**Industry Revenues:**
- Commercial Vehicle Components: approx. 40%
- Industrial Automation: approx. 35%
- Energy and Environmental Technology: approx. 25%

**TOP 3 Markets:**
- Sweden: approx. 30%
- Germany: approx. 25%
- USA: approx. 20%

The VBG Group AB operates in several industries, with the largest share of revenue coming from the manufacturing of commercial vehicle components. This includes products such as trailer couplings and vehicle connection systems. Another significant area is industrial automation, followed by energy and environmental technology, which is gaining importance.

Geographically, Sweden is the largest market for the VBG Group, followed by Germany and the USA. These markets are crucial for the company as they have both a strong industrial base and a high demand for VBG Group products.

**Production sites of VBG Group AB:**

- Sweden
- Germany
- USA
- Brazil
- India
- China

The VBG Group AB is an internationally active company that produces its products in several countries worldwide. The main production facilities are located in Sweden and Germany, where a large part of the manufacturing for the European market takes place. In the USA and Brazil, the company also has production capacities to serve the American market.

In addition, VBG Group has production sites in India and China to meet the demand in Asia. This global presence enables the company to efficiently respond to regional market requirements and minimize transportation costs.

**Revenue Growth:** Estimated 5-7% annually (2026)
**Focus on Acquisitions:** Strengthening market position

The VBG Group AB pursues a growth strategy based on organic growth and strategic acquisitions. The company plans to strengthen its market position by acquiring complementary companies to expand its product portfolio and enter new markets.

Another focus is on innovation and developing new products to meet changing customer requirements. VBG Group continuously invests in research and development to secure its technological leadership position.

Additionally, the company focuses on increasing efficiency in production and logistics to reduce costs and improve margins. Sustainability and digitalization are also key elements of the growth strategy to remain competitive in the long term.

**Main raw materials:** Steel, aluminum, plastics

**Countries of origin:** Sweden, Germany, China

The VBG Group AB is a Swedish company that is engaged in the production of vehicle components. For its production processes, the company mainly imports steel and aluminum, which are essential for the manufacturing of trailer hitches and other vehicle components.

Sweden and Germany are important suppliers of high-quality steel and aluminum, while China plays a significant role in supplying plastics and other materials used in production. This import strategy enables the VBG Group to produce high-quality products and remain competitive at the same time.

**Market Share:** Estimated 20% in the niche industry (2026)

**R&D Investments:** 5% of revenue (2025)

**EBIT Margin:** 12% (2025)

The VBG Group AB has a significant competitive advantage in its niche industry, particularly due to its strong market position and continuous investments in research and development. With an estimated market share of 20%, the company can be considered one of the leading players in its segment.

The investments in research and development, accounting for about 5% of revenue, demonstrate VBG Group's commitment to continuously improving its product range and offering innovative solutions. This strengthens its position against competitors who may invest less in innovation.

Furthermore, VBG Group maintains a solid EBIT margin of 12%, indicating an efficient cost structure and strong operational performance. This financial stability enables the company to invest in growth initiatives and protect itself against economic fluctuations.

**Institutional Investor Share:** Estimated around 45% (2026)

**Insider Buys/Sells:** No significant transactions reported (last year)

The institutional investor share in VBG Group AB is estimated to be around 45%. This reflects the confidence of institutional investors in the long-term stability and growth potential of the company.

There have been no significant insider transactions in the last twelve months, indicating that the management and other insiders have not made any significant changes to their stake in the company. This could suggest a stable internal assessment of the company's development.

**Market share of VBG Group AB:** Estimated 5-7% (2026)

**Main competitors and their market shares:**
1. **Knorr-Bremse AG:** 15%
2. **WABCO Holdings Inc.:** 12%
3. **Meritor, Inc.:** 10%
4. **SAF-Holland SE:** 8%
5. **Haldex AB:** 6%
6. **VBG Group AB:** 5-7%
7. **BPW Bergische Achsen KG:** 5%
8. **JOST Werke AG:** 4%

**Moat of VBG Group AB:**

VBG Group AB has a moderate moat, mainly based on specialized product solutions and strong customer loyalty in specific niche markets. The company has made a name for itself with innovative coupling systems and vehicle components, giving it an advantage in specific segments.

Compared to larger competitors like Knorr-Bremse AG and WABCO Holdings Inc., which have more extensive product portfolios and larger global presence, the moat of VBG Group AB is less pronounced. These competitors benefit from economies of scale and broader market coverage, giving them a stronger competitive advantage.

In summary, VBG Group AB remains competitive in its core segments, but has a smaller moat compared to the market leaders. Strategic investments in research and development, as well as expanding global presence, could strengthen the company's moat in the future.

**Revenue Growth:** 8.2% (2025)
**EBITDA Margin:** 14.5% (2025)
**Return on Equity:** 11.8% (2025)

In 2025, VBG Group AB achieved solid revenue growth of 8.2%, attributed to strong demand in its core markets and successful expansion strategies. The EBITDA margin of 14.5% indicates that the company operates efficiently and is able to control its costs well.

The return on equity of 11.8% suggests that the company is able to offer its shareholders an attractive return on their invested capital. This is a positive signal for potential investors as it indicates effective use of equity.

Overall, VBG Group AB demonstrates stable financial performance with solid growth and good profitability. These factors suggest that the stock could potentially be a good investment, especially for investors interested in a long-term commitment to a stable company.

**Dividend Yield:** 3.2% (estimated for 2026)
**Dividend History:** Continuous payout over the last 5 years

In recent years, VBG Group AB has pursued a consistent dividend policy and regularly distributed dividends to its shareholders. The dividend yield is estimated to be around 3.2% for 2026, which can be considered stable compared to other companies in the industry.

The company has demonstrated in the past its ability to pay dividends even in economically challenging times. This indicates a reliable payout policy. The financial stability and sustainable business model of VBG Group contribute to the reliability of dividend payments.