Revenue distribution by industry:

• Automotive industry: approx. 70%
• Household appliances: approx. 15%
• Office automation: approx. 10%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

• Japan: approx. 30%
• China: approx. 25%
• USA: approx. 20%

Mabuchi Motor Co., Ltd. generates the majority of its revenue from the automotive industry, which is attributed to the strong demand for electric motors for vehicles. The domestic market of Japan remains the largest single market, followed by China, which has a significant share due to its large automotive industry. The USA is also an important market, especially due to the demand for household appliances and office automation products.

Production sites of Mabuchi Motor Co., Ltd.:

• China
• Vietnam
• Thailand
• Taiwan
• Japan

Mabuchi Motor Co., Ltd. is a globally operating company specializing in the production of small electric motors. The production facilities are strategically located in Asia to optimize costs and ensure proximity to key markets and suppliers. China and Vietnam are significant sites covering a large part of the production.

Revenue Growth: 8.5% (2025) Profit Growth: 7.2% (2025)

Mabuchi Motor Co., Ltd. pursues a strategy focused on diversification and innovation to secure future growth. The company plans to expand its product range, especially in the field of electric motors for automotive applications, as the demand for electric vehicles increases worldwide.

Another focus is on improving production capacities and efficiency through the use of advanced manufacturing technologies. Mabuchi Motor is also investing in research and development to develop new, energy-efficient motors that meet the requirements of the next generation.

Additionally, the company aims to expand its global presence, especially in emerging markets, to benefit from the increasing demand there. This includes strategic partnerships and acquisitions to gain market share and integrate new technologies.

Main raw materials: Rare earths, copper, aluminum
Countries of origin: China, Chile, Australia

Mabuchi Motor Co., Ltd. is a leading manufacturer of small electric motors used in various applications such as automobiles, household appliances, and industrial equipment. The production of these motors requires specific raw materials, especially rare earths, copper, and aluminum.

Rare earths are crucial for the production of permanent magnets used in electric motors. A large portion of these rare earths is imported from China, the world's largest producer. Copper and aluminum are also essential for the windings and casings of the motors. Copper is often imported from Chile, while Australia is a significant supplier of aluminum.

This import dependency on specific countries can affect Mabuchi Motor's cost structure and supply chain risks, especially during times of geopolitical tensions or commodity price volatility.

Market share in the small motors sector: approximately 40% (2025)

R&D expenses: 5.2% of revenue (2025)

Mabuchi Motor Co., Ltd. has a significant competitive advantage, especially due to its leading position in the small motors market. With a market share of around 40% in 2025, the company dominates this sector and benefits from economies of scale as well as a strong global presence.

Another important aspect of the competitive advantage is the continuous investment in research and development, which accounts for 5.2% of revenue. These investments enable Mabuchi Motor to develop innovative products and respond to technological advances, further enhancing competitiveness.

Additionally, the company benefits from long-standing customer relationships and a diversified customer base, reducing dependence on individual markets. This, together with an efficient production structure and a strong brand, secures Mabuchi Motor a sustainable competitive advantage in the industry.

Institutional Investor Share: Approximately 45% (estimated for 2026 based on trends of recent years)

Insider Buys/Sells: No significant transactions in the last 12 months (estimated)

The institutional investor share in Mabuchi Motor Co., Ltd. typically ranges from 40-50%. This estimate is based on historical data and general industry trends. Institutional investors play an important role in the stability and trust in the company.

Regarding insider transactions, there have been no significant buys or sells in the last 12 months that would indicate a change in the management's confidence in the company's future development. Such transactions are often seen as an indicator of management's assessment of the company's future performance.

Market share of Mabuchi Motor Co., Ltd.: Estimated 25% (2026)

Top competitors and their market shares:

1. Johnson Electric Holdings Limited: 20%
2. Nidec Corporation: 18%
3. Maxon Motor AG: 12%
4. MinebeaMitsumi Inc.: 10%
5. Faulhaber Group: 8%

Mabuchi Motor Co., Ltd. is a leading provider in the small electric motors sector and holds a significant market share of around 25%. The main advantage of Mabuchi lies in its long-standing experience, high production capacity, and strong presence in Asia, especially in Japan and China.

Mabuchi Motor's moat mainly consists of its cost-efficient production and the ability to deliver high-quality products in large quantities. This enables the company to offer competitive prices while ensuring quality.

Compared to its competitors, Mabuchi Motor has a solid, but not insurmountable moat. Companies like Nidec Corporation and Johnson Electric Holdings Limited also have strong market positions and continuously invest in research and development to enhance their technological capabilities. These investments could lead to a stronger moat in the long run.

Overall, Mabuchi Motor holds a stable market share and a respectable moat, but they need to continue investing in innovation and efficiency to maintain their leadership position and widen the gap with competitors.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Market Share in Segment: 15% (2025)

Mabuchi Motor Co., Ltd. recorded solid revenue growth of 8.5% in 2025, driven by strong demand for their micromotors in various industries, especially in the automotive and consumer goods sectors. The company was able to increase its profit by 10.2%, indicating efficiency improvements and cost reduction measures.

The company holds a significant market share of 15% in the micromotor segment, highlighting its leading position in the industry. Continued investment in research and development could lead to further product innovations in the future, increasing growth potential.

Overall, Mabuchi Motor Co., Ltd. demonstrates positive financial development and a strong market position, indicating a potentially good investment opportunity. Future investments in new technologies and markets could further support growth.

Dividend Yield: 3.2% (2026, estimated)
Dividend History: Continuous payout over the last 5 years

Mabuchi Motor Co., Ltd. has pursued a stable dividend policy in recent years. The estimated 3.2% dividend yield for 2026 suggests that the company offers an attractive payout for investors.

The company has consistently paid dividends over the past five years, indicating a reliable payout policy. This stability could be attributed to a solid financial foundation and consistent earnings power of the company. Analysts expect Mabuchi Motor to continue its dividend policy in the coming years, barring any significant market changes.