Revenue distribution by industry:

• Motorcycles: approx. 60%
• Marine products: approx. 20%
• Power Products: approx. 10%
• Industrial machinery and robots: approx. 5%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

• Asia (excluding Japan): approx. 40%
• North America: approx. 25%
• Europe: approx. 20%

Yamaha Motor Co., Ltd. generates the majority of its revenue from the sale of motorcycles, accounting for approximately 60% of total revenue. Marine products and Power Products also contribute significantly to the revenue.

Geographically, Asia is the largest market for Yamaha, followed by North America and Europe. These regions are crucial for the company as they generate the majority of the revenue. The strong presence in Asia is attributed to the high demand for motorcycles in emerging countries.

Production Sites of Yamaha Motor Co., Ltd.:

Yamaha Motor Co., Ltd. has a global production presence with factories in several countries. The key production sites include:

• Japan: Headquarters and multiple production facilities, especially for motorcycles and marine products.
• Indonesia: One of the largest production sites for motorcycles.
• Thailand: Important location for the production of motorcycles and engines.
• Vietnam: Production of motorcycles for the local and international markets.
• India: Production facilities for motorcycles and parts.
• China: Production of motorcycles and components.
• USA: Production sites for recreational vehicles and marine products.

This geographical diversification enables Yamaha Motor to efficiently respond to regional market demands and optimize production costs.

Revenue Growth: 10.5% (estimated 2024)
Investment in Research and Development: 7.8% of revenue (estimated 2024)

Yamaha Motor Co., Ltd. is pursuing a multi-faceted growth strategy focused on innovation, sustainability, and global expansion. A key element of this strategy is increased investment in research and development to develop new technologies and products, particularly in the field of electromobility and autonomous vehicles.

The company plans to expand its presence in emerging markets to capitalize on the growing demand for motorcycles and other mobility solutions. At the same time, Yamaha is diversifying its product portfolio to hedge against market fluctuations.

Another focus is on sustainability. Yamaha is investing in environmentally friendly production processes and products to reduce its ecological footprint and meet the growing consumer demand for sustainable solutions.

Main raw materials: Aluminum, steel, plastics, rubber

Main supplying countries:

• Aluminum: Australia, China
• Steel: South Korea, Japan (local production)
• Plastics: China, Thailand
• Rubber: Thailand, Indonesia

Yamaha Motor Co., Ltd. imports a variety of raw materials necessary for the production of motorcycles, boats, and other motorized products. Aluminum and steel are crucial for manufacturing vehicle frames and engine parts. These metals are mainly sourced from Australia, China, and South Korea, with local Japanese steel producers also playing a role.

Plastics and rubber are essential for producing coverings and tires. These materials are predominantly imported from Asian countries such as China, Thailand, and Indonesia, known for their cost-effective production and availability.

The selection of supplying countries is based on factors such as cost, quality, and logistical efficiency. Yamaha continuously optimizes its supply chains to remain competitive and reduce production costs.

Market share in the motorcycle segment: 15% (estimated for 2025)
R&D investments: 5% of revenue (2024)
Gross margin: 25% (2024)

Yamaha Motor Co., Ltd. has a significant competitive advantage in the motorcycle segment, especially in Asia and Europe. With an estimated market share of 15% in 2025, the company remains one of the leading players in the industry.

The continuous investments in research and development, accounting for about 5% of revenue, enable Yamaha to develop innovative products and technologies that meet customer needs and strengthen competitiveness.

Furthermore, a stable gross margin of 25% helps the company efficiently manage its costs, allowing it to compete on price and remain profitable at the same time.

Institutional Investor Share: approximately 45% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No significant transactions reported (as of 2025)

The institutional investor share in Yamaha Motor Co., Ltd. traditionally ranges from about 40-50%. These investors include large investment funds, pension funds, and other institutional investors with a long-term focus.

In 2025, no significant insider purchases or sales were reported, indicating a stable assessment of the company by management and other insiders. Such transactions are often seen as indicators of the company's future performance, but in this case, there are no exceptional activities to report.

Market Share of Yamaha Motor Co., Ltd.: 12% (2025, estimated)

Top Competitors and Their Market Shares:

1. Honda Motor Co., Ltd.: 25%
2. Suzuki Motor Corporation: 15%
3. Kawasaki Heavy Industries, Ltd.: 10%
4. Harley-Davidson, Inc.: 8%
5. BMW Motorrad: 7%
6. Ducati Motor Holding S.p.A.: 5%
7. KTM AG: 4%

Yamaha Motor Co., Ltd. holds a significant market share of 12% in the global motorcycle market. The largest competitor, Honda Motor Co., Ltd., dominates the market with a share of 25%. Suzuki and Kawasaki follow with 15% and 10%, respectively.

Yamaha's moat lies in its strong brand recognition, wide product range, and innovation, especially in the field of electromobility and hybrid vehicle development. Yamaha has also made a name for itself through a strong presence in various motorsport disciplines, enhancing brand loyalty.

Compared to competitors, Honda has a broader moat due to its extensive distribution network and larger production capacity. Suzuki and Kawasaki also benefit from strong brands and specialized product lines that help them maintain their market positions.

Overall, Yamaha has a solid moat, but it is less pronounced compared to Honda. The competition is strong, and market shares are relatively close together, indicating a competitive market.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) R&D Investments: 5.3% of revenue (2024)

Yamaha Motor Co., Ltd. recorded solid revenue growth of 8.5% in 2024. This indicates strong demand for their products, especially in the motorcycle and marine products sectors. The profit growth of 10.2% shows that the company is operating efficiently and managing its costs well.

Another positive aspect is the investment in research and development, which accounts for 5.3% of revenue. This demonstrates that Yamaha Motor is investing in innovations to strengthen its competitive position in the long term.

In summary, Yamaha Motor Co., Ltd. appears to be a potentially good investment due to its solid financial performance and strategic investments in the future. However, investors should also consider external factors such as market trends and economic conditions.

Dividend yield: 3.2% (2024) Dividend growth: 5% (annually on average over the last 5 years)

Yamaha Motor Co., Ltd. has been paying out a consistent dividend in recent years. The dividend yield was around 3.2% in 2024, which can be considered attractive compared to other companies in the industry.

The company has recorded an average dividend growth of 5% per year over the last five years. This stability and growth indicate that Yamaha Motor pursues a reliable dividend policy based on a solid financial foundation.

Analysts expect that Yamaha Motor will also be able to pay a stable dividend in the coming years, supported by strong operational performance and a healthy balance sheet.