Revenue distribution by sectors:

• Automotive lighting: approx. 70%
• General lighting: approx. 15%
• Electronic components: approx. 10%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

• Japan: approx. 40%
• North America: approx. 25%
• Europe: approx. 20%

Stanley Electric Co., Ltd. generates the majority of its revenue from automotive lighting, indicating the company's strong position in the automotive industry. The Japanese market is the largest single market for the company, followed by North America and Europe. This reflects the company's global presence and strategic focus, especially in developed markets.

Production sites of Stanley Electric Co., Ltd.:

Stanley Electric Co., Ltd. operates production facilities in several countries worldwide. The key locations include:

• Japan: This is where the company's main production facilities and research centers are located.
• China: Several plants for the production of automotive lighting and other electronic components.
• Thailand: A significant production site for the automotive industry.
• Vietnam: Production facilities for lighting components.
• Indonesia: Additional manufacturing plants to support regional demand.

This geographical diversification enables Stanley Electric to efficiently respond to demand in different markets and minimize supply chain risks.

Revenue Growth: Estimated 5-7% annually (based on historical data and market trends)

Focus on Research and Development: 5% of revenue (estimated, based on industry standards)

Stanley Electric Co., Ltd. pursues a strategy that heavily emphasizes innovation and technological development. The company continuously invests in research and development to expand its product range in the LED technology and automotive lighting sector.

Another strategic focus is on expanding into emerging markets, particularly in Asia and North America, to capitalize on the increasing demand for energy-efficient lighting solutions.

In addition, Stanley Electric places value on strategic partnerships and collaborations with automotive manufacturers to strengthen its market position and expedite the market readiness of new technologies.

Main raw materials: Rare earths, aluminum, copper

Countries of origin:

• Rare earths: China
• Aluminum: Australia, Canada
• Copper: Chile, Peru

Stanley Electric Co., Ltd. is a leading manufacturer of lighting components, especially for the automotive industry. Production requires the use of special materials and raw materials that are not always locally available.

Rare earths are crucial for the production of LED components and are mainly imported from China, as the country is one of the largest producers of these materials. Aluminum and copper are also essential for the production of electrical components. Australia and Canada are significant suppliers of aluminum, while Chile and Peru are among the largest copper producers worldwide.

These import strategies help Stanley Electric ensure the quality and efficiency of their products while leveraging global supply chains to optimize costs.

Market Share: Estimated 5-7% in the global automotive lighting market (2026)
R&D Expenses: Approximately 5% of revenue (estimated for 2026)
Patents: Over 2,000 active patents (2026)

Stanley Electric Co., Ltd. has a significant competitive advantage in the automotive lighting sector, particularly due to its strong R&D focus and extensive patent portfolios. The company continuously invests in research and development, enabling it to introduce innovative products to the market and differentiate itself from competitors.

In addition, Stanley Electric benefits from long-standing relationships with major automotive manufacturers, further enhancing its stability and growth potential. The ability to offer high-quality and technologically advanced lighting solutions secures the company a solid position in a highly competitive market.

Institutional Investor Share: approximately 45% (estimated for 2026)

Insider Buys/Sells: No significant transactions reported (as of 2026)

The institutional investor share in Stanley Electric Co., Ltd. is estimated to be around 45%. This is typical for a company of this size and industry, as institutional investors often invest in established companies that demonstrate stable performance.

Regarding insider transactions, no significant buys or sells have been reported. This could indicate that the management and other insiders have confidence in the current company strategy and future success. However, it is always advisable to review the latest reports and disclosures to obtain current information.

Market share of Stanley Electric Co., Ltd.: Estimate 8% (2026)

Top competitors and their market share:

1. Koito Manufacturing Co., Ltd.: 15%
2. Valeo S.A.: 12%
3. Hella GmbH & Co. KGaA: 10%
4. Magneti Marelli S.p.A.: 9%
5. Stanley Electric Co., Ltd.: 8%
6. Osram Licht AG: 7%
7. ZKW Group GmbH: 6%
8. Lumileds Holding B.V.: 5%

Stanley Electric Co., Ltd. is a significant player in the automotive lighting sector, but not the market leader. Koito Manufacturing Co., Ltd. holds the largest market share, followed by Valeo and Hella.

Economic moat of Stanley Electric Co., Ltd.:

Stanley Electric has a moderate economic moat, mainly based on its technological expertise and long-standing experience in the industry. The company continuously invests in research and development to provide innovative lighting solutions.

Compared to its competitors, Koito has a stronger economic moat, particularly due to its extensive partnerships with leading automakers and its global presence. Valeo and Hella also benefit from strong brands and broad product portfolios.

Stanley's advantage lies in its specialization and ability to offer customized solutions. However, they must compete against larger and better-diversified competitors that have stronger global networks and greater resources.

Revenue Growth: 4.8% (2025) Profit Growth: 3.2% (2025) Return on Equity (ROE): 10.5% (2025) R&D Expenses: 7.2% of Revenue (2025)

Stanley Electric Co., Ltd. recorded a moderate revenue growth of 4.8% in 2025, indicating stable demand for their products. The profit growth was 3.2%, demonstrating the company's ability to manage costs efficiently while remaining profitable.

The return on equity of 10.5% suggests that the company is achieving a solid return on invested capital. This is a positive sign for investors as it indicates effective use of equity.

Another positive aspect is the high proportion of research and development expenses as a percentage of revenue, which stands at 7.2%. This indicates that Stanley Electric is investing in innovations to remain competitive and potentially tap into new markets.

Overall, the financial health and strategic direction of Stanley Electric suggest that the stock could be an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

Stanley Electric Co., Ltd. has been paying a consistent dividend in recent years. The dividend yield is currently estimated at 2.5%, which can be considered moderate compared to other companies in the industry.

The company has a solid dividend history and has been able to continuously distribute dividends over the past five years. This indicates a reliable dividend policy supported by stable earnings and a healthy financial foundation. Analysts expect that Stanley Electric will also be able to maintain dividends at a similar level in the coming years, provided that no significant economic changes occur.