globe Ltd.: 15%
3. Melisron Ltd.: 12%
4. Big Shopping Centers Ltd.: 10%
5. Alony Hetz Properties and Investments Ltd.: 8%

Moat of Melisron Ltd.:

Melisron Ltd. has a moderate moat, mainly supported by their strategically located shopping centers and strong brand perception in Israel. These factors provide the company with a certain competitive advantage, especially in highly frequented urban areas.

Compared to competitors, Azrieli Group has a stronger moat due to its diversified portfolio of real estate projects and larger geographical reach. Gazit-Globe Ltd. benefits from an international presence, giving them access to global markets and thus also representing a significant moat.

Melisron Ltd. could strengthen its moat through further expansions and investments in technology and customer experience to differentiate itself from competitors. However, currently, some competitors are better positioned in terms of diversification and international presence.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Return on Equity: 9.8% (2024)

Melisron Ltd. recorded a solid revenue growth of 8.5% in 2024, indicating a positive development in the real estate sector and an effective management strategy. The profit growth of 7.2% shows that the company is able to increase its profitability despite potentially higher costs.

The return on equity of 9.8% suggests that Melisron is efficiently managing its capital and generating an attractive return for shareholders. This is particularly important for investors looking for long-term value appreciation.

Overall, Melisron Ltd. appears to have a stable financial foundation and could present an attractive investment opportunity, especially for investors interested in a stable and growth-oriented investment in the real estate sector. However, it is advisable to also consider other factors such as market conditions and the company's strategic initiatives.

Dividend Yield: 3.5% (estimated for 2025)

Dividend History: Steady payout over the last 5 years

Melisron Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 3.5% for 2025, based on the latest available financial reports and payouts.

The reliability of dividend payments from Melisron Ltd. is high, as the company has consistently paid dividends over the past five years. This indicates a stable financial position and a solid business model. Analysts believe that Melisron Ltd. will also be able to pay dividends in the future, provided that no significant negative market changes occur.