Revenue distribution by sectors:

1. Industrial Automation: approx. 30%
2. Energy and Electrical Systems: approx. 25%
3. Information and Communication Technology: approx. 20%
4. Electronic Devices: approx. 15%
5. Household Appliances: approx. 10%

TOP 3 markets and their percentage shares:

1. Japan: approx. 35%
2. China: approx. 25%
3. USA: approx. 20%

Mitsubishi Electric Corporation generates its revenues from various sectors, with industrial automation and energy and electrical systems accounting for the largest shares. This diversification enables the company to benefit from different market trends and to spread risks.

The main markets are Japan, China, and the USA, which together make up the majority of the revenue. Japan remains the largest market, attributed to the strong local presence and high brand awareness. China and the USA are also significant markets, driven by the demand for advanced technology and infrastructure projects.

Production sites of Mitsubishi Electric Corporation:

Mitsubishi Electric Corporation operates production facilities worldwide to manufacture its wide range of products. The key production sites include:

• Japan: Some of the company's largest and most technologically advanced plants are located here. Japan is the core of production, especially for high-tech products and research & development.

• China: Mitsubishi Electric has several production facilities in China specializing in electronics and automation technology. China plays a central role in the company's global supply chain.

• Thailand: In Thailand, Mitsubishi Electric mainly produces air conditioners and other household appliances. These plants serve both the Asian market and exports.

• USA and Mexico: In North America, the company operates plants focusing on automotive components and industrial automation.

• Europe: In countries like Italy and the UK, Mitsubishi Electric produces products primarily for the European market, including elevators and escalators.

This global presence enables Mitsubishi Electric to efficiently respond to regional market demands and optimize supply chains.

Revenue Growth: Estimated 4-5% annually (2025) Focus on Sustainability: Increasing investments in green technologies

Mitsubishi Electric Corporation pursues a strategy that is strongly focused on sustainability and technological innovation. The company plans to increase its investments in green technologies and energy-efficient solutions to meet the rising demands for environmental standards.

Another focus is on digitalization and automation. Mitsubishi Electric is investing in the development of AI-based solutions and intelligent manufacturing systems to increase efficiency and unlock new business opportunities.

In addition, the company is focusing on expanding into emerging markets, particularly in Asia and Africa, to strengthen its global presence and tap into new revenue sources. This strategy is supported by partnerships and strategic alliances to facilitate market entry and leverage local expertise.

Main raw materials: Copper, Aluminum, Rare Earths

Countries of origin:

• Copper: Chile, Peru
• Aluminum: Australia, China
• Rare Earths: China, USA

Mitsubishi Electric Corporation is a significant player in the electronics and electrical engineering industry. The company relies on the import of various raw materials for the production of its products such as air conditioners, elevators, and automation systems.

Copper and aluminum are essential for the production of electrical cables and components. Chile and Peru are leading copper producers worldwide, while Australia and China are significant aluminum suppliers.

Rare earths are necessary for the production of high-performance magnets and other specialized electronic components. China dominates the rare earth market, but Mitsubishi Electric diversifies its sources by also importing from the USA.

Market share in the electronics industry: 8% (2024, estimate) R&D investments: 4.5% of revenue (2024) Patents: Over 10,000 active patents worldwide (2024)

Mitsubishi Electric Corporation possesses a significant competitive advantage, primarily demonstrated by its strong position in the electronics industry and its extensive investments in research and development. The company consistently invests in innovative technologies, as evidenced by the high number of active patents.

Another essential factor is the diversification of the product portfolio, ranging from automation technology to energy and environmental solutions, and information and communication technologies. This diversification enables Mitsubishi Electric to hedge against market fluctuations and remain competitive in various sectors.

Additionally, the company benefits from a strong global presence, allowing it to flexibly operate in international markets and take advantage of different growth opportunities. All of these factors together give Mitsubishi Electric a sustainable competitive advantage in the industry.

Institutional investor share: approx. 60% (estimated, 2025)
Insider purchases/sales: No significant transactions known (2025)

The institutional investor share in Mitsubishi Electric Corporation is estimated to be around 60%. This is typical for large, established companies in Japan, which are often held by pension funds, investment funds, and other institutional investors.

In 2025, no significant insider purchases or sales are known. This could indicate that the management and other insiders have confidence in the current corporate strategy and the company's market value. However, it is always advisable to review the latest reports and disclosures to obtain current information.

Market share of Mitsubishi Electric Corporation: Estimate: approx. 10% (2025)

Main competitors and their market shares:

1. Siemens AG: approx. 15%
2. General Electric Company: approx. 12%
3. Schneider Electric SE: approx. 11%
4. ABB Ltd.: approx. 9%
5. Hitachi Ltd.: approx. 8%
6. Emerson Electric Co.: approx. 7%
7. Honeywell International Inc.: approx. 6%
8. Rockwell Automation Inc.: approx. 5%
9. Yokogawa Electric Corporation: approx. 4%
10. Mitsubishi Electric Corporation: approx. 10%

Moat of Mitsubishi Electric:

Mitsubishi Electric has a moderate moat, mainly supported by its wide range of products and strong presence in Asia. Diversification into various sectors such as automation, energy, and air conditioning provides the company with stability and a certain resilience against market fluctuations.

Compared to competitors like Siemens and General Electric, which also have broad diversification and strong brand presence, Mitsubishi Electric's moat is not significantly superior. Siemens and Schneider Electric may have a stronger moat due to their strong innovation capabilities and global reach.

The competitive landscape is intense, and many competitors are heavily investing in research and development to achieve technological leadership. Mitsubishi Electric must continuously invest in innovations and efficiency improvements to maintain and expand its market share.

Revenue Growth: 8.2% (2024) Profit Growth: 6.5% (2024) R&D Expenses: 4.5% of revenue (2024)

Mitsubishi Electric Corporation recorded solid revenue growth of 8.2% in 2024, attributed to strong demand in the automation and energy efficiency solutions sectors. The 6.5% profit growth indicates that the company effectively manages its cost structure and benefits from operational efficiencies.

The company continues to invest heavily in research and development, with expenses accounting for 4.5% of revenue. This suggests that Mitsubishi Electric is striving to expand its technological capabilities and introduce innovative products to the market, which could lead to long-term competitive advantages.

Given these positive developments and strategic investments in promising technologies, Mitsubishi Electric's stock could be an attractive investment for investors interested in long-term growth. However, it is important to also consider external factors such as the global economic situation and industry-specific trends.

Dividend yield: 2.5% (2025, estimated)
Dividend history: Continuous payout in the last 5 years

Mitsubishi Electric Corporation has paid a constant dividend in recent years, indicating a reliable payout policy. The dividend yield for the year 2025 is estimated at 2.5%, which can be considered stable compared to the industry.

The company has a solid financial foundation and a strong market position, enabling it to pay dividends even in economically challenging times. The continuous payout in the last five years underscores Mitsubishi Electric's commitment to providing its shareholders with a regular return.