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

Romy Acosta, the Head of Investor Relations at Jost Werke AG, takes viewers on a detailed journey of the company's financial and

operational milestones achieved during the second quarter of 2023.

Kicking off the presentation, Romy beams with pride and discusses what she coins as the most potent second quarter in the company's history. Despite facing external challenges that could have curbed growth by almost four percentage points, Jost Werke AG emerged resilient. The company reported a remarkable 2.6% increase in sales, accumulating €330 million. Factoring out these challenges, the growth rate impressively could have soared to 6.4% compared to the previous year.

The transport segment significantly contributed to these numbers, marking an ascendancy in global demand. Transport sales skyrocketed, observing a growth of 13%, totalling €263 million. This uptrend was notably driven by the escalating global demand for trucks and trailers, especially in pivotal regions like North America and the Asia Pacific Africa belt. While this upward trend was visible, Europe experienced a slight dip in its trailer demand. However, Acosta quickly reassured viewers that this dip was from an elevated baseline.

Romy conveys a mix of news by shifting the narrative to the agricultural sector. North America and Europe saw a contraction, particularly in the compact sector and medium tractors segment. Yet, the silver lining emerged in the transport sector, which efficiently compensated for these losses, pointing to the company's diversified strengths.

On a geographical scale, there were varying dynamics at play. Europe and North America navigated through slight contractions in their growth. In stark contrast, the Asia Pacific Africa market was the shining star, boasting a monumental 36% growth. The cherry on top? This rate could have touched a staggering 50% adjusting for external influences. Such a surge wasn't just a stroke of luck. It was bolstered by unwavering demand from regions like India, the Pacific, and South Africa. Additionally, Acosta highlights the gradual yet definitive recovery of the Chinese market, which had previously faced downturns.

But Jost Werke AG's commendable journey doesn't end at sales. Acosta, with palpable enthusiasm, delves into the company's profitability metrics. Against minor regional sales contractions, the company triumphed in elevating its profitability across all regions. Mirroring this success, the adjusted EBIT grew by an impressive 16%, comfortably outpacing the 3% sales growth. This financial wizardry propelled the adjusted EBIT margin from a solid 10% to a commendable 11.3% for this quarter.

As the presentation wraps, Romy touches upon another significant win for the company - the doubling of their free cash flow, which now stands at a robust €20 million. She points out this was orchestrated thanks to a favourable development in the working capital.

With optimism, Romy Acosta forecasts the latter half of the year. While they anticipate a continuation of the decline of the agricultural sector, she reiterates her confidence in the transport business to counterbalance this trend. In a parting note, Acosta invites viewers to delve deeper into the company's journey by visiting their official webpage or reaching out to her for a personal touch.

This presentation highlighted Jost Werke AG's triumphs and underscored its resilience, adaptability, and forward-looking vision, making it an enticing prospect for stock investors worldwide.

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In this comprehensive presentation, Johannes Laumann, the CIO of Mutares SE, discusses the company’s recent H1 2023 financial performance.

Mutares SE is a prominent special situation private equity investor based in Munich, with offices worldwide. The company focuses on specialized corporate profiles, restructuring, and turnaround cases within various industries.

Operating in four key segments—Automotive, Engineering & Technology, Goods & Service, and Retail & Food—Mutares is particularly interested in brands active in the B2C market in retail and food areas. The company has experienced significant growth, expanding from €1 billion in 2019 to approximately €5 billion by H1 2023, with a goal of reaching €7 billion by 2025.

Key acquisitions include CIE Automotive in the automotive sector, along with other notable names across all sectors. Johannes highlights several key points from H1 2023, including new acquisitions, the establishment of the Federal United Group, government trust in FSC privatization in Portugal, the success of SMP as the largest exit in Mutares history, and the upgrade of their bond.

Additionally, he emphasizes their most valuable asset—their people—with a current team of 200 at the holding. Mutares has significant growth potential as it aims to expand specifically into the US, China, and other parts of Asia.

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Overview: ZEAL Network’s Growth in H1 2023

Jonas Mattsson, the CFO of ZEAL Network, underscored a potent 15% upswing in billings volume YoY during the first half of 2023, augmented by strategic growth investments and significant customer acquisition, especially during high jackpot phases. Remarkable events included acquiring and launching a new games license and celebrating a customer securing a mega jackpot in August – marking the third instance this year.

After securing its license, ZEAL launched its online games business, offering 18 games and targeting expansion in 2024. Notably, while their primary lotteries, Lotto 6 out of 49 and Euro jackpot, exhibited varying jackpot developments, the former demonstrated an enhanced performance relative to the preceding year.

The company witnessed an 11% revenue increase, chiefly spurred by a June surge. Conversely, total costs escalated by approximately 20%, with a notable 44% increment in marketing costs compared to the previous year, majorly focused on customer acquisition. The EBITDA was recorded at around 40 million euros, resulting in a 25% EBITDA margin for this span, with a slight decline largely attributed to amplified marketing expenditures. Net profit remained around 6 million euros.

The transaction volume soared by an impressive 50%, touching 412 million euros, predominantly fuelled by the peak jackpot in June. Even after a substantial dividend payment of nearly 80 million euros in May, the company maintained a net cash position of 23 million euros. New customer registrations experienced a nearly 20% surge, amassing 349,000 new patrons.

In conclusion, Jonas outlined ZEAL’s annual projections: billings ranging from 800 to 830 million euros, revenues oscillating between 110 to 120 million euros, and an anticipated EBITDA settling between 30 to 35 million euros. Emphasis was placed on the company’s thriving business growth, the strategic inauguration of the online games business, and an aggressive customer acquisition strategy.

Strategic Expansion in Online Games BusinessFinancial Outcomes and Revenue IncreaseRevenue and Costs DevelopmentTransaction Volume and Dividend PaymentZEAL’s Guidance and Future Outlook

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In a video update, Christian Ludwig, the Head of Communications and Investor Relations at Deutz AG, takes you through the company’s financial results for the first half of 2023.

Christian began by quickly giving a sneak peek into key operational and strategic developments. In a rather unexpected turn, new orders slightly decreased compared to the previous year, coming in at just under a billion. However, unit sales for Deutsche engines rose, albeit a modest one of 1.1%.

The company’s revenues painted a brighter picture, surging by 10% to surpass the billion mark. Another shining star for Deutz AG was the significant hike in their adjusted EBIT, which rocketed by almost 20 million to a staggering 62.5 million. This translates to an EBIT margin of 6.1% and is an improvement of 1.5% compared to the previous year.

Cash flow, often regarded as a business’s lifeline, also reflected positive dynamics. Deutz AG’s free cash flow soared, marking an improvement of 33 million year-over-year. Consequently, after six months, they posted a positive free cash flow of 8.3 million. These robust figures paved the way for the company to confirm its guidance for 2023 confidently. The expected revenue is hovering around 2.1 billion, with an adjusted EBIT margin approximating 5%.

Christian shared the exciting news of expanding their service network through two key acquisitions: a partner in Chile and Diesel Motor Nordic in the Nordic states of Europe. He emphasised the company’s commitment to eco-friendly operations, highlighting the progress of their ‘green stature’. The firm has been continuously expanding its green project pipeline, which includes ten battery electric system projects and five hydrogen ventures. This aligns with the company’s ambitious goal of being emission-free across the entire process chain by 2050.

Service, an essential segment for Deutz AG, reported impressive numbers. Revenue increased by 6.4%, translating to almost 240 million. The company has aggressively expanded its in-house service network and has sealed two acquisitions to bolster its regional presence in South America and Northern Europe.

Christian also provided an in-depth analysis of the company’s performance in the US and Northern Europe, revealing that the revenue target for their nine service centres in the US, termed DPCs, stands at around 50 million for 2023. He proudly announced the acquisition of their services partner, Whole Field, based in Chile, expected to contribute approximately 50 million in annual revenue. In addition, Diesel Motor Nordic is also anticipated to add about 10 million annually in service revenue.

Peeling back the layers of their financial health, Christian delved deep into some core numbers. Despite the new orders being slightly down from the previous year due to large placements from the year before, the company remained undeterred. A minor decline in unit sales was mainly attributed to their Torquito business with boat drives. However, the revenue numbers were notably more promising, showcasing a growth of 10%.

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For the first time in its history, Kontron achieved a gross margin surpassing 40% at 40.6%, marking an impressive improvement from the 37.8% in Q2 2022. With a robust cash reserve of 326 million, the company highlights their strong position, especially since they’ve managed to repay 100 million within just two quarters of 2023.

The presentation also emphasizes a solid backlog at 1.6 billion and the Q2 book-to-bill ratio at 1.1. The company also boasts a 55 million reduction in the overdue backlog and a record dividend payout of one Euro per share due to stellar 2022 results.

The month of July saw the company engaging in two significant M&A transactions: the automotive sector of Telit Centurion and the trains Communication business of Comlab.

These acquisitions are projected to yield an annual revenue of approximately 120 million. Kontron has proudly re-joined the TechDAX family and has finalized the sale of its IT service business.

Key Performance Indicators (KPIs) for H1 2023 reveal a revenue growth of 14% to 561 million, with EBT increasing by 26% to 61 million. After non-controlling interest, The company’s net income saw a sharp spike of 80% to 34 million. Other noteworthy stats include a 78 million increase in using cash flow from the previous year and design wins at 3.4 billion.

The video concludes with a look at the M&A deals, showcasing the company’s growth strategy and their unchanged guidance for 2023, projecting revenues of approximately 1.2 billion.

Backlog and Dividend Payout HighlightsM&A Transactions and Projected Annual RevenueKey Performance Indicators for H1 2023Future Projections and Growth Strategy

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Explore SFC Energy AG’s Innovative Strides

CEO Peter Podesser takes viewers on a journey through the company’s ground-breaking zero-emissions technology,
giving an exclusive inside look at how this stock-listed firm is transforming the clean energy landscape.

Understand their market strategy, financial performance, and future growth prospects firsthand. With an insightful
Q&A session towards the end, investors get the chance to have their most pressing questions answered.

It is a must-watch for those interested in eco-friendly investment opportunities and wanting to stay ahead in the green revolution.

Understanding Market Strategy and Financial PerformanceInvesting in Eco-friendly Opportunities with SFC EnergyStay Ahead in the Green Revolution

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In this insightful video presentation, Mutares SE & Co. KGaA, a stock-listed company, invites potential and existing investors to understand their diverse business segments in-depth. The video embarks on an enriching deep dive into the company’s Automotive & Mobility, Engineering & Technology, and Goods & Services sectors. Heads of each segment, namely Mathieu Purrey, Fatmir Veselaj, and Lennart Schley, conduct detailed discussions about their respective domains.

The Automotive & Mobility segment focuses on the latest trends, the growth potential, and the company’s strategic positioning in the fast-paced world of automobiles and transportation.

The Engineering & Technology segment offers a glimpse into the world of innovative technology solutions and the company’s role in driving advancements in this arena.

Lastly, the Goods & Services segment looks at Mutares SE & Co. KGaA’s diversified product range and service offerings.

The video presentation comprehensively overviews the company’s strategic operations, investment potential, and plans. This is an essential viewing for any investor keen on understanding this dynamic, stock-listed company’s growth strategies and potential returns.

Automotive & Mobility SegmentLed by Mathieu PurreyEngineering & Technology SegmentDirected by Fatmir VeselajGoods & Services SegmentSpearheaded by Lennart SchleyStrategic Overview and Investment Potential of Mutares SE & Co. KGaA

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Frank Kopfinger on LEG Immobilien SE’s ESG Agenda for 2023

Frank Kopfinger, as the Head of Investor Relations and Strategy at LEG Immobilien SE, offers an insightful update on the company’s Environmental, Social, and Governance (ESG) agenda for 2023.

Frank sheds light on the firm’s dedication to realizing climate neutrality by 2045, aligning with the German Climate Change Act and the Paris Climate Treaty.

The company has consistently built upon environmental objectives, establishing them even back in 2021. These objectives, interlinked with the firm’s remuneration system, go beyond mere statutory compliance.

A significant ambition highlighted is the endeavor to cut down CO2 emissions by 4,000 tons in 2023. This initiative is remarkable as it solely depends on strategies that the company can directly manage without the influence of third-party actions. Frank emphasizes the pivotal role of tenant education in magnifying energy-saving impacts by fostering awareness of consumption behaviors.

Frank meticulously outlines three foundational pillars believed to guide the company toward its ambitious goals.

Contributing to 70% of the journey towards climate neutrality, the strategy entails a shift from fossil fuels to green district heating and electricity. With 30% of the company’s heating already derived from district sources, and ongoing explorations to leverage more internal green energy, such as potentially utilizing their biomass plant, the transition is notably underway.

LEG Immobilien SE is evolving toward an all-encompassing refurbishment approach, which represents up to 30% of their proposed improvements, by viewing properties holistically instead of isolating individual issues, aiming to garner enhanced energy efficiency results.

Believing that behavior significantly impacts energy usage, even slight alterations in tenants’ energy-utilization practices can yield meaningful savings. A ‘tenant nudging’ program has been piloted and expanded, following its success in the winter of 2022.

Furthermore, Frank highlights three transformative initiatives implemented by LEG Immobilien SE:

The Renovate Joint Venture (JV) aspires to revolutionize property modernization. Industrializing the process not only minimizes time but also cuts costs for both landlords and tenants.

Xero Pro introduces a digital solution that addresses new legal requirements for efficient hydraulic balancing in larger properties. By collaborating with top smart meter providers, this initiative aims to optimize radiator efficiency, leading to substantial energy and cost savings.

The partnership with Mitsubishi Electric, utilizing air-to-air heat pump technology, is poised to be a game-changer. It not only enables the electrification of heating systems but also closes the CO2 footprint reduction gap for buildings with lower energy efficiency ratings. Implementing this technology could potentially save the company around 500 million euros by 2030 in decarbonization costs.

Recognizing the colossal challenges that decarbonisation presents in the real estate sector, LEG Immobilien SE exhibits a proactive approach by introducing pioneering solutions. Frank Kopfinger concludes by inviting viewers to connect with him and the investor relations team for additional inquiries or clarifications.

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Overview of AIXTRON SE’s Performance in Q2 and H1 2023

In this video presentation, Guido Pickert of AIXTRON SE provides a comprehensive overview of the company’s performance for the second quarter and the first half of 2023.

The video begins with an introduction to the operational highlights of Q2, demonstrating a robust order intake of EUR 178 million, a 17% YoY increase. This uptick was fueled by strong demand for wide-band-gap Power Electronics, especially GaN and SiC. The G10-SiC system was the front runner in orders, indicating a trend towards high-volume manufacturing capacities.

In Q2, AIXTRON saw revenues of EUR 174 million, a notable increase of 69% compared to last year. This surge was primarily due to the issuance of export licenses that had been pending, allowing more than 50 million Euros of the roughly 70 million Euros worth of systems waiting for shipment at the end of Q1 to be shipped and turned into revenues. This reflects a positive shift to a normal situation regarding export licenses.

With these figures, AIXTRON reported an impressive order backlog of EUR 412 million, a 31% YoY growth. The financial breakdown followed next, starting with the income statement. Revenues soared to EUR 174 million, more than double the previous quarter and up 69% compared to EUR 102 million last year. Gross profit for Q2/2023 was EUR 74 million, a 94% YoY increase, while EBIT and net profit were at EUR 45 million and EUR 40 million, respectively, more than doubled YoY and substantially up sequentially. The Gross Margin stood at 42%, with OPEX rising to EUR 29 million, predominantly due to higher R&D spending and personnel expenses.

The balance sheet details were also covered, revealing an increase in inventories from EUR 224 million at the end of 2022 to EUR 333 million at the end of June 2023 in preparation for the expected high business volumes in the upcoming quarters. Trade receivables at the end of June were EUR 115 million, compared to EUR 120 million at the end of 2022, mainly due to the business volumes in Q2. The company’s cash balance decreased to EUR 210 million from EUR 325 million due to inventory build-up and a dividend payment of EUR 35 million. Free cash flow in the first half was negative EUR 80 million, primarily due to inventory build-up in preparation for a strong second half of the year.

Towards the end of the presentation, Guido Pickert shared some insights on market development. The G10 system secured a #1 position in orders in the second quarter of 2023, and there was a strong demand for energy-efficient solutions. The momentum for GaN epi tools remained high, with orders in this area accounting for the second-largest demand driver in the quarter. Finally, based on the strong demand, AIXTRON has increased its 2023 guidance ranges for order intake and revenues by EUR 20 million. The total orders for the year are now expected to range between EUR 620 million and EUR 700 million, and total revenues are expected to range between EUR 600 million and EUR 660 million.

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This detailed video presentation explores the intriguing future of two-wheel mobility with PIERER Mobility AG’s Board Member, Hubertus Trunkenpolz. Beginning with the company’s inception and history, the video navigates through its goals and strategies for both electrification and traditional combustion engines, painting a comprehensive picture of its plan for the future. It illuminates the growing trend of two-wheel mobility, examining the key factors driving demand and changing the face of the competitive environment.

Uncover the significant marketing and branding activities undertaken by PIERER Mobility AG, and learn how they aim to shape perceptions and build a strong identity in the mobility industry. The presentation brings to light the opportunities and risks embedded in the supply chain, with particular attention to the manufacturing facilities located in Mattighofen and Munderfing. It also delves into the company’s unique approach to attracting and retaining talented workers, demonstrating their commitment to their team.

The journey continues by examining PIERER Mobility AG’s innovation and technology initiatives, presenting viewers with the latest advancements they’ve spearheaded in the two-wheel mobility sector.

Finally, the video envisions the digital future of mobility, inspiring viewers with what’s possible when technology and forward-thinking strategy combine.

Marketing and Branding Endeavors of PIERER Mobility AGInnovation and Technological InitiativesEnvisioning the Digital Future of Mobility

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