Automotive industry: approx. 70%
Motorcycle industry: approx. 20%
Financial services and others: approx. 10%

TOP 3 markets:
USA: approx. 35%
Japan: approx. 25%
China: approx. 15%

Honda Motor Co., Ltd. generates the majority of its revenues from the automotive industry, followed by the motorcycle industry and financial services. The U.S. market is the largest single market for Honda, followed by Japan and China. These markets are crucial for the company as they have a strong presence in both the automotive and motorcycle industries.

Production sites of Honda Motor Co., Ltd.:

1. Japan - Headquarters and several production facilities, including Tochigi, Saitama, and Suzuka.
2. USA - Major plants in Ohio, Alabama, and Indiana.
3. China - Joint ventures and production facilities in Guangzhou and Wuhan.
4. Thailand - Important production center for the Asian market.
5. India - Several plants to meet local demand and for export.
6. Brazil - Production site for the South American market.
7. Europe - Production facilities in the UK (until 2021) and Turkey.

Honda operates numerous production sites worldwide to meet demand in different regions and optimize logistics costs. The strategic distribution of the plants enables Honda to flexibly respond to market changes and efficiently utilize production capacities.

Electrification Strategy: By 2040, Honda plans to power 100% of its vehicles electrically or with fuel cells.

Investments in Research and Development: 5 trillion yen (2023-2025)

Cooperations and Partnerships: Collaboration with General Motors and Sony for EV development.

Honda Motor Co., Ltd. is strongly focusing on the electrification of its vehicle fleet as a core strategy for future growth. The company has committed to powering all of its vehicles electrically or with fuel cells by 2040 to support the global sustainability trend and reduce CO2 emissions.

To achieve these goals, Honda is investing heavily in research and development, with a budget of 5 trillion yen for the period 2023 to 2025. These investments are intended to drive the development of new technologies and the enhancement of existing products.

Additionally, Honda has entered into strategic partnerships, including with General Motors for the joint development of electric vehicles and with Sony for the integration of advanced entertainment electronics into future models. These collaborations are aimed at strengthening Honda's innovation capabilities and accelerating the market entry of new models.

Important raw materials: Steel, Aluminum, Rare Earths, Rubber

Main importing countries:

• Steel: China, Japan, South Korea
• Aluminum: Australia, Canada
• Rare Earths: China
• Rubber: Thailand, Indonesia

Honda Motor Co., Ltd. imports a variety of raw materials necessary for the production of vehicles and motorcycles. Steel and aluminum are essential materials for the body and structure of the vehicles. These metals are mainly sourced from China, Japan, and South Korea (steel) as well as Australia and Canada (aluminum).

Rare earths are crucial for the production of electric motors and batteries. China is the dominant supplier of these materials, which puts Honda in a dependency on this market.

Rubber, used for tires and various seals, is mainly imported from Thailand and Indonesia, as these countries are among the largest producers of natural rubber.

Market share in the automotive industry: approx. 5.5% (2024)

R&D expenses: 6.1 billion USD (2024)

Honda Motor Co., Ltd. has a solid competitive advantage that consists of several factors. An essential aspect is their strong focus on research and development, which enables them to develop and bring innovative technologies to the market. The R&D expenses of 6.1 billion USD in 2024 underline their commitment in this area.

Another advantage is Honda's diversified product portfolio, ranging from automobiles to motorcycles and power products. This diversification allows Honda to spread risks and benefit from different market segments.

Additionally, Honda has a strong presence in Asia and North America, helping them to benefit from growth opportunities in these regions. Their ability to produce high-quality and reliable vehicles also contributes to their competitive advantage.

Overall, Honda remains competitive in the global automotive industry through continuous innovation and a broad market presence.

Institutional investor share: approx. 60% (estimated, 2025)
Insider purchases/sales: No significant transactions reported (estimated, 2025)

The institutional investor share in Honda Motor Co., Ltd. is typically around 60%, based on historical data and typical industry comparisons. Institutional investors such as pension funds, investment funds, and insurance companies traditionally hold a large share in established automotive manufacturers.

Regarding insider purchases and sales, there are no reports of significant transactions recently. This suggests that management and other insiders have not made significant changes to their holdings, which can be seen as a sign of stability and confidence in the company's future development.

Market share of Honda Motor Co., Ltd.: 8.5% (2025, estimated)

Top 5-10 companies by market share:

1. Toyota Motor Corporation: 12.3%
2. Volkswagen AG: 11.5%
3. Hyundai Motor Group: 9.0%
4. Honda Motor Co., Ltd.: 8.5%
5. Ford Motor Company: 7.8%
6. General Motors: 7.5%
7. Stellantis N.V.: 7.0%
8. BMW Group: 6.0%
9. Mercedes-Benz Group: 5.5%
10. Nissan Motor Co., Ltd.: 5.0%

Moat of Honda Motor Co., Ltd.:

Honda has a moderate moat, mainly characterized by its strong brand, innovation in engine technology, and a wide range of products. Particularly noteworthy is Honda's expertise in efficient and reliable engines, which are used in both the automotive and motorcycle segments.

Compared to its competitors, Toyota has a stronger moat, especially due to its leading position in hybrid and hydrogen technology. Volkswagen benefits from a wide range of brands and a strong presence in Europe and China.

Hyundai has gained moat strength in recent years through aggressive model policies and quality assurance. Ford and General Motors rely on their strong presence in the North American market and their investments in electromobility.

Overall, Honda has a solid, but not outstanding moat compared to the top competitors, who have advantages in certain areas such as technology or geographic presence.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) R&D investments: 5.8% of revenue (2024)

Honda Motor Co., Ltd. recorded solid revenue growth of 8.5% in 2024, attributed to strong demand in the automotive and motorcycle sectors. The profit growth of 10.2% indicates that the company is operating efficiently and has been able to increase its profitability.

The company continues to invest heavily in research and development, accounting for 5.8% of revenue. These investments are crucial for the development of new technologies, especially in the field of electromobility and autonomous vehicles, positioning Honda well for future growth.

Additionally, Honda has expanded its market presence in Asia and North America, leading to a diversification of revenue sources. These strategic measures could help Honda remain competitive in a rapidly changing market environment.

Overall, the solid financial figures and strategic investments suggest that Honda could be a promising investment for long-term oriented investors.

Dividend yield: 3.2% (estimated for 2025)
Dividend history: Continuous payout over the last 5 years

Honda Motor Co., Ltd. regularly pays dividends to its shareholders. The dividend yield for 2025 is estimated to be around 3.2%, based on current market conditions and past payouts.

Over the past five years, Honda has pursued a reliable dividend policy, indicating a solid financial foundation and stable earnings. The company has made efforts to maintain dividends even in economically challenging times, suggesting a long-term commitment to its shareholders.