Revenue distribution by sectors:

• Construction: 40%
• Energy: 30%
• Municipal services: 20%
• Other: 10%

TOP 3 markets and their percentage shares:

• USA: 60%
• Canada: 30%
• Europe: 10%

Badger Infrastructure Solutions Ltd. generates the majority of its revenue from the construction sector, followed by the energy industry and municipal services. The largest market for the company is the USA, accounting for 60% of revenue, followed by Canada with 30% and Europe with 10%. This distribution demonstrates Badger's strong presence in North America and its growing activities in Europe.

Production Sites: North America (USA and Canada)

Badger Infrastructure Solutions Ltd. mainly produces its products in North America, particularly in the USA and Canada. The company is known for its services in the field of non-invasive hydrovac excavation and operates multiple sites to ensure broad geographical coverage.

The strategic placement of production and service sites enables Badger to efficiently respond to demand in different regions while optimizing logistics costs.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)

Badger Infrastructure Solutions Ltd. pursues a growth strategy based on geographical expansion and diversification of its services. The company plans to expand its presence in North America by opening new locations to be closer to its customers and better meet the demand for its services.

Another focus is on innovation and improving technological capabilities, especially in the area of non-invasive excavation and infrastructure technologies. By investing in research and development, Badger aims to increase its efficiency and offer new, more environmentally friendly solutions.

Additionally, the company relies on strategic partnerships and acquisitions to strengthen its market position and explore new business fields. This strategy is intended to secure long-term growth and profitability.

Main Imported Materials: Steel, hydraulic components, electronic components

Countries of Origin: USA, China, Germany

Badger Infrastructure Solutions Ltd. mainly imports materials necessary for the manufacturing and maintenance of their hydrovac and infrastructure services. This includes steel for the construction of vehicles, hydraulic components for the operating systems, and electronic components for the control systems.

The USA is a significant trading partner as they supply high-quality steel products and specialized hydraulic components. China is also an important supplier, especially for electronic components used in the vehicles' control systems. Germany provides specialized hydraulic components crucial for the efficiency and reliability of the equipment.

Market Share: Estimated at 25% in the North American market for non-destructive excavation solutions (2026)

Technological and Innovation Leadership: Leading in the introduction of new hydrovac technologies (2026)

Customer Satisfaction: High customer satisfaction rate of over 90% (2025)

Badger Infrastructure Solutions Ltd. has a significant competitive advantage in the field of non-destructive excavation solutions, especially through its leading position in the North American market. With an estimated market share of 25%, the company is well positioned to benefit from the increasing demand for environmentally friendly and efficient excavation solutions.

Another key advantage is their continuous focus on technology and innovation. Badger is known for introducing new hydrovac technologies that improve both the efficiency and safety of their services. This technological leadership strengthens their market position and differentiates them from competitors.

Additionally, high customer satisfaction contributes to their competitive advantage. With a satisfaction rate of over 90%, it is evident that customers appreciate the quality and reliability of Badger's services, leading to strong customer loyalty and repeat business.

Institutional Investor Share: 45% (estimated, 2026)
Insider Buys/Sells: No significant changes (estimated, 2026)

The institutional investor share in Badger Infrastructure Solutions Ltd. is estimated to be around 45%. This suggests that a significant number of shares are held by large institutional investors, indicating a certain level of confidence from these investors in the company's long-term performance.

Regarding insider buys and sells, there are no significant changes indicating unusual behavior or altered confidence from company insiders. This could suggest that insiders are satisfied with the current company strategy and performance.

Market share of Badger Infrastructure Solutions Ltd.: Estimate: 12% (2026)

Top competitors and their market shares:

1. Clean Harbors, Inc.: 18%
2. HydroChemPSC: 15%
3. Veolia Environmental Services: 14%
4. Badger Infrastructure Solutions Ltd.: 12%
5. Waste Management, Inc.: 10%
6. Stericycle, Inc.: 8%
7. Republic Services, Inc.: 7%
8. Covanta Holding Corporation: 6%
9. US Ecology, Inc.: 5%
10. Advanced Disposal Services, Inc.: 5%

Moat of Badger Infrastructure Solutions Ltd.:

Badger Infrastructure Solutions Ltd. has a moderate moat, mainly supported by its specialized technology and extensive network of hydrovac vehicles. This technology enables the company to operate more efficiently and safely than many competitors, especially in urban areas where precision and safety are crucial.

Compared to major competitors like Clean Harbors and Veolia, which have more comprehensive service portfolios and larger geographic footprints, Badger's moat is less pronounced. These companies often benefit from economies of scale and a broader customer base.

However, Badger benefits from a niche market where it operates as a market leader, providing some protection against new competitors. Continuous innovation and specialization in their core technology could strengthen the moat in the long term, provided they continue to invest in research and development.

Revenue Growth: 8.5% (2025) EBITDA Margin: 18% (2025) Leverage Ratio: 1.2 (2025)

Badger Infrastructure Solutions Ltd. recorded a revenue growth of 8.5% in 2025, attributed to solid demand for their infrastructure services. The EBITDA margin of 18% indicates that the company operates efficiently and is able to control its costs well.

The leverage ratio of 1.2 suggests moderate debt, providing the company with financial flexibility to invest in future growth projects or withstand economic downturns.

Overall, the company demonstrates stable financial health and growth prospects, making it a potentially attractive investment, especially for investors interested in infrastructure projects.

Dividend Yield: 2.8% (2026, estimated)
Dividend History: Stable payout over the last 5 years

Badger Infrastructure Solutions Ltd. regularly pays out a dividend. The dividend yield is currently around 2.8%. Over the past five years, the company has pursued a stable dividend policy, indicating a reliable payout.

The stability of the dividend is attributed to the solid financial performance and strong market position of Badger Infrastructure Solutions Ltd. Analysts expect the company to maintain its dividend policy as long as the financial conditions remain stable.