Revenue distribution by industries:

• Robotics: 40%
• Drive Technology: 30%
• System Engineering: 20%
• Other: 10%

TOP 3 Markets:

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

YASKAWA Electric Corporation generates the majority of its revenue from the robotics industry, followed by drive technology and system engineering. The domestic market Japan is the largest single market for YASKAWA, followed by China, which has a significant share of revenue due to strong demand for automation solutions in the manufacturing industry. The USA is also an important market as the demand for advanced automation solutions in various industries is growing there.

Production sites of YASKAWA Electric Corporation:

1. Japan: Headquarters and several production facilities.
2. China: Production facilities to serve the Asian market.
3. USA: Production facilities for the North American market.
4. Europe: Production facilities, especially in Germany, to serve the European market.

YASKAWA Electric Corporation is a globally operating company that has strategically placed its production facilities in different regions to be able to efficiently respond to demand in the respective markets. This allows the company to reduce transportation costs and optimize delivery times at the same time.

Revenue Growth: Estimated 8-10% annually (2025, based on market trends) Focus Areas: Automation, Robotics, Sustainability

YASKAWA Electric Corporation pursues a growth strategy that is heavily focused on automation and robotics. The company plans to increase its market share in these areas through technological innovations and the introduction of new products. A particular focus is on the development of robots used in Industry 4.0 and Smart Factory applications.

Furthermore, YASKAWA is investing in sustainable technologies and solutions to meet the increasing demands for environmentally friendly production processes. This strategy is supported by partnerships and collaborations with other technology companies and research institutions.

Another growth factor is the expansion into emerging markets, particularly in Asia and North America, where the demand for automation solutions is rapidly increasing. YASKAWA is relying on local presence and adaptation to regional market needs to strengthen its competitiveness.

Main raw materials: Copper, Aluminum, Steel

Main importing countries: China, Japan, South Korea

YASKAWA Electric Corporation is a leading manufacturer of industrial robots and automation solutions. For the production of these technologies, metals such as copper, aluminum, and steel are crucial. These materials are mainly imported from China, Japan, and South Korea, as these countries have well-developed metal industries and are capable of supplying the required quantities and qualities.

Copper is mainly used for electrical wiring and components, while aluminum and steel are used in the manufacturing of casings and mechanical parts. The choice of importing countries is based on the availability, costs, and quality of the raw materials.

Market share in robotics: Approximately 15% (2023, estimated)

R&D investments: 5.2% of revenue (2023)

Growth in the Asian market: 8.5% (2023)

YASKAWA Electric Corporation has a significant competitive advantage, especially in the robotics industry. The company holds an estimated market share of about 15% in industrial robotics, making it one of the leading providers worldwide. This strong market position is supported by continuous investments in research and development, which account for approximately 5.2% of revenue.

Another advantage is the strong presence and growth in the Asian market, where YASKAWA was able to achieve a growth of 8.5%. This region is particularly important as it is one of the fastest-growing markets for automation and robotics.

Additionally, YASKAWA benefits from a wide range of products and a strong brand that is known in the industry for quality and innovation. This enables the company to compete in a highly competitive environment and further expand its market leadership.

Institutional Investor Share: Approximately 60% (estimate based on trends until 2023)

Insider Purchases/Sales: No significant transactions reported (2024)

The institutional investor share in YASKAWA Electric Corporation is estimated to be around 60%. This estimate is based on trends from recent years, during which institutional investors have played a significant role in the company's stock ownership.

In 2024, no significant insider purchases or sales were reported. This could indicate that the management and other insiders have confidence in the current company strategy and the market value of the stocks.

Market share of YASKAWA Electric Corporation: Estimated 15% (2025)

Top competitors and their market shares:

1. Siemens AG: 20%
2. ABB Ltd.: 18%
3. Fanuc Corporation: 17%
4. YASKAWA Electric Corporation: 15%
5. KUKA AG: 12%
6. Mitsubishi Electric Corporation: 10%
7. Schneider Electric: 8%

YASKAWA Electric Corporation is a significant player in the industrial automation and robotics sector. The market share of approximately 15% positions the company strongly, but behind Siemens, ABB, and Fanuc, which have slightly higher market shares.

YASKAWA's moat lies in its specialized expertise in robotics and drive technology, its innovation power, and a strong global presence. The company has secured a competitive advantage through continuous research and development as well as strategic partnerships.

Compared to its competitors, YASKAWA has a solid, but not insurmountable moat. Siemens and ABB have diversified business models and more comprehensive product portfolios, giving them an advantage in some areas. Fanuc, on the other hand, is known for its high production quality and efficiency in robotics, which also represents a strong moat.

Overall, YASKAWA has a significant advantage in certain niche markets, but they must continue to invest in innovation and expansion to strengthen their market position and expand the moat against competitors.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Robotics Industry: 15% (2024)

YASKAWA Electric Corporation recorded a revenue growth of 8.5% in 2024, driven by strong demand for automation solutions and robotics. The company has strengthened its market position through strategic partnerships and innovations in robotics.

The profit growth of 10.2% in 2024 shows that YASKAWA is not only able to increase its revenue but also to operate more efficiently and increase profitability. This positive development is supported by continuous investment in research and development to offer competitive products.

With a market share of 15% in the robotics industry, YASKAWA is well positioned to benefit from the increasing demand for automation. The long-term growth prospects are promising, especially due to the Industry 4.0 trend and the increasing automation in various sectors.

Overall, YASKAWA's financial performance and market position suggest that the stock could be an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 2.1% (2024)
Dividend History: Continuous payout over the last 5 years

YASKAWA Electric Corporation has been paying a consistent dividend in recent years, indicating a reliable dividend policy. The dividend yield was last around 2.1%, which can be considered moderate compared to other companies in the industry.

The company has a solid financial foundation that allows it to pay dividends even in economically challenging times. The continuous payout over the last five years underscores the reliability of YASKAWA's dividend policy.