Investor Insights from CEOs & CFOs | Financial Results & Presentations | seat11a

DEUTZ AG Q1 2025: Key Takeaways

Presented by IR Mark Schneider

In this concise and data-rich quarterly update, Mark Schneider, Head of Investor Relations of DEUTZ AG, presents the key financial highlights and operational performance for Q1 2025, offering insights into how the company maintains momentum amid ongoing macroeconomic volatility.

Stable Start to 2025

DEUTZ AG, a leading manufacturer of innovative drive systems, commenced 2025 with a robust and stable first quarter, bolstered by the strength of its service business and operational discipline. This positive start sets a promising tone for the rest of the year.

Q1 Revenue and Order Intake

The company posted revenue of €474.3 million, representing a slight decline of 3.8% year-on-year, largely attributable to a normalization in engine demand following an exceptionally strong prior-year period. However, the impact was partially offset by ongoing growth in the service segment, which remains a strategic priority for DEUTZ and continues to deliver attractive margins.

Despite the slight dip in new orders, which came in at €465.1 million, DEUTZ remains steadfast in its full-year outlook. The company’s healthy order backlog and sustained demand in key regions instil confidence in its ability to weather market fluctuations and maintain its growth trajectory.

Free Cash Flow and Operational Efficiency

One of the quarter’s standout achievements is the significant improvement in free cash flow, which rose to €27.3 million, compared to a negative figure in the same quarter last year. This reflects tighter working capital management, optimized inventory levels, and prudent capital expenditures.

Profitability and EBIT Margin

In terms of profitability, DEUTZ reported an EBIT margin before exceptional items of 4.8%, slightly below the 5.0% seen in Q1 2024. This was mainly due to shifts in the product mix and volume effects. IR Mark Schneider emphasizes that this is well within expectations and consistent with seasonal trends in the company’s order intake and production cycles.

Dual Transformation Strategy

DEUTZ continues to invest in its dual transformation strategy:

Drive diversification, focusing strongly on alternative powertrains, including hydrogen and electric solutions.

Service expansion aimed at building a more resilient and margin-rich revenue base.

2025 Guidance and Strategic Outlook

CFO Schneider reaffirms DEUTZ’s commitment to achieving its 2025 guidance, which includes:

Stable revenue in the range of €1.8 to €1.9 billion

An EBIT margin of at least 5% before exceptional items

Positive free cash flow for the full year

He also highlights that DEUTZ is well-positioned to navigate inflationary pressures and supply chain risks, thanks to its global supplier network and continuous improvement in operational processes.

Conclusion: Operational Resilience and Strategic Execution

In closing, Mark Schneider reiterates that Q1 2025 performance reflects operational resilience, strategic focus, and a balanced approach to growth and cost control. As DEUTZ continues its transformation journey, it remains on track to deliver sustainable value for shareholders, customers, and employees.

▶️ Other videos:

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/

Company Presentation: https://seat11a.com/investor-relations-company-presentation/

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/

ESG Presentation: https://seat11a.com/investor-relations-esg/

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Rational AG Elevator Pitch: Key Takeaways

Elevator Pitch: RATIONAL AG – 25 Years of Stock Market Excellence & Future Vision

A Legacy of Success: RATIONAL AG Celebrates 25 Years as a Listed Company

RATIONAL AG has been revolutionizing the world of professional cooking for over five decades. As the company marks 25 years since its IPO, we look at what has made this Bavarian success story one of the best-performing stocks on the German stock exchange.

In this exclusive interview, Dr. Peter Stadelmann, CEO of RATIONAL AG, shares his insights on the company’s unparalleled journey, its resilience through market cycles, and its vision for the future.

Key Highlights from the Interview

🔥 The Secret to RATIONAL’s Long-Term Stock Success

Since its IPO in 2000, RATIONAL’s stock has surged almost 40-fold—a rare feat in today’s volatile markets. What has been the driving force behind this sustained performance? Dr. Stadelmann attributes it to a relentless focus on customer benefit. Rather than chasing short-term profit, RATIONAL is committed to solving the biggest challenges in commercial kitchens, ensuring satisfied customers and sustainable growth. This customer-centric approach has been integral to our success and we value each and every one of our customers.

💡 How Customer-Centric Thinking Drives Financial Strength

RATIONAL’s guiding principle states:

“Growth, stability, and profit are not objectives but results.”

By continuously innovating and addressing the bottlenecks of professional cooking—such as labour shortages and energy costs—the company has built a loyal global customer base, which has fueled consistent revenue growth and profitability.

📈 Stock Performance & Investor Confidence

Despite an impressively high P/E ratio of 40, investors remain deeply confident in RATIONAL’s market position and long-term potential. The company has cultivated a dedicated shareholder base that values stability, profitability, and sustainable expansion over speculative gains. Analysts frequently highlight RATIONAL’s high margins (around 26%), comparing them to those of leading software companies.

🌍 Surviving & Thriving Through Economic Crises

RATIONAL has proven its mettle in the face of multiple market downturns, from the dotcom crash to the recent COVID-19 pandemic. Unlike many companies that struggled, RATIONAL emerged stronger each time, thanks to its resilient business model, strategic planning, and commitment to long-term value creation. Even during the coronavirus crisis, when the food service industry faced historic shutdowns, RATIONAL continued to innovate, launching its iCombi and iVario product lines, which played a crucial role in its rapid post-crisis recovery.

🧐 Market Challenges & The Future of RATIONAL AG

With ongoing global uncertainties, how does RATIONAL plan to sustain its success? Dr. Stadelmann discusses:

✔️ The role of digitalization in professional cooking

✔️ Why the company doesn’t see a stock split as necessary

✔️ How innovation will continue to drive competitive advantage

✔️ Why premium brands can maintain pricing power even in turbulent markets

📊 A Look Ahead: Can RATIONAL Maintain Its Exceptional Margins & Growth?

The future remains bright for RATIONAL AG. By staying true to its core mission—enhancing customer benefits

▶️ Other videos:

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/

Company Presentation: https://seat11a.com/investor-relations-company-presentation/

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/

ESG Presentation: https://seat11a.com/investor-relations-esg/

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Kontron AG FY 2024: Key Takeaways
Kontron AG FY24 Results: Record Performance and Strategic Momentum
Presented by CFO Clemens Billek

In this brief but powerful financial overview, Clemens Billek, Kontron AG’s Chief Financial Officer, presents the record-setting achievements from the company’s fiscal year 2024 performance. The presentation, tailored for international investors, analysts, and stakeholders, showcases the remarkable milestones and strategic direction that defined the year.

Strong Double-Digit Growth Across the Board
Kontron AG, a global leader in IoT and embedded computing solutions, reported strong double-digit growth, reaching an all-time high in revenue and earnings. The company’s FY24 revenue was €1.2 billion, marking a growth rate of 13.3%, driven by robust performance across key business segments and geographies. This global leadership instills confidence in our investors and stakeholders.

Operational Efficiency and Profitability Gains
Operating profit (EBITA) surged by 17.5% to €111.2 million, showcasing Kontron’s improved operational efficiency and successful portfolio transformation. The net income also saw significant growth, increasing to €83.5 million, underlining the company’s ability to convert revenue growth into sustainable profitability, providing a secure investment for our stakeholders.

Strategic Focus on High-Margin IoT and Software Models
CFO Clemens Billek underscores that Kontron’s performance is largely attributed to its unwavering focus on high-margin IoT solutions and software-defined business models. These strategic choices have been key enablers of the company’s success.

Global Demand and Vertical Strength
In FY 2024, Kontron continued its global expansion, with strong demand across verticals such as industrial automation, communications, energy, and transportation. The company also strengthened its order backlog, signalling solid demand for FY 2025 and beyond.

Key Strategic Milestones
Key strategic milestones highlighted by Clemens Billek include:
– Completion of major portfolio transformation initiatives
– Increased recurring revenue through software-driven services
– A strong balance sheet enabling further M&A activity
– Continuous investment into R&D and product innovation, especially in AI-enabled edge computing and secure cloud integration

Commitment to Shareholder Value
CFO Billek also points to Kontron’s focus on shareholder value creation, maintaining a healthy dividend policy while retaining capital for future growth initiatives.

Conclusion: Positioned for the Digital Future
This concise FY24 update reflects Kontron AG’s transformation into a pure-play tech company and outlines its plans to build on its momentum in 2025. The message is clear: Kontron is executing its strategy, outperforming expectations, and positioned for long-term value creation in the digital age.

▶️ Other videos:
Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/
Company Presentation: https://seat11a.com/investor-relations-company-presentation/
Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/
Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/
ESG Presentation: https://seat11a.com/investor-relations-esg/

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Amadeus Fire AG Deep Dive: Q&A

Amadeus Fire Group: Investor Deep Dive into Strategy, Growth, and Digital Innovation

Exclusive Insights from Jörg

In this exclusive investor deep dive, Jörg from Amadeus Fire Group addresses the most commonly asked questions by financial analysts and institutional investors. The video in English explores the company’s current performance, strategic direction, challenges in the personnel services and training segments, and the long-term vision driving value creation.

Macroeconomic Outlook and German Business Sentiment

The conversation opens with a macroeconomic reflection on Germany’s business sentiment. Jörg underlines the pressing need for a positive economic impulse to restore confidence swiftly. He identifies potential triggers, such as geopolitical stability (like a peace deal in Ukraine), renewed free trade partnerships with the US, tax reliefs, or an uptick in GDP, which are crucial for lifting Germany’s sluggish mood.

Operational Challenges and Segment Performance

Despite these challenges, Amadeus Fire Group remains resilient and is actively working on strategies to overcome these obstacles. Moving into operational insights, Jörg dissects the decline in margins across both segments. In personnel services, conversion rates have deteriorated due to increasing client demands for ‘optimal’ rather than just ‘suitable’ candidates. Lengthier negotiations, higher candidate reluctance to switch jobs due to probationary uncertainty, and extended sales cycles have all impacted profitability. The team’s focus on individual mandates has reduced the capacity to handle multiple assignments concurrently.

Concave College and the Government Training Platform

Amadeus Fire subsidiary Concave College faced a visibility challenge in the training segment due to the algorithmic limitations of the new government-backed training platform (formerly Coenet, now “meine-weiterbildung.de”). The system now restricts each training provider to 4,000-course listings, disproportionately affecting larger players like Concave. This visibility bottleneck is the primary reason behind the lower booking volumes in 2024 compared to the stronger growth seen at GFN (+25%), which had fewer courses listed.

Artificial Intelligence as a Productivity Enabler

From a technological perspective, Artificial Intelligence is not viewed as a threat but as a significant productivity enabler. AI accelerates candidate search in personnel services, seamlessly integrates into the new Microsoft-based CRM system, and enhances recruiting and sales workflows. The CRM upgrade is being rolled out across all locations, with full implementation scheduled by the end of June 2024.

AI in Personalized Learning

In the training space, AI is expected to revolutionize personalized learning. Tailored digital courses will adapt in real-time based on individual learner profiles, behaviours, and eye movement. Each learner will receive customized content, improving retention, engagement, and outcomes.

▶️ Other videos:

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/

Company Presentation: https://seat11a.com/investor-relations-company-presentation/

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/

ESG Presentation: https://seat11a.com/investor-relations-esg/

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JOST Werke SE FY 2024: Key Takeaways

JOST Werke AG Full-Year 2024 Results: Stability, Strategy, and Shareholder Value

Investor Presentation by Roomy Acosta

In this comprehensive full-year 2024 results presentation, Roomy Acosta, Head of Investor Relations at JOST Werke AG, walks investors through the company’s latest financial performance and strategic developments. The video is conducted in English, providing accessible insights for international stakeholders and potential investors alike.

Resilience in a Challenging Economic Environment

JOST, a leading global producer and supplier of safety-critical systems for commercial vehicles, including truck and trailer components, demonstrated its resilience in a challenging macroeconomic environment by achieving a slight increase in net income after taxes for the fiscal year 2024. This reflects the group’s stability and ability to navigate tough economic conditions. The net profit rose modestly compared to the previous year, showcasing JOST’s operational strength and disciplined cost management across its global operations.

Dividend Proposal: €1.50 per Share

One of the headline announcements is the proposed dividend of €1.50 per share, a clear signal of JOST’s commitment to delivering value to its shareholders. This decision is backed by the company’s confidence in its balance sheet and future earnings power. Roomy Acosta provides context for this dividend decision, tying it into JOST’s ongoing commitment to shareholder returns while preserving capital for strategic investments and innovation.

Regional Performance Insights

The presentation dives deep into the regional performance breakdown. JOST saw continued growth in the Americas, driven by robust aftermarket sales and stable OEM demand. Europe presented a mixed picture, with economic slowdowns in certain markets being balanced by stronger-than-expected performance in others. Meanwhile, the Asia-Pacific region remains a long-term growth opportunity, with JOST investing in capacity expansion and local partnerships to strengthen its footprint.

Transport and Agriculture Segment Analysis

The Transport and Agriculture segments are covered in detail regarding product lines, including margin developments, cost efficiencies, and product innovation updates. Roomy Acosta also highlights progress in digitalization and automation initiatives designed to increase manufacturing efficiency and enhance customer value.

Focus on Operational Efficiency and ESG

Throughout the video, special attention is given to supply chain stabilization, ongoing cost reduction programs, and executing JOST’s long-term strategy for sustainable and profitable growth. The company’s commitment to ESG topics, particularly its efforts in reducing emissions, improving energy efficiency, and supporting responsible sourcing practices, underscores JOST’s role as a responsible and forward-thinking company.

Outlook for 2025

The session ends with a forward-looking statement outlining expectations for 2025.

Conclusion: A Must-Watch for Stakeholders

Whether you’re a long-term investor, financial analyst, or simply interested in the automotive supply sector, this detailed investor relations presentation provides everything you need to know about JOST Werke AG’s financial health, operational progress, and strategic priorities as it moves into the next fiscal year.

▶️ Other videos:

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/

Company Presentation: https://seat11a.com/investor-relations-company-presentation/

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/

ESG Presentation: https://seat11a.com/investor-relations-esg/

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Hypoport SE Elevator Pitch: Key Takeaways

Welcome to this comprehensive investor introduction to Hypoport SE, a Berlin-based digital platform group that has driven transformation in the German credit, real estate, and insurance industries for over 25 years.

At the core of Hypoport’s business model is platformization—a unique and strategic integration of digital platforms across core sectors of the economy. Over the past 15 years, Hypoport has achieved a CAGR of 20% in gross profit and a 26% CAGR in EBIT, demonstrating a robust and sustainable growth path.

This is Hypoport’s core and most mature segment, encompassing:

• EUROPACE – Germany’s leading mortgage financing platform

• FINMAS – Focused on savings banks

• GENOPACE – Serving cooperative banks

• Dr Klein – A strong B2C and B2B advisory brand

• FIO and VALUE AG – Providing property valuation and SaaS solutions

• Baufi-nex, Starpool, and other poolers – Supporting intermediaries with white-label solutions

These platforms form a tightly integrated digital ecosystem that streamlines the process of private residential property purchases from start to finish—from customer intent through to financing and valuation.

This ecosystem connects:
✅ Consumers
✅ Advisors and brokers
✅ Banks (savings, cooperative, private)
✅ Insurance companies
✅ Product providers and comparison sites

The RE&M segment has experienced substantial structural gains, with EUROPACE transaction volumes growing despite macroeconomic slowdowns. This is a promising sign for potential investors, indicating that Hypoport is well-positioned for future growth.

Hypoport is also actively scaling three additional financing verticals:

• Housing Sector – Expanding services around real estate transactions

• Corporate Finance – A B2B platform for mid-sized German companies

• Personal Loans – Consumer loan solutions for sub-mortgage credit needs

Each of these is in a growth phase, supported by the same modular, digital, and interconnected logic that made Hypoport dominant in mortgages.

In the insurance segment, Hypoport is building digital infrastructure to address:

• Personal Insurance (e.g., home, liability)

• Occupational Insurance (including employer benefits)

• Industrial Insurance (platforms for auctioning complex risks)

Like its mortgage platform model, Hypoport’s insurance approach focuses on networking all participants—advisors, providers, and brokers—into centralized transaction platforms.

Hypoport’s strategy aims to achieve 90% market penetration of the German mortgage market over the next 5–10 years, along with significant traction in adjacent financing and insurance domains.

The company’s fee-based revenue model—earning approximately 10 basis points per successful mortgage transaction—is not only a reliable source of income but also ensures scalable growth aligned with rising transaction volumes.

Led by a seasoned management team with 26 years of platform experience, Hypoport is well-positioned to:
🚀 Maintain technological leadership
🔗 Deepen ecosystem synergies
💡 Drive the digital transformation of entire industries

Hypoport offers investors a compelling long-term growth story underpinned by a proven model, strategic focus, and expanding market opportunity.

Comprehensive Investor Introduction to Hypoport SE🏡 Real Estate & Mortgage Platforms (RE&M)🏦 Financing Platforms🛡️ Insurance Platforms📈 Long-Term Vision▶️ Other Videos

🎥 Elevator Pitch: Watch here
📊 Company Presentation: Watch here
🔍 Deep Dive Presentation: Watch here
📈 Financial Results Presentation: Watch here
🌱 ESG Presentation: Watch here

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T&C

Exclusive Conversation with DEUTZ AG CEO Sebastian Schulte

Join us for an insightful discussion with Sebastian Schulte, CEO of DEUTZ AG, as we explore the company’s 160-year legacy, 125th anniversary of stock exchange listing, and the challenges and achievements of 2024. As a pioneer in engine innovation, DEUTZ AG is navigating economic shifts while reinforcing its commitment to sustainability, strategic growth, and technological advancements.

Milestone Celebrations: 160 Years of DEUTZ & 125 Years on the Stock Exchange

Founded by Nicolas August Otto, the inventor of the four-stroke engine, DEUTZ has built a global reputation for engineering excellence. The company’s stock exchange listing 125 years ago was a pivotal step in its journey of innovation and expansion.

2024: A Year of Challenges & Resilience

Despite economic downturns, particularly in Europe, DEUTZ remained profitable:

✔ Engine sales declined by 25% and revenue dropped 12% to €1.814 billion.

✔ European markets were hit hardest, especially construction and agriculture.

✔ EBIT before exceptional items reached €76.7 million (4.2% margin)—a key success in a tough market.

Strategic Moves to Drive Growth

To navigate market challenges, DEUTZ focused on:

✔ Expanding its service business – the company’s most profitable segment.

✔ Strengthening partnerships – Collaborating with Daimler Truck and Rolls-Royce Power Systems.

✔ Diversifying revenue streams – Entering power generation with the acquisition of Blue Star Power Systems.

Looking Ahead: DEUTZ’s Dual+ Strategy & Market Evolution

✔ Expanding into power generation to meet the rising demand for decentralized energy.

✔ Investing in high-power combustion engines, with strategic acquisitions including Daimler Truck’s off-highway portfolio and a stake in HJS Emission Technology.

✔ Doubling service revenue from €500 million to €1 billion by 2030 through acquisitions and digital solutions.

✔ Aiming to reach €4 billion in total revenue by 2030, backed by aggressive expansion, strategic acquisitions, and enhanced decision-making.

Final Takeaways

✅ Maintained profitability despite market downturns.

✅ Expanded into new markets, including power generation.

✅ Strengthened its service business—the most profitable segment.

✅ Secured key acquisitions and partnerships for future growth.

Shaping the Future

With a clear roadmap and a customer-driven approach, DEUTZ AG is well-positioned to drive the future of industrial engines and energy solutions.

👉 Stay tuned for more insights from industry leaders shaping engineering, sustainability, and global markets!

Thank you, Sebastian Schulte, for this deep dive into DEUTZ AG’s journey and vision.

▶️ Other videos:Elevator Pitch: ⁠https://seat11a.com/investor-relations-elevator-pitch/⁠Company Presentation: ⁠https://seat11a.com/investor-relations-company-presentation/⁠Deep Dive Presentation: ⁠https://seat11a.com/investor-relations-deep-dive/⁠Financial Results Presentation: ⁠https://seat11a.com/investor-relations-financial-results/⁠ESG Presentation: ⁠https://seat11a.com/investor-relations-esg/⁠

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T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on ⁠www.seat11a.com/legal⁠ and ⁠www.seat11a.com/imprint⁠.

DEUTZ AG’s Strong Financial Performance in 2024: A Comprehensive Analysis

In this comprehensive presentation, Mark Schneider, Head of Investor Relations at DEUTZ AG, provides an in-depth analysis of the company’s successful financial performance for 2024, aligning with the adjusted guidance issued in October 2024. The results reflect DEUTZ’s resilience and strategic advancements in a challenging economic environment, reassuring our stakeholders about the company’s stability and growth potential.

Key Financial Highlights for 2024

Total Unit Sales: 142,970 engines, slightly below the anticipated 150,000 units, primarily due to economic headwinds.

Revenue: €1.814 billion, meeting the adjusted guidance of approximately €1.8 billion.

Adjusted EBIT Margin: 4.2%, within the projected 4-5% range.

Free Cash Flow: €30 million, surpassing the expectation of a balanced cash flow.

Strategic Business Developments

Schneider emphasizes the successful implementation of DEUTZ’s Dual+ Strategy, focusing on diversifying the portfolio and regional presence. Notable strategic actions in 2024, which demonstrate our adaptability and future direction, include:

Portfolio Optimization

DEUTZ strategically adjusted its portfolio by:

Divesting Torqeedo GmbH, a specialist in electric marine propulsion systems.

Acquiring Blue Star Power Systems in the USA to strengthen its footprint in the energy sector.

Product Line Expansion

The integration of Daimler Truck Off-Highway (DTO) engines, now rebranded as DEUTZ engines, has broadened the product offering and attracted new clients such as:

Ponsse

Claas

Bell Equipment

Cost Efficiency Initiatives

The Future Fit Program, DEUTZ’s cost reduction and efficiency initiative, is projected to yield sustainable savings of:

€50 million annually from 2026 onwards.

€20 million anticipated in 2025.

Growth in Service and Energy Segments

Expansion of the Service Business

The service business demonstrated robust growth, achieving €512 million in revenue in 2024, with ambitious targets:

Exceeding €550 million in 2025.

Aiming for €600 million in subsequent years.

Key developments in the service sector include:

Integration of DEUTZ Nordic (formerly Diesel Motor Nordic) and DEUTZ Chile (formerly Maqi).

Acquisition of B.W. Forest in Poland, including a defense segment supplying vehicles to Ukraine.

Expansion in the Energy Sector

DEUTZ is strengthening its DEUTZ Solutions segment by developing tailored new technology offerings such as battery-electric engines. A major milestone was:

Acquiring Blue Star Power Systems to enter the U.S. energy market.

Targeting the generator set market, driven by:

Inadequate infrastructure.

Increasing severe weather events.

Energy transitions.

Reshoring of production to the U.S.

Outlook for 2025 and Beyond

DEUTZ projects a positive trajectory for 2025, with expectations of market stabilization in the agriculture and construction sectors, supported by infrastructure programs in Germany and potential developments in Ukraine.

Forecasts for 2025

Revenue: €2.1 to €2.3 billion.

Adjusted EBIT Margin: 5 to 6%.

Free Cash Flow: Mid-double-digit million-euro amount.

Mid-Term Targets for 2028

Revenue: €3.2 to €3.4 billion.

Adjusted EBIT Margin: 8 to 9%.

New Dividend Strategy

DEUTZ has adopted a new dividend strategy to ensure stable or increasing dividends compared to previous year.

▶️ Other videos:

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/

Company Presentation: https://seat11a.com/investor-relations-company-presentation/

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/

ESG Presentation: https://seat11a.com/investor-relations-esg/

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Palfinger AG Strengthens Global Leadership with Record-Breaking Financial Performance

Resilient Growth and Market Expansion

Palfinger AG, the world leader in lifting solutions, continues its path of record-breaking financial performance, as presented by CFO Felix Strohbichler. With revenues reaching €2.4 billion in 2024, Palfinger has reinforced its global dominance, thanks to its expansive sales and service network spanning 30 production sites worldwide. The company remains resilient due to its diversified customer segments, which include forestry, logistics, waste management, recycling, marine applications, and the construction industry.

Global Expansion & Revenue Growth Strategy

A key highlight of Palfinger's strategy is its aggressive expansion into North America. In 2024, 27% of the company's revenue came from North America, a figure that is targeted to increase to one-third of total revenues in the coming years. This strategic shift aligns with Palfinger's vision to solidify its presence in the world's largest markets.

Additionally, Palfinger is making significant investments in the APAC region. By 2030, the company aims to generate €300 million from APAC, representing 10% of total revenue. A crucial part of this initiative is the new assembly plant in India, an investment exceeding €25 million. This state-of-the-art facility will be equipped with the latest technology and will serve both the domestic Indian market and exports to the Middle East and Africa. This expansion positions Palfinger as a global player with a strong foothold in emerging markets.

Innovation & Digitalization – A Competitive Advantage

Palfinger boasts an innovative and powerful product portfolio, offering land and marine solutions. These include:

Truck- and rail-mounted lifting equipment

Offshore cranes for oil rigs

Marine cranes and rescue boats

Wind turbine maintenance cranes and winches

A crucial differentiator for Palfinger is its focus on digital solutions, which enhance customer experience and operational efficiency. Digitalization allows Palfinger to integrate predictive maintenance, intelligent fleet management, and smart service solutions, adding substantial customer value while improving profitability.

Sustainability: A Core Business Priority

Palfinger has embedded sustainability at the heart of its strategy, aligning with ESG trends and enhancing its corporate responsibility. The company has made significant strides in improving workplace safety and reducing environmental impact, with key achievements including:

27% reduction in workplace accident rates (compared to 2023)

17.6% decrease in carbon emissions year-over-year

By integrating sustainable materials, energy-efficient solutions, and responsible production methods, Palfinger is well-positioned to capitalize on the growing ESG movement while improving operational efficiencies.

Ambitious Financial Targets for 2027

Palfinger has set bold financial goals for 2027, focusing on organic growth, profitability, and operational excellence:

Revenue increased to €2.7 billion (from organic growth)

10% EBIT margin

Return on sales (ROS) exceeding 12%

A crucial component of this growth plan is doubling service and parts revenue to €700 million by 2030, a move that aims to significantly boost profitability and customer loyalty.

▶️ Other videos:

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/

Company Presentation: https://seat11a.com/investor-relations-company-presentation/

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/

ESG Presentation: https://seat11a.com/investor-relations-esg/

T&C

This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

LEG Immobilien SE’s Robust Performance in 2024: A Year of Growth & Stability

In a remarkable financial year, LEG Immobilien SE has demonstrated resilience and strong performance, solidifying its position as a key player in the German real estate sector. In this exclusive presentation, Frank Kopfinger, Head of Investor Relations, delves into the company’s 2024 financial results, strategic priorities, and future outlook.

Key Highlights of LEG Immobilien SE’s 2024 Financial Performance

📈 Earnings Growth & Financial Strength

LEG Immobilien SE has achieved significant earnings growth in 2024, driven by stable rental income, efficient cost management, and strategic portfolio optimization. The company’s ability to maintain robust financial metrics despite market volatility underscores its strong business model.

🏢 Stable Portfolio Valuation

One of the major takeaways from this year’s performance is the stability in portfolio valuation. While the broader real estate market has faced fluctuations, LEG Immobilien SE’s carefully managed portfolio and strategic asset allocation have ensured a resilient valuation, maintaining investor confidence.

💰 Sustainable Rental Income Growth

Rental income remains the backbone of LEG Immobilien SE’s business, and 2024 has seen further increases in rental revenues. This has been achieved through high occupancy rates, rental indexation, and active asset management strategies.

📊 Operational Efficiency & Profitability

LEG Immobilien SE has maintained a strong EBIT margin and cash flow through cost discipline and operational efficiency, ensuring its profitability remains intact. The company’s focus on lean operations and value-driven asset management continues to contribute to its long-term financial health.

Key Strategic Themes Driving LEG Immobilien SE’s Success

✅ Resilience Amid Economic Uncertainty

Despite economic challenges such as interest rate volatility and regulatory changes, LEG Immobilien SE has successfully navigated the landscape by focusing on long-term value creation and maintaining a conservative financial policy. This resilience should reassure investors of the company’s stability and ability to weather economic storms.

✅ Portfolio Optimization & Smart Capital Allocation

The company’s disciplined approach to portfolio management has allowed it to sustain a balanced mix of residential assets while exploring new investment opportunities. LEG Immobilien SE has also strategically adjusted its capital allocation to maximize returns while mitigating risks.

✅ Commitment to Shareholder Value

With a clear focus on delivering long-term value to shareholders, LEG Immobilien SE remains committed to a sustainable dividend policy, ensuring strong returns for investors even amid market fluctuations. This commitment should make investors feel valued and integral to the company’s success.

✅ Sustainability & ESG Integration

As ESG factors become increasingly important, LEG Immobilien SE continues integrating sustainability initiatives into its business strategy. The company is aligning its operations with long-term sustainability goals, from energy-efficient buildings to social responsibility programs.

Investor Outlook & Future Prospects

📢 Positive Market Outlook for 2025

Looking ahead, LEG Immobilien SE remains optimistic about further growth in 2025

▶️ Other videos:

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/

Company Presentation: https://seat11a.com/investor-relations-company-presentation/

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/

ESG Presentation: https://seat11a.com/investor-relations-esg/

T&C

This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.