Revenue distribution by sectors:

• Telecommunications: approx. 40%
• Electronics and Automotive: approx. 35%
• Energy and Infrastructure: approx. 25%

TOP 3 markets and their percentage shares:

• Japan: approx. 35%
• USA: approx. 25%
• China: approx. 20%

Fujikura Ltd. generates the majority of its revenue from the telecommunications sector, followed by electronics and automotive, as well as energy and infrastructure. The Japanese market is the largest individual market for Fujikura, followed by the USA and China. These markets are crucial for the company as they are strong in demand for telecommunications solutions as well as automotive and energy infrastructure.

Production sites of Fujikura Ltd.:

Fujikura Ltd. operates production facilities in several countries worldwide. The main production sites are located in Japan, where the company is headquartered. In addition, Fujikura has production plants in other Asian countries such as China, Thailand, and Vietnam.

In recent years, Fujikura has also expanded its production capacities in North America and Europe to better serve the demand in these markets. This geographical diversification enables Fujikura to respond more efficiently to global market requirements and minimize supply chain risks.

The exact number and locations of production sites may change over time, depending on the company's strategy and market conditions.

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

Focus on Renewable Energies and Digitalization

Fujikura Ltd. pursues a growth strategy that is strongly focused on the areas of renewable energies and digitalization. The company is investing in the development of technologies to support the energy transition, especially in cable and connection technology for wind and solar plants.

In addition, Fujikura is focusing on the digitalization of its production processes and expanding its product portfolio in the field of fiber optic cables to meet the increasing demand for faster and more efficient data transmission. These strategic initiatives are intended to enable the company to achieve stable revenue growth in the coming years.

Main raw materials: Copper, Aluminum, Glass fiber

Countries of origin:

• Copper: Chile, Peru, Australia
• Aluminum: China, Russia, Canada
• Glass fiber: USA, Japan, China

Fujikura Ltd. is a leading manufacturer of cables and optical fibers. Copper and aluminum are particularly important for production, as they are used in electrical cables and wires. Copper is mainly imported from Chile, Peru, and Australia, as these countries are among the world's largest copper producers.

Aluminum is sourced from China, Russia, and Canada. These countries are significant aluminum producers and offer competitive prices.

Glass fiber, another important material for Fujikura, is imported from the USA, Japan, and China, as these countries have advanced technologies and production capacities in glass fiber manufacturing.

Market share in the cable industry: 8% (2024)

Research and Development (R&D) expenses: 5.2% of revenue (2024)

EBITDA margin: 12.5% (2024)

Fujikura Ltd. has a solid competitive advantage in the cable and telecommunications industry. The company holds a significant market share of about 8% in the global cable industry, indicating its strong presence and established customer relationships.

A key factor contributing to Fujikura's competitive advantage is its continuous investment in research and development. With 5.2% of revenue allocated to R&D, the company demonstrates a strong commitment to innovation, enabling it to offer technologically advanced products and differentiate itself from the competition.

The EBITDA margin of 12.5% is another indicator of the company's operational efficiency and its ability to control costs while creating value for shareholders. This metric shows that Fujikura is able to operate profitably, further strengthening its competitive position.

In summary, Fujikura Ltd. possesses a significant competitive advantage through its market position, innovation capabilities, and operational efficiency, allowing the company to succeed in a highly competitive market environment.

Institutional investor share: approx. 45% (estimated, 2025)
Insider purchases/sales: No significant changes reported (2025)

The institutional investor share in Fujikura Ltd. is estimated to be around 45%. This is typical for a company of this size and industry, as institutional investors often hold a substantial stake in publicly traded companies.

Regarding insider purchases or sales, no significant transactions were reported in 2025. This suggests that the management and other insiders are currently not seeking significant changes in their ownership, which could indicate a stable confidence in the company's leadership and strategy.

Market share of Fujikura Ltd.: Estimate 5-7% (2025)

Main competitors and their market shares:

1. Prysmian Group: 10-12%
2. Nexans: 8-10%
3. Sumitomo Electric Industries: 7-9%
4. Furukawa Electric Co., Ltd.: 6-8%
5. Southwire Company: 4-6%

Fujikura Ltd. is a significant player in the field of cable and telecommunication solutions. The market share of Fujikura is estimated to be 5-7%, making the company an important but not dominating player in the industry. Prysmian Group and Nexans lead the market with the largest shares, attributed to their extensive global networks and diversified product portfolios.

Fujikura Ltd.'s moat mainly consists of their technological expertise and innovation in the field of fiber optic and telecommunication cables. This gives them a certain advantage, especially in specialized markets. However, companies like Prysmian Group and Sumitomo Electric Industries may have a stronger moat due to their larger market presence and broader product range.

Overall, Fujikura Ltd. has a respectable but not insurmountable moat compared to its competitors. The competition may have the upper hand in some areas, especially when it comes to global reach and production capacities.

Revenue growth: 8.5% (2024) Operating margin: 7.2% (2024) R&D expenses: 5.1% of revenue (2024)

Fujikura Ltd. recorded a revenue growth of 8.5% in 2024, attributed to strong demand in the telecommunications and electronics sectors. The company's operating margin stands at 7.2%, indicating efficient cost controls and improved production performance.

The company continues to invest in research and development, with 5.1% of revenue allocated to this area. These investments are crucial for the development of new technologies and products that could help Fujikura strengthen its market position and secure future growth.

Overall, Fujikura demonstrates solid financial performance and a strategic focus on innovation, pointing towards a positive long-term outlook. However, investors should also consider external factors such as market trends and economic conditions before making an investment decision.

Dividend yield: 2.1% (2025, estimated)
Dividend history: Regular payouts in recent years

Fujikura Ltd. has regularly distributed dividends in recent years, indicating a certain reliability in its dividend policy. The estimated dividend yield for 2025 is around 2.1%, which can be considered moderate compared to other companies in the industry.

The company has strived to maintain its dividend policy in the past, even in the face of economic challenges. This suggests that Fujikura Ltd. aims to provide its shareholders with continuous returns, although the exact amount of the payout depends on annual business results.