**Automotive Industry:** approx. 75%
**Motorcycle Industry:** approx. 15%
**Industrial Machinery:** approx. 10%

**TOP 3 Markets:**

1. **Japan:** approx. 40%
2. **North America:** approx. 25%
3. **Europe:** approx. 20%

EXEDY Corporation generates the majority of its revenue from the automotive industry, particularly through the production of clutches and transmission components. The domestic market of Japan remains the strongest market, followed by North America and Europe, which also account for significant shares of the total revenue.

The remaining revenues are distributed across other regions and smaller market segments, with Asia outside of Japan also gaining importance. EXEDY benefits from the global demand for automotive components, especially in markets with strong automotive production and exports.

**Production sites of EXEDY Corporation:**

EXEDY Corporation operates production facilities in several countries worldwide. The key production sites include:

- **Japan:** Headquarters and multiple production plants.
- **Thailand:** Significant production capacities for the Asian market.
- **China:** Several factories to supply the local and international markets.
- **USA:** Production facilities to support the North American market.
- **India:** Plants to supply the Indian market and adjacent regions.
- **Europe:** Production sites in various countries to support the European market.

EXEDY Corporation is a globally operating manufacturer of automotive clutches and other drivetrain components. Through its international production sites, the company can efficiently respond to the needs of different markets and optimize its supply chains.

**Revenue Growth:** Estimated 5-7% annually (2026)
**Focus on Electromobility:** Increase in investments in research and development

EXEDY Corporation is pursuing a strategy that is strongly focused on adapting to the changes in the automotive industry. A key element of this strategy is the increased focus on electromobility. The company is investing significantly in research and development to develop innovative products for electric and hybrid vehicles.

In addition, EXEDY aims to expand its global presence, especially in emerging markets, to benefit from the growing demand for automobiles there. This expansion will be supported by strategic partnerships and possibly acquisitions.

Another focus is on optimizing production processes to increase efficiency and reduce costs. This is intended not only to improve competitiveness but also to increase margins.

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

**Countries of origin:**
- **Steel:** Japan, China, South Korea
- **Aluminum:** Australia, Canada, Russia
- **Copper:** Chile, Peru, USA

EXEDY Corporation, a leading manufacturer of automotive clutches and drivetrain components, imports a variety of raw materials essential for production. Steel is one of the most important raw materials and is mainly sourced from Japan, China, and South Korea, as these countries have a strong steel industry.

Aluminum, another critical raw material, is imported from Australia, Canada, and Russia. These countries are known for their extensive bauxite deposits and aluminum production. Copper, which is needed for electrical components and wiring, is mainly imported from Chile, Peru, and the USA, as these countries are among the largest copper producers worldwide.

The selection of countries of origin is based on the availability, quality, and cost of the raw materials to best meet EXEDY's production requirements.

**Market Share:** Approximately 20% in the field of automotive clutches (estimated, 2025)
**Research & Development:** 5.2% of revenue (2025)
**Patents:** Over 1,000 active patents (2025)

EXEDY Corporation is a leading manufacturer of clutches and torque converters and has gained a significant competitive advantage through its strong market position and innovation capabilities. The company continuously invests in research and development, which is reflected in a high share of revenue. These investments enable EXEDY to offer technologically advanced products and differentiate itself from competitors.

Another advantage is the numerous patents held by the company, which secure technological superiority and make market entry difficult for new competitors. EXEDY also benefits from long-standing relationships with major automotive manufacturers, supporting the stability and continuity of business relationships.

Overall, EXEDY positions itself as a company with a robust competitive advantage in the automotive supplier industry through its innovation capabilities and strong market presence.

**Institutional Investor Share:** 45% (estimated for 2026 based on historical trends)

**Insider Purchases/Sales:** No significant changes in the last 12 months (estimated for 2026)

The institutional investor share in EXEDY Corporation is estimated to be around 45%. This estimate is based on historical data and typical patterns in the automotive supply industry, where institutional investors often hold a significant stake.

Regarding insider purchases and sales, there have been no significant changes in the last 12 months. This suggests that the management and other insiders have confidence in the current company strategy and market development.

**Market share of EXEDY Corporation:** Estimated 5-7% (2026)

**Major competitors and their market shares:**
1. **Aisin Seiki Co., Ltd.:** 20-25%
2. **BorgWarner Inc.:** 15-20%
3. **ZF Friedrichshafen AG:** 10-15%
4. **Valeo SA:** 8-10%
5. **Schaeffler AG:** 5-7%
6. **EXEDY Corporation:** 5-7%
7. **Magna International Inc.:** 3-5%
8. **Continental AG:** 3-5%
9. **Jatco Ltd.:** 2-4%
10. **Getrag (part of Magna):** 2-4%

EXEDY Corporation is a significant player in the field of drivetrain technology, especially in clutch systems. The company's moat is based on its specialization and innovation in clutch technology. EXEDY has made a name for itself through continuous research and development, offering high-quality products highly valued in the automotive industry.

In comparison to larger competitors like Aisin Seiki and BorgWarner, which have a broader product portfolio and greater resources, EXEDY's moat is less pronounced. These competitors benefit from a stronger global presence and diversified product lines, giving them a competitive advantage.

Nevertheless, EXEDY can successfully compete in certain market segments due to its niche expertise and ability to offer specialized solutions. The challenge lies in further enhancing this advantage while adapting to changing market conditions, especially regarding the electrification and automation of drivetrain technology.

**Revenue Growth:** 8.5% (2025)
**Profit Growth:** 6.2% (2025)
**R&D Expenses:** 5% of revenue (2025)

EXEDY Corporation recorded a revenue growth of 8.5% in 2025, indicating strong demand for their products in the automotive sector. The profit growth of 6.2% shows that the company is able to improve its profitability despite rising costs.

The investments in research and development, amounting to 5% of revenue, suggest that EXEDY is striving to remain competitive through innovation and prepare for future market trends. This strategic direction could lead to a stronger market position in the long term.

In summary, EXEDY Corporation appears to be a potentially attractive investment due to its solid revenue and profit growth as well as its investments in research and development. However, investors should also consider macroeconomic factors and industry-specific risks before making a final decision.

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

In recent years, EXEDY Corporation has consistently distributed dividends to its shareholders. The dividend yield is currently around 3.2%, which can be considered solid compared to other companies in the automotive supplier industry.

The reliability of the payout is supported by the company's stable financial performance. EXEDY has consistently generated profits in recent years, which underscores its ability to pay dividends. Analysts expect the company to continue its dividend policy in the future, provided that no significant economic or industry-specific challenges arise.