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

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.

BRAIN Biotech Group, a leading player in industrial biotechnology, has released its 3M FY 24/25 financial results, highlighting robust double-digit sales growth in its BRAIN Biocatalysts division. CFO Michael Schneiders provides an in-depth breakdown of the company's performance, innovation-driven strategies, and long-term financial outlook.The BRAIN Biocatalysts division achieved double-digit growth, reinforcing its position as a leader in customized enzyme development.The company continues to expand its biotech solutions across industries, driving revenue through innovative, sustainable applications.Strong operational performance contributed to healthy margins, reflecting the company's ability to monetize its proprietary technologies.Increased investment in R&D and strategic partnerships supports long-term scalability and profitability.BRAIN Biotech continues to expand its global footprint, offering bio-based solutions to industries ranging from food & nutrition to agriculture and biopharma.Its highly specialized enzymes and biocatalysts drive efficiency and sustainability in key sectors.The core BRAIN Biocatalysts division has been the primary growth engine, leveraging advanced enzyme technologies to create cutting-edge biotechnological solutions for industrial applications. The division's success underscores the company's ability to meet increasing market demand for high-performance, sustainable solutions.BRAIN Biotech has made significant R&D investments, fostering new product development and enhancing the application range of its proprietary biocatalysts and microbial platforms. These innovations strengthen the company's competitive edge, ensuring it remains at the forefront of biotechnology advancements.Environmental responsibility is not just a part of BRAIN Biotech's mission, it's at the core. The company integrates sustainable practices across its entire value chain, providing bio-based alternatives to reduce waste, improve efficiency, and enhance eco-friendly production. This approach aligns with global sustainability goals and increases the company's attractiveness to investors and business partners, reassuring them of our ethical values and long-term viability.CFO Michael Schneiders emphasizes that BRAIN Biotech's financial success is driven by a long-term strategic vision focused on:✔ Sustainable revenue growth through continued expansion of its biotech platforms.✔ Enhanced operational efficiency via process optimization and technological advancements.✔ Investment in next-generation biotech solutions to drive long-term profitability.The company is well-positioned to capitalize on the growing demand for industrial biotech applications. With a robust pipeline of innovations and a solid financial base, BRAIN Biotech Group remains committed to delivering value for its customers and shareholders. This commitment should make our stakeholders feel secure about their investment in our company.BRAIN Biotech's 3M FY 24/25 financial results showcase a company on the rise, driven by innovation, sustainability, and a clear strategic focus. CFO Michael Schneiders' insights underline the company's strong growth trajectory and commitment to long-term success. Investors and industry stakeholders can expect continued expansion, breakthrough biotechnological solutions, and increasing market influence as the company pushes forward in the evolving biotech landscape.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.

Rational AG Elevator Pitch: Key TakeawaysElevator Pitch: RATIONAL AG – 25 Years of Stock Market Excellence & Future VisionA Legacy of Success: RATIONAL AG Celebrates 25 Years as a Listed CompanyRATIONAL AG has been revolutionizing the world of professional cooking for over five decades. As the company marks 25 years since its IPO, we look at what has made this Bavarian success story one of the best-performing stocks on the German stock exchange.In this exclusive interview, Dr. Peter Stadelmann, CEO of RATIONAL AG, shares his insights on the company's unparalleled journey, its resilience through market cycles, and its vision for the future.Key Highlights from the Interview

PSI Software SE: Driving Digital Transformation in Process OptimizationIn this in-depth presentation, Karsten Pierschke, Head of Investor Relations & Corporate Communications at PSI Software SE, provides an insightful overview of PSI's business model, strategic direction, and financial outlook. As a technology leader in process control software, PSI has been at the forefront of industrial digital transformation for over 55 years.1969 - PSI Software SE established itself as a leading software provider for process control and optimization systems in various vertical markets.The company specializes in: Energy infrastructure Metals production Discrete manufacturing Logistics Industrial AIServing a niche B2B market, PSI tailors solutions to specific industry challenges.With over 2,300 employees across 17 international locations, PSI remains committed to technological innovation and customer-centric solutions.The company generated €270 million in revenue in 2023, focusing on AI-driven, cloud-based transformation.PSI Software SE is structured into four key vertical markets:A European leader in energy control systems, PSI provides smart grid solutions for electricity, gas, oil, district heating, and water utilities.PSI's globally leading Manufacturing Execution System (MES) and AI-driven supply chain optimization support decarbonization and energy efficiency in metals production and process industries.The company delivers ERP and MES solutions for the automotive and mechanical engineering industries, optimizing production efficiency and resource management.PSI's logistics software suite covers warehouse management, transport management, and supply chain optimization, ensuring efficient and automated workflows.PSI is divesting its Mobility business unit to streamline its core focus areas.PSI operates in 17 countries and serves a highly selective customer base of around 1,700 businesses. Energy grid operators such as E.ON and international network providers. Metals industry giants like Nippon Steel, Nucor, and US Steel. Automotive OEMs and suppliers in Germany, Europe, and North America. Retail and logistics companies in Eastern Europe and Asia-Pacific.PSI Software SE faced several operational and external challenges in recent years, impacting profitability: 2022: Withdrawal from Russian operations due to geopolitical tensions led to a revenue decline. 2023: Operational issues in energy grid projects affected EBIT margins, resulting in a lower-than-expected 2% margin. 2024: A cyberattack in February disrupted business for several months, delaying revenue recognition into 2025.Despite these challenges, PSI has demonstrated remarkable resilience, retaining all its customers and maintaining a strong order backlog. This positions the company for significant growth in 2025, a testament to its stability and potential.▶️ 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 term and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

eDreams ODIGEO's 9M 2025 Key TakeawaysQ3 FY25 Financial Results: eDreams ODIGEO's Record PerformanceIn-Depth Analysis by CFO Avid ElízagaIn the latest Q3 FY25 financial results presentation, eDreams ODIGEO's CFO, Avid Elízaga, provides an in-depth analysis of the company's strong performance, driven by its Prime subscription model. This model, which offers exclusive benefits to subscribers, has been a key driver of our record-breaking profitability. The company has achieved a cash margin surge and a 70% year-over-year increase in quarterly profit, largely due to the increasing maturity of our Prime subscribers.Key Financial HighlightsPrime Membership GrowthPrime subscribers grew 26% YoY, surpassing 7 million members.They are on track to meet the self-imposed target of 7.25 million members by the end of FY25.Profitability & Revenue ExpansionCash margin surged by 40% YoY, driven by increasing Prime subscriber maturity.Prime cash revenue margin grew 19%, while cash EBITDA increased 52%.Non-Prime revenue showed a smaller-than-expected decline, with a 10% revenue margin increase in Q3.Free Cash Flow & Shareholder Value€124 million free cash flow generated in the first nine months, up 91% from the prior year.The company repurchased €40 million in shares, reinforcing confidence in its undervalued stock.Plans for further share buybacks as part of the company's capital allocation strategy.Strategic Insights & Future OutlookeDreams ODIGEO is positioned for continued growth with three key targets for FY26:- Adding 1 million+ new Prime members,- Achieving cash EBITDA between €215-220 million,- Generating over €120 million in free cash flow ex non-Prime working capital.The company remains optimistic despite industry challenges, emphasizing its ability to navigate economic fluctuations, inflation, and travel disruptions. eDreams' inspiring long-term vision includes expanding Prime's market penetration, enhancing customer experience, and maintaining industry leadership in the subscription-based travel model.ConclusionWith Prime now contributing 83% of total cash marginal profit, eDreams ODIGEO has proven the sustainability of its business model. The company's unwavering commitment to delivering exceptional financial results, outperforming industry trends and unlocking substantial shareholder value, provides investors with a sense of security. They can expect strong profitability, robust subscriber growth, and an expanding free cash flow trajectory as eDreams advances towards its FY25 and long-term financial targets.This presentation reaffirms eDreams ODIGEO's competitive advantage, setting the stage for further innovation, growth, and financial success in the evolving travel 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 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.

Sebastian Frericks, Head of Investor Relations atCarl Zeiss Meditec AG, presents theQ1 2024/25 financial results and discusses revenue growth, market challenges, and future strategies.At the start of the fiscal year,Carl Zeiss Meditec recorded a 3% revenue growth, primarily driven by theDOCTER OPTICS (DO) acquisition. However, underlyingorganic momentum remained negative, as anticipated. The company had previouslyguided for this decline in December, signalling a temporary headwind due to specific market conditions.Despite anegative investment climate in China, with hospitals delaying purchases while awaiting stimulus measures, Carl Zeiss Meditec has shown resilience. Last year's strong post-pandemic delivery phase also meant that this quarter faced a challenging comparison base, but the company has navigated these challenges with determination.Another key issue was theprice decline in intraocular lenses (IOLs) due to China'sVolume-Based Procurement (VBP) regulations, impacting pricing power in this segment. Despite these headwinds, thecompany's order backlog grew by nearly €100 million, reaching€382 million in Q1, signalling stronger demand for future quarters.Notably, the company reported itsfirst consistent order turnaround in 12–18 months, boosting confidence that organic performancehas bottomed out and is set for an upturn.Due to theweak organic performance and product mix effects, particularly lower sales ofhigh-margin surgical microscopes, Carl Zeiss Meditec'sEBITDA declined at the start of the fiscal year. However, theophthalmology division grew by 7%, primarily driven by theDO acquisition. This strategic growth, despite the decline, demonstrates thecompany's forward-thinking approach.Similarly, themicrosurgery division faceda 7.8% organic decline, mainly because of tough comparisons against a strong prior-year period driven by backlog clearance. However, the company is ramping up sales for the next-genKINEVO neurosurgical microscope, expected todrive recovery in the coming quarters.One of thebiggest developments in Q1 2024/25 was theearly approval of VISUMAX 800 in China. Thislatest-generation femtosecond laser system revolutionizes laser vision correction by enabling alenticular cut in 6–8 seconds, significantly enhancingsafety, automation, and patient comfort.Carl Zeiss Meditecmaintains a conservative full-year outlook, citinggeopolitical risks and macroeconomic uncertainties in China. However, stabilization signs insurgical procedure volumes suggest the marketmay have reached its lowest point.Key growth drivers moving forward:✅Stronger order backlog supporting future revenue momentum✅VISUMAX 800 launch in China & US driving market expansion✅KINEVO 900S rollout in neurosurgery boosting high-margin sales✅Potential public stimulus measures in China as a wildcard for upsideFrom amid-term perspective (3–5 years), Carl Zeiss Meditec aims forEBITDA margin recovery to 16–20%, depending onmarket recovery and product adoption.Carl Zeiss Meditec'sQ1 2024/25 results highlight atransitional phase—whileshort-term challenges persist, strategic investments in innovation and operational efficiency position the company forstronger performance ahead.▶️ 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.

CEO Presentation: Carl Zeiss Meditec AG Q1 2024/25 Financial PerformanceIn this comprehensive presentation, the CEO of Carl Zeiss Meditec AG delves into the company's performance during the first quarter of the 2024/25 fiscal year, highlighting a modest increase in revenue. The discussion begins with an overview of the financial results, where the CEO reports a slight revenue growth compared to the same period in the previous year. This growth is attributed to steady demand across key product lines and strategic market expansions.The CEO emphasizes the performance of the Ophthalmic Devices segment, which experienced a notable uptick in sales. This success is largely due to the strong market acceptance of their innovative surgical and diagnostic products. The company's commitment to advancing ophthalmic technology has reinforced its position as a leader in this sector.Despite challenges, the Microsurgery segment demonstrated resilience. The CEO acknowledges a slight revenue decline, attributing it to temporary market fluctuations. However, he anticipates a rebound in the upcoming quarters. The company's efforts to strengthen this segment through targeted marketing strategies and introducing new products designed to meet evolving customer needs are a testament to its resilience and commitment to growth.The presentation also covers the company's regional performance. The Asia-Pacific region emerged as a significant contributor to revenue growth, driven by increased demand in countries such as China and India. The company maintained stable performance in the Americas and EMEA regions, with ongoing initiatives to capture additional market share.Innovation remains a cornerstone of Carl Zeiss Meditec's strategy. The CEO discusses recent investments in research and development, focusing on cutting-edge technologies that enhance diagnostic accuracy and surgical outcomes. These innovations are expected to drive future growth and provide a competitive edge in the medical technology landscape.Underlining its commitment to sustainability and corporate responsibility, the company is actively reducing its environmental footprint through energy-efficient manufacturing processes and sustainable product designs. Initiatives promoting diversity and inclusion within the workforce are also underway, fostering a culture that values varied perspectives and experiences. These efforts are a source of pride for the company and its stakeholders.Looking ahead, the CEO outlines the strategic priorities for the remainder of the fiscal year. Key focus areas include expanding the global sales network, accelerating digital transformation efforts, and exploring strategic partnerships to enhance the product portfolio. Despite potential macroeconomic headwinds, the company remains cautiously optimistic about achieving its financial targets.In conclusion, the CEO reiterates Carl Zeiss Meditec's unwavering dedication to delivering value to its stakeholders—shareholders, customers, and patients. By leveraging innovation, operational excellence, and a customer-centric approach, the company aims to successfully navigate the dynamic healthcare environment, always keeping the best interests of its stakeholders at heart▶️ 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.

Carl Zeiss Meditec AG Elevator Pitch: Key Takeaways Carl Zeiss Meditec AG: Market Leadership and Strategic Outlook Corporate Overview In this engaging elevator pitch, Sebastian Frericks, Head of Investor Relations at Carl Zeiss Meditec AG, provides a concise yet comprehensive introduction to the company's equity story, market leadership, and growth potential. As one of the world's leading medical technology companies, Carl Zeiss Meditec dominates the fields of ophthalmology and microsurgery, combining innovation with a strong market presence that instils confidence in our investors and stakeholders. - Revenue: Carl Zeiss Meditec generates €2 billion in annual revenue. - Ownership: 59% of the company is owned by Carl Zeiss AG, a global optics and imaging powerhouse. - Business Segments:  -- Ophthalmology: Dominates with innovative solutions across diagnostics, refractive surgery, cataract surgery, and retinal treatments.  -- Microsurgery: Focuses on neurosurgery, spinal surgery, ENT, and plastic/reconstructive surgery, with world-leading visualization systems.  -- Recurring Revenue: Approximately 47% of revenue is recurring, driven by consumables, software, and services, offering stability and margin growth. Market Leadership and Growth Drivers Ophthalmology - Refractive Surgery: ZEISS is a global leader with a 40% market share, offering life-changing solutions like SMILE therapy to treat myopia. - Cataract Surgery: Continues to expand market share with premium intraocular lenses and surgical workflows. - Retinal Surgery: Holds a strong #2 position globally, recently enhanced by the DORC acquisition. Microsurgery - ZEISS maintains a 60% global market share in neurosurgical and spinal visualization, delivering cutting-edge intraoperative diagnostic solutions. Geographic Presence and Opportunities - Asia-Pacific: Represents the largest market, driven by high rates of myopia and ageing populations, particularly in China. - US and Europe: Continue to offer significant growth opportunities through portfolio expansion and product rollouts. - Emerging Markets: Heavy investment in India and Southeast Asia positions ZEISS for long-term growth in high-potential regions. Innovation and R&D - R&D Leadership: ZEISS leads the industry in R&D investment, focusing on digitalization, AI, and connected workflows. - Integrated Workflows: The company's unique approach to combining devices, software, and consumables into unified workflows sets it apart, enhancing clinical outcomes and customer loyalty. Strategic Outlook for FY 2024/25 - Challenging Macro Environment: Despite headwinds in the consumer and equipment markets, ZEISS is poised for moderate revenue growth and gradual margin recovery. - Product Launches: New offerings like the KINEVO 900 S and VISUMAX 800 are expected to drive growth in the second half of FY25. - DORC Integration: The full-year consolidation of the DORC acquisition provides significant opportunities in the retinal surgery market. Addressing the Myopia Pandemic ZEISS addresses the growing global prevalence of myopia, which is projected to affect 50% of the world's population by 2050. ▶️ 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 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.

BRAIN Biotech AG FY 2023/24: Key TakeawaysFinancial Performance Overview Despite a challenging economic environment, BRAIN Biotech reported an adjusted EBITDA of €-0.4 million, a slight decrease from the previous year's €+0.4 million. This resilience is a testament to the company's strength and potential for future growth, especially given the substantial investments in the company's BioIncubator projects. Schneiders emphasized the company's strong cash position, stating, “With a strong focus on the successful execution of strategic initiatives, we have been able to bring our group cash position to a very comfortable level of €27.2 million and to reduce our cost base significantly for the running financial year.” A significant highlight of the year was the monetization of royalty rights to the investigational compound deucrictibant, resulting in a transaction valued up to €128.88 million. This deal included an immediate upfront payment of €18.41 million, with potential for additional regulatory and sales-related milestones. Schneiders noted, “Royalty monetization is a very interesting and innovative form of alternative non-dilutive financing for us in an ultra-low BRAIN Biotech share price environment.” The company has significantly reduced its cost base and positions, improving profitability in the upcoming financial year. Schneiders expressed confidence in the company's trajectory, stating, “We have laid excellent foundations for success in the years to come. Hence, we forecast a positive adjusted EBITDA for 2024/25.” Looking ahead, BRAIN Biotech is focused on accelerating its transformation into a global top-ten player in the industrial enzymes market, with a strong emphasis on the Food, Beverage, and Life Sciences sectors. The company plans to utilize proceeds from recent transactions to fund growth initiatives, including potential mergers and acquisitions, and to repay short-term loans. Schneiders conveyed optimism about the company's future, highlighting the BioIncubator pipeline's crystallizing value and the organization's ongoing structural developments. In summary, under Michael Schneiders's financial stewardship, BRAIN Biotech AG has navigated a challenging fiscal year with strategic foresight, maintaining financial stability while investing in future growth. The company's proactive approach to cost management, innovative financing, and strategic investments position it well for a promising future in the industrial biotechnology sector. Strategic Initiatives and InvestmentsCost Management and EfficiencyFuture OutlookConclusion ▶️ 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 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.

Introduction to Carl Zeiss Meditec AG by Sebastian Frericks, Head of Investor Relations Sebastian Frericks, Head of Investor Relations, delivered an engaging and insightful presentation on Carl Zeiss Meditec AG, a globally recognised leader in Ophthalmology and Microsurgery. This presentation comprehensively overviewed the company's market position, key strategies, and future growth drivers. The company achieved €2,089 million in revenue in the 2023/24 fiscal year, with a historically solid EBIT margin of 12%. Carl Zeiss Meditec is a market leader with a 40% share in Refractive Surgery and a growing market share in Surgery Anterior (Cataract). Listed on MDAX and TecDAX, Carl Zeiss Meditec is 59% owned by Carl Zeiss AG, a private optics and technology powerhouse. Key Business Segments Ophthalmology - Revenue Contribution: Comprises 77% of total revenue and focuses on diagnosis, treatment, and surgical solutions. - Key Subsegments: - Chronic Disease Management - Refractive Surgery - Cataract Treatment - Retinal Treatment - Market Leadership: Includes a 40% share in Refractive Surgery and a growing share in Anterior Surgery (Cataract). Microsurgery - Revenue Contribution: Contributes 23% of revenue, focusing on high-tech surgical visualisation for Neurosurgery, ENT, Plastic Surgery, and Dentistry. - Market Leadership: ZEISS dominates the microsurgical market with a 60% global share. Geographic Reach and Structural Tailwinds Regional Insights: - The Asia-Pacific region is a key growth driver, accounting for 26% of revenue, with China as the largest single market. - Other significant regions include the US, Germany, and Southeast Asia. Structural Growth Drivers: - Ageing populations lead to increased cataract surgeries. - Rising myopia prevalence, particularly in Asia, where up to 90% of young people have myopia. - Growing demand for digitalised workflows and premium surgical solutions. Innovation and Strategic Investments R&D Investment: Carl Zeiss Meditec commits 16.7% of revenue to R&D. Key Innovations: - VISUMAX®️ 800: A cutting-edge refractive laser surgery system. - KINEVO®️ 900 S: Neurosurgery platform designed for efficiency and better surgical outcomes. - Digital Solutions: Investments focus on connectivity and integrated workflows to enhance clinical outcomes and customer loyalty. Key Growth Drivers - Expansion in emerging markets, including India and Southeast Asia. - Increasing demand for premium intraocular lenses (IOLs) for cataract surgeries, forecasted to grow in unit and revenue share. - Advancements in refractive laser surgery driven by rising global myopia rates. Future Outlook FY 2024/25 Goals: - Moderate revenue growth supported by product launches, including VISUMAX®️ 800 approvals in key markets like the US and China. Macroeconomic Challenges: - Includes constrained consumer spending and investment climates. Profitability Targets: - Long-term EBITA margin target of 16-20%. Conclusion Sebastian Frericks closed the presentation by emphasising Carl Zeiss Meditec's unique market position, strong brand, and commitment to innovation as key factors driving sustainable growth and customer loyalty. This strong brand is a testament to the company's reputation for quality and reliability. ▶️ 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 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.

AIXTRON SE Company Presentation: Key Takeaways Introduction to AIXTRON by Christian Ludwig, Head of Investor Relations and Corporate Communications Christian Ludwig, Head of Investor Relations and Corporate Communications at AIXTRON, delivers a concise yet powerful elevator pitch, highlighting the company's impressive 40-year journey. AIXTRON has established itself as a trusted global technology leader in deposition systems, addressing transformative industries with cutting-edge solutions and a strong legacy of innovation. Corporate Overview Founded: 1983, as a university spin-off from RWTH Aachen. Global Reach: Over 1,100 employees across nine countries, with R&D and production facilities in Germany, the UK, and Italy. Technology Leadership: More than 3,500 deposition systems sold worldwide, with a proven track record in Power Electronics, Optoelectronics, and Laser applications. Key Growth Applications AIXTRON's product portfolio is tailored for four primary growth applications: Power Electronics Silicon Carbide (SiC): Revolutionizing EV main inverters, chargers, and wind power systems. Gallium Nitride (GaN): Powering fast chargers, motor drives, and AI power delivery solutions. Optoelectronics LED Systems: Enabling next-gen industrial displays, automotive lighting, and horticulture. Micro LEDs and Specialty LEDs: Transforming AR glasses, TVs, and automotive interiors. Laser Technology Applications in 3D Sensing, LiDAR, and Optical Data Communication. Growth Outlook Recent Growth: Robust revenue growth driven by SiC and GaN applications. 2025 Transition: A flat-to-slight revenue decline is expected due to market adjustments. Long-Term Potential: Market demand is forecasted to double by 2028/29, driven by electrification, AI, IoT, and sustainable energy trends. Strategic Achievements and Execution Portfolio Evolution: Continuous upgrades with the G10 product family ensure market competitiveness. Market Expansion: Successfully entered the SiC market while maintaining strong shares in GaN and Optoelectronics. ESG Alignment: High alignment with EU Taxonomy regulations demonstrates a commitment to sustainability. Key Megatrends and Market Drivers Electrification and energy efficiency. AI, digitization, and communication technologies. Internet of Things (IoT) and intelligent devices. Transition to advanced materials in power and display applications. Investor Appeal Christian Ludwig concludes by emphasizing AIXTRON's ability to outpace market growth through superior technology and alignment with structural megatrends. He invites investors to explore the company's unique equity story, driven by long-term profitability and sustainability. ▶️ 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 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.

Carl Zeiss Meditec AG Deep Dive: Q&A Q&A with Carl Zeiss Meditec AG's Head of Investor Relations, Sebastian Frericks China Market and Recovery Expectations Update on China's Refractive Market and Recovery Expectations for 2024 Market Context: Carl Zeiss Meditec remains the leading player in China's refractive laser surgery market, having experienced over a decade of growth at a CAGR exceeding 20%. However, since China's reopening post-COVID in 2023, the market has faced challenges, including a shift to lower-cost procedures and reduced patient traffic. Utilization rates for installed laser systems declined in the high single digits during late 2024. Seasonality: The refractive business is seasonal, with peaks during Lunar New Year (January-February) and the summer vacation period (July-August). Outlook: A turnaround is expected in the second half of fiscal year 2024/25 with the rollout of the VisuMax 800, an advanced refractive laser platform offering faster and more precise procedures. Despite the current cautious macroeconomic environment, strong indications of clinic demand point to potential growth in late 2025. Trends in Downtrading from SMILE to LASIK in China Observations on Shifts in Procedure Preferences: - Market Shift: The weak consumer environment has shifted preferences from the minimally invasive SMILE therapy to less expensive LASIK procedures. Previously, SMILE accounted for 80% of treatments, but this mix has shifted to 65-70% SMILE and 30-35% LASIK. - Revenue Impact: This mix change has significantly impacted revenue, as SMILE procedures generate higher margins. - Strategic Response: The upcoming VisuMax 800 platform aims to improve the mix by introducing higher-value consumables and addressing the changing consumer landscape. Impact of Volume-Based Procurement (VBP) on IOL Volumes How Has VBP Affected the Intraocular Lens (IOL) Business? VBP Rollout: The Chinese government's volume-based procurement (VBP) system has lowered intraocular lens prices, resulting in significant price reductions across the value chain. While this has pressured margins, volume increases have partially offset the revenue impact. Long-Term Opportunity: With an ageing population and high cataract prevalence, the Chinese market for IOLs has substantial untapped potential. The company expects affordability improvements to drive long-term growth. APAC (Excluding China) Performance Market Dynamics in APAC Regional Highlights: Southeast Asia, including Vietnam, Indonesia, Malaysia, and Singapore, shows strong growth in refractive laser and cataract procedures. India: Economic growth and wealth creation are expected to significantly expand the middle-class market, increasing demand for elective procedures. The company has been directly present in India for over 30 years and is optimistic about its long-term potential. Conclusion Sebastian Frericks highlights Carl Zeiss Meditec AG's resilience amid market challenges, emphasizing the company's strategic positioning, leadership in innovation, and long-term growth potential across global markets. Despite short-term headwinds in China, the company remains optimistic about recovery and expansion opportunities driven by advanced technologies and strong market presence. ▶️ 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 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.

Carl Zeiss Meditec AG Deep Dive: Q&A Q&A with Carl Zeiss Meditec AG's Head of Investor Relations, Sebastian Frericks US Refractive Market Performance and Competitive Landscape Has refractive competition increased in 2024, particularly from J&J's ELITA or Staar Surgical? - J&J's ELITA: While J&J has entered some markets with their ELITA system, it has yet to gain significant traction in major markets like the US and China due to regulatory hurdles and limited product features. Notably, the system lacks approval for its SILK procedure, which is positioned as a competitor to ZEISS's SMILE therapy. - Staar Surgical: The overlap between ZEISS's laser-based refractive solutions and Staar Surgical's ICL (implantable collamer lens) business is minimal. ICLs cater to niche cases, such as high myopia corrections, where laser-based therapies have limitations. ZEISS maintains a competitive edge in broader applications due to its extensive track record and safety profile, with over 10 million SMILE procedures performed globally. - Strategic Positioning: ZEISS is poised to strengthen its competitive edge with the upcoming rollout of the VisuMax 800, a more advanced platform designed to enhance procedure speed, precision, and patient outcomes. How is your US refractive business performing amid reports of soft demand? - Market Trends: The US market has faced a decline in refractive procedure volumes in 2024 due to high interest rates and reduced consumer spending capacity. Unlike Europe or Asia, a large proportion (approximately 65%) of US refractive procedures are financed, making the market particularly sensitive to macroeconomic conditions. - Outlook: Despite the challenges, the US refractive market holds significant potential. The market size remains underdeveloped relative to historical highs, with 700,000-800,000 annual procedures, far below its peak. ZEISS's technology, particularly the minimally invasive SMILE therapy, is well-positioned to capitalize on market recovery as economic conditions improve and consumer confidence returns. What's your outlook for US equipment sales recovery after Q3 order trends? Stabilization: US equipment sales began stabilizing in Q3 FY24, with improving order entries and a book-to-bill ratio above 1 in the months preceding fiscal year-end. Early trends in FY25 continue to show positive momentum. Growth Drivers: ZEISS is optimistic about growth in FY25, driven by the anticipated FDA approval of the VisuMax 800 platform in mid-2025. The new platform is expected to attract significant demand from clinics aiming to upgrade their technology and enhance patient offerings. What feedback are you getting on the ZEISS cataract workflow? - Market Reception: The ZEISS cataract workflow continues to be well-received, offering a comprehensive and integrated solution for cataract treatment. Feedback highlights the value of combining diagnostic imaging, surgical planning, and premium IOLs (intraocular lenses) within a single platform. Conclusion Sebastian Frericks highlights Carl Zeiss Meditec AG's resilience amidst market challenges, emphasizing the company's strategic initiatives and leadership in innovation. With advanced products like the VisuMax 800 and comprehensive cataract workflows, ZEISS is well-positioned for recovery and long-term growth in the US market. ▶️ 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 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.

Carl Zeiss Meditec AG Deep Dive: Q&A Strategic Developments and Market Expansion at Carl Zeiss Meditec AG Overview Sebastian Frericks, Head of Investor Relations at Carl Zeiss Meditec AG, discusses the company's strategic initiatives and recent acquisitions, focusing on the US market rollout of QUATERA 700, the impact of the DORC acquisition, and feedback on the integrated ZEISS cataract workflow. This comprehensive analysis underscores ZEISS's efforts to expand its market potential and strengthen its leadership in ophthalmology and vitreoretinal surgery. Strategic Initiatives and Rollouts Status of QUATERA 700 Rollout and Its Impact on Cataract Surgical Plans QUATERA 700 Introduction: Launched in 2022, the QUATERA 700 fills a critical gap in ZEISS's portfolio as an advanced phacoemulsification (phaco) system for cataract surgery. Challenges: Initial sales have been modest due to delays in obtaining approvals for complementary intraocular lenses (IOLs), particularly premium lenses essential for competitive bundled offerings. Future Plans: ZEISS is heavily investing in R&D to enhance the system's features, accessories, and integration capabilities. The company targets midterm market share gains by leveraging QUATERA's capabilities alongside its broader cataract product suite. Impact of the DORC Acquisition on the Vitreoretinal Market Strategic Fit: The acquisition of Dutch retinal surgery specialist DORC in 2023 has positioned ZEISS as a global leader in vitreoretinal solutions. Opportunities in the US: DORC's established customer base provides ZEISS with an entry point for promoting its IOLs and other complementary products. This synergy is expected to strengthen ZEISS's position in the US market. China Expansion: With its extensive presence and long-standing relationships in China, ZEISS is accelerating DORC's market penetration, leveraging local expertise and distributor networks. Future Integration: The acquisition enables ZEISS to create a comprehensive retinal workflow, combining diagnostic imaging, surgical microscopes, and consumables for improved clinical outcomes. Feedback on ZEISS Cataract Workflow Customer Feedback: The integrated ZEISS cataract workflow has received highly positive feedback for its ability to streamline surgical preparation, reduce complications, and enhance patient outcomes. Efficiency Gains: Studies indicate a 40-50% reduction in surgery preparation and setup time, alongside measurable time savings during procedures due to reduced complications. Market Positioning: ZEISS's fully connected ecosystem of devices and software is becoming the industry standard, setting it apart from competitors offering standalone solutions. Market Potential and Synergies Cross-Selling Opportunities: DORC's retinal customer base offers significant cross-selling potential for ZEISS's cataract solutions, including IOLs and surgical microscopes. Conclusion Carl Zeiss Meditec AG's strategic rollouts, including QUATERA 700 and the integration of DORC, showcase the company's commitment to innovation and market expansion. With a strong focus on delivering comprehensive solutions and leveraging synergies across its portfolio, ZEISS is well-positioned to capitalize on the growing demand in the global ophthalmology and vitreoretinal surgery 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 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.

AIXTRON SE Elevator Pitch: Key Takeaways Introduction to AIXTRON by Christian Ludwig, Head of Investor Relations and Corporate Communications Christian Ludwig, Head of Investor Relations and Corporate Communications at AIXTRON, delivers a concise yet powerful elevator pitch, highlighting the company's impressive 40-year journey. AIXTRON has established itself as a trusted global technology leader in deposition systems, addressing transformative industries with cutting-edge solutions and a strong legacy of innovation. Corporate Overview - Founded: 1983, as a university spin-off from RWTH Aachen. - Global Reach: Over 1,100 employees across nine countries, with R&D and production facilities in Germany, the UK, and Italy. - Technology Leadership: More than 3,500 deposition systems sold worldwide, with a proven track record in Power Electronics, Optoelectronics, and Laser applications. Key Growth Applications AIXTRON's product portfolio is tailored for four primary growth applications: Power Electronics - Silicon Carbide (SiC): Revolutionizing EV main inverters, chargers, and wind power systems. - Gallium Nitride (GaN): Powering fast chargers, motor drives, and AI power delivery solutions. Optoelectronics -LED Systems: Enabling next-gen industrial displays, automotive lighting, and horticulture. -Micro LEDs and Specialty LEDs: Transforming AR glasses, TVs, and automotive interiors. Laser Technology - Applications in 3D Sensing, LiDAR, and Optical Data Communication. Growth Outlook - Recent Growth: Robust revenue growth driven by SiC and GaN applications. - 2025 Transition: A flat-to-slight revenue decline is expected due to market adjustments. - Long-Term Potential: Market demand is forecasted to double by 2028/29, driven by electrification, AI, IoT, and sustainable energy trends. Strategic Achievements and Execution - Portfolio Evolution: Continuous upgrades with the G10 product family ensure market competitiveness. - Market Expansion: Successfully entered the SiC market while maintaining strong shares in GaN and Optoelectronics. - ESG Alignment: High alignment with EU Taxonomy regulations demonstrates a commitment to sustainability. Key Megatrends and Market Drivers - Electrification and energy efficiency. - AI, digitization, and communication technologies. - Internet of Things (IoT) and intelligent devices. - Transition to advanced materials in power and display applications. Investor Appeal Christian Ludwig concludes by emphasizing AIXTRON's ability to outpace market growth through superior technology and alignment with structural megatrends. He invites investors to explore the company's unique equity story, driven by long-term profitability and sustainability. ▶️ 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 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.

Carl Zeiss Meditec AG Deep Dive: Q&A Financial and Strategic Outlook: Insights from Sebastian Frericks, Head of Investor Relations at Carl Zeiss Meditec AG US Equipment Sales and Market Dynamics Why Were US Equipment Sales, Especially in Microsurgery, Weak in Q3? Market Context: Weakness in microsurgery sales was driven by the late product cycle of older equipment and the launch of the new KINEVO 900 S neurosurgical platform in October 2024. Transition periods between product generations are typically slower. Financing Challenges: Private equity-backed clinics in the US, a significant customer segment, delayed investments due to high interest rates and expectations of an economic turnaround. Recovery Outlook: With the launch of KINEVO 900 S and early stabilization in order entries at the start of FY25, ZEISS anticipates returning to growth in the US market by 2025. Cost-Cutting Plans and Margin Impact Can You Summarize Your Cost-Cutting Plans and Their Impact on Margin Goals? Background: R&D expenses peaked at 17% of sales in FY22 due to investments in digitalization, AI, and cloud-based infrastructure. These investments have built a robust ecosystem of integrated solutions. Optimization Strategy: Adjusted R&D prioritization by focusing on high-impact products. Implemented more responsive planning tools to align R&D investments with market conditions. Reduced or slowed down investments in areas with longer monetization timelines or less immediate commercial potential. Impact on Margins: These adjustments aim to improve productivity and preserve innovation while maintaining ZEISS's leadership as the most R&D-intensive company in the ophthalmology industry. Bridging 2024 Guidance to 2025 Profitability How Do You Bridge 2024 Guidance to the Profitability Step-Up Expected in 2025E? Drivers of Recovery: -Full-year contribution from the DORC acquisition. -Recovery in the Chinese market from inventory destocking. -Continued cost efficiencies in R&D and sales operations. -Stabilized equipment sales and new product launches, including the KINEVO 900 S and QUATERA 700. Macro Conditions: While macroeconomic uncertainty persists, ZEISS expects a gradual improvement in consumer sentiment and demand across key markets. Profitability Targets: The company targets an EBIT margin recovery of 16-20%, depending on macroeconomic developments. R&D Strategy Under Cost Reduction Plan What Is Your R&D Strategy Under the Cost-Reduction Plan, and Where Will Savings Occur? Digital Investments: With foundational investments in cloud infrastructure complete, future spending will focus on developing applications and monetizable use cases. Integration of DORC: Streamlined development plans across cataract and retinal product lines, leveraging synergies from the DORC acquisition. Portfolio Focus: Narrowed the portfolio of premium IOLs to concentrate on high-potential products with the best commercial return. Conclusion With a clear focus on profitability, innovation, and market recovery, Carl Zeiss Meditec AG is well-positioned for long-term growth. The company's strategic initiatives, including the launch of advanced products like the KINEVO 900 S and optimized R&D investments, highlight its resilience and ability to adapt to evolving market dynamics. ▶️ 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 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.

In this comprehensive financial presentation, Dr. Markus Weber, President and CEO, and Justus Felix Wehmer, CFO of Carl Zeiss Meditec AG, review the company's performance for the fiscal year 2023/24. The presentation addresses a slight revenue decline, the achievement of adjusted EBIT forecasts, and strategic initiatives aimed at future growth. Key Financial Highlights for Fiscal Year 2023/24 Revenue Performance Revenue slightly declined compared to the previous fiscal year, primarily due to market challenges in North America and a delayed peak season for refractive surgeries in China. Adjusted EBIT Despite the revenue decline, the company achieved its adjusted EBIT forecast, demonstrating effective cost management and operational efficiency. Strategic Highlights and Market Dynamics Market Challenges Despite weaker demand in North America and a slower-than-expected start to the peak season for refractive surgeries in China, the company's resilience was evident. These challenges, while impacting overall revenue, did not deter our commitment to delivering value to our stakeholders. Cost Management Proactive measures in cost control, particularly in sales and marketing, contributed to maintaining profitability despite market headwinds. Outlook for Fiscal Year 2024/25 Revenue Projections The company anticipates renewed growth in the upcoming fiscal year, with revenue expected to rebound as market conditions improve. EBIT Margin Targets Carl Zeiss Meditec AG maintains its target of achieving an EBIT margin above 20%, focusing on operational efficiency and strategic market positioning. Strategic Initiatives for Future Growth Innovation and Product Development Continued investment in research and development to introduce advanced medical technologies, enhancing the company's competitive edge. Market Expansion Strategic efforts to expand market presence in emerging regions, leveraging partnerships and localized strategies to drive growth. Conclusion Dr. Weber and Mr. Wehmer reaffirm Carl Zeiss Meditec AG's commitment to innovation, operational excellence, and strategic growth initiatives. Despite the challenges faced in the fiscal year 2023/24, the company is poised for renewed growth and remains dedicated to delivering value to its stakeholders, recognizing their importance in our journey. ▶️ 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 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.

In this comprehensive financial presentation, Dr. Clemens Billek, Kontron AG's CFO, meticulously reviews the company's robust performance for the first nine months of 2024. The presentation underscores Kontron's impressive margin improvements, strategic growth initiatives, and formidable positioning in the Internet of Things (IoT) market, instilling confidence in the company's stability and growth potential.Key Financial Highlights for the First Nine Months of 2024Revenue and ProfitabilityRevenue: Reached €890 million, reflecting year-on-year growth due to strong demand for IoT solutions across various industries.EBITDA Margin: Improved significantly to 17.4%, up from 15.8% in the same period last year, indicating enhanced operational efficiencies and a favourable product mix.EBIT: Increased to €125 million, driven by growth in high-margin IoT solutions.Cash Flow and Balance SheetFree Cash Flow: Robust at €50 million, up 18% year-on-year, highlighting efficient working capital management.Net Debt: Further reduced, strengthening Kontron's financial position and enabling flexibility for future investments.Strategic Highlights and Growth DriversFocus on IoT SolutionsKontron continues prioritizing high-margin IoT solutions, which now represent a significant portion of total revenue. These solutions cater to industries such as smart cities, industrial automation, transportation, and healthcare, aligning with global trends in digitalization and automation.Geographical ExpansionEurope: Achieved strong growth across core markets, driven by demand for industrial IoT applications.North America: Maintained momentum with new client acquisitions in the transportation and defence sectors.Asia-Pacific: Expanded presence in emerging markets, leveraging partnerships to enhance its footprint.Innovation and Technology LeadershipInvested €30 million in R&D during 9M 2024 to advance proprietary IoT platforms and edge computing technologies.Developed products designed to integrate seamlessly with AI and cloud technologies, addressing customers' evolving needs.Outlook for 2024 and BeyondDr. Billek emphasized Kontron's commitment to its growth trajectory:Revenue Target: On track to achieve the FY24 revenue target of €1.2 billion, reflecting continued demand for IoT solutions.Margin Expansion: EBITDA margins are expected to exceed 18% by year-end, supported by a favourable mix of high-value solutions.Sustainability Goals: The company aims to reduce its carbon footprint by 30% by 2030, aligning with global sustainability standards.Strategic Initiatives for Long-term GrowthPortfolio OptimizationDivesting non-core assets to focus on IoT and edge computing businesses, ensuring resources are allocated to high-growth areas.Acquisition StrategyPursuing selective acquisitions to expand capabilities and market reach, with recent acquisitions bolstering the IoT software portfolio.Customer-Centric ApproachDelivering customized IoT solutions that provide measurable value through operational efficiencies and enhanced productivity.▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentationDeep 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. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

In this comprehensive presentation, Christian Weiss, Head of Investor Relations at RENK Group AG, reviews the company's financial performance for Q3 2024. The presentation highlights RENK's robust growth trajectory, operational resilience, and strategic priorities, emphasizing its leadership in delivering advanced technology solutions for various industries. Introduction to RENK Group AG RENK Group AG, a trusted partner in mobility and power transmission technologies, demonstrated significant growth in the first nine months of 2024. Despite macroeconomic challenges, the company's diversified portfolio, spanning vehicle mobility solutions (VMS), industrial and marine applications (M&I), high-performance slide bearings, and strong order backlog, underscore its resilience and continued success. Key Financial Highlights for Q3 2024 Order Backlog Total order backlog exceeded €4.8 billion, providing revenue coverage of more than 4.5x LTM revenues. Fixed order backlog grew by €34 million compared to December 2023, with frame orders remaining stable at €0.6 billion. The soft order backlog reflected strong visibility in future projects, including sole-source contracts and successor business opportunities. Revenue Growth Group revenue grew by 10.5% year-on-year in Q3 2024, driven by the VMS segment and robust aftermarket performance. The book-to-bill ratio for the first nine months remained strong at 1.1x, signalling healthy demand despite the absence of large orders in Q3. Profitability Adjusted EBIT increased by 6% year-on-year, supported by higher operating leverage, efficiency improvements, and a favourable product mix. Adjusted EBIT margin stood at 16.4%, with further improvements expected in Q4 2024. Cash Flow and Net Working Capital Free cash flow turned positive in Q3 despite higher capex linked to intangible asset acquisitions. Net working capital increased to 28.7% of LTM revenues, reflecting business growth and project ramp-ups. Measures are underway to reduce this ratio to approximately 25% by year-end. Segment Highlights Vehicle Mobility Solutions (VMS) VMS revenue grew by 45.2% year-on-year, driven by operational improvements and a rising share of aftermarket business. Margins improved significantly due to higher output, enhanced operational efficiency, and the ongoing stabilization of RENK America. Industrial and Marine (M&I) While Q3 revenue declined from the exceptionally high levels of the prior year, the segment remains on a healthy growth trajectory, with an increasing share of higher-margin military and aftermarket business. Adjusted EBIT margin remained strong at approximately 10%, supporting full-year profitability targets. Slide Bearings Revenue grew by 10.5% year-on-year, with sustained demand for e-bearings driven by the electrification trend and maritime applications. Profitability remained high, benefiting from a favourable mix of new equipment and aftermarket sales. Strategic Priorities and Growth Outlook Guidance for 2024 RENK reaffirmed its revenue target of ~€1.1 billion, representing a growth rate of 19% year-on-year. Adjusted EBIT is expected to range between €175 million and €190 million, with a medium-term target of ~€300 million driven by a CAGR of approximately 15%. Operational Focus The company is implementing measures to optimize net working capital and enhance output, particularly at VMS Augsburg. RENK America's operating model is being strengthened to achieve higher performance levels. Innovation and Market Expansion RENK is expanding its innovation pipeline with hybridization solutions and advanced mobility technologies. The establishment of RENK Italia underscores the company's commitment to capturing market opportunities in key regions. T&C This publication is for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Introduction In this comprehensive presentation, David Elizaga, CFO of eDreams ODIGEO, provides an in-depth review of the company's financial results for the first half of FY25. The presentation highlights eDreams ODIGEO's strong growth trajectory, driven by its innovative Prime subscription model, substantial profitability improvements, and strategic market positioning as a global travel subscription sector leader. Key Financial Highlights for 1H FY25 Strong Membership Growth Prime Members: They grew by 28% year over year, reaching 6.5 million members in 1H FY25, with 303,000 net additions in the latest quarter. The company remains on track to surpass its FY25 target of 7.25 million Prime members. Prime membership continues to be the primary driver of revenue growth, offsetting declines in the non-Prime segment. Profitability and Cash Flow Cash Marginal Profit: Increased by 20% year-on-year to €131 million, with a 6pp margin improvement to 36.2%. Cash EBITDA: Up by 28% year-on-year to €81 million, with the margin improving by 5pp to 22.5%. Free Cash Flow ex Non-Prime Working Capital: Improved significantly by 61% year-on-year to €42 million. Revenue and Margins Prime Cash Revenue Margin: Grew by 18%, driven by the increasing member base and the high renewal rates of Prime subscribers. Prime Cash EBITDA: Saw even stronger growth of 53%, reflecting the scalability of eDreams' fixed-cost base. Business Model and Strategic Positioning David Elizaga emphasized that eDreams ODIGEO is a technology-driven subscription business that focuses on leisure travel, positioning itself uniquely in the global market: Subscription Model: The Prime program allows for predictable revenue streams and profitability improvements as members mature. Global Market Leader: eDreams is the leading flight booking platform outside China and a pioneer in using AI to optimize customer acquisition and retention. High Profitability: The Prime model's success underscores its ability to grow sustainably while maintaining high margins. Outlook for FY25 eDreams ODIGEO remains on track to meet its ambitious FY25 targets: Cash EBITDA: Expected to exceed €180 million, driven by a growing and maturing Prime member base. Prime Members: Anticipated to surpass 7.25 million by year-end. Free Cash Flow: Expected to more than double to €90 million, compared to FY24. The second half of FY25 is projected to deliver even stronger year-on-year growth as more Prime members transition into their second year, a key profitability driver. Strategic Initiatives and Shareholder Value Share Buy-back Program After completing a €50 million share buy-back program in September, the Board approved a new repurchase program, further enhancing shareholder value. AI and Technology Leadership eDreams continues to leverage AI to capture new customers and improve service efficiency, cementing its leadership in the travel industry. Market Penetration With low penetration in major markets, eDreams sees significant long-term growth potential beyond FY25. Conclusion David Elizaga concludes the presentation by reaffirming eDreams ODIGEO's position as a global leader in travel subscriptions. The company's innovative business model, technological leadership, and strong profitability growth make it a compelling investment opportunity in the rapidly evolving leisure travel market. ▶️ 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Wacker Chemie AG Company Presentation: Key Takeaways Introduction to Wacker ChemieJoerg Hoffmann, Head of Investor Relations at Wacker Chemie AG, presented the company's business model, core segments, markets, and strategies. Wacker Chemie, a leader in specialty chemicals and advanced materials, reported €6.4 billion in sales and €824 million in EBITDA for 2023, employing over 16,000 people globally. The company's innovation, sustainability, and leadership across its four business segments—Silicones, Polymers, Polysilicon, and Biosolutions—were emphasized. Wacker's technologies enable advances in modern computing, artificial intelligence, and renewable energy. The company consistently ranks #1 or #2 globally in its segments, leveraging vertically integrated operations and global reach for competitive advantage. Business Segments Overview SiliconesWacker's largest segment contributes significantly to revenue, with 85% of silicone sales from high-margin specialities. Silicones are used in industries such as construction, healthcare, automotive, and renewable energy. Applications include adhesives, insulation, e-mobility components, and coatings. Wacker's integrated production process ensures high-quality, specialized products. PolymersThis segment focuses on sustainable, water-based binders and adhesives used in paints, construction materials, and food packaging. Key innovations include dispersible polymer powders (DPP) and vinyl acetate-ethylene (VAE)-based adhesives, addressing urbanization and green building trends by replacing plastics with environmentally friendly materials. PolysiliconWacker is a global leader in high-purity polysilicon for semiconductor and solar applications. Nearly half of all computer microchips use Wacker's polysilicon, which supports technologies like AI and renewable energy. The segment's focus on premium-quality products strengthens its leadership in semiconductor and solar markets. BiosolutionsThe fastest-growing segment, Biosolutions delivers advanced medicines, biopharmaceuticals, and nutraceuticals. It focuses on trends like personalized medicine with innovations such as mRNA and pDNA manufacturing. Wacker's proprietary technologies enable cost-efficient, scalable production for pharmaceutical partners. Sustainability and Integrated OperationsSustainability is core to Wacker's strategy, with a commitment to reducing CO2 emissions by 50% by 2030. Integrated production processes and renewable energy sources, such as hydropower, enhance efficiency. Over two-thirds of Wacker's portfolio addresses customer sustainability needs, such as water-based adhesives and CO2-neutral materials. The SustainaBalance® strategy focuses on creating products with low environmental footprints while enabling sustainable technologies. Applications include wind turbines, solar panels, and energy-efficient building solutions. Growth Drivers and Strategic Vision Wacker's strategy emphasizes value over volume, targeting €10 billion in sales by 2030, an EBITDA margin above 20%, and a ROCE of 2x the cost of capital. Growth drivers include urbanization, energy efficiency, and the shift to renewables. Innovation and customer-centricity are key priorities, supported by a global network of technical centers delivering localized 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&C This publication is for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Podcast Description: JOST Werke SE 9M 2024 - Key Takeaways Introduction to JOST Werke SE In this comprehensive presentation, Romy Acosta, Head of Investor Relations at JOST Werke SE, delivers an in-depth analysis of the company's financial performance for Q3 2024. The presentation highlights JOST's resilience amid a cyclical market downturn, strategic milestones for long-term growth, and strong operational performance across regions and business segments. JOST Werke SE, a leading global manufacturer of systems and components for commercial vehicles, reported robust free cash flow in Q3 2024 despite a challenging market environment. The company's strategic initiatives and focus on operational excellence have not only positioned it as a resilient player in the transport and agriculture sectors but also set the stage for long-term growth. Key Financial Highlights for Q3 2024 Revenue and Profitability Organic Group sales declined by 15.7% year-on-year due to cyclical challenges in transport and agricultural markets. Adjusted EBIT remained resilient at €26.5 million, reflecting strict cost control and portfolio management, with an EBIT margin of 10.8%. Free cash flow showed strong improvement, supported by better working capital management and operational efficiencies. Regional Performance Europe: Sales declined due to weaker demand in the transport segment. Volume-driven challenges impacted profitability, but aftermarket sales provided stability. North America: Performance improved significantly, driven by operational excellence and efficiency measures put in place. Asia-Pacific-Africa: Markets showed resilience with growing margins, supported by synergies from production plant consolidations. Strategic Developments and Key Achievements Hyva Acquisition The acquisition of Hyva is a major milestone, expanding JOST's presence in off-highway markets and enhancing its product portfolio. This aligns with JOST's mid-term growth strategy to diversify its market exposure and increase resilience. Operational Excellence Consolidating production plants in Ningbo, China, and Michigan, U.S. has further streamlined operations, contributing to stronger profitability. Cash Flow and Leverage Working capital improvements and disciplined capex management have resulted in a cash conversion rate of 1.4 and maintained leverage at the 1.0x threshold, ensuring financial flexibility. Market Resilience and Outlook Despite cyclical headwinds: JOST continues strengthening its market position through innovation and strategic investments. The company's diversified portfolio and focus on aftermarket sales provide a stable revenue base. Outlook for 2024 Sales: A projected decline of 15% year-on-year, reflecting continued market challenges. Adjusted EBIT Margin: Expected to remain between 10.5% and 11.0%, supported by strict cost management. Capex: Estimated at 2.5%-2.9% of sales, excluding M&A activities. Working Capital: Targeted below 19% of sales for 2024. Conclusion Romy Acosta concludes the presentation by reiterating JOST's commitment to long-term value creation through strategic growth initiatives, operational efficiencies, and disciplined financial management. With a robust balance sheet, innovative product portfolio, and strong market presence, JOST can navigate current challenges and capitalize on future opportunities. ▶️ 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Introduction to Wacker Chemie Joerg Hoffmann introduces Wacker Chemie, a global leader in speciality chemical manufacturing. With over 16,000 employees, the company achieved an impressive €6.4 billion in sales and €824 million EBITDA in 2023, a testament to its exceptional performance. The company operates through four distinct business segments, each vitally involved in delivering innovative solutions to diverse industries worldwide. These segments are Silicones, Polymers, Polysilicon, and biosolutions. Business Segments at a Glance Silicones The largest segment, Silicones, represents a cornerstone of Wacker's business. Silicones are versatile materials in countless applications, from construction and healthcare to renewable energy and automotive. With 85% of sales driven by speciality silicone products, the segment demonstrates Wacker's focus on high-margin, customised solutions. The presentation also highlights the integration of silicones with polysilicon production, maximising resource efficiency. Polymers The Polymers segment specialises in adhesives, paints, and coatings, playing a key role in sustainable construction. Through innovations like dispersible polymer powders and vinyl acetate ethylene-based adhesives, Wacker delivers solutions that enhance energy efficiency and reduce carbon footprints. Applications include construction materials, food packaging, and textiles, with significant growth driven by the global trend toward urbanisation and green building standards. Polysilicon Wacker is the global leader in polysilicon manufacturing for semiconductor and solar applications. Nearly half of all computer microchips globally contain Wacker polysilicon, pivotal in enabling cutting-edge technologies such as artificial intelligence, connectivity, and renewable energy solutions. The solar segment also benefits from Wacker's superior quality and cost efficiency, which positions the company as a leader in sustainable energy transformation. Biosolutions The Biosolutions division is a fast-growing business focusing on biotechnology and advanced medicine. Through mRNA and pDNA production innovations, Wacker addresses high-growth markets in biopharmaceuticals and nutraceuticals. Its expertise in microbial fermentation supports next-generation pharmaceuticals, emphasising sustainability and scalability in drug manufacturing processes. Strategic Focus and Market Leadership Wacker Chemie prides itself on being a market leader in all its segments, ranking as #1 or #2 globally. The presentation underscores the company's unique position in leveraging its integrated value chain and advanced technology to provide tailored solutions across multiple industries, including construction, healthcare, electronics, and renewable energy. Wacker's commitment to innovation is evident in its continuous development of new products and 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&C This publication is for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Hypoport SE 9M 2024: Key Takeaways In this comprehensive presentation, Ronald Slabke, CEO of Hypoport SE, provides an in-depth review of the company's financial performance for the first nine months of 2024, highlighting Hypoport's adaptability and resilience across key segments: Real Estate and Mortgage Platforms, Financing Platforms, and Insurance Platforms. Hypoport leverages its innovative platforms and market expertise despite challenging market conditions to drive growth and maintain profitability. Ronald Slabke highlights the standout performance of Real Estate and Mortgage Platforms, with a 23% increase in total mortgage finance volume on the Europace platform, driven by: Efficiency and Digital Transformation: Significant market share gains, with Genopace (cooperative banks) up by 43% and Finmas (savings banks) surging by 50%. Increased Housing Demand: Attributed to competitive interest rates and favourable property prices, contributing to a 36% revenue increase for this segment and improved gross profit and EBIT. The Insurance Platforms division has shown steady progress, thanks to digital transformation initiatives: Unified Insurance Offerings: Integration of personal, occupational, and industrial insurance. Revenue Growth: A 3% increase in revenue amidst slow market growth, reflecting Hypoport's position to seize future insurance market opportunities. In Financing Platforms, Hypoport has focused on housing sector finance and optimized product offerings: Revenue Growth in Housing Sector Finance: Offsetting challenges in corporate finance. Improved EBIT: A 43% increase due to financial discipline and operational efficiency in the division. Ronald Slabke analyses market trends that favor Hypoport's growth: Growing Demand for Homeownership: Driven by low new builds and regulated rental markets. ESG Alignment and Green Investments: Emphasis on energy-efficient upgrades, with expected revenue growth to at least €400 million and EBIT of €10–20 million for 2024. Ronald Slabke concludes with confidence in Hypoport SE's long-term vision and strategic focus. With innovative platforms, commitment to digital transformation, and a roadmap for sustainable growth, Hypoport is well-positioned as a leader in real estate, finance, and insurance, ensuring resilience in a challenging economic 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

AIXTRON SE Elevator Pitch: Key Takeaways AIXTRON AG: Pioneering the Future of Semiconductor Technology In a forward-looking presentation, Guido Pickert from AIXTRON AG introduces viewers to the innovative world of AIXTRON, a leader in semiconductor technology. This concise video encapsulates AIXTRON's journey, current standing, and future vision, making it essential for investors and tech enthusiasts. Guido establishes AIXTRON's credentials as a global market leader in the deposition of complex materials in the semiconductor industry. Since its inception in 1983, AIXTRON has built a rich 40-year legacy, showcasing deep expertise in process know-how and equipment technologies. Key techniques such as MOCVD and high-temperature CVD are critical in semiconductor fabrication. AIXTRON's strength lies in its multi-wafer solutions, offering unparalleled productivity and reduced production costs. These solutions cater to various end markets and contribute to megatrends such as electrification, energy efficiency, and digitization, highlighting AIXTRON's role in evolving global technology landscapes. The presentation emphasizes AIXTRON's diversification and non-cyclical customer base, showcasing strong growth across multiple end markets. Pickert discusses the company's involvement in Wide Band Gap Power Electronics, particularly with materials like Gallium Nitride and Silicon Carbide, which are replacing traditional silicon. Guido highlights the benefits of these new materials, including significant reductions in switching losses and heat dissipation, which are essential for energy efficiency. He discusses their applications in electric vehicle inverters and efficient power supplies for data centers, underscoring AIXTRON's contributions to energy-efficient solutions. He also sheds light on AIXTRON's ventures in optoelectronics, including lasers for high-speed data communication, 3D sensing in smartphones, and vehicle optical scanners. Additionally, he mentions their involvement in the emerging micro-LED field, hinting at revolutionary display technologies. In conclusion, Guido reiterates AIXTRON's position as a key player in structural growth markets. He emphasizes the company's healthy margins, asset-light manufacturing model, absence of bank debt, and significant investment in R&D, assuring that AIXTRON is poised for profitable and sustainable development. Other videos: ⁠⁠Elevator Pitch⁠⁠ ⁠⁠Company Presentation⁠⁠ ⁠⁠Deep Dive Presentation⁠⁠ ⁠⁠Financial Results Presentation⁠⁠ ⁠⁠ESG Presentation⁠⁠ ⁠⁠ T&C: This publication is for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on ⁠⁠www.seat11a.com/legal⁠⁠ and ⁠⁠www.seat11a.com/imprint⁠⁠.

In-depth Analysis of LEG Immobilien SE's Financial Results In this extensive and in-depth video presentation, Frank Kopfinger, Head of Investor Relations at LEG Immobilien SE, analyses the company's financial results for the first nine months of 2024. The presentation is packed with insights into LEG Immobilien's financial performance, operational efficiency, strategic initiatives, and future growth outlook, making it a must-watch for investors, analysts, and stakeholders interested in the real estate market. Key Financial Highlights Frank Kopfinger starts by breaking down the financial metrics that define the company's performance over the period. Despite facing a challenging macroeconomic environment characterised by rising interest rates, inflationary pressures, and market uncertainties, LEG Immobilien demonstrated remarkable resilience and robust financial health, providing reassuring stability in the market. Revenue Growth LEG Immobilien achieved steady revenue growth, driven primarily by stable rental income and the strategic optimisation of its property portfolio. The company's ability to sustain revenue during volatile times underscores its strong market positioning. Adjusted EBITDA Operational efficiency and disciplined cost management contributed to a significant year-on-year increase in adjusted EBITDA. This metric reflects the company's success in maintaining profitability despite higher costs in the real estate sector. Sustainability and ESG Goals The presentation highlights LEG's strategic investments in energy-efficient refurbishments and modern infrastructure. These upgrades align with the company's Environmental, Social, and Governance (ESG) goals and position the company to meet regulatory requirements and reduce operating costs in the long term. This strong commitment to sustainability and profitability reflects LEG's inspiring forward-thinking approach. Market Trends and Challenges Frank Kopfinger is quick to address the challenges faced by the real estate sector. Rising energy costs and regulatory changes in Germany have placed significant pressure on property owners. LEG Immobilien is proactively addressing these issues through: Energy Optimization Initiatives Investments in renewable energy solutions and energy-efficient upgrades to minimise costs and meet tenant needs. Digital Transformation Adopting technology to streamline operations and provide better service delivery improves tenant satisfaction and operational margins. Strategic Vision and Outlook One of the standout segments of the presentation is the forward-looking outlook for LEG Immobilien. Mr. Kopfinger outlines the company's ambitious yet pragmatic growth strategy Conclusion Frank concludes the presentation with a strong message of confidence. LEG Immobilien SE is weathering the current market challenges and capitalising on emerging opportunities to solidify its position as a leader in the real estate market. With a clear vision, disciplined execution, and commitment to ESG principles, the company is poised for continued success. This presentation provides valuable insights for anyone interested in the real estate market, including investors, analysts, and stakeholders ▶️ 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

DEUTZ AG 9M 2024: Key Takeaways In this detailed video presentation, Mark Schneider, Head of Investor Relations at DEUTZ AG, reviews the company's financial performance for the first nine months of 2024. Despite a challenging third quarter, Schneider emphasizes DEUTZ's resilience and adaptability in maintaining profitability in a tough market. Schneider begins by highlighting DEUTZ's steady growth in the service segment—a vital area of recurring revenue—and notes stable performance in the Americas, contributing to financial stability. Schneider explores DEUTZ's strategic initiatives during Q3 2024 to strengthen the company's path forward, including: Operational Improvements: Designed to enhance competitiveness and shareholder value. Cost-Cutting Measures: Targeting €10-15 million in Q4 savings, this disciplined approach counters economic pressures and protects DEUTZ's bottom line. Acknowledging current economic challenges, Schneider discusses: Adjusted 2024 Financial Guidance: Reflecting market realities and ensuring transparency with investors. Long-Term Structural Cost Program: Targeting €50 million in savings to bolster DEUTZ's competitive positioning. DEUTZ's Dual+ strategy is realigned to focus on core strengths and growth in emerging markets, supporting: Ambitious 2030 Revenue Goals: This goal highlights DEUTZ's forward-thinking approach. New Mid-Term Targets: Designed to keep DEUTZ on track toward 2030. In closing, Schneider shares DEUTZ's financial calendar and encourages investors to stay informed on reports and calls, underscoring a commitment to transparency. This presentation offers a comprehensive view of DEUTZ AG's financials and strategic priorities, providing valuable insights for stakeholders navigating today's market complexities while positioning DEUTZ for long-term growth. Growth in Service SegmentStrategic Moves in Q3 2024Adjusting Financial Guidance & Cost ManagementRealigning the Dual+ Strategy for GrowthInvestor Engagement & Financial Calendar4o ▶️ 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Key Financial Performance Highlights CFO Sebastian Bielski attributes ZEAL's strong revenue growth to organic market expansion and advanced technological solutions that improve customer acquisition and retention. By focusing on cost management and operational efficiency, ZEAL has achieved top-line growth and notable profit margin improvements. The company's diversified revenue streams and product offerings have created a resilient business model that supports steady growth despite market volatility. Bielski details several strategic initiatives that are central to ZEAL's leadership in the industry. Through digital transformation, ZEAL has optimized the customer experience by enhancing user interaction on its online platforms. Recent innovations in gaming and lottery services align with evolving customer demands, driving engagement and building a scalable operational framework for future growth. ZEAL's commitment to technology has been key to its success, optimizing back-end systems to cut costs, boost data analytics, and enable targeted marketing. This digital-first approach has expanded the customer base while maintaining a streamlined cost structure, setting ZEAL apart from competitors and positioning it for sustained profitability. Looking forward, Bielski outlines ZEAL's plans for further market expansion, product portfolio enhancements, and growth in the gaming and lottery sectors. ZEAL is also exploring partnerships and acquisitions to solidify its leadership. With a proactive approach to regulatory changes, ZEAL continues to adapt, creating new opportunities and building confidence in its growth trajectory. This presentation provides a comprehensive overview of ZEAL Network SE's growth and financial stability path. CFO Sebastian Bielski offers an in-depth perspective on ZEAL's achievements and vision for the future, sharing data-driven insights and projections that underscore ZEAL's commitment to delivering long-term value to its stakeholders. Strategic Initiatives and Market PositioningTechnology and Efficiency ImprovementsFuture Growth Outlook and Strategic VisionConclusion ▶️ 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

DEUTZ AG CMD 2024: Key Takeaways In the Capital Market Day segment, CFO Oliver Neu outlined DEUTZ AG's financial roadmap, designed to support the Dual+ strategy and prioritize sustainable growth with financial discipline. Neu presented revenue targets of €4 billion by 2030 and €3.2 to €3.4 billion by 2028, with an adjusted EBIT margin goal of 8-9%. DEUTZ's revenue growth strategy focuses on three main areas: Classic Engines, Services, and Solutions. Emphasis on expanding service offerings and energy solutions, through both strategic M&A and organic growth, demonstrates DEUTZ's growth ambitions. Classic Engines: Strengthened by acquisitions, including Rolls-Royce Power Systems, and expected to grow as the market recovers and the portfolio refines. Neu introduced a €50 million cost reduction program to drive long-term efficiencies by streamlining global operations and reducing R&D spending in the New Tech segment. Projected Savings: €20 million by 2025 and an additional €30 million by 2026, contributing to improved margins and operational efficiency. M&A is crucial to DEUTZ's growth strategy, particularly in services and energy. Neu emphasized a disciplined capital allocation approach, focusing on high-margin, growth-oriented acquisitions like Blue Star Power Systems. Financial Flexibility: Maintaining an equity ratio above 40% and targeting a leverage ratio of 1-2x EBITDA to support investment capacity. Neu reaffirmed DEUTZ's commitment to enhancing free cash flow through operational improvements, reduced CapEx in new ventures, and optimized working capital management. Dividend Policy Update: DEUTZ now commits to stable or growing dividends, reflecting its improved profitability and strong financial position. Starting in 2025, DEUTZ will align financial reporting with its engines & services and solutions categories. This restructuring will provide clearer insight into the performance of both traditional and growth-oriented segments, like energy and new technology. Neu's presentation emphasized DEUTZ's commitment to profitable growth while maintaining financial flexibility to capture opportunities in the energy and technology markets. By prioritizing cost control, optimizing the balance sheet, and focusing on shareholder returns, DEUTZ is well-positioned for global expansion and delivering value to its investors. CFO Perspective – Financial Roadmap for Dual+ StrategyKey Highlights from Neu's PresentationGrowth and Revenue TargetsCost Reduction and Structural EfficiencyCapital Structure and Financing for M&AIncreased Shareholder ValueFinancial Reporting and Segment RestructuringConclusion4o ▶️ 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

DEUTZ AG CMD 2024: Key Takeaways In this pivotal segment of DEUTZ AG's Capital Market Day, CEO Sebastian Schulte unveils the company's Solutions business, which underscores DEUTZ's commitment to future growth and innovation. The Solutions business represents a strategic shift, moving beyond just engines and services to offering comprehensive solutions that span the entire value chain. This approach repositions DEUTZ as an integrator rather than a traditional tier-one supplier and is structured into two core areas: New Technology Offerings and the Energy Business. New Technology OfferingsBart van Hustel, Head of the New Technology Unit, presents DEUTZ's cutting-edge portfolio of e-products and hydrogen (H2) engines. The e-products line includes two types of batteries, LFP (Lithium Iron Phosphate) and NMC (Nickel Manganese Cobalt), alongside 360-volt power systems designed for applications such as compressors, pumps, and ground support equipment. DEUTZ's retrofit solutions allow customers to transition from diesel to electric power systems, significantly reducing carbon emissions. On the hydrogen front, DEUTZ's 7.8-litre H2 engine, which builds on its diesel counterpart, has proven successful in rail and genset applications. Projects like the Stadler hydrogen-powered train and DEUTZ's hydrogen engines in Beijing demonstrate the company's strategic alignment with future energy trends, instilling confidence in the viability of its hydrogen technology. Energy BusinessSebastian Schulte emphasizes the immense growth potential within the energy business, driven by the increasing global demand for decentralized energy solutions. This demand is particularly strong in the US, where grid instability, extreme weather events, and underinvestment in infrastructure are creating significant opportunities for reliable power systems. The recent acquisition of Blue Star Power Systems, a mid-sized manufacturer of gensets ranging from 20kW to 2MW, is a strategic move that strengthens DEUTZ's foothold in this burgeoning market. Blue Star primarily serves the North American market, but DEUTZ plans to expand its reach globally. Blue Star and Growth PotentialDavid Evans, Head of DEUTZ's Americas and Energy business, highlights Blue Star's strengths in customizing solutions and maintaining high levels of customer satisfaction. By leveraging DEUTZ's brand, global reach, and financial resources, the company plans to significantly grow Blue Star's market presence in North America and beyond, unlocking new revenue streams and enhancing its competitive edge. ▶️ 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

DEUTZ AG CMD 2024: Key Takeaways In this deep dive into DEUTZ AG's Classic business, CEO Sebastian Schulte provides an in-depth look at its strategy to consolidate and grow its traditional combustion engine business, which remains crucial for long-term growth. Despite global shifts toward greener technologies, DEUTZ sees significant potential in optimizing and expanding its internal combustion engine offerings, particularly in high-demand sectors such as construction, defence, and material handling. Consolidation and Market OpportunitiesSebastian emphasizes the importance of consolidating DEUTZ's position in segments and power ranges where diesel engines dominate. He explains the need to align DEUTZ's engine portfolio with growing sectors, including defence and stationary applications, while expanding into higher power ranges. These segments offer significant growth opportunities, as larger engines often translate into higher prices and margins. Organic and Inorganic GrowthSebastian outlines DEUTZ's growth approach through organic development and inorganic consolidation. He highlights the success of acquiring Rolls-Royce Power Systems' medium and heavy-duty engine portfolio, reinforcing DEUTZ's presence in key markets. This strategic process ensures DEUTZ is well-positioned to capitalize on future opportunities. Strategic PartnershipsKey partnerships play a crucial role in expanding DEUTZ's market footprint. Collaborations with companies like Daimler Truck provide access to new customers. In contrast, a partnership with John Deere on a new 3.9L engine is expected to increase DEUTZ's market share in agricultural equipment. Another vital collaboration with TAFE Motors in India will allow DEUTZ to supply engines both locally and globally, tapping into the growing demand for engines driven by new emission regulations set to take effect in 2026. Resilience and Cost OptimizationSebastian underscores DEUTZ's focus on cost efficiency by developing dual-sourcing capabilities outside of Europe, particularly in best-cost countries like India. This strategy helps mitigate risks from frequent supply chain disruptions. DEUTZ has also implemented cost-saving measures across its plants, including adjusting production capacities, reducing inventory levels, and postponing unnecessary capital expenditures. New Markets: DefenseThe defense sector represents a significant growth opportunity for DEUTZ. With rising global demand for defence equipment, DEUTZ's engines are well-suited for military applications. A notable example is DEUTZ's success in replacing a Cummins engine in a Ukrainian armoured vehicle. This demonstrates DEUTZ's capability to provide customized engineering solutions and work closely with clients to meet their needs. The defence business also offers long-term service contracts, ensuring stable, recurring revenue streams and a promising growth path. ConclusionSebastian concludes the classic business deep dive by reaffirming DEUTZ's commitment to optimizing and growing its traditional combustion engine segment for the foreseeable future. While the market may see a shift towards alternative technologies post-2030, DEUTZ remains confident in its combustion engine business's continued relevance 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

DEUTZ AG CMD 2024: Key Takeaways In this comprehensive investor presentation:Mark Schneider, Head of Investor Relations at DEUTZ AG, elaborates on the company's strategic direction, operational performance, and future ambitions. DEUTZ AG, a 160-year-old global leader in off-highway engine manufacturing, has continuously driven innovation in diesel, gas, electric, and hydrogen-powered engines. The company's mission remains consistent: to ensure the world keeps moving by providing cutting-edge engine solutions that span various industries and applications. MissionDEUTZ AG aims to power the future by creating reliable, sustainable, and technologically advanced engines. With over 5,000 employees and a robust research and development investment of nearly €100 million annually, DEUTZ aims to continue leading the market in off-highway power solutions. The company's commitment to sustainability is evident in developing engines that operate on various fuels, including diesel, e-fuels, biodiesel, and hydrogen. About DeutzFounded in 1864, DEUTZ is the oldest independent engine manufacturer in the world. Headquartered in Cologne, DEUTZ has built a reputation for producing a wide range of engines for off-highway applications. The company generated approximately €2.1 billion in revenue in 2023, with a clear focus on innovation and sustainable growth. DEUTZ's production and service network spans the globe, ensuring product support worldwide. Competitive EnvironmentDEUTZ is globally's fourth-largest non-captive engine manufacturer for off-highway applications, aiming to rise into the top three by 2030. Mark highlights DEUTZ's strategy to capture a larger market share by investing in traditional and sustainable drivetrains, ensuring its offerings remain relevant as the market evolves. DEUTZ CustomersThe company's customer base includes global construction, agriculture, and material handling giants such as Volvo Construction, Wacker Neuson, and Fendt. DEUTZ engines are used in diverse applications, reflecting the company's broad product range. Fields of ApplicationDEUTZ engines power applications in construction, material handling, agriculture, and decentralized power supply systems. Operating on diesel, e-fuels, biodiesel, and hydrogen, DEUTZ remains at the forefront of energy transition technologies. Resilient Margin PerformanceDespite cyclical challenges, DEUTZ has demonstrated its resilience and adaptability. After a margin dip in 2020 to -5.8%, DEUTZ expects to close 2024 with an EBIT margin of 4-5%. This recovery, driven by portfolio adjustments and operational efficiencies, highlights DEUTZ's operational robustness. Opportunities for Profitable GrowthMark outlines several megatrends driving DEUTZ's growth, including urbanization, population growth, climate protection, and industry digitization. These trends create demand for efficient agricultural machinery, sustainable construction equipment, and decentralized energy solutions—all areas where DEUTZ is well-positioned to deliver through its product innovations. ▶️ 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Wacker Chemie AG 9M 2024: Key Takeaways In this comprehensive presentation, Joerg Hoffmann, Head of Investor Relations at WACKER, provides an in-depth overview of the company's 9M 2024 financial results, offering valuable insights into WACKER's financial performance, strategic initiatives, and market outlook. Hoffmann reviews key financial metrics, focusing on revenue trends, EBITDA, net profit, and margin developments across WACKER's primary business sectors: Silicones: Stable demand but impacted by fluctuating raw material costs and international market volatility. Polymers: Strong revenue growth driven by high-performance adhesive and construction products, even amid inflationary pressures. Polysilicon: Growth spurred by increasing demand in the renewable energy sector, a critical area for future expansion. Biosolutions: Shows promising revenue and market share growth as WACKER aligns with the global demand for sustainable and bio-based materials. Hoffmann highlights WACKER's operational resilience and cost management strategies: New energy-efficient technologies are being implemented to offset rising energy costs. The company's focus on cost optimization and process efficiency has helped sustain performance under global economic pressures. Significant investments in digital transformation and R&D are enhancing WACKER's future growth prospects and competitive positioning. WACKER is committed to sustainability, with initiatives that include: Expanding bio-based material offerings to meet international environmental regulations. Promoting circular economy practices to reduce waste and improve resource efficiency. This sustainability focus not only aligns with global trends but also serves as a foundational pillar for the company's future direction. Hoffmann outlines WACKER's strategic goals: Expanding presence in high-demand markets and emerging regions. Investing in R&D to drive innovation and sustain competitive advantage. Building resilience to market fluctuations through technological leadership and sustainable product offerings. This 9M financial results presentation provides essential insights for investors, stakeholders, and analysts looking to understand WACKER's current performance and future direction. Hoffmann's discussion demonstrates WACKER's solid market position, financial health, and unwavering commitment to value creation in a dynamic industry. We appreciate your interest and trust in WACKER. This presentation underscores our dedication to transparency and growth. Financial OverviewOperational Resilience and Cost OptimizationSustainability InitiativesFuture Outlook and Strategic Priorities Conclusion ▶️ 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

DEUTZ AG CMD 2024: Key Takeaways In this section of DEUTZ AG's Capital Market Day, CEO Sebastian Schulte highlights the company's service business's impressive growth and future potential. With revenues surpassing €500 million in 2024, DEUTZ has set an ambitious target to reach €1 billion by 2030, leveraging its extensive global service network and exploring new opportunities. Structure and Overview of Service BusinessSebastian begins by outlining the three core pillars of DEUTZ's service business: spare parts, which contribute around 70% of service revenue; billable service hours, accounting for 8%; and engine exchange, making up 23%, where used engines are refurbished and resold. DEUTZ operates in over 130 countries through a vast network of 1,000 dealers and ensures that its engines receive comprehensive, reliable maintenance worldwide. Growth Potential in Spare Parts and ServiceThe global market for DEUTZ spare parts is estimated at around €1.1 billion, yet DEUTZ currently captures only 30% of it. Sebastian sees significant potential to grow this share to 40% or more, driving strong revenue growth. Similarly, in the billable service hours segment, DEUTZ currently serves just 14% of an €11 billion market. Increasing this penetration by a single percentage point translates into €18 million of additional revenue, presenting a clear opportunity for DEUTZ. Key Growth Strategies Network ExpansionDEUTZ is focused on expanding its service centres, particularly in the US, with significant growth potential. The company is establishing DEUTZ Power Centers (DPCs) and mobile service units, which allow technicians to respond quickly to customer needs and reduce downtime. This initiative alone is expected to contribute €100 million in additional revenue by 2030. Industrial Fleet ManagementDEUTZ is expanding beyond servicing its own engines, offering maintenance services for entire machine fleets, including non-DEUTZ equipment. Recent contracts with major OEMs in the material handling industry demonstrate the viability of this approach. Digital Business ModelsDigitalization plays a key role in DEUTZ's service strategy. The company is connecting more engines to its Fusion Hub for real-time data collection, enabling predictive maintenance. With over 10,000 engines connected, DEUTZ plans to double this number next year. The ability to anticipate maintenance needs and minimize downtime is expected to contribute €50 million to service revenues by 2030. Mergers and AcquisitionsDEUTZ's acquisition strategy is pivotal in achieving its €1 billion service revenue target. Recent acquisitions, such as Diesel Motor Nordics, Hor Shield, and a key partner in Poland, along with the Rolls-Royce Power Systems service business integration, are projected to add €200 million to service revenues. ConclusionSebastian concludes by emphasizing the carefully crafted strategies and realistic goals guiding DEUTZ's service business toward its €1 billion revenue target. Supported by innovative initiatives and a strong team, DEUTZ is well-positioned to achieve continued growth in the service sector. ▶️ 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 for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.