Automotive Industry: approx. 85%
Industrial Machinery: approx. 10%
Other Segments: approx. 5%

TOP 3 Markets:
Japan: approx. 35%
North America: approx. 30%
Europe: approx. 20%

Aisin Corporation generates the majority of its revenue from the automotive industry, particularly through the production of drive components, brakes, and chassis systems. Industrial machinery and other segments also contribute to the revenue, but to a significantly lesser extent.

The key markets for Aisin are Japan, North America, and Europe. Japan remains the largest market, followed by North America, where the demand for automotive components is strong. Europe is the third-largest market, attributed to the presence of several major automotive manufacturers in the region.

Production Sites of Aisin Corporation:

Aisin Corporation, a leading automotive supplier, operates production facilities worldwide. The key production sites include:

• Japan: As the company's headquarters, numerous production facilities are located here, manufacturing a variety of automotive components.
• China: Aisin has multiple plants in China to efficiently serve the Asian market.
• USA: In North America, Aisin operates several factories to meet the demand of local automakers.
• Europe: Aisin also has production sites in Europe to supply the European market.
• Southeast Asia: Countries like Thailand and Indonesia also host production facilities of Aisin.

This global presence enables Aisin to flexibly respond to market demands and optimize logistics costs.

Electrification: Focus on electric and hybrid vehicle components
Digitalization: Investments in digital technologies and automation
Sustainability: Reduction of CO2 emissions and sustainable production methods

Aisin Corporation is pursuing a growth strategy that is heavily focused on the electrification of the automotive sector. The company is investing significantly in the development of components for electric and hybrid vehicles to meet the increasing demands of the automotive industry.

In addition, Aisin is leveraging digitalization and automation to increase efficiency in production and enhance product quality. These measures are intended to secure the company's long-term competitiveness.

Another key element of the strategy is sustainability. Aisin is committed to reducing CO2 emissions in its production processes and implementing sustainable methods to minimize its ecological footprint.

Main raw materials: Steel, Aluminum, Plastics

Countries of origin:

• Steel: China, South Korea, Japan
• Aluminum: Australia, Canada
• Plastics: USA, Germany

Aisin Corporation, a leading automotive supplier, imports various raw materials crucial for the production of automotive parts. Steel and aluminum are the primary metals required in large quantities, especially for the production of transmissions and other mechanical components.

China and South Korea are significant suppliers of steel, while aluminum is mainly imported from Australia and Canada due to the large bauxite reserves in these countries. Plastics used for interior components and other parts are often sourced from the USA and Germany, as these countries have advanced technologies in plastic production.

Market share in the automotive sector: 5% (estimated for 2025)
R&D expenses: 7% of revenue (2024)
Revenue growth: 4% (2024)

Aisin Corporation is a significant player in the automotive supply industry and benefits from a diversified product portfolio ranging from drive components to vehicle safety and comfort systems. The company's competitive advantage lies in its strong R&D focus, enabling Aisin to develop innovative technologies and stay at the forefront of automotive technology.

The company also has strategic partnerships with major automakers, strengthening its market position. Despite a moderate revenue growth of 4% in 2024, Aisin remains competitive through its ability to adapt to market changes and quickly integrate new technologies.

Overall, Aisin's competitive advantage is supported by its innovation, wide product range, and strong customer relationships. This allows the company to maintain its position in a highly competitive market environment.

Institutional Investor Share: approximately 45% (2025, estimated) Insider Buys/Sells: No significant transactions reported (2025, estimated)

The institutional investor share in Aisin Corporation is estimated to be around 45%. This is typical for large publicly traded companies in Japan, where institutional investors such as pension funds, investment funds, and insurance companies hold a significant portion.

In 2025, no significant insider buys or sells were reported. This suggests that the management and other insiders are currently not making any significant changes to their stake in Aisin Corporation. Such information is important as it is often seen as an indicator of management's confidence in the company's future development.

Market share of Aisin Corporation: Estimated 12% (2025)

Top competitors and their market shares:

1. Denso Corporation: 15%
2. Bosch: 14%
3. Continental AG: 13%
4. Aisin Corporation: 12%
5. ZF Friedrichshafen AG: 10%
6. Magna International: 9%
7. Hyundai Mobis: 8%
8. Valeo: 7%
9. Lear Corporation: 6%
10. Faurecia: 6%

Moat of Aisin Corporation:

Aisin Corporation has a solid moat, mainly based on its close collaboration with Toyota and its strong position in drivetrain and chassis components. This strategic partnership provides Aisin with a stable market and access to innovative technologies.

Compared to its competitors, Aisin has the advantage of vertical integration and a wide range of products, allowing the company to flexibly respond to market changes. However, companies like Bosch and Denso also have strong moats, particularly through their innovation capabilities and global presence.

Competition in the automotive supplier market is intense, and while Aisin has a significant advantage in certain segments, other companies have comparable or even stronger moats in areas such as electronics and software solutions.

Revenue Growth: 8.2% (2024)
Profit Growth: 10.5% (2024)
R&D Expenses: 5.6% of revenue (2024)

Aisin Corporation recorded a revenue growth of 8.2% in 2024, indicating strong demand for its automotive components and a solid market position. The profit growth of 10.5% shows that the company was able to effectively manage its costs and improve its margins.

The investments in research and development, accounting for 5.6% of revenue, suggest that Aisin Corporation continues to focus on innovation and technological advancements to remain competitive. This could potentially lead to new products and market share gains in the long term.

In summary, Aisin Corporation appears to be a promising investment opportunity due to its solid revenue and profit growth as well as strategic investments in R&D. However, potential investors should also consider other factors such as overall market trends and industry-specific risks.

Dividend Yield: 3.2% (estimated for 2025)
Dividend History: Consistent payout over the last five years

Aisin Corporation has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 3.2% for 2025, based on current market conditions and company policy.

The company has a solid dividend history and is considered a reliable dividend payer. Aisin Corporation has not suspended any dividend payments in the last five years, indicating a stable financial position and consistent earnings power.