Main Industries:

• Cement production
• Building materials
• Energy generation

Top 3 Markets:

1. Taiwan: approx. 40%
2. China: approx. 35%
3. Southeast Asia: approx. 15%

Asia Cement Corporation generates the majority of its revenue from cement production and the sale of building materials. Taiwan remains the largest market, followed by China, where the company also has a strong presence. The market in Southeast Asia is growing steadily and contributes significantly to the revenues. This distribution reflects the company's strategic focus on markets with high construction activity and infrastructure development.

Production Sites:

• Taiwan
• China
• Myanmar

Asia Cement Corporation operates production facilities in several countries, including Taiwan, China, and Myanmar. This geographical diversification allows the company to efficiently distribute its products in different markets and benefit from regional growth opportunities. The strategic placement of production plants also helps minimize transportation costs and optimize supply chains.

Revenue Growth: Estimated 8-10% (2025, based on industry trends)

Capital Investments: Increased in sustainable technologies and infrastructure (2025)

Asia Cement Corporation is pursuing a strategy focused on sustainable growth and technological innovation. The company is increasing its investments in environmentally friendly production methods to reduce CO2 emissions and enhance efficiency. These measures are part of a broader plan to adapt to stricter environmental regulations and improve competitiveness.

In addition, Asia Cement is pursuing geographic expansion into emerging markets, particularly in Southeast Asia, to capitalize on the growing demand for construction materials in these regions. Through strategic partnerships and joint ventures, the company plans to expand its market presence and tap into new revenue streams.

Main raw materials: Limestone, clay, gypsum, coal

Import countries: Australia, Indonesia, Vietnam, China

Asia Cement Corporation mainly imports limestone, clay, gypsum, and coal for cement production. These raw materials are essential for the production of cement and are sourced from various countries to ensure supply security and cost optimization.

Australia and Indonesia are significant suppliers of coal, which is used as fuel in cement production. Vietnam and China supply clay and gypsum, which serve as additives in the cement process. Diversifying the sources of supply helps the company minimize risks from geopolitical or market-related fluctuations.

Market share in Taiwan: Approximately 20% (2024) Revenue growth: 3.5% (2024) EBITDA margin: 25% (2024)

The Asia Cement Corporation has a significant competitive advantage, especially in Taiwan, where it holds a market share of about 20%. This strong market position enables the company to benefit from economies of scale and to efficiently structure its cost base.

The revenue growth of 3.5% in 2024 shows that Asia Cement is able to achieve moderate growth rates despite a saturated market. The EBITDA margin of 25% underscores the company's ability to operate profitably and maximize its operational efficiency.

In addition, Asia Cement benefits from a diversified product range and a strong presence in Asia, making the company more resilient to market fluctuations. The continuous investment in sustainable technologies and environmentally friendly production methods also strengthens the long-term competitive advantage.

Institutional Investor Share: 48% (estimated 2025)
Insider Buys/Sells: No significant transactions in the last 12 months (estimated 2025)

The institutional investor share in Asia Cement Corporation is approximately 48%. This indicates that almost half of the shares are held by institutional investors, suggesting a certain level of trust in the company's stability and growth potential.

Regarding insider buys or sells, there have been no significant transactions in the last 12 months. This could indicate that the management and other insiders do not currently expect significant changes in the company's value or that they are satisfied with the current corporate strategy.

Market share of Asia Cement Corporation: 12% (2025, estimated)

Main competitors and their market shares:

1. Taiwan Cement Corporation: 18%
2. Chia Hsin Cement Corporation: 10%
3. Universal Cement Corporation: 8%
4. Hsing Ta Cement Co., Ltd.: 7%
5. Lucky Cement Corporation: 5%

Asia Cement Corporation is one of the leading providers in the Taiwanese cement market with an estimated market share of 12%. The largest competitor, Taiwan Cement Corporation, holds about 18% of the market and is therefore the market leader.

The moat of Asia Cement Corporation is based on a strong regional presence, established customer relationships, and efficient production capacity. The company benefits from vertical integration and strategic locations of production facilities that reduce logistics costs.

Compared to its competitors, Taiwan Cement Corporation has a stronger moat due to having a larger production capacity and a broader international network. This allows them to better leverage economies of scale and react more flexibly to global market developments.

Overall, Asia Cement Corporation has a solid, but not insurmountable moat. The competition, especially Taiwan Cement Corporation, offers strong competitive advantages that could make it difficult for Asia Cement to significantly increase its market share.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Market Share in Asia: 12% (2024)

Asia Cement Corporation recorded solid revenue growth of 8.5% in 2024, attributed to strong demand in Asian markets and effective expansion into new regions. The company has expanded its production capacities and invested in sustainable technologies to increase efficiency and meet environmental regulations.

The 12% market share in Asia demonstrates the company's strong position in a competitive market. Investments in research and development, as well as strategic partnerships with local construction companies, could further support growth.

Overall, the positive development of financial indicators and strategic orientation suggest that Asia Cement Corporation could be a promising investment, especially for investors interested in long-term growth in the construction and cement industry.

Dividend Yield: 4.5% (2024)
Dividend History: Continuous payout over the last 5 years

Asia Cement Corporation regularly pays dividends to its shareholders. The dividend yield was 4.5% in 2024, indicating an attractive payout policy.

The company has consistently paid dividends over the past five years, indicating a reliable payout. This stability is a sign of the company's financial health and its ability to generate returns even in economically challenging times.

Analysts view Asia Cement Corporation's dividend policy as sustainable, based on the stable earnings and solid market position of the company.