Revenue distribution by industries:

• Architecture, Engineering, and Construction (AEC): approx. 60%
• Media & Entertainment: approx. 20%
• Building Management: approx. 15%
• Other industries: approx. 5%

TOP 3 markets and their percentage shares:

• Germany: approx. 25%
• USA: approx. 30%
• Rest of Europe: approx. 20%

Nemetschek SE generates the majority of its revenue from the architecture, engineering, and construction industry, which is attributed to its specialized software solutions for these sectors. The largest market for Nemetschek is the USA, followed by Germany and the rest of Europe. These markets benefit from the strong demand for digital solutions in construction and the increasing digitization in the construction industry.

Headquarters: Munich, Germany
Production sites: Mainly in Europe and North America

Nemetschek SE is a leading software company specializing in solutions for the construction and architecture industry. The company does not produce physical products, but develops software solutions. The main development teams and research centers are located in Europe, especially in Germany, as well as in North America.

Nemetschek relies on a decentralized structure with various brands, each having its own development sites. This structure enables the company to flexibly respond to market demands and drive innovations forward.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024)

Nemetschek SE pursues a growth strategy that heavily focuses on digitization and innovation in the field of construction and architectural software. The company continuously invests in research and development to enhance its software solutions and integrate new technologies such as Artificial Intelligence and Cloud Computing.

Another key focus is on international expansion, particularly in the USA and Asia, where Nemetschek aims to strengthen its market presence through strategic partnerships and acquisitions. These measures are intended to reduce dependence on European markets and maximize global growth potential.

Additionally, Nemetschek is increasingly emphasizing recurring revenues through subscription models to establish a more stable and predictable source of income. This enables the company to better respond to market fluctuations and remain profitable in the long term.

Key raw materials: Software licenses, IT infrastructure
Main importing countries: USA, India, Germany

Nemetschek SE is a leading company in the field of software solutions for architecture, engineering, and construction. As a software company, Nemetschek does not import physical raw materials in the traditional sense. Instead, the company focuses on acquiring software licenses and IT infrastructure.

The USA and India are significant countries for the import of software technologies and IT services. Germany also plays an important role, especially in the field of IT infrastructure and software development.

Since Nemetschek SE is heavily involved in digital transformation and software development, the "raw materials" are more of an intangible nature, such as software licenses and IT services.

Market Share: 25% in the AEC software market (2025, estimate) EBIT Margin: 28% (2024) R&D Expenses: 15% of revenue (2024)

Nemetschek SE has a significant competitive advantage in the field of architecture, engineering, and construction software (AEC). With an estimated market share of 25% in 2025, the company is one of the leading providers in this sector.

The high EBIT margin of 28% in 2024 demonstrates the efficiency and profitability of the company, indicating a strong market position and cost efficiency. Additionally, Nemetschek invests approximately 15% of its revenue in research and development, highlighting its innovation capabilities and contribution to the development of new, competitive products.

These factors enable Nemetschek to maintain and further expand its position in the market, particularly through continuous adaptation to technological trends and customer needs.

Institutional Investor Share: approximately 60% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in Nemetschek SE typically stands at around 60%, based on historical data and market trends. Institutional investors such as investment funds and pension funds are often invested in the stock, indicating confidence in the company's long-term growth strategy.

In 2025, there were no significant insider transactions that would suggest a change in management's confidence in the company's development. This indicates that management does not expect any significant changes in the company's valuation or strategy.

Market share of Nemetschek SE: Estimated at around 10% (2025)

Main competitors and their market shares:

1. Autodesk, Inc.: around 30%
2. Bentley Systems, Incorporated: around 15%
3. Dassault Systèmes SE: around 12%
4. Trimble Inc.: around 8%
5. Hexagon AB: around 7%

Moat of Nemetschek SE:

Nemetschek SE has a significant moat due to its specialized software solution for architecture, engineering, and construction (AEC). The company benefits from strong customer loyalty and a comprehensive product portfolio tailored specifically to the needs of the AEC industry. Additionally, Nemetschek has a strong presence in Europe, providing a regional advantage.

Compared to competitors, Autodesk has a broader moat due to its global market presence and comprehensive software solutions that extend beyond the AEC industry. Bentley Systems and Dassault Systèmes also offer specialized solutions that give them a strong competitive edge.

Overall, Nemetschek has a solid moat in its niche, but competitors are better positioned in terms of global reach and product diversification.

Revenue Growth: 10% (estimated for 2025)
Profit Growth: 8% (estimated for 2025)
Market Share in the AEC Software Market: 15% (2024)

Nemetschek SE is a leading company in the AEC software sector (Architecture, Engineering, Construction) and has distinguished itself through continuous innovations and a strong market presence. The company benefits from the increasing digitization in the construction industry and the rising demand for integrated software solutions.

The growth forecasts for 2025 are positive, with an estimated revenue growth of 10% and a profit growth of 8%. These growth rates are solid and reflect the company's ability to strengthen its market position and explore new business opportunities.

Furthermore, Nemetschek holds a significant market share of 15% in the AEC software market, indicating a strong competitive position. Continuous investment in research and development could enable the company to develop innovative products and further expand its market leadership.

Overall, the fundamental data suggests that Nemetschek SE could be a promising investment for investors interested in long-term growth, especially in the digital transformation of the construction industry.

Dividend yield: 1.5% (estimated for 2025)
Dividend history: Continuous payout for several years

Nemetschek SE has regularly distributed dividends in the past, indicating a reliable dividend policy. The dividend yield for 2025 is estimated to be around 1.5%, based on previous payouts and the company's financial stability.

The company has a solid balance sheet and a strong market position, which increases the likelihood of continued dividend payments. Historically, Nemetschek SE has consistently adjusted its dividends to reflect company profits and the economic situation.