# Autocatalysts: Production

Why three Western coaters dominate a shrinking market

Source page: https://www.materialinsights.org/chemicals/autocatalysts/production/

What this tab covers Who makes it and how much: world capacity and output, utilisation, the top producing countries and companies globally and in India, concentration, new capacity coming, and each region's position.

| Measure | Figure | Detail | Source |
|---|---|---|---|
| **World capacity** | not published |  |  |
| **World output** | catalysts for roughly 90 million light vehicles plus trucks and two-wheelers a year (indicative); 378 t PGM (2025) |  | JM PGM Market Report 2026; WPIC Q2 2026; vehicle count indicative |
| **Capacity utilisation** | not published | JM Clean Air sales fell 7% at constant currency in FY2025/26 on weaker North American truck and European diesel car output. | JM FY2025/26 results presentation |
| **Concentration** | three Western coaters (JM, Umicore, BASF) hold most of the world market outside China and Japan (indicative) | No published market shares. JM calls itself market leader in diesel; Umicore cites a strong position in light-duty petrol. | JM FY2025/26 presentation; Umicore FY2025 results |
| **New capacity** | no new capacity; consolidation | JM is refocusing on Clean Air and PGM Services after selling Catalyst Technologies to Honeywell (completed 17 Jul 2026, enterprise value £1,325 million) and is commissioning a new UK PGM refinery for 2027. | JM FY2025/26 results |

#### Top producing countries

- **China**: largest vehicle producer; local coaters (Sino-Platinum, Weifu, Sinocat) plus JM, BASF, Umicore plants
- **EU**: JM, Umicore, BASF headquarters and plants
- **United States**: BASF, JM, Umicore, Cataler plants
- **Japan**: Cataler (Toyota group), Umicore-Shokubai joint venture
- **India**: coating plants of the global makers serve BS-VI cars and two-wheelers
 indicative

#### Largest producers: global

| Company | Country | Volume | Year | Source |
|---|---|---|---|---|
| **Johnson Matthey (Clean Air)** Underlying operating profit £307 million, margin 14.5%; target 16-18% by 2027/28. | UK | 2,123 £ million sales excluding precious metals, FY2025/26 | 2025/26 | [JM FY2025/26 results presentation](https://matthey.com/documents/d/guest/presentation-for-the-year-ended-31st-march-2026-pdf) |
| **Umicore (Catalysis)** Adjusted EBITDA €450 million (about 27%). | Belgium | 1,668 € million revenues excluding metal, FY2025 (includes precious metals chemistry and fuel cell catalysts) | 2025 | [Umicore FY2025 results](https://www.globenewswire.com/news-release/2026/02/20/3241687/0/en/Umicore-Full-Year-Results-2025.html) |
| **BASF (Environmental Catalyst and Metal Solutions)** Separate autocatalyst figures not retrieved. | Germany | not published | 2025 |  |
| **Cataler** Private; not published. | Japan | not published | n/a |  |
| **Kunming Sino-Platinum Metals Catalyst** Not verified in sources reviewed. | China | not published | n/a |  |
| **Corning and NGK Insulators** Substrate duopoly outside China (indicative). | US / Japan | not published | n/a |  |

#### Largest producers: India

| Company | Country | Volume | Year | Source |
|---|---|---|---|---|
| **Johnson Matthey India** Operates in India; plant capacity not verified. | India | not published | n/a |  |
| **BASF India (mobile emissions catalysts)** Not verified in sources reviewed. | India | not published | n/a |  |
| **Umicore India** Not verified in sources reviewed. | India | not published | n/a |  |

India makes about 30 million vehicles a year including about 20 million two-wheelers (SIAM FY2025, indicative), all needing BS-VI catalysts. Coating is done locally by the global makers, but all PGMs are imported and there is no domestic PGM refining at scale.

#### Position by region

| Region | Position |
|---|---|
| **US** | EPA 2027 truck rules support heavy-duty content; tariffs and anti-dumping duty of 133% on Russian palladium (2025). |
| **EU** | Euro 7 (Regulation 2024/1257) adds brake and tyre particle limits and durability; ICE car sales end 2035 under current law. |
| **India** | BS-VI since April 2020 lifted catalyst content; all metal imported. |
| **China** | China 6b since July 2023; fastest shift to battery cars cuts demand. |
| **Japan** | Hybrid-heavy fleet keeps catalyst demand. |
| **Middle East** | Small vehicle production. |

## Other sections

- [Summary](https://www.materialinsights.org/chemicals/autocatalysts/index.md)
- [Overview](https://www.materialinsights.org/chemicals/autocatalysts/overview/index.md)
- [Correlation](https://www.materialinsights.org/chemicals/autocatalysts/correlation/index.md)
- [Production route](https://www.materialinsights.org/chemicals/autocatalysts/routes/index.md)
- [Feedstocks](https://www.materialinsights.org/chemicals/autocatalysts/feedstocks/index.md)
- [Cycles](https://www.materialinsights.org/chemicals/autocatalysts/cycles/index.md)
- [Trading](https://www.materialinsights.org/chemicals/autocatalysts/trading/index.md)
- [Movement](https://www.materialinsights.org/chemicals/autocatalysts/movement/index.md)
- [Regulation](https://www.materialinsights.org/chemicals/autocatalysts/regulation/index.md)
- [Characteristics](https://www.materialinsights.org/chemicals/autocatalysts/characteristics/index.md)
- [Emissions](https://www.materialinsights.org/chemicals/autocatalysts/emissions/index.md)
- [Relationships](https://www.materialinsights.org/chemicals/autocatalysts/links/index.md)