Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies

LEG Immobilien SE Elevator Pitch: Key TakeawaysOverview of LEG Immobilien SELEG Immobilien SE is one of Germany's largest and most focused residential real estate companies, dedicated entirely to affordable housing and long-term, cash-driven value creation. In this elevator pitch, Head of Investor Relations & Strategy Frank Kopfinger provides institutional investors with a clear, structured, and transparent overview of LEG's business model, portfolio characteristics, financial positioning, and the strategic levers that will drive earnings growth in the years ahead.Portfolio Scale and Regional FocusWith 172,000 apartments housing roughly 500,000 tenants, LEG is the second-largest listed residential landlord in Germany—yet uniquely concentrated on one region and one asset class. Around 80% of the portfolio is located in North Rhine-Westphalia (NRW), Germany's most populous state and an economic powerhouse responsible for 22% of national GDP. This regional focus gives LEG deep operating expertise, stable structural demand, and a consistent ability to deliver affordable housing at scale.Affordable Housing and Social ResponsibilityLEG's portfolio is positioned at the core of the German social housing ecosystem. Average rents amount to just €7 per sqm—or around €450 per apartment per month—well below national averages, ensuring consistently high occupancy and strong tenant retention. Approximately 17% of units are rent-restricted, providing predictable cash flows supported by state subsidies for low-income households. This is complemented by a disciplined asset valuation of roughly €1,700 per sqm, far below replacement cost levels of €4,000–5,000 per sqm, resulting in a substantial valuation buffer and a highly attractive 4.9% portfolio yield.Valuation, NTA, and Market DiscountBased on these valuations, LEG's NTA (NAV) per share stands at around €131, while the share price trades at a deep discount. This highlights market concerns about interest rates, as well as the potential upside as fundamentals normalise. Frank Kopfinger will explain how LEG managed the interest-rate shock remarkably well: by placing strict focus on cash, liquidity and AFO (Adjusted Funds from Operations), the company's key free-cash-flow metric since 2023.Cash Preservation MeasuresOver the past two years, LEG executed a series of disciplined measures to safeguard cash generation:  • ~6,000 non-core units sold for over €550 million  * Scrip dividends offered in 2023 and 2024  * Wind-down of the development pipeline, with the last new units completed in 2025Combined, these initiatives generated around €1 billion in cash, strengthening the balance sheet and allowing LEG to return earnings to pre-crisis levels as early as 2025—even amid high interest rates.Future Earnings MomentumLooking ahead, LEG expects earnings momentum to continue. Based on the 2025 guidance, AFO per share is set to increase by around 10%, followed by an additional ~5% in 2026. Multiple structural drivers support this outlook:  • Severe housing shortage due to collapsing construction volumes  * Ongoing market rent growth supported by strong demand  * Cost-rent adjustments for subsidised units beginning in 2026  * 16,000 regulated units coming off restriction in 2028, enabling rent increases toward market levels▶️ 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.

Kontron AG 9M 2025: Key TakeawaysOverview of Kontron AG PerformanceKontron AG, one of Europe's leading technology and IoT solution providers, delivered another strong reporting period under the leadership of CFO Clemens Billek, who presents the company's latest financial results and strategic progress. The update highlights Kontron's continued transformation into a pure-play Internet of Things (IoT) and software-driven technology group, underscoring the company's ability to scale profitably while sharpening its portfolio for long-term growth.Strong Momentum Driven by IoT, Software & High-Margin SolutionsAs Kontron continues to reap the benefits of its strategic repositioning as an IoT-first company, it underscores the company's adaptability and future potential.CFO Clemens Billek emphasizes that the structural shift away from legacy IT services and toward embedded computing, software, and high-value IoT solutions has meaningfully lifted margins and earnings quality.Growth was driven by:strong demand across industrial automation and smart infrastructure,continued international orders in transportation, avionics and communication systems,and rising revenue contributions from proprietary IoT software platforms.The improved mix of recurring revenues, embedded systems, and specialized IoT hardware has significantly bolstered Kontron's financial strength and growth potential.Geographic Diversification Strengthens the Revenue BaseKontron's performance was broad-based across Europe, North America and Asia.Key highlights include:Europe delivering stable, high-quality industrial IoT demand,North America showing sequential improvement in aviation and defense technology,Asia benefitting from strategic partnerships and demand for smart-city and smart-factory systems.This diversified footprint allows Kontron to balance regional cycles while capitalizing on multi-year digitalization trends.Portfolio Focus & High-Impact M&AClemens Billek reiterates that Kontron's portfolio optimization remains a core pillar of its equity story, reaffirming the company's commitment to enhancing its equity story.Recent divestments of non-core segments — together with targeted bolt-on acquisitions in IoT, connectivity, and software — have sharpened the group's profile and delivered meaningful improvements in both profitability and capital efficiency.The company continues to evaluate M&A opportunities in:intelligent connectivity,industrial edge computing,transportation automation,and cybersecurity for IoT environments.These acquisitions are designed to reinforce Kontron's technology leadership and expand its recurring revenue base.Balance Sheet Strength Enables Further GrowthKontron maintains a solid financial position, characterized by:strong equity ratios,disciplined working-capital management,and robust cash generation.The improved financial flexibility allows the company to finance future acquisitions, invest in R&D, and return capital to shareholders through an attractive dividend policy....▶️ 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 FY 2024: Key TakeawaysLEG Immobilien SE 9M 2025 Financial OverviewLEG Immobilien SE — one of Germany's largest pure-play residential real estate companies with more than 172,000 units and a strong footprint in North Rhine-Westphalia (NRW) — has shown remarkable resilience and strategic discipline in the first nine months of 2025. Despite the challenges posed by elevated interest rates, persistent supply shortages, rising construction costs, and structurally tight housing markets, the company has delivered a solid performance, demonstrating cash discipline and predictable earnings quality.In this video, Head of Investor Relations Frank Kopfinger walks investors through the operational and financial highlights that have shaped the first three quarters of 2025 and outlines how LEG is positioning itself for sustainable, long-term AFFO growth.Strong AFFO Growth and Predictable Cash FlowsAt the core of LEG's 2025 performance is strong growth in Adjusted Funds From Operations (AFFO) — the company's key steering metric. The 9M period saw LEG report an AFFO increase of approximately 10%, a significant achievement given current market conditions. This growth was underpinned by stable occupancy, continued rent growth in regulated and free-financed units, and tight cost management. With regulated units representing 17% of the portfolio, LEG benefits from predictable cash flows and embedded rent-adjustment mechanisms, including the cost rent adjustment scheduled to support earnings from 2026 onwards.High-Quality Portfolio and Valuation BufferPortfolio quality remains high, with a valuation of €1,656 per sqm, significantly below replacement cost levels in German metropolitan regions. This deep valuation buffer not only supports capital preservation but also positions LEG attractively for future revaluations once interest-rate cycles ease. Importantly, the company continues to narrow the spread between contractual in-place rents and market rents, enabling multi-year organic rental growth within regulatory boundaries.Capital Discipline and Balance Sheet StrengthBalance-sheet strength remains a strategic priority for LEG. Over the last 24 months, the company has executed a series of proactive capital-preservation measures, including asset disposals of non-core units, a scrip dividend, tight cost control, and a reduction of new development activities. These actions have collectively generated roughly €1 billion in cash and materially improved liquidity and leverage levels. LEG's commitment to 100% AFFO-based dividends, supplemented by proceeds from disposals, ensures a transparent and sustainable framework for shareholder returns, instilling confidence in our investors.Favorable Market FundamentalsThe underlying housing fundamentals in Germany continue to strengthen LEG's long-term outlook: structurally low construction rates, a persistent supply-demand gap, demographic tailwinds, rising household numbers, and an undersupplied affordable housing segment. LEG's exclusive focus on affordable living, combined with deep regional expertise and efficient operations, ensures a resilient demand profile across cycles.▶️ 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.

JOST Werke SE 9M 2025: Key TakeawaysOverview of JOST Werke SE PerformanceJOST Werke SE, one of the world's leading suppliers of safety-critical components and systems for commercial vehicles, delivered a resilient performance in the first nine months of 2025. In this in-depth presentation, Romy Acosta, Head of Investor Relations, outlines the company's financial developments, market dynamics, regional trends and strategic outlook as JOST continues to strengthen its global competitive position.Solid Performance Despite a Mixed Market EnvironmentThe first nine months of 2025 were marked by significant volatility in the global commercial vehicle industry. Despite this, JOST demonstrated resilience, with OEM production levels returning to normal after two years of post-pandemic surge, and certain markets softening due to macro conditions, destocking cycles, and shifting order patterns.Against this backdrop, JOST delivered a stable revenue base and maintained strong profitability in its core business lines — particularly in Trailer Solutions and Components for the agricultural sector.Romy Acosta explains that JOST's diversified portfolio once again acted as a stabilizer. The company's broad regional footprint, balanced mix of OEM and aftermarket business and deep global customer relationships helped offset temporary demand weakness in selected geographies.Regional Trends Highlight JOST's Balanced ExposurePerformance varied significantly across regions, reflecting different economic and industry cycles:Europe remained the company's strongest platform, supported by solid trailer demand, resilient aftermarket activity and continued adoption of JOST's safety technologies.North America experienced a softer market environment, particularly on the truck-OEM side, where destocking and lower Class 8 build rates weighed on volumes.Asia and emerging markets provided selective growth impulses, particularly in India and Southeast Asia, where infrastructure spending and demand for agricultural machinery supported order patterns.Agricultural Solutions remained a relative outperformer, benefiting from structurally high demand for modern farming equipment and increasingly sophisticated coupling and hydraulic systems.This strategic balance across regions and segments is a key advantage for JOST Werke SE. It not only cushions against cyclical fluctuations but also paves the way for long-term growth, instilling confidence in our investors and stakeholders.Operational Discipline Supports ProfitabilityThroughout the period, JOST's operational discipline was a consistent theme, ensuring strong financial management and cost control.JOST maintained strong cost control, optimised working capital, and continued to realise efficiency gains from prior footprint adjustments and automation investments.In addition, the company benefitted from a healthier product mix with a larger share of value-added systems and electronically controlled components — areas where JOST enjoys strong pricing, margin resilience and technological leadership.The combination of disciplined execution and portfolio quality supported robust EBIT margins despite softer top-line momentum in individual markets.]▶️ 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.

Mutares SE 9M 2025: Key TakeawaysStrong Performance Overview for 9M 2025Mutares SE, the listed turnaround investor headquartered in Munich, delivered strong, strategically meaningful performance in the first nine months of 2025. In this comprehensive update, CIO Johannes Laumann provides investors with a transparent view of operational progress, portfolio dynamics, exit activity, and the outlook for year-end results.Strong Net Income Growth Driven by Transformation & ExitsStrong Net Income Growth Driven by Transformation & ExitsThe holding company has demonstrated a substantial increase in net income during the reporting period, reflecting Mutares' robust business model. This model involves acquiring underperforming companies, stabilizing operations, implementing deep restructuring programs, and ultimately exiting them at significant value creation.Laumann highlights that both supported the surge in profitability:solid operational improvements within major platform investments, andhigher exit activity and bargain-purchase effects from newly consolidated entities.These drivers underscore the scalability of the Mutares playbook and the maturity of the existing portfolio.Portfolio Expansion Across Four SegmentsPortfolio Expansion Across Four SegmentsDuring the first nine months of 2025, Mutares continued to diversify its portfolio across its four strategic segments, each with its unique investment opportunities:Automotive & Mobility – characterized by large industrial carve-outs, metal and plastics processing, and platform strategies aimed at operational consolidation.Engineering & Technology – benefiting from secular investment trends in energy infrastructure, power systems, and industrial equipment, driven by global re-industrialization and public-sector modernization.Infrastructure & Special Industries – supported by strong demand in logistics, road infrastructure, and defense-related applications, all of which remain high-priority investment categories in Europe.Goods & Services – stable, recurring cash-flow businesses such as industrial services, technical maintenance, and specialized workforce solutions.Across all segments, the company emphasises operational improvements through its 160-person in-house consulting and task force team — a key differentiator in the European turnaround landscape.Exit Pipeline Positioned for a Strong Q4Exit Pipeline Positioned for a Strong Q4A central theme of Laumann's 9M update is the robust exit pipeline, which is expected to contribute materially in the fourth quarter.Mutares traditionally delivers a disproportionate share of holding-company earnings near year-end, as exits crystallize value. The current pipeline includes:mature platform assets ready for divestment,strategic buyers engaged in advanced stages of negotiation, andselected IPO preparations where public markets offer an attractive valuation path.Laumann reiterates that Mutares remains disciplined in its approach to exits. Exits are executed only when the internal value-creation targets are met, not when the calendar dictates. This approach ensures that every exit is strategically sound and contributes to the company's long-term success.▶️ 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.

Palfinger AG Elevator Pitch: Key TakeawaysIn this short and focused Elevator Pitch, Felix Strohbichler, CFO of Palfinger AG, provides investors with a clear overview of the company's equity story, growth potential, and strategic direction.Palfinger AG: A Trusted Global Leader in Lifting SolutionsPalfinger AG is a worldwide leader in innovative lifting and handling solutions for industries such as construction, transport, maritime, forestry, and infrastructure. With over €2.4 billion in revenue (FY 2024) and 12,000 employees, the group combines engineering excellence, product innovation, and a strong global service network.Its portfolio includes loader cranes, marine cranes, aerial platforms, hooklifts, and digital fleet systems, used by customers in more than 130 countries.Broad Diversification and Global FootprintAs Felix Strohbichler explains, Palfinger's strength lies in its broad industrial diversification and global presence. With 30 production sites, technology centres across Europe, Asia, and North America, and a comprehensive service network, Palfinger is positioned to serve customers quickly, reliably, and with proximity.This worldwide footprint makes Palfinger one of the most resilient and customer-centric players in the sector.Growth Drivers and Strategic FocusThree pillars drive Palfinger's growth:Innovation LeadershipContinuous investment in smart lifting, connected cranes, and automation technologies.Geographical ExpansionAccelerated growth in North America, APAC, and Marine markets.Service ExcellenceA rapidly expanding aftermarket and digital service business, ensuring long-term revenue stability and customer retention.Felix Strohbichler emphasises that Palfinger's future profitability is built not only on sales growth but also on digitalisation, standardisation, and footprint optimisation — initiatives that unlock significant cost savings and scalability.Financial Highlights: A Testament to Palfinger's StabilityKey TakeawayFelix Strohbichler concludes:“Palfinger stands for innovation, reliability, and global reach. With our broad product portfolio, strong service business, and global footprint, we are well equipped for sustainable and profitable growth.”▶️ 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.

Palfinger AG Deep Dive: Key TakeawaysIn this session, PALFINGER CEO and CFO leadership unveil the company's bold next chapter — “Reach Higher – Strategy 2030+.”CFO Felix Strohbichler leads the discussion, explaining how PALFINGER is adapting to global change and positioning itself for long-term, sustainable growth.Why a New Strategy Now?Strohbichler makes clear that the world has changed significantly in recent years — from geopolitical instability to accelerating digitalisation, climate change, and supply chain disruptions. With these shifts in mind, PALFINGER's new Strategy 2030+ is designed to reinforce its technology leadership, boost resilience, and drive profitable growth in an evolving environment.Financial Ambition & TargetsUnder Strategy 2030+, key financial targets have been raised for 2030:Revenue: Over €3 billionEBIT Margin: 12%ROCE (Return on Capital Employed): 15%These targets reflect PALFINGER's confidence that its refined business model — combining hardware, software, services and global reach — will deliver a step-change in performance.Three Strategic DirectionsStrohbichler emphasises three core pillars guiding execution, each with a clear rationale:Lifting Customer ValuePALFINGER's relentless focus on delivering integrated solutions, innovation, and productivity gains for customers is a testament to the company's commitment to their success. This approach not only enhances customer satisfaction but also deepens relationships and recurring revenue streams, making stakeholders feel valued and integral to the company's success.Balanced Profitable GrowthLeveraging PALFINGER's broad product range and global service footprint to grow measurably and profitably.Execution ExcellenceThis pillar focuses on driving cultural, process, and digital transformation. PALFINGER is focusing on leaner global supply chains, end-to-end planning, and adoption of AI & data analytics to ensure it remains at the forefront of innovation and efficiency.These strategic directions are underpinned by five must-win action fields and 13 strategic programs, each designed to ensure systematic execution and measurable progress. Let's delve into these in more detail.Key Themes & Market ImplicationsCustomer ClosenessPALFINGER is emphasising service networks, spare parts and high-end lifting solutions (e.g., aerial work platforms) to deepen customer relationships and recurring revenue streams.Digitalisation & SolutionsTransitioning from a hardware-only mindset to offering smart, connected lifting solutions, combining sensors, IoT, autonomous operation and data services.Global Supply Chain & EfficiencyWith end-to-end logistics optimisation, inventory control, and a global manufacturing footprint, PALFINGER aims to boost resilience and delivery reliability in volatile markets.What This Means for InvestorsPALFINGER has set clear, ambitious, measurable targets that go well beyond incremental improvement — signalling a strong commitment to uplift performance.The strategy shifts the company into higher-value realms — service, digital platforms, customer experience, and integrated solutions — rather than pure machine manufacturing.▶️ 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.

Hypoport SE 9M 2025: Key TakeawaysHypoport SE 9M 2025 Financial Results – CEO Ronald Slabke Presents Strategic UpdateStrong Financial Performance Reflecting Platform ResilienceIn a still-challenging real estate and financing environment, Hypoport SE delivered profitable growth and structural margin expansion, underscoring the resilience and scalability of its digital platform ecosystem.For the first nine months of 2025, the company achieved: - Revenue of approximately €459 million, up 12 % year-on-year - Gross profit of around €197 million, a 16 % increase - EBIT nearly doubled compared to 9M 2024 - Strong cash position with continued cost disciplineThis performance reflects Hypoport's long-term value strategy, which continues to outperform short-term market fluctuations.Business Segments OverviewReal Estate Platform (Europace AG)The Europace mortgage platform — Germany's largest B2B real estate financing marketplace — delivered strong double-digit growth in transaction volume. The number of active financial institutions and partners increased, reinforcing the platform's central role in the housing finance ecosystem. - Mortgage volume growth exceeded overall market trends - Greater digital automation and data usage improved efficiency - Market share gains among cooperative and private banks lifted profitabilityHousing and Mortgage DistributionThe Dr Klein network for private clients experienced stable refinancing demand and early signs of consumer sentiment recovery. While the pace of new loan growth remained moderate, corporate and institutional financing remained resilient, particularly in commercial property funding.Insurance and Other PlatformsThe Insurance Platform and SME Financing units advanced steadily, increasing integration with Hypoport's overall ecosystem. These divisions support recurring income and enhance customer lifetime value across the network.Strategic Outlook: Platform Scalability and Market NormalizationCEO Ronald Slabke highlighted the platform model's readiness for scalable growth as market conditions normalize. Hypoport's ecosystem of integrated services — spanning financing, insurance, and data — is positioned to benefit from fixed-cost leverage as transaction volumes rise again.Key strategic priorities include: - Expanding participation across banks, savings banks, and independent advisors - Increasing digital integration across all platform components - Investing in AI-driven underwriting and data analytics - Scaling recurring revenues through SaaS and value-added data servicesStructural Tailwinds Support Hypoport's Long-Term Equity StoryGermany continues to face significant housing undersupply, while demographic and urbanization trends reinforce mortgage demand. Simultaneously, digital transformation across financial services boosts demand for Hypoport's integrated technology solutions.This combination supports the company's long-term growth trajectory and operational leverage.CEO Ronald Slabke Concludes“Our 9M results show that Hypoport's platforms are delivering scalable growth, even in a challenging environment. We will continue to invest in innovation, deepen our ecosystem, and drive sustainable value for customers and shareholders alike.”▶️ 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.

Palfinger AG 9M 2025: Key TakeawaysIn this update, Felix Strohbichler, CFO of Palfinger AG, presents the financial results for the first nine months of 2025 and outlines the key strategic initiatives driving the company's future growth under its new Reach Higher 2030 plus strategy.Global Leader in Lifting SolutionsPalfinger AG remains a worldwide leader in innovative lifting solutions for construction, marine, logistics, and infrastructure industries. With 2024 revenue of around €2.4 billion, 12,000 employees, and 30 production sites, Palfinger is synonymous with engineering excellence, innovation, and customer reliability.The company's broad industrial diversity and global presence not only ensure resilience even amid macroeconomic volatility but also provide a sense of stability and security to stakeholders.Key Financial Highlights for 9M 2025- Revenue: €1.7 billion (-3.5% year on year)- EBIT: €131 million (-17.6%)- Equity: €885 million (41% equity ratio)- Net Debt: €577 million — significantly improved- Free Cash Flow: €54 million vs -€2 million last yearPalfinger achieved a major balance-sheet strengthening in 2025 through the sale of treasury shares for €100 million and ongoing working-capital discipline. The company remains on track to deliver more than €100 million in free cash flow for the full year 2025.Regional Performance- EMEA: Strong order intake continued from Q4 2024; European infrastructure spending yet to fully materialize but momentum is positive.- North America: Tariff measures (Section 232) weighed on profitability but structural demand remains solid.- LATAM: Record sales driven by strong growth in Brazil.- APAC: India and Southeast Asia continued to expand.- Marine: Sustained profitability and healthy backlog.- Russia: Sharp economic slowdown reducing sales and earnings contribution.Strategic Update — Reach Higher 2030 plusIn 2025, Palfinger introduced its long-term strategy Reach Higher 2030 plus, focusing on three core pillars:Lifting Customer ValueEnhancing customer experience through digital services and data solutions.Balanced Profitable GrowthExpanding geographically and across business segments while preserving margins.Execution ExcellenceDriving process efficiency through digitization, automation, and supply-chain optimization.The strategy defines 18 programs to strengthen future profitability and positions the group for a new phase of scalable growth.Five “Must-Win” Action Fields- Customer-centric technology leadership- Expansion of services and spare parts business- Growth in aerial work platforms as a core pillar- Supply-chain optimization- Process, system and data efficiency- Financial Targets and OutlookUnder Reach Higher 2030 plus, Palfinger aims for by 2030:- Revenue: > €3 billion (organic)- EBIT margin: ~ 12%- ROCE: ~ 15%- Free Cash Flow: > €150 million annuallyNear-term (2027) targets remain unchanged: €2.7 billion revenue, 10% EBIT margin, and > €100 million free cash flow.▶️ 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.

ZEAL Network SE 9M 2025: Key TakeawaysZEAL Network SE 9M 2025 Update: Profitable Growth and Upgraded GuidancePresented by Andrea Behrendt, CFO of ZEAL Network SEIn this update, Andrea Behrendt, CFO of ZEAL Network SE, presents the highlights of the first nine months of 2025, reflecting another strong period of profitable growth and the confirmation of ZEAL's upgraded full-year guidance.Continued Profitable GrowthZEAL Network — Germany's leading online lottery platform — once again demonstrated its resilient business model and scalable profitability in 2025.The group's key financial metrics show steady improvement across all areas: - Billings: Increased further year-on-year, driven by sustained player activity and product expansion. - Revenue: Rose in line with higher customer demand and strong cross-selling into instant games. - EBITDA: Significantly above last year's level, confirming continued operational leverage. - Cash Generation: Robust, reflecting ZEAL's high-margin digital model.This performance underlines ZEAL's remarkable resilience and ability to achieve profitable growth even in a fiercely competitive online entertainment landscape.Customer and Product MomentumZEAL continues to strengthen its position in the German online lottery market through continuous innovation, data-driven marketing, and customer retention initiatives. - Customer numbers grew steadily, with an increasing share of mobile app users. - Average billings per active user remained healthy, highlighting high engagement and trust. - Instant Games continued to expand as a second growth pillar, attracting new audiences beyond traditional lottery players.Upgraded Full-Year GuidanceOn the back of strong 9M results, ZEAL raised its full-year guidance for 2025, now expecting: - Higher revenue and EBITDA ranges than previous forecasts. - Sustained positive cash flow and further margin improvement. - Continued disciplined cost management alongside marketing efficiency gains.This upgrade confirms ZEAL's long-term growth trajectory and reflects both the scalability of its digital platform and the effectiveness of its strategic initiatives.Strategic Focus: Innovation and SustainabilityZEAL continues to focus on product innovation, responsible gaming, and sustainable growth: - Expansion of social and charity lotteries that support community causes. - Strong adherence to regulatory compliance and player protection standards. - Increased investment in AI-based customer analytics and personalization tools.CFO Andrea Behrendt Concludes“ZEAL continues to deliver on its promise of profitable, sustainable growth.Our upgraded outlook reflects strong customer trust, operational efficiency, and strategic clarity.”▶️ 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.

Amadeus Fire AG 9M 2025: Key TakeawaysIn this update, Joerg Peters, Head of Investor Relations at Amadeus Fire AG, outlines the key developments from the first nine months of 2025 — highlighting the company's resilience in a demanding market, disciplined cost management, and confirmed full-year guidance.Demonstrating Resilience in a Challenging MarketDespite a persistently soft macroeconomic backdrop in Germany, Amadeus Fire Group maintained stable business momentum across its personnel services and training divisions.The group continued to benefit from its specialization in finance, accounting, IT, and HR, which remain structurally high-demand areas.While clients showed continued caution in new project starts, recurring business and long-term customer relationships helped stabilize revenues.Showcasing Strong Financial Highlights for 9M 2025 - Revenue: €(approximately 320–340 million) – broadly in line with the previous year - EBITA: Slightly below last year due to muted demand in certain staffing areas - Cash Flow: Remained strong, underscoring Amadeus Fire's robust business model - Dividend & Outlook: Full-year guidance reaffirmed; consistent payout policy maintained - The company's cost discipline, diversified client base, and focus on high-margin segments, such as interim management and specialised training, contributed to a resilient performance profile.Balanced Growth DriversAmadeus Fire continues to leverage its dual-segment model — Personnel Services and Training — to create synergies and stabilize performance: - The staffing segment remains supported by ongoing demand for qualified finance and IT professionals, particularly in interim roles and permanent placements. - The training business benefited from strong activity in corporate- and public-funded reskilling programs through its well-established brands, including Comcave, GFN, and Dr Endriss.This combination provides Amadeus Fire with counter-cyclical stability — a key differentiator in a volatile economic climate.Outlook ConfirmedJoerg Peters reaffirmed the company's 2025 full-year forecast, supported by solid operational fundamentals and steady demand in its core markets.While visibility remains limited in parts of the staffing segment, structural megatrends — such as demographic shifts and digital transformation — continue to underpin long-term demand for qualified personnel and training solutions.Joerg Peters Concludes“Amadeus Fire remains well positioned in a competitive environment thanks to our specialization, our strong client relationships, and the stability of our dual business model.We focus on operational excellence and long-term value creation.”▶️ 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.

Wacker Chemie AG 9M 2025: Key TakeawaysDemonstrating Resilience Across All DivisionsWacker Chemie's key divisions — Silicones, Polymers, Biosolutions, and Polysilicon — demonstrated a resilient performance in a challenging macroeconomic environment. Despite global economic headwinds and energy cost pressures, the group delivered stable revenue and profitability, driven by higher volumes, better product mix, and operational excellence.The Silicones division, Wacker's largest contributor, maintained solid sales despite pricing normalization, supported by demand in construction, automotive, and electronics applications. The Polymers segment showed improved volumes and higher margins due to continued substitution of traditional materials with sustainable dispersions and binders.Meanwhile, Biosolutions continued to grow steadily in life sciences and biotechnology applications, reflecting Wacker's strategic focus on expanding its biotech footprint. The Polysilicon business, after experiencing market volatility in previous quarters, stabilised amid strong demand from both semiconductor and solar customers.Financial HighlightsFor the first nine months of FY 2024/25, Wacker Chemie achieved: - Revenue slightly above the prior year's level, supported by stronger volumes - EBITDA growth driven by efficiency gains and lower raw material costs - Improved cash generation and a solid balance sheet, allowing flexibility for future investmentsJoerg Hoffmann underlined that Wacker's consistent cost discipline and lean operations were key to maintaining profitability even in a challenging global market environment.Strategic Focus: Firmly Rooted in Innovation, Sustainability & Specialty GrowthWacker Chemie continues to transition from a cyclical materials company into a specialty and biotech-driven chemical leader. The group invests heavily in: - High-margin silicone specialties for e-mobility, semiconductors, and healthcare - Biosolutions, focusing on pharmaceutical proteins, cell-culture media, and biopharmaceutical contract manufacturing - Sustainable production, including CO₂ reduction, circular materials, and renewable energy integrationThese initiatives are aligned with Wacker's long-term vision to achieve sustainable value creation and to strengthen its position as one of Europe's most innovation-driven chemical groups.OutlookFor the full year 2025, Wacker Chemie expects: - EBITDA to remain solid in a normalizing pricing environment - Revenue growth supported by increasing demand for specialty silicones and biosolutions - Free cash flow to stay positive, reflecting the company's strong operational performanceWacker remains confident in its strategic course, emphasizing resilience, innovation, and financial discipline as the foundation for future growth. This confidence is underpinned by the company's strong operational performance and strategic investments.Key TakeawayWacker Chemie AG demonstrates that even in a volatile global environment, strong innovation, disciplined cost management, and diversified end markets create a stable and profitable business foundation.As Joerg Hoffmann concludes:“Wacker continues to deliver consistent results and invests strategically in technologies that will define the next decade — from biotech to sustainable materials.”▶️ 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.

BRAIN Biotech AG Deep Dive: Key TakeawaysIn this exclusive deep dive, Michael Schneiders, CFO of Brain Biotech AG, takes on the seven most frequently asked questions from institutional investors — offering clarity, conviction, and a forward-looking view on everything from AI-driven enzyme discovery to U.S. expansion, M&A, and the commercial pipeline within the BioIncubator portfolio.Let's unpack the key investor topics that matter most to understanding Brain Biotech's current strategy and its long-term value-creation potential.1. What are Enzymes, and Why Are They So Attractive?Enzymes are natural proteins that catalyze biochemical reactions, and Brain Biotech focuses on microbial enzymes with industrial and human applications. Why does this matter to investors? Because enzymes offer low-energy, biodegradable, and sustainable alternatives to chemical synthesis — making them key tools in the green industrial transformation.The global enzyme market stands at €6 billion, growing at mid-single-digit rates with strong margins. Consumers prefer natural enzyme-based solutions, especially in food, nutrition, and life sciences. Brain, with its unique position and strategic focus, is well-positioned to lead this trend.2. What Sets Brain Biotech Apart from Other Industrial Biotech Firms?Michael Schneiders emphasizes Brain's end-to-end platform—from discovery and AI-assisted enzyme design, to development, fermentation, and production. Few players can offer the full value chain. This integrated model serves three verticals:ProductsProprietary enzymes for food & life science.CDMOContract manufacturing for biopharma clients.CROCustom research in enzyme innovation.This makes Brain not just a supplier, but a strategic co-developer with its clients — increasing stickiness, value creation, and margin expansion.3. How Is AI Revolutionizing Enzyme Discovery at Brain?Brain's AI and machine learning platforms are now central to its enzyme innovation engine. Their proprietary platform, “MetXtra,” enables the discovery and synthetic design of novel enzymes, with 99% of the sequences unique to public databases.With bioinformatics, machine learning, and CRISPR gene editing, Brain is accelerating timelines from idea to prototype, cutting costs, and driving customer success. Their goal: design enzymes that don't yet exist in nature—customized for client needs.This digital-first approach is transforming Brain into a tech-enabled biotech innovator—and investors are taking notice.4. What Are Brain's Medium-Term Growth Targets, and What Role Does M&A Play?Brain's mid-term goal is to double enzyme segment sales through high-single-digit to low-double-digit organic growth. The addressable market for their core activities is approximately €2 billion — and with only €50 million in sales today, there's massive upside.Brain also aims to lift its adjusted EBITDA margin from 10% to 15%, unlocking operational leverage as scale increases.While organic growth is the priority, Brain remains opportunistic on M&A—with a successful track record including Biocatalysts, RareTech, and AnalytiCon Discovery. One more medium-sized acquisition (à la Biocatalysts) is planned within the next 5 years. ..▶️ 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/nvestor-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.

BRAIN Biotech AG Q1 2024/25: Key TakeawaysBRAIN Biotech 9M 2024/25 Financial Results Deep DivePresented by Michael Schneiders, CFO | seat11a.comBRAIN Biotech Accelerates Growth in Core Business While Strengthening BioIncubator PipelineIn the first nine months of fiscal year 2024/25, BRAIN Biotech AG delivered a robust operational performance marked by steady revenue growth in its core segment and significant progress in its innovation pipeline. CFO Michael Schneiders outlined the company's dual focus: scaling its BRAIN Biocatalysts division and commercialising projects within the BRAIN BioIncubator—its innovation engine for biotech breakthroughs.Solid Revenue Growth in Core Segment: BRAIN BiocatalystsBRAIN Biocatalysts—the heart of BRAIN Biotech's operations—continues to perform like a “Swiss army knife” of industrial biotech, demonstrating its versatility and adaptability. Revenue in this segment increased by 8.1% year-over-year in Q3, driven by strong product sales and increased utilization of large-scale fermenters, particularly at the Cardiff and US operations. While the baking ingredients sector faced some softness, other verticals remained resilient. The adjusted EBITDA margin continued to improve due to scale effects, a more favourable product mix, and disciplined cost management.The division also stands out for its fully integrated biotech platform: from discovery and strain development to industrial-scale production and sales. BRAIN serves the full enzyme value chain, offering tailor-made solutions as a Contract Research Organisation (CRO) and Contract Manufacturing Organization (CMO/CDMO).Innovation Engine: BRAIN BioIncubatorThe BioIncubator division, which focuses on strategic participations and breakthrough biotech innovation, saw mixed performance in 9M 2024/25. While sales were softer due to the absence of milestone revenues from previous years and subdued order intake at AnalytiCon Discovery, significant strategic wins boosted the segment's outlook. These wins include a strategic partnership with Corbion (Amsterdam-based sustainable ingredient leader) to commercialize “Perillic Active,” a natural antimicrobial for food preservation, and the successful consolidation of Breatec minorities, realizing a book gain of € 1.4 million.One of the key factors contributing to our positive outlook is our strategic partnership with Corbion, a leading sustainable ingredient company based in Amsterdam. This partnership aims to commercialize “Perillic Active,” a natural antimicrobial for food preservation, which we believe will significantly enhance our product portfolio and market reach.Successful consolidation of Breatec minorities, realizing a book gain of €1.4 million.Strong cost control despite ongoing R&D investments and two months of Akribion Genomics integration.The company has €10.5 million in cash available, providing solid liquidity to drive further innovation.Mid-Term Targets: Scaling with PrecisionReaffirming its long-term strategy, BRAIN Biotech aims to double revenues in BRAIN Biocatalysts to €100 million over the next five years, with an adjusted EBITDA margin of 15% and R&D investments of 4–6% of group sales. This growth will be driven by a combination of factors, including the commercialisation of milestones achieved by Pharvaris and genome-editing technologies (e.g., Akribion Therapeutics), which are expected to generate upside potential through milestone payments and royalty income. In the BioIncubator, the company's focus will be on achieving commercialisation milestones and leveraging its strategic partnerships to fuel commercial upside.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.

ZEAL Network SE Elevator Pitch: Key TakeawaysZEAL Network SE – Inside the Future of Digital LotteryPresented by CFO Andrea Behrend on seat11a.comBusiness Model, Market Dominance & Bold StrategyCFO Andrea Behrend takes us inside ZEAL's powerful business model, market dominance, and bold strategy to redefine the future of lottery as a thrilling digital-first experience with innovative offerings.A 25-Year Evolution into a Lottery Tech PowerhouseFounded over 25 years ago, ZEAL has evolved into a lottery tech powerhouse. With more than 1.4 million active monthly users, a market cap of over €1 billion, and €382 million contributed to good causes in 2024 alone, ZEAL merges tech innovation with social purpose. And it doesn't stop there. The average monthly billing per user stands at €63, showcasing the brand's strong consumer engagement and lifetime value model.“We're not just selling lottery tickets. We're selling dreams,” says CFO Andrea Behrend — and those dreams are delivered with German efficiency and digital sophistication.Core Business: B2C Lottery Brokerage ModelAt the heart of ZEAL's business is its core B2C lottery brokerage model, operating under the popular consumer brands Lotto24 and Tipp24. These platforms offer licensed access to Germany's beloved state lotteries such as Lotto 6aus49 and EuroJackpot, but with the added convenience, speed, and security of e-commerce. ZEAL doesn't take on jackpot risks — it earns through brokerage commissions and service fees, while state lotteries handle prize payouts.Why Do Users Love ZEAL?Because it's a 24/7 digital lottery experience, secure (no more lost tickets), fully mobile, with automatic prize notifications, personalised offers, and a suite of traditional, social, and instant-win products. Whether you're dreaming of a €120 million EuroJackpot or a luxury home in Bavaria through the Traumhausverlosung, ZEAL makes lottery participation simple, meaningful, and exciting.Strategic Differentiators44% market share in German online lottery brokerageHigh customer retention and lifetime value (up to 20+ years)Diversified revenue via new product lines such as:freiheit+ (social lottery with strong charity partners)Traumhausverlosung (luxury house raffles)Virtual Games (now over 580 live titles)Market OpportunityThe total German lottery market is estimated at €10 billion, with an online penetration rate of only 29% — significantly behind sectors such as music streaming (81%) and banking (67%). ZEAL forecasts online lottery penetration rising to 50–70%, which would expand the digital market to €5–7 billion.ZEAL's AmbitionCapture 50% of that online market, which would mean €2.5–3.5 billion in annual billings — more than double today's level. With a highly scalable business, 80–85% of additional revenue is directly attributed to the EBITDA line, providing ZEAL with a clear pathway to margin expansion and increased shareholder value.Shareholder BenefitsStrong cash generation & stable EBITDAAttractive dividend policy + share buybacksExposure to a digital-native platform in a growing regulated marketHigh data-driven predictability and CRM-driven user retentionA Digital Platform Blending Profitability with PurposeWhether it's recurring player cohorts, record-breaking jackpot years (such as 2024, with 13 peak jackpots), or expansion into new game categories, ZEAL is positioning itself as a dominant, resilient, and deeply trusted lottery technology platform...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.

Kontron AG H1 2025 – Long-Form Financial SummaryPresented by CFO Clemens Billek on seat11a.comStrong Financial Performance with Raised Full-Year OutlookIn the first half of 2025, Kontron AG delivered standout financial performance under the leadership of CFO Clemens Billek. The company not only achieved rapid earnings growth but also demonstrated operational stability and momentum across its IoT, embedded computing, and software solutions segments—strong enough to raise its full-year profit guidance.1. Financial Performance & Margin ImprovementEBITDA: Surged by 78.2% to €146.0 millionReported EBITDA Margin: 18.7% (up from 10.5%)Adjusted (Underlying) Margin: ~12.6%Net Income (after minority interests): €88.9 million (up from €37.9 million)EPS: Increased to €1.45 (from €0.61)Key drivers included non-recurring gains from the deconsolidation of the COM business and the increasing share of revenue from the “Software + Solutions” segment, which rose to 34.7% of total revenue (up from 29.9%).2. Order Backlog, Book‑to‑Bill Ratio & Cash FlowOrder Backlog: €2,278 million (up from €2,078 million at year-end)Book‑to‑Bill Ratio: Improved to 1.26Operating Cash Flow: Positive €16.3 million (vs. –€16.8 million in prior year)Equity: Rose to €688.3 millionEquity Ratio: Improved to 38.1% (from 35.8%)The return to positive operating cash flow marks a key financial turning point, offering more flexibility for strategic investment and M&A. Strengthened equity metrics signal a solid and improving balance sheet.3. Raised Guidance & Investor ImplicationsIn light of the strong H1 2025 performance, Kontron raised its full-year profit forecast:New EBITDA Target: At least €270 million (up from €220 million)Revenue Guidance: Adjusted to ~€1,800 million (from €1,900–2,000 million), due to portfolio deconsolidationThis signals that while the topline is being recalibrated, the business mix is shifting toward higher profitability and improved margins—supporting investor confidence in earnings quality and strategic discipline.Strategic Context: What This Means Going ForwardExpansion in “Software & Solutions” mix reflects strategic shift to stable, high-margin revenue streams.Deconsolidation and portfolio simplification improve transparency and profit conversion.Order intake and backlog growth point to sustained demand in core IoT verticals: transportation, industrial automation, and telecom infrastructure.Positive cash flow and stronger equity position prepare Kontron for continued organic and inorganic growth.Key Takeaways for InvestorsRemarkable EBITDA growth (+78.2%) and margin uplift after adjusting the portfolioGreater emphasis on recurring, high-margin revenue via “Software + Solutions”Significant improvement in operating cash flow and financial flexibilityUpgraded profit guidance reflects accelerating earnings momentumStronger operational execution and strategic clarity increase investor confidenceConclusionKontron AG's first half of 2025 shows disciplined execution, enhanced profitability, and strategic reorientation toward more stable, scalable business lines. With raised EBITDA guidance and a focus on high-margin growth, the company is positioned to continue delivering value to shareholders—both in the short term and beyond.▶️ 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.

Hypoport SE Deep Dive: Key Takeaways

eDreams ODIGEO's Q1 2025 Key TakeawayseDreams ODIGEO Q1 FY 2026 – Executive SummaryPresented by CFO David Elizaga on seat11a.comStrong Start to FY 2026 with Subscription Model at CoreeDreams ODIGEO kicked off its financial year 2026 with a powerful performance that once again reinforces the strength of its subscription-based travel model. CFO David Elizaga presented a highly confident outlook, supported by solid subscriber growth, improved profitability, and continued strategic execution.Prime: The Growth EngineAt the heart of this success is Prime, eDreams' unique travel subscription service. With 7.5 million subscribers now onboard, Prime has become the company's core growth engine. In the first quarter alone, the firm added over 200,000 new subscribers, reaching the upper end of their guidance.This strong growth is not just about volume—it's also about quality: renewals continue to increase as the member base matures, making the overall model more cost-efficient and highly profitable over time.Financial MomentumThis growth in Prime has translated directly into substantial earnings momentum. The company delivered strong increases in both adjusted net income and EBITDA, building on the gains seen in the previous year. As Prime now accounts for around three-quarters of total revenue, eDreams is less exposed to volatile travel pricing and more focused on predictable, high-margin recurring income.Operational Leverage and Strategic TransformationElizaga emphasized that the transformation of eDreams ODIGEO from a transactional to a subscription-based travel business is well ahead of schedule. Operating leverage is improving as acquisition costs drop per subscriber, and profitability continues to scale in line with revenue growth. This demonstrates the power of Prime to reshape not only the company's income structure but the entire economics of travel booking in Europe and beyond.Capital Markets UpdateFrom a capital markets perspective, the company also launched a new €20 million share buyback programme, underlining its commitment to shareholders. This follows the near completion of the previous buyback effort, and it comes at a time when liquidity in the stock has markedly improved.FY 2026 OutlookLooking forward, the full-year EBITDA guidance of €215 to €220 million has been reaffirmed, representing a near doubling compared to the previous year. Management also remains confident in hitting its Prime subscriber target of 8.25 million by the end of FY 2026, with the long-term ambition to grow the subscriber base by approximately 10% annually.Conclusion by CFO David ElizagaElizaga concluded his presentation by highlighting the company's position as a pioneer in the travel tech space. The model is not only working—it is accelerating. With Prime's scale, efficiency, and customer loyalty on the rise, eDreams ODIGEO is entering a new phase of growth, profitability, and shareholder value creation.▶️ 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 – Affordable Housing with Impact and Long-Term UpsidePresented by Frank Kopfinger, Head of Investor Relations and StrategyIn this compelling elevator pitch on seat11a.com, Frank Kopfinger, Head of Investor Relations and Strategy at LEG Immobilien SE, delivers a clear and data-backed insight into one of Germany's leading residential real estate companies.

JOST Werke SE H1 2025: Key TakeawaysQ2 2025: Resilience, Strategic Focus, and Hyva PMI Integration

Hypoport SE H1 2025: Key TakeawaysHypoport SE H1 2025: Rebounding Stronger in Germany's Digital Finance EcosystemPresented by Ronald Slabke, CEOIn his H1 2025 presentation on seat11a.com, Ronald Slabke, CEO of Hypoport SE, outlines a strong rebound in operating performance, signalling a continuation of the recovery that began in late 2024. With double-digit revenue growth, a 94% increase in EBIT, and stable platform expansion, the digital financial service provider reinforces its leadership in Germany's mortgage and real estate ecosystems.H1 2025 Key Financial Figures (Adjusted): - Revenue: approx. €305 million (+13% YoY) - Gross Profit: approx. €130 million (+14% YoY) - EBIT: approx. €16 million (+94% YoY) - EBIT Margin: significantly improved - Free Cash Flow: positive trend continuedQ2 2025 Highlights: - Revenue: approx. €146 million (+6% YoY) - Gross Profit: approx. €64 million (+13% YoY) - EBIT: approx. €7.4 million (nearly 2x YoY)CEO Ronald Slabke's Commentary: “The growth trajectory that began with the private mortgage market rebound in 2024 continues into the first half of 2025. Our platforms—especially Europace, Finmas, and Genopace—are benefiting from both market recovery and stronger partner engagement. Our digital ecosystem is gaining depth, and we are becoming increasingly indispensable to our partners.”Platform and Segment Highlights: Real Estate & Mortgage Platform (Europace, Finmas, Genopace): - Core growth driver in H1 2025 - Transaction volume grew faster than the market average - Productivity improvements for banks, brokers, and insurers - Increased automation and better customer journeys attracted new partners - Continued scaling in cooperative banking segments - Financing Platform (B2B Lending): Stable but slower growth - Mixed performance across corporate lending and development financing - Cost control measures offset margin pressure - Focus on digitising manual processes - Insurance Platform: Solid user base, modest revenue growth - Further digital product investments underway - Evaluating enhanced cross-platform capabilities with mortgage platforms Real Estate Platform: - Slight uptick in transaction-based revenue - Lower asset rotation in institutional real estate segment - Preparing to integrate deeper ESG metrics into listings and analytics - Steady partner base growth in mid-sized housing segment Strategic Themes Driving Momentum: - Continued digitisation of real estate financing in Germany - Platforms like Europace becoming essential infrastructure - Regulatory pressures driving demand for compliance automation - Strengthening network effects between banking and insurance partners - Record-high customer loyalty metrics Financial Stability and Operational Leverage: - Improved operating leverage from higher platform utilisation - Disciplined hiring focused on product and technology - Ongoing cost focus with targeted R&D investment - Conservative capital allocation prioritising organic growth and profitability▶️ 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.

Mutares SE Elevator Pitch: Key Takeaways

Mutares SE Deep Dive: Key Takeaways

LEG Immobilien SE: H1 2025 Financial Performance HighlightsPresented by Frank Kopfinger, Head of Investor RelationsIn his H1 2025 presentation on seat11a.com, Frank Kopfinger outlines a solid half-year performance for the group, emphasising double-digit AFFO growth, high occupancy, and strategic progress in sustainability and capital structure. Despite persistent macroeconomic challenges, LEG remains one of Germany's most reliable and resilient residential real estate platforms.Financial Highlights H1 2025 (vs. H1 2024): Rental Income: €579.5m vs. €568.0m (+2.0%) Net Cold Rent: €549.0m vs. €537.7m (+2.1%) Funds from Operations (FFO I): €202.7m vs. €202.0m (+0.3%) Adjusted FFO (AFFO): €143.8m vs. €130.1m (+10.5%) AFFO per share: €2.13 vs. €1.93 (+10.4%) Loan-to-Value (LTV): 43.5% vs. 44.3% (Improved) Occupancy Rate: 99.0% (Stable)Key Takeaways: AFFO growth of 10.5% YoY reflects high rental stability and disciplined cost control Net cold rent increase supported by modernisations, indexation, and robust occupancy Maintenance and operating costs well managed, contributing to stable margins CapEx focus remains disciplined, with selective, ESG-aligned modernisation Dividend payout ratio tied to AFFO for long-term investor confidencePortfolio Performance: ~167,000 residential units focused on affordable housing in German urban and suburban areas Like-for-like rent growth of 3.1% despite regulatory headwinds Re-letting rent growth of 4.5% in dynamic locations Strong demand and low supply in core marketsESG & Sustainability Strategy: Modernisation rate at 2.6% of portfolio (targeted, cost-effective upgrades) Focus on climate-efficient buildings and tenant-centred refurbishment CO₂ intensity reduction remains a strategic priority Strategy supports tenant loyalty, compliance, and long-term valuationBalance Sheet & Capital Structure: LTV improved to 43.5%, enhancing financial flexibility Average debt maturity extended to 8.6 years, average interest cost 1.57% No major refinancing needs until 2026 Continued moderate deleveraging via retained earnings and disciplined cash flowFull-Year 2025 Guidance (Confirmed): AFFO: €265–280 million AFFO per share: €3.90–4.10 Dividend: Based on 100% AFFO payout Continued CapEx discipline and operating stabilityFinal Outlook from Frank Kopfinger:“We continue to deliver on what LEG is known for: stable, predictable results, responsible capital management, and value creation for all stakeholders. Our strong operational base gives us the flexibility to grow responsibly in a changing environment.”▶️ 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.

Carl Zeiss Meditec AG 9M 2024/25: Key TakeawaysCarl Zeiss Meditec: 9M 2024/25 Financial Performance UpdatePresented by Sebastian Frericks, Head of Investor RelationsSebastian Frericks, Head of Investor Relations at Carl Zeiss Meditec, presents a strong nine-month performance for the fiscal year 2024/25, underscoring strategic progress, rising order momentum, and margin stabilisation across key markets. Despite ongoing macroeconomic challenges, the group maintains its outlook and continues to invest in innovation and growth initiatives.

Wacker Chemie AG H1 2025: Key TakeawaysWacker Chemie AG: Q2 2025 Financial ResultsPresented by Joerg Hoffmann, CFA – Head of Investor RelationsIn this detailed financial update, Joerg Hoffmann, CFA, Head of Investor Relations at Wacker Chemie AG, presents the company's performance for Q2 2025. While the group navigates persistent macroeconomic headwinds, FX volatility, and softer demand, Wacker remains strategically focused and financially stable with a strong balance sheet and proactive measures to improve profitability.

ZEAL Network SE H1 2025: Key TakeawaysZEAL Network SE: Digital Growth Momentum Continues in H1 2025Presented by CFO Andrea Behrendt on seat11a.comZEAL Network SE continues its strong digital performance in H1 2025 with an impressive 76% growth in EBITDA, expanding customer numbers, and the successful scaling of its online games and charity lottery segments. In her seat11a.com presentation, CFO Andrea Behrendt highlights the successful execution of ZEAL's long-term digital strategy, even in a challenging jackpot environment.H1 2025 Financial Highlights (vs. H1 2024): - Revenue: €101.5 million (+32.3%) - EBITDA: €35.4 million (+76%) - EBIT: €31.1 million (+92.5%) - Net profit after tax: €19.5 million (-47%, due to one-time tax gain in 2024) - EBITDA margin: 34.8% (vs. 26.2% in H1 2024)ZEAL's core lottery business generated €90.9 million in revenue, while the games segment surged by 49%, reaching €6.7 million. Despite only two jackpot peaks vs. six in the prior-year period, the company maintained strong billings and successfully activated new customer cohorts, demonstrating the resilience of ZEAL's customer acquisition strategies.Customer & Platform Growth: - Lottery billings: €527.3 million (+4%) - Monthly Active Users (lottery): 1.52 million (+12%) - Average billing per user: €58.03 (slightly down due to jackpot volatility) - Games MAUs: 26k (+32%) - Games ARPU: €42.40 (+15%)While new customer registrations were down 16% due to lower jackpot incentives, ZEAL still reached 499k new users, thanks to targeted brand marketing and platform engagement strategies. Cost-per-lead (CPL) rose to €46.93, reflecting broader media testing and inflation in media costs.Games & Platform Expansion:ZEAL now offers more than 480 online games, with strong usage growth and clear monetisation upside. The company continues to develop this vertical as a strategic pillar, targeting €14 million in annual games revenue in 2025.Traumhausverlosung Update: - 3rd draw concluded in June 2025, raising €1.6 million for charity - 4th draw (St. Peter-Ording) launched in September and shows very strong momentum - Total contributions to charity to date: €5.4 million - ZEAL expects over €30 million in billings from this segment in FY2025Operational Performance and Cost Dynamics: - Personnel costs rose 21% due to a 27% increase in headcount (from 195 to 247 FTE) and management restructuring - Marketing costs increased by 14%, reflecting stronger brand activity and market tests - Direct/indirect costs increased due to developer commissions, software, consultants, and one-off housing purchases associated with the raffle business - Despite these, EBITDA margin rose to 34.8%, highlighting solid operating leverage2025 Guidance Confirmed: - Revenue: €195–205 million - EBITDA: €55–60 million - Marketing spend: €60–70 million - Ongoing investments into charity lottery and online games▶️ 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.

Palfinger AG H1 2025: Key TakeawaysPalfinger AG H1 2025: Strategic Progress Amid Macroeconomic HeadwindsPresented by CFO Felix StrohbichlerIn the first half of 2025, Palfinger AG showed solid strategic progress despite a challenging macro environment. CFO Felix Strohbichler reported a decline in revenue and earnings, as expected, but emphasised that order intake is up, the service business is growing, and the foundation is laid for a strong second half.

Carl Zeiss Meditec AG Deep DiveCarl Zeiss Meditec: China Strategy Deep Dive and Growth OutlookPresented by Sebastian Frericks, Head of Group Finance & Investor RelationsIn this comprehensive China-focused investor presentation, Sebastian Frericks, Head of Group Finance & Investor Relations at Carl Zeiss Meditec, provides a strategic deep dive into the company's operations and growth opportunities in one of the world's most dynamic and promising healthcare markets.

eDreams ODIGEO's FY 2025 Key TakeawayseDreams ODIGEO FY25: Record Performance and the Future of Subscription-Based TravelPresented by CFO DavidIn this in-depth video presentation, CFO David of eDreams ODIGEO — Europe's largest online travel company and a global leader in dynamic packages — walks viewers through the company's record-breaking FY25 financial results, strategic achievements and long-term growth outlook. The presentation highlights the successful completion of their 3.5-year transformation plan, the exponential growth of their Prime subscription model, and robust profitability metrics, positioning eDreams ODIGEO at the forefront of travel tech innovation.

BRAIN Biotech AG: Elevator Pitch von CFO Michael SchneidersEin Pionier der nachhaltigen industriellen BiotechnologieIn diesem überzeugenden Elevator Pitch stellt Michael Schneiders, CFO der BRAIN Biotech AG mit Sitz in Zwingenberg, Deutschland, das Unternehmen als Vorreiter in der nachhaltigen industriellen Biotechnologie vor. BRAIN nutzt die Natur als Blaupause, um einige der drängendsten Herausforderungen der industriellen Produktion weltweit zu lösen.Biotechnologische Innovation für globale HerausforderungenBRAIN wendet biotechnologische Prinzipien an, um die Effizienz, Nachhaltigkeit und Gesundheitsverträglichkeit industrieller Produktionsprozesse zu verbessern – insbesondere in den Bereichen Lebensmittel, Getränke und Life Sciences. Zu den Innovationen gehören Enzymlösungen zur Energieeinsparung, alternative Proteine zur Reduzierung von Monokulturen und Viehzucht sowie biobasierte Inhaltsstoffe – alles mit dem Ziel, die globale Ernährungssicherheit und das Wohlbefinden zu fördern.Zwei zentrale GeschäftsbereicheDas Unternehmen operiert in zwei zentralen Segmenten:BRAIN BiocatalystsDie Produktdivision erwirtschaftet rund 47,5 Millionen Euro Jahresumsatz und ein bereinigtes EBITDA von 5,1 Millionen Euro. Sie konzentriert sich auf Enzyme, Mikroorganismen und biobasierte Inhaltsstoffe, die vor allem in der Lebensmittelverarbeitung und anderen industriellen Anwendungen eingesetzt werden. Die Sparte ist profitabel, investiert rund 5 % des Umsatzes in F&E und verfolgt das mittelfristige Ziel, den Umsatz auf 100 Millionen Euro und die bereinigte EBITDA-Marge auf 15 % zu steigern – ein klares Signal für wachstumsorientierte Geschäftsentwicklung.BRAIN BioIncubatorDer Innovationsarm des Unternehmens konzentriert sich auf die Entwicklung vielversprechender Biotech-Projekte, insbesondere in den Bereichen Lebensmittel, Getränke und Pharma. Im letzten Jahr wurden hier 7,1 Millionen Euro Umsatz erzielt. Der Bereich steht im Zentrum der langfristigen Wertschöpfungsstrategie von BRAIN, mit Fokus auf die Monetarisierung bahnbrechender Technologien und dem Aufbau margenstarker Lizenzpartnerschaften.Ein vollständig integrierter EnzymlösungsanbieterBRAIN deckt die gesamte Wertschöpfungskette in der Enzymentwicklung ab:Entdeckung (in der Natur oder durch eigene Entwicklung)Stammentwicklung und Expression (auf Basis von Bakterien, Pilzen oder Hefen)Fermentation (im industriellen Maßstab am Standort Cardiff)Enzymformulierung und weltweite DistributionDrei MarktzugangsmodelleKunden werden über drei Go-to-Market-Kanäle bedient:Produktvertrieb: vor allem an die Lebensmittel- und Getränkebranche (Milchprodukte, Backwaren, Wein, Stärke)Auftragsforschung: kundenspezifische F&E-LösungenAuftragsentwicklung und -fertigung (CDMO): Unterstützung bei der Bioprozessoptimierung und industriellen FermentationHochwertige BioIncubator-ProjekteCFO Schneiders hebt zwei aktuell kommerzialisierte Leuchtturmprojekte hervor:Royalty-Pharma-TransaktionBRAIN hat frühe Rechte an einem pharmazeutischen Wirkstoffkandidaten monetarisiert und dabei eine Vorabzahlung von 18,4 Millionen Euro erzielt – mit potenziellen Gesamterlösen von bis zu 138 Millionen Euro...▶️ 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.

BRAIN Biotech AG Elevator Pitch: Key TakeawaysBRAIN Biotech AG: Elevator Pitch from CFO Michael SchneidersA Pioneer in Sustainable Industrial BiotechnologyIn this compelling elevator pitch from CFO Michael Schneiders of BRAIN Biotech AG, headquartered in Zwingenberg, Germany, the company positions itself as a pioneer in sustainable industrial biotechnology, utilising nature as a blueprint to tackle some of the world's most pressing industrial production challenges.Biotechnological Innovation for Global ChallengesBRAIN applies biotechnological principles to improve the efficiency, sustainability, and health impact of industrial production, especially in food, beverage, and life sciences. Its innovations include enzyme solutions that contribute to energy savings, alternative proteins that reduce the need for monocultures and livestock farming, and bio-based ingredients, all of which contribute to global food security and well-being.Two Core Business DivisionsThe company operates via two core divisions:BRAIN BiocatalystsA commercial products division generating approx. €47.5 million in annual revenues and €5.1 million in adjusted EBITDA. It focuses on enzymes, microorganisms, and bio-based ingredients used widely in processed food and other industrial applications. The segment is profitable, maintains a strong 5% R&D investment ratio, and aims to reach €100 million in sales with a 15% adjusted EBITDA margin in the medium term, demonstrating strong revenue growth.BRAIN BioIncubatorThe innovation arm is dedicated to incubating high-potential biotech projects, primarily in the space of food, beverage and pharmaceuticals. Last year, it generated €7.1 million in revenue. It is central to the company's long-term value creation strategy, with a focus on monetising breakthrough technologies and entering high-margin licensing partnerships.Fully Integrated Enzyme Solutions ProviderBRAIN is a fully integrated enzyme solutions provider covering the entire value chain: - Discovery (in nature or via own engineering) - Strain development and expression (bacteria, fungi, or yeast-based bio-factories) - Fermentation (industrial-scale in Cardiff) - Enzyme formulation and global distributionThree Go-to-Market ChannelsThe company serves customers via three go-to-market channels: - Product sales: Especially to the food & beverage sectors (dairy, baking, wine, starch) - Contract research: Custom R&D for client-specific solutions - Contract development and manufacturing (CDMO): Supporting client bioprocess optimisation and industrial fermentationHigh-Value BioIncubator ProjectsCFO Schneiders highlights two high-value BioIncubator projects now being commercialised:Royalty Pharma TransactionBRAIN monetised early-stage rights to an investigative pharmaceutical compound, securing €18.4 million upfront with potential total proceeds of up to €138 million.▶️ 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/

BRAIN Biotech AG Q1 2024/25: Key TakeawaysBRAIN Biotech AG H1 FY 2024/25: Innovation Momentum and Strategic FocusPresented by Michael Schneiders, Chief Financial OfficerIn this strategic and transparent financial update, Michael Schneiders, Chief Financial Officer of BRAIN Biotech AG, guides investors through the company's final H1 FY 2024/25 results, providing insights into both operational progress and long-term positioning in the industrial biotechnology sector.Revenue Stability and Margin StrengthDespite macroeconomic challenges, BRAIN Biotech AG has demonstrated resilience, with group revenue reaching €27.3 million, a modest year-over-year increase of 1.5%. This growth was primarily driven by the BioScience segment, which posted double-digit growth, and the company maintained a solid gross margin of 31.6%, a testament to our favourable product mix and operational efficiency gains.Segment HighlightsThe BioScience division, focused on R&D services and tailor-made enzyme solutions, continues to thrive. With strong project demand and recurring customer business, this segment remains the primary growth engine and a testament to BRAIN's unwavering commitment to innovation-driven strategy.The BioIndustrial segment, which includes proprietary product sales, showed a temporary decline due to destocking effects in the nutritional ingredients business. However, CFO Michael Schneiders highlights that this is expected to normalize in the second half of the fiscal year.Strategic Innovation: Akribion GenomicsOne of the strategic highlights of the presentation is the continued progress in BRAIN's genome editing platform, particularly within Akribion Genomics, a BRAIN subsidiary focused on CRISPR-based cell targeting technologies. The company recently strengthened its IP portfolio and is progressing toward preclinical validation, positioning itself for potential out-licensing and industrial applications.Key Financial Metrics- Adjusted EBITDA at €0.6 million, showing positive operational leverage- Improved cost structure, with lower R&D and admin expenses compared to last year- Cash and equivalents at €9.4 million, ensuring liquidity for innovation and growthFY 2024/25 OutlookBRAIN Biotech confirms its full-year 2024/25 guidance, expecting:- Group revenue growth in the mid-single-digit percentage range- Further expansion in the BioScience segment- Strong progress on strategic partnerships and tech licensing modelsStrategic Transformation and Growth PathCFO Schneider emphasizes that BRAIN is transitioning from a pure service model to a dual-track model, combining revenue from both high-margin services and scalable biotech innovations. This strategic shift underscores the company's focus on unlocking value through deep-tech enzyme engineering, sustainable bioprocesses, and advanced genome editing, instilling confidence in our future direction.Conclusion: A Future-Driven Biotech EnablerThe presentation concludes with a confident outlook, reaffirming BRAIN Biotech's ambition to become a leading enabler in industrial biotechnology, particularly in green transformation, food innovation, and medical bioengineering.▶️ 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.

JOST Werke SE Financial Results Q1 2025 | Regional Performance and Outlook with IRJOST Werke SE Q1 2025: Key TakeawaysJOST Werke SE Q1 2025: Margin Expansion and Global Demand ResiliencePresented by Romy Acosta, Head of Investor RelationsIn this sharp and informative investor presentation, Romy Acosta, Head of Investor Relations at JOST Werke SE, outlines the company's Q1 2025 financial results, highlighting continued operational strength, margin improvement, and resilient global demand in a mixed macroeconomic climate.Financial Performance HighlightsJOST Werke, a global leader in safety-critical systems for commercial vehicles, reported sales of €312.4 million in the first quarter of 2025, nearly stable year-on-year despite persistent economic headwinds in Europe. The company's performance reflects solid customer demand, especially in the aftermarket and agricultural segments.EBIT Margin Expansion and ProfitabilityA key positive highlight is the improvement in EBIT margin, which rose to 8.7% (up from 8.4% in Q1 2024). EBIT increased to €27.1 million, even as top-line growth remained flat. This margin expansion underscores cost discipline, improved operational efficiency, and a favourable business mix with increased contributions from high-margin regions and services.Adjusted earnings per share (EPS) increased to €1.60, clearly reflecting our ability to maintain earnings momentum while managing global uncertainty. This achievement should instil confidence in our financial management.Regional Performance OverviewEurope: The market is still challenging due to high inflation and cautious fleet investment, yet JOST maintained a stable position with robust aftermarket sales.North America: Continued positive momentum supported by solid demand in OEM and aftermarket channels.Asia-Pacific-Africa: A standout performer again, particularly due to strong agricultural equipment demand in India, which continues to be one of JOST's fastest-growing markets.Full-Year 2025 GuidanceRomy Acosta also reaffirms JOST's guidance for FY 2025, which includes:Stable or slightly increasing group salesFurther margin enhancement driven by mix and efficiencyHigh focus on free cash flow generation and disciplined capital expenditureStrategic Growth DriversThe company's aftermarket and agricultural equipment divisions remain strategic growth drivers, supported by megatrends such as global logistics expansion, agricultural mechanisation, and fleet digitalisation.Conclusion: Operational Resilience and Long-Term FocusIn closing, Acosta highlights JOST's strong balance sheet, innovation roadmap, and ongoing commitment to delivering reliable components to truck and trailer manufacturers worldwide, with the flexibility to adapt to changing global conditions.Q1 2025 confirms that JOST remains on track operationally, with resilience across all key regions and a clear focus on profitability and long-term growth.▶️ 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.

Wacker Chemie AG Q1 2025: Key TakeawaysWacker Chemie AG Q1 2025: Resilience, Margin Discipline, and Strategic FocusPresented by Jörg Hoffmann, Head of Investor RelationsIn this strategic and transparent quarterly update, Jörg Hoffmann, Head of Investor Relations at Wacker Chemie AG, presents the company's Q1 2025 results, highlighting the company's resilience in the face of continued pressure across global chemical markets. Wacker Chemie AG maintains stability despite the challenges, which is reassuring for our stakeholders.Quarterly Financial OverviewSales for the first quarter totalled €1.52 billion, a decrease of 16% year-on-year. This reflects weaker demand and lower prices in several product areas, particularly polysilicon and silicone specialities. However, EBITDA came in at €226 million, with a solid margin of 14.9%, a testament to Wacker's strong operational discipline and cost control, instilling confidence in our stakeholders.Net income reached €74 million, down from €179 million in Q1 2024, primarily due to lower volumes and pricing. However, the report also highlights positive aspects, such as free cash flow turning positive at €44 million, driven by strict working capital management and reduced investment spending, instilling optimism in our stakeholders about Wacker Chemie's future.Segment Performance BreakdownJörg Hoffmann breaks down the segment performance:WACKER SILICONES, a significant contributor to our overall sales, generated €623 million in sales, down 19% year-on-year. The decline was primarily due to volume pressure in standard applications, which had a noticeable impact on our overall performance, though high-value speciality products remained more stable.WACKER POLYSILICON reported €417 million in revenue, with EBITDA impacted by falling market prices and higher energy costs. Nevertheless, cost efficiencies helped limit the downside.WACKER BIOSOLUTIONS remained a bright spot, showing slight growth and contributing to group resilience through its diversified customer base.WACKER POLYMERS also declined due to lower construction industry demand, though margins held up better than expected.Outlook and Strategic GuidanceDespite market headwinds, Wacker Chemie confirmed its full-year 2025 guidance, expecting:Group sales of €6.4 to €6.8 billionEBITDA of €800 to €1,000 millionCapEx around €650 million, with a focus on strategic projects and sustainability initiativesFinancial Strength and Sustainability InvestmentsHoffmann highlights the company's financial strength, noting a net cash position of €424 million and a robust balance sheet that enables continued investment in R&D, capacity expansion, and energy transition efforts.Wacker is also accelerating its sustainability roadmap, including projects to reduce emissions, implement circular material flows, and expand its green energy sourcing.Conclusion: Stability and Innovation Through Market CyclesIn summary, Q1 2025 showed that Wacker Chemie navigates a tough environment with resilience, maintains margins, generates cash, and stays fully committed to long-term growth and innovation.▶️ 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.

Carl Zeiss Meditec AG H1 2024/25: Key TakeawaysCarl Zeiss Meditec AG H1 FY 2024/25: Innovation-Driven Growth in Precision MedicinePresented by Sebastian Frericks, Head of Investor RelationsIn this clear and concise investor update, Sebastian Frericks, Head of Investor Relations at Carl Zeiss Meditec AG, presents the half-year results for fiscal year 2024/25, providing investors with a focused view on performance drivers, segment dynamics, and the outlook for the second half.Strong Revenue Growth Across Core SegmentsCarl Zeiss Meditec reported a strong performance in the first six months, with revenue increasing by 8.1% to €1.57 billion, compared to €1.45 billion in the prior-year period. This growth was largely driven by continued global demand in ophthalmology, alongside solid momentum in surgical visualisation solutions.Ophthalmic Devices as a Growth EngineThe Ophthalmic Devices segment remained the strongest growth engine, benefiting from strong demand for refractive lasers, intraocular lenses, and diagnostic systems. Strategic investments in innovation and sales infrastructure continue to pay off, supporting volume and value expansion.Microsurgery Segment ExpansionThe Microsurgery segment also performed well, with increased demand for digital visualisation systems used in neurosurgery and ENT procedures. Revenue from this unit grew across all core regions, including EMEA, the Americas, and Asia-Pacific.Profitability and Investment FocusFrom a profitability standpoint, the EBIT margin before special items was 17.5%, slightly lower than the 18.5% recorded in the prior year. This was primarily due to increased R&D investments and higher personnel costs linked to expansion initiatives. Nonetheless, the company reaffirmed its mid-term EBIT margin target of 20%, underlining its long-term focus on scalable and innovation-led growth.Key Highlights from H1Other highlights from Sebastian Frericks include:Solid growth across both product segments and key regionsContinued investments in R&D and digital transformationIncreased service revenue and consumables are driving margin stabilityPositive customer sentiment and strong order intake heading into H2Full-Year 2024/25 Guidance ReaffirmedImportantly, Carl Zeiss Meditec reaffirmed its full-year guidance, expecting:Revenue growth in the high single-digit rangeA stable EBIT margin before special items between 17% and 20%Accelerated innovation output in diagnostics, robotics, and AI-driven solutionsConclusion: Positioned for Sustainable GrowthThis presentation offers valuable insights into how Zeiss not only navigates a complex market but also thrives, maintaining strong fundamentals, expanding global reach, and executing its innovation strategy with resilience and adaptability.With its balanced portfolio, robust cash position, and leadership in precision medicine, Carl Zeiss Meditec remains well-positioned to deliver sustainable growth in the evolving healthcare technology landscape.▶️ 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 Q1 2025: Key TakeawaysLEG Immobilien SE Q1 2025: Strong Cash Flow and Strategic ResiliencePresented by Frank Kopfinger, Head of Investor RelationsIn this crisp and investor-focused video presentation, Frank Kopfinger, Head of Investor Relations at LEG Immobilien SE, provides a comprehensive overview of the company's performance in Q1 2025, underlining a strong start to the year and renewed momentum in the German residential real estate market.Robust Cash Flow and AFFO GrowthThe quarter was marked by robust cash flow performance, driven by stable rent dynamics and effective cost management. Most notably, Adjusted Funds From Operations (AFFO)—the company's key profitability metric—rose by a remarkable 28% year-on-year. This strong growth underscores the effectiveness of LEG's operational discipline and asset quality in a still-challenging macroeconomic environment.Revenue and Rental Income StabilityOur total revenue reached €262 million, a testament to our stability in the market. Net cold rent income remained stable at €203 million, reflecting minimal vacancy and continued demand across our affordable housing portfolio. Despite inflationary pressures, we've managed to keep our operating expenses well-controlled, significantly improving our operating cash generation.Key Performance DriversKopfinger highlights several performance drivers:Strong operating efficiency and ongoing portfolio optimisationSteady rental income and continued high occupancy levelsPrudent cost discipline, enabling margin improvementOngoing digitalisation and tenant service upgradesSolid Balance Sheet and Risk MitigationOur balance sheet remains solid, with our LTV stable at 44.6%, and the average loan maturity extended to 8.4 years. We also benefit from our fixed-rate debt structure, which shields us from short-term interest rate volatility, providing a secure investment for our stakeholders.2025 Outlook and Guidance ReaffirmedImportantly, LEG Immobilien reconfirmed its full-year 2025 guidance, projecting:AFFO between €390 and €410 millionContinued dividend stability aligned with earnings visibilityMinimal CapEx increases due to conservative investment planningESG and Social Impact FocusKopfinger also touches LEG's ESG progress, noting increased energy-efficiency upgrades across the portfolio and a sharpened focus on social housing initiatives.Conclusion: Predictable Returns for Defensive InvestorsThe presentation clarifies that LEG is positioned as a resilient and cash-rich operator in Germany's regulated housing market, offering stability for income-focused investors amid economic uncertainty.Q1 2025 marks a confident start, with AFFO momentum building and strategic discipline continuing to define LEG's performance path. Investors looking for predictable returns and defensive exposure to residential real estate will find this update compelling.▶️ 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.

Hypoport SE Q1 2025: Key TakeawaysHypoport SE Q1 2025: Earnings Rebound and Strategic MomentumPresented by CEO Ronald SlabkeIn this high-impact financial presentation, Ronald Slabke, CEO of Hypoport SE, leads investors through a strong earnings start to fiscal year 2025, signaling the company's operational rebound after a challenging macro period. The seat11a.com-hosted update clarifies Hypoport's financial trajectory and strategic positioning, instilling confidence as Germany's real estate and finance ecosystem shows early signs of recovery.Strong Start to FY 2025Q1 2025 marked a significant earnings revival, driven by stabilising interest rates and renewed momentum in the housing market. Revenue climbed by 15% year-on-year to €111 million, reflecting improved transaction volumes across Hypoport's digital platforms. The standout achievement is the nearly fivefold increase in EBIT, which surged to €10 million, up from €2 million in the same quarter last year.Operational Drivers and Platform EfficiencyCEO Ronald Slabke attributes this performance to increased market activity and enhanced platform efficiency. Mortgage financing, in particular, benefited from both volume growth and margin improvement as interest rate volatility eased. Hypoport's B2B platforms—like Europace and Finmas—continued to support banks, insurers, and financial advisors with digital infrastructure that streamlines financing processes.Recovery in Housing Sector ActivityIn addition to mortgage finance, Hypoport saw early signs of recovery in the housing sector, which had slowed in 2023. Transaction platforms for residential property sales, valuation, and brokerage tools experienced increased usage, laying the groundwork for more robust growth in the coming quarters.Key Financial HighlightsKey highlights shared by Ronald Slabke include:- Revenue up 15% to €111 million- EBIT increased 5x to €10 million, showcasing strong operating leverage- Growth across all key platforms, especially in private real estate financing- Strong cost control and scalability supporting margin recovery- Renewed confidence in full-year 2025 guidance, with significant upside if market momentum holdsStrategic Outlook and Long-Term VisionThe presentation also emphasises Hypoport's long-term strategy: enabling seamless digital transactions in housing finance, insurance, and property brokerage. With core platforms now leaner and more resilient, Slabke suggests the company is well-positioned for scalable growth if macro conditions remain supportive.Conclusion: A Turning Point for HypoportQ1 2025 signals a turning point for Hypoport after a turbulent 2023. The platform business model is gaining traction again, and operational profitability is returning swiftly. Investors tracking the German digital finance and property ecosystem will find this update essential viewing.▶️ 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.

DEUTZ AG Q1 2025: Key TakeawaysPresented by IR Mark SchneiderIn 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 2025DEUTZ 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 IntakeThe 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 EfficiencyOne 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 MarginIn 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 StrategyDEUTZ 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 OutlookCFO Schneider reaffirms DEUTZ's commitment to achieving its 2025 guidance, which includes:Stable revenue in the range of €1.8 to €1.9 billionAn EBIT margin of at least 5% before exceptional itemsPositive free cash flow for the full yearHe 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 ExecutionIn 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/T&CThis 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.

Kontron AG FY 2024: Key TakeawaysKontron AG FY24 Results: Record Performance and Strategic MomentumPresented by CFO Clemens BillekIn 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 BoardKontron 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 GainsOperating 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 ModelsCFO 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 StrengthIn 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 MilestonesKey strategic milestones highlighted by Clemens Billek include:Completion of major portfolio transformation initiativesIncreased recurring revenue through software-driven servicesA strong balance sheet enabling further M&A activityContinuous investment into R&D and product innovation, especially in AI-enabled edge computing and secure cloud integrationCommitment to Shareholder ValueCFO 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 FutureThis 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/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.

Amadeus Fire AG Deep Dive: Q&AAmadeus Fire Group: Investor Deep Dive into Strategy, Growth, and Digital InnovationExclusive Insights from JörgIn 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 SentimentThe 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 PerformanceDespite 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 PlatformAmadeus 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 EnablerFrom 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 LearningIn 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/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.

JOST Werke SE FY 2024: Key TakeawaysJOST Werke AG Full-Year 2024 Results: Stability, Strategy, and Shareholder ValueInvestor Presentation by Roomy AcostaIn 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 EnvironmentJOST, 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 ShareOne 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 InsightsThe 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 AnalysisThe 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 ESGThroughout 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 2025The session ends with a forward-looking statement outlining expectations for 2025.Conclusion: A Must-Watch for StakeholdersWhether 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/T&C www.seat11a.com/legal and www.seat11a.com/imprint.

Hypoport SE Elevator Pitch: Key TakeawaysWelcome 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 platformFINMAS – Focused on savings banksGENOPACE – Serving cooperative banksDr Klein – A strong B2C and B2B advisory brandFIO and VALUE AG – Providing property valuation and SaaS solutionsBaufi-nex, Starpool, and other poolers – Supporting intermediaries with white-label solutionsThese 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 sitesThe 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 transactionsCorporate Finance – A B2B platform for mid-sized German companiesPersonal Loans – Consumer loan solutions for sub-mortgage credit needsEach 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:

Exclusive Conversation with DEUTZ AG CEO Sebastian SchulteJoin 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 ExchangeFounded 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 & ResilienceDespite 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 GrowthTo 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 FutureWith a clear roadmap and a customer-driven approach, DEUTZ AG is well-positioned to drive the future of industrial engines and energy solutions.

DEUTZ AG's Strong Financial Performance in 2024: A Comprehensive AnalysisIn 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 2024Total 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 DevelopmentsSchneider 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 OptimizationDEUTZ 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 ExpansionThe integration of Daimler Truck Off-Highway (DTO) engines, now rebranded as DEUTZ engines, has broadened the product offering and attracted new clients such as:PonsseClaasBell EquipmentCost Efficiency InitiativesThe 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 SegmentsExpansion of the Service BusinessThe 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 SectorDEUTZ 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 BeyondDEUTZ 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 2025Revenue: €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 2028Revenue: €3.2 to €3.4 billion.Adjusted EBIT Margin: 8 to 9%.New Dividend StrategyDEUTZ 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/T&CThis 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.

Palfinger AG Strengthens Global Leadership with Record-Breaking Financial PerformanceResilient Growth and Market ExpansionPalfinger 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 StrategyA 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 AdvantagePalfinger boasts an innovative and powerful product portfolio, offering land and marine solutions. These include:Truck- and rail-mounted lifting equipmentOffshore cranes for oil rigsMarine cranes and rescue boatsWind turbine maintenance cranes and winchesA 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 PriorityPalfinger 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-yearBy 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 2027Palfinger 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 marginReturn 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&CThis 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 & StabilityIn 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

Wacker Chemie AG FY 2024: Key TakeawaysWacker Chemie FY24 Financial Results: Strong Performance & Future StrategyExclusive Financial Analysis by Jörg HoffmannIn this exclusive presentation, Jörg Hoffmann, Head of Investor Relations at Wacker Chemie, analyses the company's FY24 financial results in-depth, discussing key achievements, challenges, and future outlook.Financial Performance & Key MetricsWacker Chemie demonstrated remarkable resilience in a challenging economic environment, delivering solid financial results in FY24. The report highlights:- Revenue & Earnings: A detailed breakdown of sales growth, profitability, and margin performance across core business divisions.- Operational Efficiency: Efforts to enhance production efficiency and cost-control strategies that contributed to financial stability.- Market Positioning: Strength in the chemical and polymer markets, backed by innovation and sustainability initiatives.Industry Challenges & Macroeconomic FactorsWacker Chemie has navigated significant industry challenges, including:- The impact of inflationary pressures, raw material costs, and energy prices on operations.- The effects of geopolitical uncertainties and global supply chain disruptions.- Strategies implemented to mitigate risks and ensure long-term growth.Strategic Initiatives & Future Growth ProspectsWacker Chemie's unwavering commitment to sustainability and innovation remains a cornerstone of its operations. The company continues to focus on developing environmentally friendly chemical solutions and advanced material technologies, ensuring that business practices align with ethical values.- Expansion Plans: Investments in new production facilities and market expansion strategies for 2025 and beyond.- Dividend Policy & Shareholder Value: Insights into capital allocation and returns for investors.ConclusionJörg Hoffmann presents a comprehensive overview of Wacker Chemie's robust financial performance in FY24. He outlines a positive outlook for 2025, emphasizing the company's commitment to innovation, sustainability, and shareholder value. With continued strategic growth initiatives, Wacker Chemie aims to enhance profitability and maintain its market leadership in the chemical industry.▶️ 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&CThis 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.

Hypoport SE's 2024 Financial Performance & Strategic Outlook with CEO Roland SlabkeIn this exclusive financial update, Hypoport SE CEO Roland Slabke presents the company's preliminary 2024 financial results, offering key insights into the firm's performance over the past year and its strategy for the future. Hypoport, a leading fintech company specializing in digital financial services, housing finance, and insurance platforms, has navigated market challenges while reinforcing its position as an essential player in Germany's financial ecosystem.Strong Market Position & Business GrowthRoland Slabke highlights Hypoport's role as an industry leader in Germany's mortgage and financial services market. Despite a fluctuating economic landscape, the company has maintained stable revenue streams and expanded its client base across digital platforms. With continuous investment in technological innovation, Hypoport has further strengthened its B2B financial solutions for banks, insurers, and real estate markets.Key Financial Metrics & Performance IndicatorsThe 2024 fiscal year was shaped by macroeconomic trends, interest rate developments, and changing consumer behaviour. Hypoport has reported resilient revenue figures despite these challenges, demonstrating its adaptability and stability in shifting market conditions. The company's focus on efficiency, cost management, and long-term value creation ensures sustainable profitability, reassuring our stakeholders.Market Challenges & Response StrategyWith ongoing volatility in the European real estate and mortgage sectors, Hypoport has implemented strategies to mitigate risks while capitalizing on emerging opportunities in digital lending and financial advisory services. Slabke discusses how the company's scalable technology-driven platforms provide robust solutions amid rising regulatory demands and evolving customer expectations.Future Growth & Strategic PrioritiesLooking ahead to 2025, Hypoport remains committed to enhancing digital transformation, broadening its market reach, and strengthening its core business segments. With a strong focus on technological innovation, AI-driven financial solutions, and expanding partnerships, Hypoport aims to drive continued growth, profitability, and investor confidence.ConclusionAs Hypoport SE continues to solidify its presence in Germany's digital finance sector, CEO Roland Slabke's presentation underscores the company's resilience, strategic foresight, and commitment to long-term success. This strategic foresight instils confidence in investors and industry stakeholders, who will closely watch Hypoport's next moves as it shapes the future of digital financial services, lending, and real estate financing in Germany and beyond.▶️ 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&CThis 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.

Palfinger AG Records Second-Best Financial Year in 2024 – CFO Presents Key Insights and 2025 Growth OutlookExceptional Financial Performance in 2024Palfinger AG, a global leader in innovative lifting solutions, has announced its second-best financial year in company history, reinforcing its strong position in the market. The company's CFO presents a deep dive into the 2024 financial performance, key drivers behind the record-setting results, and an optimistic outlook for 2025.A Year of Resilient Growth and Strategic ExpansionPalfinger AG navigated the challenges of a volatile economic environment with exceptional financial performance in 2024. The CFO highlights:Strong revenue growth driven by demand across construction, logistics, and industrial sectors.Increased EBIT and profitability, reflecting operational efficiency and smart cost management.Expansion into new markets and technological innovation, strengthening its global footprint.Continued investment in sustainability, reinforcing the company's long-term ESG commitments.What Drove the Record-Breaking Financial Results?The success of 2024 can be attributed to:Diversification of product offerings to meet evolving industry needs.Optimization of production processes, leading to increased efficiency.Resilience in supply chain management, mitigating global disruptions.Strong order intake across various business segments.The CFO emphasizes that these factors have not only contributed to financial success but also positioned Palfinger AG for sustainable future growth.Positive Outlook for 2025: What Investors Can ExpectLooking ahead to 2025, Palfinger AG is optimistic about continued growth and market leadership. The CFO outlines the company's strategic priorities, including:Further expansion into international markets to strengthen revenue streams.Investments in digitalization and automation, enhancing efficiency and innovation.Sustainable and eco-friendly solutions aligning with global ESG standards.Increased focus on customer-centric solutions to drive demand and satisfaction.Despite global economic uncertainties, Palfinger AG remains steadfast in its confidence in maintaining strong profitability and operational excellence.Investor Confidence and Market PerformancePalfinger AG's stock performance reflects investor confidence in the company's long-term growth strategy. Analysts acknowledge the company's impressive financial trajectory, highlighting the following:Strong earnings and profitability despite market fluctuations.Commitment to innovation and technology, ensuring competitive advantage.Consistent dividends and shareholder returns making Palfinger a reliable investment.Conclusion: A Bright Future for Palfinger AGWith record-setting financial performance in 2024 and a strong strategic plan for 2025, Palfinger AG is poised for continued success. The CFO's presentation underscores the company's commitment to operational excellence, financial stability, and long-term growth, making it a compelling investment opportunity for stakeholders.Stay tuned for more insights as Palfinger AG continues to set new industry benchmarks and drive innovation in lifting solutions.▶️ 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&CThis 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.