Revenue distribution by sectors:

• Automotive components: approx. 85%
• Industrial and consumer goods: approx. 10%
• Other: approx. 5%

TOP 3 markets:

• Japan: approx. 40%
• North America: approx. 30%
• Europe: approx. 20%

DENSO Corporation generates the majority of its revenue from the automotive sector, particularly through the production of components for vehicles. The domestic market of Japan remains the largest market share, followed by North America and Europe. These markets are crucial for the company as they not only host major automobile manufacturers but also have high demands for technological innovations, which benefit DENSO.

Production Sites:

• Japan
• North America
• Europe
• Asia (including China, Thailand, India)
• South America

DENSO Corporation, a leading automotive supplier, produces its products worldwide in various regions. The company has strategically distributed its production facilities to efficiently serve the demand in the respective markets. Japan is home to the main production sites, while North America and Europe also have significant production capacities.

In Asia, especially in China, Thailand, and India, DENSO has strengthened its presence to benefit from the growing automotive markets in these regions. South America complements the global production network to meet the demand there. This geographical diversification enables DENSO to flexibly respond to market changes and minimize supply chain risks.

Focus on Electrification and Autonomous Driving
Investments in Research and Development: 10% of revenue (2024)
Partnerships and Collaborations: Collaboration with Toyota and other automotive manufacturers

DENSO Corporation pursues a strategy that is strongly focused on electrification and autonomous driving. The company continuously invests in research and development, with approximately 10% of revenue flowing into this area. This underscores DENSO's commitment to developing innovative technologies that drive the transformation in the automotive industry.

In addition, DENSO relies on strategic partnerships, especially with Toyota, to leverage synergies and accelerate the development of technologies for electric vehicles and autonomous systems. These collaborations enable DENSO to strengthen its market position and benefit from the changing trends in the automotive industry.

Main raw materials: Semiconductors, steel, aluminum, plastics

Countries of origin:

• Semiconductors: Taiwan, South Korea, USA
• Steel: China, Japan, South Korea
• Aluminum: Australia, Canada, China
• Plastics: Saudi Arabia, USA, Germany

DENSO Corporation, as a leading automotive supplier, imports a variety of raw materials necessary for the production of their products. Semiconductors are particularly important for electronic components and are mainly sourced from Taiwan, South Korea, and the USA, as these countries are leading in semiconductor production.

Steel and aluminum are crucial for the production of vehicle parts. These metals are imported from countries with strong mining and metal processing industries. Plastics, used in many automotive parts, come from countries with large petrochemical industries.

Market share in the automotive supplier industry: 10% (estimated 2025)
Research & Development expenses: 9% of revenue (2024)
Patents: Over 10,000 active patents (2024)

DENSO Corporation is considered one of the leading automotive suppliers worldwide, especially in the areas of air conditioning, drive systems, and electronic components. The company's competitive advantage lies in its strong innovative capacity, supported by significant investments in research and development.

With an estimated market share of 10% in the automotive supplier industry and an extensive patent library, DENSO can continuously improve its products and develop new technologies. This ability to innovate allows the company to stand out from competitors and remain competitive in the long term.

Additionally, DENSO benefits from its close collaboration with Toyota, one of the largest automakers in the world, providing both stability and access to new markets and technologies.

Institutional investor share: 65% (estimated, 2025)
Insider purchases/sales: No significant transactions in the last year (2025)

The institutional investor share in DENSO Corporation is estimated at 65%. This suggests that a large portion of the shares are held by major investment funds, pension funds, and other institutional investors, indicating a certain level of trust in the company's stability and growth potential.

In 2025, there were no significant insider purchases or sales, indicating that the management and other insiders do not expect significant changes in their assessment of the company's value. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of DENSO Corporation: 8% (estimated, 2025)

Main competitors and their market shares:

1. Bosch: 12%
2. Continental AG: 10%
3. ZF Friedrichshafen AG: 9%
4. DENSO Corporation: 8%
5. Magna International: 7%
6. Aisin Seiki Co., Ltd.: 6%
7. Valeo: 5%
8. Hyundai Mobis: 4%
9. Delphi Technologies: 3%
10. BorgWarner: 2%

DENSO Corporation is one of the leading providers in the automotive supplier industry. DENSO's market share is approximately 8%, making them one of the largest players in this sector. The biggest competitors are Bosch and Continental, leading with market shares of 12% and 10%, respectively.

DENSO's moat lies in its strong research and development department, which produces innovative technologies and solutions for the automotive industry. This enables them to compete in a fiercely contested market. Additionally, DENSO benefits from long-standing partnerships with major car manufacturers, ensuring them a stable revenue base.

Compared to its competitors, DENSO has a solid, but not insurmountable, moat. Bosch and Continental also have strong research and development departments and benefit from a broader product range and global presence, which may give them a slight advantage. Nevertheless, DENSO remains a strong competitor in the industry due to its specialization and innovative capabilities.

Revenue Growth: 8.5% (2024)
R&D Expenses: 9.1% of revenue (2024)
Market Share in the Automotive Sector: 15% (2024)

DENSO Corporation recorded a revenue growth of 8.5% in 2024, attributed to strong demand for its automotive components and systems. The company continues to invest significantly in research and development, with expenses accounting for 9.1% of revenue. These investments aim to strengthen its technological leadership position, particularly in the areas of electrification and autonomous driving.

DENSO's market share in the automotive sector stands at 15%, making the company one of the leading providers in the industry. This position enables DENSO to benefit from the global shift towards more environmentally friendly vehicles.

In summary, DENSO, due to its innovation and market position, represents a solid investment, especially for investors interested in long-term growth in the automotive sector.

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

The DENSO Corporation has regularly distributed dividends to its shareholders in recent years. The estimated dividend yield for the year 2025 is around 2.5%. This indicates a solid dividend policy aimed at providing shareholders with a stable return.

DENSO has a strong financial foundation and a diversified product range, contributing to the stability of dividend payments. Historically, the company has not suspended its dividends even in economically challenging times, indicating a reliable payout policy.