Revenue distribution by industry:

• Electric motors and drives: approx. 45%
• Household appliances: approx. 25%
• Automation solutions: approx. 15%
• Energy and environmental solutions: approx. 15%

TOP 3 markets:

1. Taiwan: approx. 35%
2. China: approx. 30%
3. USA: approx. 20%

TECO Electric & Machinery Co., Ltd. generates the majority of its revenue from the production and sale of electric motors and drives used in various industrial applications. The domestic market Taiwan remains the largest single market, followed by China where the company benefits from industrial expansion. The USA is also a significant market, especially due to the demand for automation solutions and energy-efficient products.

Production Sites: Taiwan, China, Vietnam

TECO Electric & Machinery Co., Ltd. mainly produces its products in Taiwan, where the company's headquarters are located. In addition, TECO has production facilities in China and Vietnam to efficiently serve demand in different markets.

This geographical diversification enables TECO to optimize production costs while shortening delivery times for its customers. The strategic location of the production sites also supports the company's flexibility to respond to market changes.

Growth Strategy: Diversification and Technological Focus

TECO Electric & Machinery Co., Ltd. pursues a growth strategy that focuses on diversification and technological advancement. The company is increasing its investments in the development of energy-efficient and environmentally friendly products to meet the growing demands for sustainability.

Another key focus is on expanding into international markets, particularly in Southeast Asia and North America. TECO also relies on strategic partnerships and acquisitions to strengthen its market presence and integrate new technologies.

By emphasizing research and development in the field of automation and digitalization, TECO aims to enhance its competitiveness and explore new business areas. This includes both industrial applications and solutions for Smart Cities and renewable energies.

Main Imported Raw Materials:

• Copper, Steel, Aluminum

Countries of Origin:

• Copper: Chile, Peru
• Steel: China, Japan
• Aluminum: Australia, Canada

TECO Electric & Machinery Co., Ltd. imports a variety of raw materials needed for the production of their electrical machines and devices. Copper is an essential component as it is used in the manufacturing of electric motors and transformers. The main suppliers are Chile and Peru, which are leading copper producers worldwide.

Steel is mainly imported from China and Japan, as these countries have a strong steel industry and can deliver high-quality products. Aluminum, another important material, is sourced from Australia and Canada, both of which have large bauxite reserves and efficient production capacities.

These import strategies help TECO optimize material costs and ensure the quality of their products.

Market share in the industry: 10% (estimated for 2025)
EBITDA margin: 12% (2024)
R&D expenses: 5% of revenue (2024)

TECO Electric & Machinery Co., Ltd. has a significant competitive advantage due to its strong market position and technological innovations. With an estimated market share of 10% in the electric machinery and motors industry, the company demonstrates a solid presence.

The EBITDA margin of 12% indicates an efficient cost structure that enables TECO to remain competitive while investing in new technologies. The investment in research and development, accounting for 5% of revenue, underscores the company's commitment to continuously improve its product range and differentiate itself from competitors.

In addition, TECO benefits from a diversified product line and a strong international presence, making the company more resilient to market fluctuations. These factors help solidify the company's competitive advantage and strengthen its position in the industry.

Institutional Investor Share: 45% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in TECO Electric & Machinery Co., Ltd. is estimated to be around 45%. This figure reflects the confidence of institutional investors in the company's long-term stability and growth potential.

In 2024, there were no significant insider buys or sells, indicating a stable confidence of the management in the current company strategy and performance. This can also be seen as a sign that no major internal changes or uncertainties are expected.

Market share of TECO Electric & Machinery Co., Ltd.: 5.2% (estimated for 2025)

Top competitors and their market shares:

1. ABB Ltd. - 18.5%
2. Siemens AG - 16.7%
3. General Electric Company - 14.3%
4. Schneider Electric SE - 12.1%
5. Mitsubishi Electric Corporation - 9.8%
6. TECO Electric & Machinery Co., Ltd. - 5.2%
7. Rockwell Automation, Inc. - 4.9%
8. Emerson Electric Co. - 3.7%
9. Hitachi, Ltd. - 3.5%
10. Fuji Electric Co., Ltd. - 3.2%

Moat of TECO Electric & Machinery Co., Ltd.:

TECO Electric & Machinery Co., Ltd. has a moderate moat, mainly based on its strong presence in Asia and expertise in the manufacturing of electric motors. The company benefits from long-standing customer relationships and a diversified product portfolio, allowing it to operate in various market segments.

Compared to its larger competitors like ABB and Siemens, which have more extensive global networks and advanced technologies, TECO's moat is less pronounced. These companies have made significant investments in research and development, giving them a technological advantage.

TECO could strengthen its moat by investing in innovative technologies and further expanding its international presence. However, currently, the larger competitors are better positioned to benefit from global trends and technological advancements.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Return on Equity: 10.4% (2024)

TECO Electric & Machinery Co., Ltd. recorded solid revenue growth of 8.5% in 2024, attributed to strong demand in its core markets and successful expansions into new business areas. The 7.2% profit growth indicates that the company is able to increase its profitability despite challenges in the industry.

The 10.4% return on equity suggests that the company is efficiently managing its capital and creating solid value for its shareholders. This metric is a positive signal for investors as it indicates a healthy financial performance.

Additionally, TECO has invested in innovative technologies and sustainable solutions in recent years, increasing the potential for future growth and market leadership. These strategic initiatives could lead to an improved competitive position in the long term.

Overall, the financial metrics and strategic measures indicate that TECO Electric & Machinery Co., Ltd. represents a promising investment, especially for investors interested in long-term growth prospects.

Dividend yield: 3.5% (2024)
Dividend history: Continuous payout over the last 5 years

TECO Electric & Machinery Co., Ltd. has distributed dividends in recent years, with the dividend yield for the year 2024 at approximately 3.5%. The company has a solid history of dividend payments, indicating a reliable payout.

The continuous dividend policy suggests that TECO aims to provide shareholders with stable returns. This is supported by a healthy financial foundation and stable earnings, highlighting the reliability of dividend payments.