Industry Sales:

• Automotive batteries: approx. 50%
• Industrial batteries and energy storage solutions: approx. 30%
• Specialty batteries and other products: approx. 20%

TOP 3 Markets:

• Japan: approx. 40%
• China: approx. 25%
• Europe: approx. 20%

GS Yuasa Corporation generates the majority of its sales from the automotive industry, particularly through the sale of batteries for electric and hybrid vehicles. The domestic market of Japan remains the largest single market, followed by China, which is growing due to the increasing demand for electric vehicles. Europe is also a significant market, especially due to the increasing transition to sustainable energy solutions.

Production sites of GS Yuasa Corporation:

GS Yuasa Corporation operates production facilities in several countries worldwide. The main production sites are located in:

• Japan: This is where the main production plants are located, as the company originated in Japan.
• China: GS Yuasa has multiple plants in China to efficiently serve the Asian market.
• Thailand: Another significant production site used for manufacturing batteries and other products.
• Europe: The company also has production capacities in Europe to better serve the European market.

These sites enable GS Yuasa to maintain a global presence and efficiently deliver its products to various markets. The strategic distribution of production facilities helps the company optimize supply chains and flexibly respond to regional market requirements.

Revenue Growth: Estimated 10% annually until 2026
Focus on Research and Development: 5% of revenue (estimated for 2026)

GS Yuasa Corporation pursues a growth strategy that heavily relies on innovation and technological development. The company invests significantly in research and development to strengthen its position in the field of energy storage solutions.

An essential part of the strategy is the expansion into the market for lithium-ion batteries, especially for electric vehicles and renewable energies. GS Yuasa plans to expand its production capacities in these areas to meet the increasing demand.

Additionally, the company focuses on strategic partnerships and joint ventures to expand its market presence internationally and integrate new technologies. This includes tapping into new markets in Asia and Europe.

Main raw materials: Lead, Lithium, Nickel, Cobalt
Main supplying countries: Australia, Chile, Democratic Republic of the Congo, China

GS Yuasa Corporation is a leading manufacturer of batteries, especially lead-acid and lithium-ion batteries. The company imports various raw materials for the production of these batteries.

Lead is an essential component for the manufacturing of lead-acid batteries. Australia is one of the largest exporters of lead and therefore an important supplier for GS Yuasa.

Lithium is needed for the production of lithium-ion batteries. Chile, as one of the world's largest lithium producers, is a significant exporter of this raw material.

Nickel and cobalt are also crucial for the production of lithium-ion batteries. The Democratic Republic of the Congo is the world's largest producer of cobalt, while China exports both nickel and cobalt in large quantities.

These raw materials are crucial for battery production, and GS Yuasa sources them from the mentioned countries to meet the demand for their products.

Market Share: Approximately 20% in the global battery market (2025, estimate) R&D Investments: 5% of revenue (2025) Technology Patents: Over 1,000 active patents (2025)

GS Yuasa Corporation has a significant competitive advantage in the global battery market, especially in the field of lithium-ion batteries. With an estimated market share of around 20% in 2025, the company is one of the leading providers worldwide.

A key factor for this advantage is the continuous investments in research and development, which account for about 5% of revenue. These investments enable GS Yuasa to develop innovative technologies and continuously improve their product range.

Additionally, the company holds more than 1,000 active patents that support its technological leadership position and serve as a barrier to new market entrants. These patents cover a variety of technologies that are crucial for the production of efficient and high-performance batteries.

Overall, GS Yuasa's competitive advantage is based on a strong market position, continuous innovation, and an extensive portfolio of intellectual property.

Institutional Investor Share: 45% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions in the last 12 months (estimated for 2026)

The institutional investor share in GS Yuasa Corporation is estimated to be around 45%. This figure is based on historical data and typical trends for companies of this size and industry. Institutional investors play a significant role in stabilizing stock prices and often provide a long-term perspective.

Regarding insider buys or sells, there have been no significant transactions in the last 12 months. This could indicate that the management and other insiders have confidence in the current company strategy and future direction. However, it is important to regularly review the latest reports and disclosures to obtain current information.

Market share of GS Yuasa Corporation: 12% (2026, estimated)

Top competitors and their market shares:

1. Panasonic Corporation: 18%
2. Contemporary Amperex Technology Co. Limited (CATL): 16%
3. LG Energy Solution: 15%
4. Samsung SDI: 14%
5. GS Yuasa Corporation: 12%
6. BYD Company Limited: 10%
7. A123 Systems: 8%
8. Enersys: 7%
9. Exide Technologies: 5%
10. Saft Groupe S.A.: 4%

Moat of GS Yuasa Corporation:

GS Yuasa Corporation has a moderate moat, mainly characterized by its long-standing experience and technological expertise in the field of lead-acid and lithium-ion batteries. The company has a strong presence in the automotive sector, especially in motorcycle batteries, and benefits from established partnerships with automakers.

Compared to competitors like Panasonic and CATL, which have larger production capacities and a stronger presence in the electric vehicle sector, the moat of GS Yuasa is less pronounced. These companies heavily invest in research and development as well as expanding their production capacities, giving them a competitive advantage.

GS Yuasa could strengthen its moat by further enhancing its innovation in battery technology and increasing its production capacities to keep pace with the leading companies.

Revenue Growth: 8.5% (2025) Profit Growth: 7.2% (2025) Market Share in Energy Storage Segment: 12% (2025)

GS Yuasa Corporation recorded a revenue growth of 8.5% in 2025, attributed to the increasing demand for energy storage solutions and battery technologies. The company is benefiting from the global energy transition and the growing electrification in various sectors.

The profit growth of 7.2% in the same year indicates that GS Yuasa is operating efficiently and managing its cost structure well. Investments in research and development, especially in the field of lithium-ion batteries, are strengthening the company's competitiveness.

With a market share of 12% in the energy storage segment, GS Yuasa demonstrates a strong market presence. Strategic partnerships and expansions into new markets could further increase growth potential.

Overall, GS Yuasa could be an attractive investment, especially for investors looking to benefit from the long-term development in renewable energy and energy storage.

Dividend Yield: Estimate 2.5% (2026)

Dividend History: Regular payouts in recent years

GS Yuasa Corporation has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 2.5% for the year 2026. This estimate is based on the company's past dividend policy and financial stability.

The company has a solid balance sheet and demonstrates consistent profitability, indicating a reliable dividend payment. Payouts have remained stable in the past, creating confidence in the future dividend policy. Therefore, investors can expect with some reliability that GS Yuasa will continue to pay dividends in the future, unless significant economic or company-specific challenges arise.