Revenue distribution by industry:

• Commercial vehicles: approx. 70%
• Engines and components: approx. 20%
• Financial services and others: approx. 10%

TOP 3 markets and their percentage shares:

• Japan: approx. 35%
• Southeast Asia: approx. 25%
• North America: approx. 20%

Isuzu Motors Limited generates the majority of its revenue from the sale of commercial vehicles, which represents the core area of the company. The Japanese market remains the largest single market for Isuzu, followed by a strong presence in Southeast Asia, where the demand for robust commercial vehicles is high. North America is also a significant market, especially through the sale of light and medium-duty trucks.

Production sites of Isuzu Motors Limited:

1. Japan: Main production facilities are located in Fujisawa, Tochigi, and Hokkaido.
2. Thailand: Isuzu has significant production capacities in Thailand, serving as an important export hub.
3. India: Production facilities in India to serve the local market.
4. Philippines: Manufacturing plants to supply the Southeast Asian market.
5. North America: Collaboration with local partners for the production of certain models.

Isuzu Motors Limited operates several production sites worldwide to manufacture their vehicles and engines. The strategic placement of these plants enables the company to efficiently respond to regional market demands and minimize transportation costs. Furthermore, the presence in emerging markets such as India and Thailand enhances Isuzu's global competitiveness.

Revenue Growth: Estimated 5-7% annually (2025)

Strategic Priorities:

1. Electrification and Sustainability
2. Expansion in Emerging Markets
3. Technological Innovation

Isuzu Motors Limited pursues a strategy strongly focused on electrification and sustainability. The company invests significantly in the development of electric and hybrid vehicles to support the global trend towards reducing CO2 emissions. These efforts are part of a broader plan to modernize its product range and make it more environmentally friendly.

Furthermore, Isuzu plans to strengthen its presence in emerging markets. These markets offer significant growth potential as the demand for commercial vehicles in these regions is increasing. Isuzu aims to increase its market share through local partnerships and production facilities.

Another focus is on technological innovations, especially in the areas of autonomous driving and connected vehicles. Through investments in research and development, Isuzu aims to enhance its competitiveness and explore new business opportunities.

Main raw materials: Steel, Aluminum, Copper, Plastics

Countries of origin:

• Steel: Japan, China, South Korea
• Aluminum: Australia, Canada
• Copper: Chile, Peru
• Plastics: Saudi Arabia, USA

Isuzu Motors Limited imports a variety of raw materials that are essential for the production of their vehicles and components. Steel and aluminum are the main materials for the body and other structural parts. These materials are mainly sourced from Asian countries such as Japan, China, and South Korea, with Australia and Canada also being important suppliers of aluminum.

Copper, used in electrical systems and wiring, is predominantly imported from South America, especially from Chile and Peru, which are leading copper producers worldwide. Plastics, used in interior fittings and other vehicle parts, mainly come from countries with large petrochemical industries such as Saudi Arabia and the USA.

These import strategies enable Isuzu to procure high-quality materials at competitive prices, which is crucial for maintaining their production standards and cost efficiency.

Market share in the commercial vehicle segment: 8.5% (2024, estimated)
R&D expenses: 5.2% of revenue (2024)
EBITDA margin: 12.1% (2024)

Isuzu Motors Limited has a solid competitive advantage in the commercial vehicle segment, particularly due to its strong market position in Asia and Africa. The company benefits from its long-standing experience and reputation for reliable and durable vehicles, making it a preferred provider in many emerging markets.

Another key advantage is Isuzu's continuous investment in research and development, accounting for approximately 5.2% of revenue. This enables the company to drive technological innovations and develop more environmentally friendly drivetrains, which are increasingly important in the industry.

The EBITDA margin of 12.1% demonstrates an efficient cost structure and strong operational performance, allowing Isuzu to offer competitive prices while remaining profitable. Despite intense competitive pressure from global players like Toyota and Daimler Trucks, Isuzu remains well positioned due to these factors.

Institutional Investor Share: 45% (estimated for 2025)
Insider Trades: No significant transactions in the last year (2024)

The institutional investor share in Isuzu Motors Limited is estimated to be around 45%, indicating strong interest from investment funds and other institutional investors. This demonstrates confidence in the company's stability and growth potential.

In 2024, there were no significant insider buys or sells, suggesting that the management and other insiders did not make any significant changes to their holdings. This could be interpreted as a sign of confidence in the current corporate strategy and market development.

Market share of Isuzu Motors Limited: 3.5% (2025, estimated)

Top competitors and their market shares:

1. Toyota Motor Corporation: 12.5%
2. Volkswagen AG: 11.3%
3. Ford Motor Company: 7.8%
4. General Motors: 7.5%
5. Honda Motor Co., Ltd.: 5.9%
6. Nissan Motor Co., Ltd.: 5.2%
7. Hyundai Motor Company: 4.8%
8. Stellantis N.V.: 4.5%
9. BMW Group: 4.0%
10. Isuzu Motors Limited: 3.5%

Isuzu Motors Limited has a specialized moat, mainly focused on commercial vehicles and diesel engines. This focus allows Isuzu to maintain a strong position in certain segments such as trucks and buses. Isuzu's moat is characterized by technological expertise and a strong brand presence in emerging markets.

Compared to larger competitors like Toyota or Volkswagen, which have more comprehensive product ranges and global presence, Isuzu's moat is more specific and less diversified. Companies like Toyota and Volkswagen have a broader and stronger moat due to their diversification, innovation capabilities, and global production capacities.

Isuzu's advantage lies in the niche of commercial vehicles, where they can excel through specialized products and services. However, competition in the automotive industry remains intense, and larger competitors tend to have stronger moats due to their size and resource advantages.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) Market share in the commercial vehicle segment: 12% (2024)

Isuzu Motors Limited achieved a revenue growth of 8.5% in 2024, attributed to strong demand in the commercial vehicle segment and successful international expansions. The profit growth of 10.2% during the same period indicates an efficient cost structure and successful margin improvements.

The company holds a 12% market share in the global commercial vehicle segment, highlighting its stable market position. Isuzu has also invested in research and development in recent years to expand its product range and focus on sustainable technologies, opening up future growth opportunities.

In summary, Isuzu Motors Limited demonstrates solid fundamental data and a strategic focus on growth markets, making the stock a potentially attractive investment. However, investors should also consider macroeconomic factors and industry trends before making a final decision.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Steady payout over the last 5 years

Isuzu Motors Limited has been paying a consistent dividend in recent years. The dividend yield is estimated to be around 3.5% for 2025, based on current stock prices and payouts.

The company has a solid dividend history and demonstrates a reliable payout policy. This suggests that Isuzu Motors is committed to continuously returning capital to shareholders. Analysts view the dividend policy as sustainable, supported by stable earnings and a healthy balance sheet.