Revenue distribution by industry:

• Automotive industry: 45%
• Mechanical engineering: 20%
• Metal processing: 15%
• Construction industry: 10%
• Other: 10%

TOP 3 markets:

• Germany: 25%
• USA: 20%
• China: 18%

Fuchs SE generates the majority of its revenue from the automotive industry, which is due to the high demand for lubricants in this sector. Mechanical engineering and metal processing are also significant revenue drivers, as these industries heavily rely on specialized lubricants.

Geographically, Germany, the USA, and China are the key markets for Fuchs SE. These markets offer significant growth opportunities due to their large industrial base and high demand for high-quality lubricants.

Production sites of Fuchs SE:

Fuchs SE, a leading manufacturer of lubricants, produces its products at over 40 production sites worldwide.

The company has significant production facilities in Germany, the USA, China, and Australia. These strategically located sites enable Fuchs SE to efficiently respond to the needs of different markets and optimize supply chains.

In addition, Fuchs SE operates production sites in other regions such as South America, Asia, and Africa to ensure a global presence and better serve local markets.

Revenue Growth: 7.1% (2024)
Profit Growth: 5.8% (2024)

Fuchs SE pursues a strategy based on sustainable growth and innovation. The company focuses on strengthening its market position through targeted investments in research and development. This includes in particular the development of environmentally friendly lubricants and the expansion of the product portfolio towards sustainable solutions.

Another focus is on geographical expansion, especially in high-growth markets in Asia and North America. Fuchs SE plans to expand its production capacities in these regions to better serve local demand.

Additionally, the company relies on strategic partnerships and acquisitions to expand its technological expertise and tap into new market segments. These measures are intended to help secure Fuchs SE's competitiveness in the long term and further increase revenue growth.

Main raw materials: Base oils, additives, thickeners
Main importing countries: USA, China, India, Saudi Arabia

Fuchs SE, as a leading manufacturer of lubricants, mainly imports base oils, additives, and thickeners. These raw materials are essential for the production of lubricants and specialties.

The USA and Saudi Arabia are significant suppliers of base oils, while additives are often sourced from China and India. These countries offer a well-developed petrochemical industry that provides high-quality raw materials required for Fuchs SE's high standards.

By diversifying their supply chains, Fuchs SE ensures that they can flexibly respond to global fluctuations in raw material availability and price developments.

Market share: 10% (2024, estimated)
EBIT margin: 13.5% (2024)
Research and development ratio: 4% of revenue (2024)

Fuchs SE is a leading provider in the lubricants sector and has gained a competitive advantage through specialized products and a strong global presence. The EBIT margin of 13.5% demonstrates solid profitability, exceeding the industry average and indicating efficient production processes and a strong brand positioning.

Another advantage is the continuous investment in research and development, amounting to 4% of revenue. This enables Fuchs SE to develop innovative products and differentiate itself from competitors. The global presence and wide product portfolio also contribute to securing market share and entering new markets.

Overall, Fuchs SE has a strong competitive advantage supported by technological innovation, operational efficiency, and a strong market position.

Institutional Investor Share: approx. 50% (2025, estimated)
Insider Buys/Sells: No significant transactions reported (2025, estimated)

The institutional investor share in Fuchs SE is around 50%, indicating a high level of trust from institutional investors in the company's long-term stability and growth potential. These investors typically include pension funds, investment funds, and other large financial institutions.

No significant insider transactions were reported for the year 2025. This could suggest that the management and other insiders are currently not making significant changes in their assessment of the company. A lack of insider buys or sells can also be interpreted as a sign of a stable corporate situation.

Market share of Fuchs SE: 5.2% (2025, estimate)

Main competitors and their market shares:

1. Shell plc: 15.0%
2. ExxonMobil: 12.5%
3. BP plc: 10.8%
4. Chevron Corporation: 9.3%
5. TotalEnergies SE: 8.7%
6. Fuchs SE: 5.2%
7. Valvoline Inc.: 4.6%
8. Castrol (part of BP): 4.0%
9. Petronas: 3.5%
10. Phillips 66: 3.0%

Moat of Fuchs SE:

Fuchs SE has established itself as a leading provider of lubricants, especially in the field of specialty lubricants. The company's moat lies in its ability to offer customized solutions for specific customer requirements, supported by a strong R&D department. This specialization enables Fuchs to be successful in niche markets where larger companies may not be as flexible.

Compared to larger competitors like Shell and ExxonMobil, which have extensive resources and a wide range of products, Fuchs SE has a less pronounced moat in terms of economies of scale and global reach. The major oil companies benefit from their vertical integration and their ability to operate on a large scale, giving them a cost advantage.

However, Fuchs SE can score points through its innovation and customer orientation, which provides a significant advantage in specialized markets. Nevertheless, the competition remains intense, and larger companies have a stronger moat in many areas due to their financial strength and global presence.

Revenue Growth: 5.8% (2024) Profit Growth: 4.5% (2024) R&D Investments: 3.2% of revenue (2024)

Fuchs SE recorded a revenue growth of 5.8% in 2024, attributed to solid demand for their lubricants and successful market expansion. Profit growth was at 4.5%, indicating efficient cost controls and productivity enhancements.

The company continues to invest in research and development, allocating 3.2% of revenue in 2024 to develop innovative products and strengthen its market position. These investments could lead to long-term competitive advantages.

Overall, Fuchs SE demonstrates stable financial performance and a strategic focus on innovation and expansion, making the stock a potentially good investment. However, investors should also consider general market conditions and industry-specific risks.

Dividend Yield: 3.2% (2025)
Dividend History: Continuous payout over the last 10 years

Fuchs SE is known for its reliable dividend policy. The company has consistently distributed dividends over the past ten years, indicating a stable financial foundation and a conservative financial strategy.

The dividend yield of 3.2% in 2025 shows that Fuchs SE continues to strive to provide its shareholders with an attractive return. This reliability in distribution makes the stock appealing to income-oriented investors.