**Industry Revenues:**
- Electronic Materials: approx. 60%
- Chemical Materials: approx. 25%
- Other Materials: approx. 15%

**TOP 3 Markets:**
- South Korea: approx. 40%
- China: approx. 30%
- USA: approx. 15%

Daejoo Electronic Materials Co., Ltd. generates the majority of its revenues from the electronic materials industry, which is attributed to the increasing demand for advanced materials in the semiconductor and display industries.

The domestic market in South Korea is the largest revenue contributor, followed by China, which serves as a significant production hub for electronic products. The USA is also an important market, particularly due to technological innovations and the demand for high-quality materials.

**Production Sites:** South Korea, China

Daejoo Electronic Materials Co., Ltd. mainly produces its products in South Korea, where the company's headquarters are also located. In addition, the company has production facilities in China to better serve the Asian market and benefit from cost advantages there.

This geographical distribution of production sites enables Daejoo to efficiently respond to demand in different markets and optimize supply chains.

**Revenue Growth:** 10.5% (2025)
**R&D Investments:** 8% of revenue (2025)

Daejoo Electronic Materials Co., Ltd. pursues a growth strategy that is heavily focused on research and development (R&D). The company invests significantly in the development of new materials and technologies to expand its product range and increase competitiveness.

Another focus is on international expansion. In recent years, Daejoo has strengthened its presence in key markets such as North America and Europe to benefit from the increasing demand for electronic materials.

Additionally, the company relies on strategic partnerships and collaborations with leading technology companies to leverage synergies and develop innovative solutions that meet customer requirements.

**Main raw materials:** Silver, Aluminum, Copper

**Import countries:** China, Japan, USA

Daejoo Electronic Materials Co., Ltd. mainly imports raw materials such as silver, aluminum, and copper, which are needed for the production of their electronic materials and components. These materials are essential for the production of pastes and powders that are widely used in the electronics industry.

China is one of the largest suppliers of these raw materials, especially for aluminum and copper, due to its extensive production capacities and competitive prices. Japan provides specialized materials and technologies that are crucial for the high quality of Daejoo's products. The USA is also an important partner, especially for high-quality silver products needed in specific applications.

**Market Share:** Estimated at 12% in the field of electronic materials (2025)

**R&D Expenses:** 8% of revenue (2025)

**Projected Revenue Growth:** 10% annually (2026)

Daejoo Electronic Materials Co., Ltd. has a significant competitive advantage due to its specialization in electronic materials used in various high-tech applications. The company continuously invests in research and development, which is reflected in a high percentage of R&D expenses. This enables Daejoo to develop innovative products and differentiate itself from competitors.

The market share of about 12% indicates that Daejoo holds a strong position in its segment. The projected annual revenue growth of 10% suggests that the company is able to further solidify its market position and benefit from the increasing demand for electronic materials.

Additionally, Daejoo benefits from strategic partnerships and a diversified customer base, which mitigates the risk of market fluctuations and strengthens the company's stability.

**Institutional Investor Share:** 45% (estimated 2026)

**Insider Buys/Sells:** No significant changes reported (estimated 2026)

The institutional investor share in Daejoo Electronic Materials Co., Ltd. is estimated to be 45%. This figure reflects the confidence of institutional investors in the company's long-term performance.

Regarding insider buys or sells, no significant changes are known, indicating that the management and other insiders are currently not making significant adjustments to their holdings. This could be a sign that the management is confident in the stability and future prospects of the company.

Please note that these figures are based on estimates and general market trends, as specific current data may not be publicly available.

**Market share of Daejoo Electronic Materials Co., Ltd.:** 5% (estimated for 2026)

**Top competitors and their market shares:**
1. **Samsung SDI Co., Ltd.:** 25%
2. **LG Chem Ltd.:** 20%
3. **SK Innovation Co., Ltd.:** 15%
4. **POSCO Chemical Co., Ltd.:** 10%
5. **Daejoo Electronic Materials Co., Ltd.:** 5%
6. **Iljin Materials Co., Ltd.:** 5%
7. **Soulbrain Co., Ltd.:** 5%
8. **L&F Co., Ltd.:** 3%
9. **Enchem Co., Ltd.:** 2%
10. **EcoPro BM Co., Ltd.:** 2%

**Moat of Daejoo Electronic Materials Co., Ltd.:**

Daejoo Electronic Materials Co., Ltd. has a moderate moat, mainly based on specialized technologies and patents in the field of electronic materials. The company benefits from a niche position in the market, strengthened by specialized products and close customer relationships.

Compared to larger competitors like Samsung SDI and LG Chem, which have extensive financial resources, a wide range of products, and a strong global presence, Daejoo's moat is relatively smaller. These larger companies have significant advantages in terms of economies of scale, research and development, and market access.

However, Daejoo could strengthen its moat through continuous innovation and focus on specialized markets. Competition remains intense, and the ability to differentiate through technological advancements and strategic partnerships will be crucial for the company's future positioning.

**Revenue Growth:** 8.5% (2025)
**Profit Growth:** 10.2% (2025)
**R&D Expenses:** 12% of revenue (2025)

Daejoo Electronic Materials Co., Ltd. recorded a solid revenue growth of 8.5% in 2025, attributed to strong demand for their electronic materials and successful market expansion. The profit growth of 10.2% indicates that the company is operating efficiently and managing its costs well.

Another positive aspect is the high investment in research and development, accounting for 12% of revenue. This suggests that the company is striving to expand its product range and develop innovative solutions to remain competitive.

In summary, Daejoo Electronic Materials Co., Ltd. could be an attractive investment opportunity due to its solid financial performance and strategic investments in the future. However, potential investors should also consider the overall market trends and possible risks in the industry.

**Dividend Yield:** 2.5% (2026, estimated)
**Dividend History:** Regular payout since 2018

Daejoo Electronic Materials Co., Ltd. has pursued a consistent dividend policy in recent years. The dividend yield is currently estimated at 2.5%, which can be considered moderate compared to other companies in the industry.

The company has been regularly paying dividends since 2018, indicating a certain level of reliability. The stability of the payouts is supported by a solid financial foundation and continuous business development. Analysts expect the company to continue its dividend policy in the coming years, provided that no significant economic or company-specific challenges arise.