64% powertrain · 36% seating · 86.6% Hyundai Group sales
Hyundai Transys
Hyundai Motor Group’s supplier of transmissions, electrified drivetrains and seats. FY2025 consolidated revenue was KRW 14.839tn and operating profit was KRW 336.0bn. Sales to Hyundai Motor, Kia and other affiliates reached KRW 12.851tn, or 86.6%, tying performance closely to group production and the hybrid mix.
Business categories Automotive Components & Electronics · Automotive & Mobility · primary
- Automotive Components & Electronics: Hyundai Wia · Denso · Alps Alpine · Aptiv · Bridgestone
Updated Nov 1, 2026 4 AI consumers· 1 recurring
Per the valuechain.wiki graph, Hyundai Transys is directly linked to 3 companies (3 supply, 3 revenue, 3 investment relationships) and reaches 12 companies within two hops; the links are backed by 10 dated sources, 3 of them primary filings (as of 2026-11-01).
Financials & Segments
- Total revenue · KRW 14.839tn consolidated revenue (+16.4%) · operating profit KRW 336.0bn
- Customer concentration · Hyundai Motor, Kia and other affiliate sales were KRW 12.851tn, 86.6% of total. Hyundai Motor contributed KRW 2.295tn and Kia KRW 1.382tn.
- Segments · Powertrain · Seating
Revenue from
- Ceer Motors High confidence· Contract value ₩3T · contract announced 2024-06-12 · Integrated EDS supply contract with Ceer
Won a KRW 3tn contract to supply integrated motor, inverter and reducer EDS units to Saudi EV maker Ceer.Confirms EN Hyundai Transys Published Jun 12, 2024: Hyundai Transys signs KRW 3tn EDS contract with Ceer - Hyundai Motor Company High confidence· Amount ₩2.3T · FY2025 · Consolidated sales to Hyundai Motor
Supplies transmissions, hybrid e²AT, EV drivetrains and seats. FY2025 consolidated sales to Hyundai Motor were KRW 2.295tn.Confirms KO Hyundai Transys Published Sep 7, 2026: Hyundai Transys Sustainability Report 2026 (Korean) - Kia High confidence· Amount ₩1.4T · FY2025 · Consolidated sales to Kia
Supplies transmissions, electrified drivetrains and seats. FY2025 consolidated sales to Kia were KRW 1.382tn.Confirms KO Hyundai Transys Published Sep 7, 2026: Hyundai Transys Sustainability Report 2026 (Korean)Confirms KO Korea Investors Service Published Sep 2, 2024: Hyundai Transys credit opinion: stability from captive demand - Hyundai Wia High confidence· Amount ₩367.6B · H1 2026 · Hyundai Wia consolidated purchases from Hyundai Transys
Supplied vehicle-part inputs and components. Hyundai Wia reported H1 2026 consolidated purchases of KRW 367.65bn.
Pays to
- Daedong Gear High confidence· Contract value ₩146.1B · contract announced 2025-06-18 · Daedong Gear electrified gear-module supply award
Sources core gear modules for next-generation EVs and EREVs under a KRW 146.1bn award announced in 2025.Confirms EN Daedong Published Jun 18, 2025: Daedong Gear secures KRW 146.1bn EV component deal with Hyundai Transys - Hyundai Motor Company High confidence· Amount ₩72.4B · FY2025 · Consolidated purchases and expenses with Hyundai Motor
Reported KRW 72.448bn of purchases and expenses with Hyundai Motor in 2025; product-level amounts were not disclosed. - Kia High confidence· Amount ₩68.5B · FY2025 · Consolidated purchases and expenses with Kia
Reported KRW 68.456bn of purchases and expenses with Kia in 2025; product-level amounts were not disclosed. - Hyundai Wia High confidence· Amount ₩11.1B · H1 2026 · Hyundai Wia consolidated sales to Hyundai Transys
Purchased vehicle components from Hyundai Wia. Wia reported H1 2026 consolidated sales of KRW 11.109bn to Transys.
Investors
- Hyundai Motor Company High confidence· Market share 41.13% · FY2025 / current IR · 현대차 ownership stake in Hyundai Transys
Hyundai Motor owns 33,682,754 common shares, a 41.13% stake.Confirms KO Hyundai Transys Accessed Nov 2, 2026: Hyundai Transys IR: financial and shareholder informationConfirms EN Hyundai Transys Accessed Nov 2, 2026: Hyundai Transys IR: financial and shareholder information - Kia High confidence· Market share 40.43% · FY2025 / current IR · 기아 ownership stake in Hyundai Transys
Kia owns 33,112,741 common shares, a 40.43% stake.Confirms KO Hyundai Transys Accessed Nov 2, 2026: Hyundai Transys IR: financial and shareholder informationConfirms EN Hyundai Transys Accessed Nov 2, 2026: Hyundai Transys IR: financial and shareholder information - Hyundai Wia High confidence· Market share 1.88% · FY2025 / current IR · 현대위아 ownership stake in Hyundai Transys
Hyundai Wia owns 1,536,170 common shares, a 1.88% stake.Confirms KO Hyundai Transys Accessed Nov 2, 2026: Hyundai Transys IR: financial and shareholder informationConfirms EN Hyundai Transys Accessed Nov 2, 2026: Hyundai Transys IR: financial and shareholder information
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Uber | lead2 | -17.8 | -41 | +149 | -2 | +35.5 | -7.3 |
| Hanwha Aerospace | lead2 | +19.3 | +70.4 | +74.3 | +163.6 | +227.6 | -18.8 |
| Hyundai Rotem Company | lead2 | -3.4 | +48.4 | +3.1 | +108.8 | +290.1 | -64 |
| Hyundai Motor Company | lead1 | +11.4 | -24.5 | +36.8 | +10.5 | +49.1 | -3.5 |
| Kia | lead1 | +3.1 | -13.8 | +54 | +3.7 | +60.1 | -26.9 |
| Hyundai Wia | lead1 | +50.6 | -37.3 | +31.6 | -41.1 | +104.9 | -33.8 |
| Hyundai Transys | node | · | · | · | · | · | · |
| Hyundai Motor Company | benef1 | +11.4 | -24.5 | +36.8 | +10.5 | +49.1 | -3.5 |
| onsemi | benef2 | +107.5 | -8.2 | +33.9 | -24.5 | -14.1 | +37.4 |
| SK Innovation (SK On) | benef2 | -22.9 | -22.4 | -26.2 | +8.9 | -10.6 | +23.5 |
| NVIDIA | benef2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +23.2 |
| PPG Industries | benef2 | +21.3 | -25.7 | +21.2 | -18.5 | -12 | +3.4 |
| CATL | benef2 | +67.4 | -21.4 | -40.6 | +74.5 | +39.4 | +2.2 |
| LG Energy Solution | benef2 | · | · | -26.9 | -7.6 | +13.1 | +0.8 |
| Kia | benef2 | +3.1 | -13.8 | +54 | +3.7 | +60.1 | -26.9 |
| Hyundai Rotem Company | benef2 | -3.4 | +48.4 | +3.1 | +108.8 | +290.1 | -64 |
Hyundai Transys is private, so it has no standalone stock return. Demand-side Hyundai Motor gained 49.1% in 2025 and was down 3.5% through 30 October 2026, while Hyundai Wia was down 33.8%. Transys grew FY2025 revenue 16.4% and operating profit to KRW 336.0bn, but its 86.6% affiliate-sales concentration keeps results tied to group production and price adjustments. The next tests are volume for its next-generation hybrid e²AT and conversion of the KRW 3tn Ceer EDS award into non-affiliate production. Lower group output or delayed external programs would weaken transmission through the chain.
Analysis generated from returns as of 2026-10-30← All companiesMarkdown · JSON · Customers · Suppliers · Ripple