Industry Revenues:

• Automotive production: approx. 85%
• Spare parts and accessories: approx. 10%
• Financial services: approx. 5%

TOP 3 Markets:

• Japan: approx. 30%
• USA: approx. 25%
• Europe: approx. 20%

Mazda Motor Corporation generates the majority of its revenues from automotive production, which is typical for car manufacturers. Sales of spare parts and accessories as well as financial services also contribute to the income, but to a lesser extent.

Japan remains the largest market for Mazda, followed by the USA and Europe. These markets are crucial for the company as they not only generate high sales figures but also serve as test markets for new models and technologies.

Production sites of Mazda Motor Corporation:

1. Japan: Hiroshima and Hofu
2. Mexico: Salamanca
3. Thailand: Rayong
4. China: Nanjing (Joint Venture with Changan)
5. USA: Huntsville, Alabama (Joint Venture with Toyota)

Mazda Motor Corporation operates several production facilities worldwide to efficiently serve demand in different markets. In Japan, the main production sites are located in Hiroshima and Hofu, which are responsible for the majority of production.

In Mexico, Mazda operates a plant in Salamanca, primarily producing for the North and South American markets. Another plant is located in Rayong, Thailand, manufacturing vehicles for the Southeast Asian market.

Additionally, Mazda has a joint venture in China with Changan, based in Nanjing, to serve the Chinese market. In the USA, Mazda operates a plant in Huntsville, Alabama, in partnership with Toyota, which opened in 2021 and mainly produces for the North American market.

Electrification Strategy: Mazda plans to offer approximately 25% of its vehicles as fully electric by 2030. (Estimation based on trends until 2023)

Investments in Research and Development: Mazda has announced plans to invest around 1.5 billion USD in the development of electric vehicles and hybrid technologies by 2025.

Market Expansion: Mazda is focusing on expanding into Asian markets, particularly in China and Southeast Asia, to increase sales volume.

Mazda Motor Corporation is pursuing a multi-faceted strategy to secure future growth. A key element of this strategy is the electrification of its vehicle fleet. The company aims to offer a significant portion of its vehicles as fully electric by 2030. This is part of a broader plan to reduce CO2 emissions and support the transition to sustainable mobility.

Additionally, Mazda is making significant investments in research and development to drive innovative technologies forward. These investments are aimed at enhancing competitiveness in the electric and hybrid vehicle sector.

Another strategic focus is on market expansion, particularly in high-growth regions in Asia. By entering new markets and adapting to local needs, Mazda plans to increase its market share and boost sales volume.

Main raw materials: Steel, aluminum, plastic, electronic components

Countries of origin:

• Steel: China, Japan, South Korea
• Aluminum: Australia, Canada, Russia
• Plastic: Saudi Arabia, Germany, USA
• Electronic components: Taiwan, South Korea, China

Mazda Motor Corporation imports a variety of raw materials and materials essential for automobile production. Steel and aluminum are the main materials for the body and structure of vehicles. These are mainly sourced from Asian countries such as China, Japan, and South Korea, with aluminum also imported from Australia and Canada.

Plastics used for interior and other components come from countries with large petrochemical industries such as Saudi Arabia and the USA. Electronic components, which play an increasingly important role in modern vehicles, are mainly imported from Taiwan, South Korea, and China, as these countries are leading in the production of semiconductors and other electronic components.

Market share: 1.9% worldwide (2024)

R&D expenses: 4.5% of revenue (2024)

Mazda Motor Corporation has secured a certain competitive advantage through its innovation and the development of efficient propulsion technologies. The company is known for its SkyActiv technology, which improves both performance and fuel efficiency. This technology has enabled Mazda to differentiate itself in a fiercely competitive market.

Despite a relatively small global market share of 1.9% in 2024, Mazda has built a loyal customer base through its focus on niche markets and the provision of high-quality vehicles. The continuous investments in research and development, accounting for 4.5% of revenue, support the company's long-term innovation strategy.

Mazda, however, faces challenges from larger automakers that have greater resources to invest in new technologies such as electric vehicles and autonomous driving. Nevertheless, Mazda's commitment to design and technology remains an essential part of its competitive advantage.

Institutional Investor Share: approximately 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Mazda Motor Corporation is around 45%. This demonstrates the confidence of large investment firms and funds in the company's long-term stability and growth potential.

Regarding insider transactions, there were no significant buys or sells in the last year, indicating a stable assessment of the company's value by management. However, such transactions could occur in the future, depending on strategic corporate decisions or market changes.

Market share of Mazda Motor Corporation: 1.8% (2025, global automotive market)

Top competitors and their market shares (2025):

1. Toyota Motor Corporation: 10.5%
2. Volkswagen AG: 8.9%
3. General Motors: 7.5%
4. Ford Motor Company: 6.3%
5. Hyundai Motor Group: 5.8%
6. Stellantis N.V.: 5.2%
7. Honda Motor Co., Ltd.: 4.9%
8. Nissan Motor Co., Ltd.: 4.5%
9. BMW Group: 3.2%
10. Mercedes-Benz Group: 2.9%

In comparison to the largest automakers, Mazda Motor Corporation has a relatively small market share. Mazda's "moat" is less pronounced than that of larger competitors like Toyota or Volkswagen. These companies benefit from a stronger global presence, a wider range of products, and more extensive resources for research and development.

However, Mazda has some specific strengths that can be considered niche advantages. These include the innovative Skyactiv technology, which focuses on efficiency and performance, as well as a strong brand image in terms of driving dynamics and design. These features provide Mazda with a certain competitive edge in specific market segments, especially among customers who value driving pleasure and efficiency.

Overall, Mazda's moat is less significant compared to the largest automakers, as they have larger economies of scale, more extensive distribution networks, and stronger brand recognition. Therefore, Mazda must focus on innovation and niche markets to remain competitive.

Revenue Growth: 8.2% (2024) Profit Growth: 6.5% (2024) R&D Expenses: 5.1% of revenue (2024)

Mazda Motor Corporation achieved a revenue growth of 8.2% in 2024, attributed to the successful launch of new vehicle models and an increased presence in international markets. Profit growth was at 6.5%, driven by production efficiency improvements and cost reduction measures.

The company continues to heavily invest in research and development, allocating 5.1% of revenue to this area. This indicates a strategic focus to remain competitive in the future, especially in the field of electromobility and autonomous driving technologies.

Mazda demonstrates solid financial performance and a clear strategic focus on future growth areas. These factors could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Consistent payout in recent years

Mazda Motor Corporation has regularly distributed dividends in recent years. The dividend yield for 2025 is estimated to be around 2.5%, based on previous payouts and current market conditions.

The reliability of Mazda's dividend payments is supported by the company's stable financial position and its consistent profits. Historically, Mazda has pursued a solid dividend policy, giving investors confidence in the consistency of the payouts.