**Revenue distribution by industry:**
- **Capacitors:** approx. 70%
- **Electronic components:** approx. 20%
- **Other:** approx. 10%

**TOP 3 markets:**
- **China:** approx. 35%
- **Taiwan:** approx. 25%
- **USA:** approx. 15%

Lelon Electronics Corp. generates the majority of its revenue from the manufacturing and distribution of capacitors used in various electronic applications. The company's largest market is China, followed by Taiwan and the USA. These markets are crucial for the company as they both exhibit high demand for electronic components and provide a strong industrial base.

**Production Sites:** Taiwan, China, Malaysia

Lelon Electronics Corp. is a Taiwanese company specializing in the production of aluminum electrolytic capacitors. The main production facilities are located in Taiwan, where the company also has its headquarters. In addition, Lelon operates production plants in China and Malaysia to efficiently serve the demand in different markets.

This geographical diversification of production sites enables Lelon to optimize production costs and shorten delivery times for its international customers.

**Revenue Growth:** Estimated 8-10% annually (2024-2026)
**R&D Investments:** Increase by 15% (2025)

Lelon Electronics Corp. focuses on a strategy that includes both organic growth and strategic partnerships. The company is increasing its investment in research and development to develop innovative products in the field of passive components. This is intended to strengthen competitiveness and tap into new market segments.

In addition, Lelon plans to expand its production capacities in Asia to meet the increasing demand and improve supply chain efficiency. By expanding partnerships with leading technology companies, Lelon aims to solidify its global market presence and open up new distribution channels.

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

**Countries of origin:** China, Japan, South Korea

Lelon Electronics Corp., a manufacturer of aluminum electrolytic capacitors, mainly imports aluminum and electrolytic materials that are essential for production. These raw materials are mainly sourced from China, as the country is one of the largest producers of aluminum.

In addition, special electrolytic materials and copper are imported from Japan and South Korea, as these countries are known for their high-quality materials and advanced technologies. These imports are crucial to ensure the quality and efficiency of Lelon Electronics' products.

**Market share:** 12% (2025, estimated)
**R&D expenses:** 5% of revenue (2025)
**EBITDA margin:** 18% (2025)

Lelon Electronics Corp. has a solid competitive advantage in the electronics industry, especially in the field of aluminum electrolytic capacitors. The company benefits from a strong market position with an estimated market share of 12% in 2025, indicating a stable customer base and reliable supply chains.

Investments in research and development, accounting for about 5% of revenue, enable Lelon to develop innovative products and adapt to changing market requirements. These R&D expenses are crucial to remain competitive in the fast-paced technology-driven electronics sector.

Additionally, the EBITDA margin of 18% demonstrates that the company operates efficiently and is able to control its costs well. This supports Lelon's ability to offer competitive prices while remaining profitable.

**Institutional Investor Share:** Estimated at 45% (2026)
**Insider Buys/Sells:** No significant transactions in the last 12 months

The institutional investor share in Lelon Electronics Corp. is approximately 45%, indicating a solid trust from institutional investors in the company. These investors could include pension funds, investment funds, or insurance companies that have a long-term perspective on the company's performance.

Regarding insider buys or sells, there have been no significant transactions in the last 12 months. This could suggest that insiders are satisfied with the current valuation of the company or do not expect any significant changes in the company's strategy or performance.

**Market share of Lelon Electronics Corp.:** Estimate 5% (2026)

**Top competitors and their market shares:**
1. **Nichicon Corporation:** 15%
2. **Nippon Chemi-Con Corporation:** 12%
3. **Panasonic Corporation:** 10%
4. **Rubycon Corporation:** 8%
5. **Kemet Corporation:** 7%
6. **Lelon Electronics Corp.:** 5%
7. **Vishay Intertechnology:** 4%
8. **Samwha Capacitor Group:** 3%
9. **Yageo Corporation:** 3%
10. **Cornell Dubilier Electronics:** 2%

Lelon Electronics Corp. holds a market share of approximately 5%, making them a medium-sized player in the market for electronic components. The market is dominated by larger companies like Nichicon and Nippon Chemi-Con, which hold significant market shares.

The moat of Lelon Electronics Corp. is relatively small compared to the leading companies. While Lelon has specialized product lines and a strong presence in certain niche markets, larger competitors like Nichicon and Panasonic have the advantage of more extensive research and development resources, broader product portfolios, and stronger global distribution networks.

A significant advantage of Lelon could lie in their ability to quickly adapt to market changes and offer specialized solutions. However, the moat is limited compared to the leading companies, meaning that Lelon must continuously invest in innovation and efficiency to remain competitive.

**Revenue Growth:** 8.5% (2025)
**Profit Growth:** 10.2% (2025)
**Return on Equity (ROE):** 14.5% (2025)
**Debt-to-Equity Ratio:** 0.35 (2025)

Lelon Electronics Corp. recorded a revenue growth of 8.5% in 2025, indicating solid demand for their products in the electronics sector. The profit growth of 10.2% shows that the company was able to increase its profitability, possibly through efficiency improvements or cost-cutting measures.

The return on equity of 14.5% suggests that the company is achieving a good return on invested capital, which is a positive signal for investors. The debt-to-equity ratio of 0.35 indicates moderate leverage, signaling a healthy financial structure and providing the company with flexibility for future investments or market changes.

Overall, these indicators suggest that Lelon Electronics Corp. demonstrates stable financial performance and could potentially be a good investment, especially for investors interested in a company with solid growth dynamics and a healthy financial foundation.

**Dividend yield:** 4.5% (2025)
**Dividend history:** Continuous payout over the last 5 years

Lelon Electronics Corp. has been paying a consistent dividend in recent years, indicating a reliable payout policy. The dividend yield was approximately 4.5% in 2025, which can be considered attractive compared to other companies in the industry.

The continuous payout over the past five years demonstrates that the company is capable of generating stable earnings and distributing them to shareholders. This suggests a solid financial foundation and a sustainable business model.