Revenue distribution by industry (estimated for 2025):

• Automotive industry: 60%
• Industrial equipment: 25%
• Bearings and components: 15%

TOP 3 markets and their percentage shares (estimated for 2025):

• Japan: 35%
• North America: 30%
• Europe: 20%

JTEKT Corporation generates the majority of its revenue from the automotive industry, which is attributed to its strong position as a supplier of automotive parts. Industrial equipment and bearing components also contribute significantly to revenue, with these segments gaining importance in recent years.

Geographically, Japan remains the largest market, followed by North America and Europe. These markets are crucial for the company as they exhibit high demand for JTEKT's products and services. The distribution reflects the company's global presence and strategic focus on growing in these key regions.

Production Sites:

1. Japan: Headquarters and several production facilities.
2. USA: Multiple plants, especially for the automotive industry.
3. Europe: Production sites in countries such as France and Germany.
4. China: Numerous plants to support the Asian market.
5. India: Production facilities for local and international markets.

JTEKT Corporation, a leading manufacturer of automotive components and machinery, operates production sites worldwide to meet demand in various markets. The strategic placement of these plants enables the company to maximize logistical efficiency and quickly respond to regional market requirements.

Revenue Growth: Estimated at 4-5% annually (2025 forecast)
Investment in Research and Development: Over 5% of revenue (2024)

JTEKT Corporation pursues a growth strategy that heavily relies on innovation and technological development. The company consistently invests in research and development to expand and enhance its product range in the automotive and industrial components sector.

Another focus is on expanding into emerging markets, particularly in Asia and North America, to capitalize on the increasing demand for automotive and industrial products. JTEKT also emphasizes strategic partnerships and acquisitions to strengthen its market position and integrate new technologies.

Digitization and automation of production processes are also key elements of the growth strategy to increase efficiency and competitiveness.

Main raw materials: Steel, aluminum, plastics

Main supplying countries: China, Japan, South Korea, India

JTEKT Corporation, a leading manufacturer of automotive parts and machinery, mainly imports steel and aluminum, which are used for the production of bearings, steering systems, and drive components. China and Japan are the primary suppliers of these metals, as they have significant production capacities and competitive prices.

In addition, JTEKT sources plastics, needed for various components and housings, mainly from South Korea and India. These countries offer a cost-effective and high-quality supply of plastic materials.

Diversifying the supply chains is crucial for JTEKT to optimize production costs and ensure supply security.

Market share in the steering system segment: 25% (2024, estimate) Research and development expenditure: 4.5% of revenue (2023)

JTEKT Corporation has a significant competitive advantage, especially in the steering systems sector, where the company holds an estimated market share of 25%. This strong position is supported by continuous investments in research and development, amounting to 4.5% of revenue.

The focus on innovation and technological advancements enables JTEKT to compete in a fiercely competitive market. Additionally, the company benefits from a diversified product range, which also includes bearings and drive components, providing additional stability and growth opportunities.

The strategic partnership with automotive manufacturers and global presence further strengthen JTEKT's competitive position. Analysts expect the company to further expand its market position through ongoing innovations and efficiency improvements.

Institutional Investor Share: 45% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in JTEKT Corporation is estimated to be 45%. This figure is based on historical trends and the typical participation of institutional investors in the Japanese market.

Regarding insider buys and sells, there were no significant transactions in the last year. This suggests that management and other insiders may have confidence in the stability and future development of the company.

These assessments are based on the most recent available data and typical market conditions.

Market share of JTEKT Corporation: 7% (estimated, 2025)

Main competitors and their market shares:

1. SKF Group: 10%
2. Schaeffler AG: 9%
3. NSK Ltd.: 8%
4. NTN Corporation: 6%
5. Timken Company: 5%

Moat of JTEKT Corporation:

JTEKT Corporation is known for its strong position in the automotive and industrial components sector, especially in steering systems and bearings. The company's moat stems from its technological innovation capabilities and close collaboration with major automotive manufacturers, leading to long-term supply contracts.

Compared to its competitors, JTEKT has a solid, but not insurmountable moat. SKF and Schaeffler have similar technological capabilities and global presence, giving them a comparable or even stronger moat in certain segments. NSK and NTN are also strong in bearing production and hold significant market shares.

Overall, JTEKT has a respectable moat, but one that is challenged by intense competition and the innovation of its competitors. The key to a stronger moat could lie in further diversification and technological advancement.

Revenue Growth: 4.5% (2024) Profit Growth: 3.8% (2024) R&D Expenses: 5.2% of revenue (2024)

JTEKT Corporation recorded a revenue growth of 4.5% in 2024, indicating solid demand in its core segments, especially in the automotive and industrial components sector. The profit growth of 3.8% shows that the company is able to effectively manage its costs while increasing its profitability.

Another positive aspect is the continuous focus on research and development, with expenses accounting for 5.2% of revenue. This suggests that JTEKT is investing in innovations to maintain its competitiveness and explore new market opportunities.

Overall, JTEKT demonstrates stable financial performance and a strategic focus on growth and innovation. This could make the stock an attractive investment, especially for investors interested in long-term growth prospects.

Dividend Yield: 2.1% (2025, estimated)
Dividend History: Steady payout over the last 5 years

JTEKT Corporation has been paying a consistent dividend in recent years. The estimated dividend yield for 2025 is around 2.1%. This suggests that the company follows a stable dividend policy.

The reliability of the payout is supported by the company's solid financial position. JTEKT has demonstrated in the past its ability to pay dividends even in economically challenging times. Analysts expect the company to continue this practice unless significant negative changes occur in the company's performance or market environment.