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

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Investor Insights from CEOs & CFOs | seat11a features CEO interviews, CFO interviews, investor presentations, financial results, earnings presentations, elevator pitches, deep dives and strategy updates from publicly listed companies. Discover clear equity stories, business models, growth strategies, ESG updates, capital markets insights and stock market perspectives for private investors, portfolio managers, analysts and anyone following European stocks, global equities and listed company performance.

  1. 3d ago

    Valbiotis Elevator Pitch | Clinical Research, Products & Global Growth

    Valbiotis Elevator Pitch: Key Takeaways In this seat11a Elevator Pitch, Sébastien Peltier, Co-Founder and Chairman of the Management Board of Valbiotis, introduces the company’s business model, clinically tested natural health products, commercial growth strategy and international expansion plans. Valbiotis Business Model and Commercialisation Strategy Founded in 2014, Valbiotis is a French life sciences company focused on natural solutions for cardiometabolic health. After more than a decade of scientific research and over €60 million invested in research and development, the company has transitioned into commercialisation. Its activities combine scientific product development, intellectual property, branded natural health products and distribution through pharmacies, e-commerce and international partners. Valbiotis PRO® and Valbiotis PLUS® Product Portfolio Valbiotis operates through two complementary product ranges. Valbiotis PRO® comprises four clinically tested products addressing cholesterol, blood glucose, blood pressure and fatty liver. These include Lipidrive®, TOTUM•63, Tensodrive® and Steadrive®. Valbiotis PLUS® extends the portfolio into everyday health, including sleep, fatigue, immunity, vitality and menopause-related concerns, as well as combined health programs. Clinical Studies, Scientific Validation and Intellectual Property Scientific validation represents a central part of the company’s positioning. Its four Valbiotis PRO® products have been evaluated across 12 clinical studies involving 1,551 participants, supported by 17 international peer-reviewed publications, including one in Nature Communications. Valbiotis also holds patents covering up to 58 countries, providing intellectual property protection for its innovations. Cardiometabolic Health Market and Growth Opportunities The addressable market is substantial. Cardiometabolic imbalances affect billions of adults worldwide, including people experiencing elevated cholesterol, impaired glucose regulation, high blood pressure and metabolic dysfunction-associated fatty liver disease. Valbiotis focuses on the early stages of these conditions, supported by growing consumer interest in natural solutions and plant-based health products. French Pharmacy Distribution, E-Commerce and H1 2026 Sales Growth In France, the company is developing a commercial model combining pharmacy distribution and direct online sales. By 30 June 2026, Valbiotis had established partnerships with 599 pharmacies, representing approximately 26% growth over six months. Its in-house medical sales force supports healthcare professionals and pharmacy partners, while e-commerce provides a complementary direct-to-consumer channel. According to management, French sales increased approximately 130% during H1 2026. International Expansion in China, Asia and the Middle East International expansion is based on a capital-light partnership strategy. Valbiotis currently has agreements covering 12 countries and markets across Asia and the Middle East. Its Chinese joint venture provides access to eight Asian markets, while distribution partners cover Saudi Arabia, Lebanon, Iraq and Qatar. Initial sales in China are expected by the end of 2026, with product registrations in the Middle East anticipated during H1 2027... ▶️ 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 seat11a.com, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    Valbiotis Elevator Pitch | Clinical Research, Products & Global Growth

  2. Oct 1

    Wacker Chemie AG Elevator Pitch | A Leader in Specialty Chemicals and Sustainability

    WACKER Chemie AG 2026 Capital Markets Day Deep Dive In this seat11a Deep Dive, Joerg Hoffmann, CFA, Senior Vice President Investor Relations at WACKER Chemie AG, presents a concise recap of the company’s 2026 Capital Markets Day and explains how its new REFOCUS strategy is intended to strengthen profitability, cash generation and returns. WACKER’s Four Business Segments WACKER operates through four segments: Silicones, Polymers, Biosolutions and Polysilicon. Each combines differentiated technology with leading or highly specialised market positions. In 2025, the group generated sales of approximately €5.5 billion, serving markets ranging from construction and coatings to electronics, mobility, energy, healthcare and wellbeing. REFOCUS Strategy and Capital Allocation The central change introduced through REFOCUS is that WACKER will no longer manage every business according to the same strategic priorities. Individual portfolio units are assigned one of four roles: Accelerate Growth, Optimise Return, Maximise Cash or Turnaround. These roles define the relevant performance indicators and determine how resources and capital are allocated. Accelerate Growth Through Innovation and Commercialisation In its Accelerate Growth businesses, WACKER is directing innovation towards markets in which the company believes it has a clear competitive advantage. Examples include battery safety, thermal management and sensor protection for semiconductor applications, optical encapsulants for Mini- and Micro-LEDs, transdermal active-delivery patches and plant-based taurine. The emphasis is on accelerating commercialisation rather than simply increasing research expenditure. Optimise Return Across Established Businesses The Optimise Return portfolio includes established businesses in which WACKER already holds strong market positions. Priorities include automation and yield improvements in semiconductor-grade polysilicon, pricing discipline in dispersible polymer powders and greater flexibility in specialty silicones production. Tailored Strategies for Silicones, Polymers, Biosolutions and Polysilicon Each of WACKER’s four segments consequently receives a tailored strategy. Silicones is focused on asset-light downstream expansion, while Polymers combines market and technology leadership with cost, capital and portfolio discipline. Biosolutions is concentrating on technology-led growth and stronger commercial execution. Polysilicon aims to extend its global leadership in semiconductor applications while maintaining strategic optionality in the US solar market. PACE Programme and Structural Cost Savings WACKER enters this strategic phase with strong liquidity, low leverage and a high equity ratio. Its profitability ambitions are supported by selective growth, improved portfolio mix and structural cost measures. The PACE programme is expected to generate more than €300 million of annual gross cost savings by 2028, with more than half retained in EBITDA. ▶️ 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 seat11a.com, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    Wacker Chemie AG Elevator Pitch | A Leader in Specialty Chemicals and Sustainability

  3. Sep 16

    Solutiance AG Elevator Pitch | Smartsourcing, AI & Digital Facility Management

    Solutiance AG Elevator Pitch Presentation In this Elevator Pitch on seat11a, Jonas Enderlein, CEO of Solutiance AG, explains how the company combines technology and physical services to digitalise facility management for owners and operators of real estate portfolios. Digitalising Traditional Facility Management Solutiance addresses a structural weakness in traditional facility management: services and software are typically separated. Conventional service providers perform the required work on site, but analogue processes can result in inefficient workflows, inconsistent service quality and insufficient data. Standalone software can provide a better technological foundation, but requires implementation, training and upfront investment while still depending on users to maintain complete and accurate information. Smartsourcing Model and Facility Scanner Platform Solutiance combines these two worlds through its Smartsourcing model. Its own employees and external service providers work within digital processes supported by Solutiance’s technology and, increasingly, artificial intelligence. At the centre is the company’s Facility Scanner platform, which coordinates workflows and captures the information generated during service delivery. Digital Twin Technology for Real Estate Portfolios As work is performed, Solutiance creates a digital twin of the building for the relevant trade. Property owners therefore receive both the physical service and a continuously developing digital data foundation. This allows customers to monitor service delivery, access asset information and make decisions based on portfolio data rather than relying primarily on manual reporting or incomplete information. Recurring Revenue and Subscription-Based Services The commercial model combines an initial onboarding fee for creating the digital twin with subsequent subscription-based services. According to management, this means that the majority of Solutiance’s revenue is either recurring or returning. Every service performed also leaves a digital trace within Facility Scanner, potentially strengthening the data foundation and customer relationship over time. Scalable Technology Platform and Artificial Intelligence The model is designed to be highly scalable. As Solutiance adds services, it can use the existing technology infrastructure, digital processes, property data and service network across a broader part of the customer’s building portfolio. AI provides another potential efficiency lever as more workflows become automated or digitally supported. Long-Term Vision for Full-Service Property Coverage The company’s longer-term vision is particularly important to the equity story: Solutiance intends to continuously expand its service portfolio until it can provide full-service property coverage, effectively enabling customers to operate complete buildings through Solutiance’s technology and service ecosystem. ▶️ 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 seat11a.com, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    Solutiance AG Elevator Pitch | Smartsourcing, AI & Digital Facility Management

  4. Sep 12

    BRAIN Biotech AG Financial Results 9M 2025 / 26 | Enzymes, BioIncubator & Outlook

    BRAIN Biotech AG 9M 2025/26: Key Takeaways In this Financial Results presentation on seat11a, Michael Schneiders, CFO of BRAIN Biotech AG, presents the company’s 9M FY 2025/26 Financial Results and discusses the performance of BRAINBiocatalysts and BRAINBioIncubator, profitability, cash flow, financing, the upcoming CEO transition and the updated full-year outlook. 9M FY 2025/26 Revenue and Segment Performance BRAIN Biotech generated revenue of €34.6 million during the first nine months of FY 2025/26, representing a decline of 10.5% year-on-year. The development primarily reflects weaker performance in BRAINBiocatalysts, where revenue declined 13.3% to €30.8 million. BRAINBioIncubator developed in the opposite direction, increasing revenue 21% to €3.9 million as the company continued to realise value from its innovation portfolio. BRAINBiocatalysts and Enzyme Business Development During Q3, BRAINBiocatalysts revenue was sequentially stable compared with Q2 but remained below the prior-year period. Management attributes the weaker development to a high comparison base, subdued demand for baking enzymes and initial operational challenges at the new Netherlands production facility. The enzyme-related contract research business, however, remained solid and is expected to continue performing well through the remainder of the financial year. Adjusted EBITDA and BRAINBioIncubator Milestones Adjusted Group EBITDA amounted to minus €0.7 million for the nine-month period. Management continues to focus on cost control, including lower headcount, while BRAINBioIncubator milestone income is increasingly contributing to Group performance. The BioIncubator recorded a €1 million Pharvaris-related milestone during the first nine months, with another €1 million expected to be recognised in Q4. The FDA acceptance of the NDA for deucrictibant represents another important development within the portfolio. Financing, Cash Flow and Netherlands Production Investment The Group has also strengthened its financing position. BRAIN secured a €9 million revolving credit line, while an additional €11.51 million Royalty Pharma milestone was received in Q4. Operating cash flow improved substantially year-on-year to minus €3.6 million, while investment in the new Netherlands production site was largely completed during Q3. CEO Transition to Dr. Sven K. Weber BRAIN is simultaneously preparing for a management transition. Dr. Sven K. Weber will become CEO on 1 October 2026, succeeding Adriaan Moelker. Weber brings significant experience in enzymes and will take over as BRAIN continues to pursue its long-term strategy of profitable specialty-enzyme growth and its ambition to become one of the world’s top-ten global enzyme companies. Updated FY 2025/26 Guidance Following the weaker development of BRAINBiocatalysts, management adjusted its FY 2025/26 segment guidance. Biocatalysts revenue is now expected to be below the previous financial year’s level and the adjusted EBITDA margin below the previously anticipated level of around 10%. Conversely, BRAINBioIncubator guidance was raised, with revenue now expected at approximately €6 million and adjusted EBITDA above €1 million. Adjusted Group EBITDA is still expected to be around break-even for the full 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 This publication is for informational purposes only and does not constitute investment advice. By using seat11a.com, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    BRAIN Biotech AG Financial Results 9M 2025 / 26 | Enzymes, BioIncubator & Outlook

  5. Sep 8

    eDreams ODIGEO Financial Results Q1 2027 | Prime Growth & Global Expansion

    eDreams ODIGEO Q1 FY2027 Financial Results Presentation In this Financial Results presentation on seat11a, Christoph Dieterle, CFO of eDreams ODIGEO, presents the company’s Q1 FY2027 Financial Results and discusses Prime subscriber growth, international and product expansion, profitability, cash generation and the company’s long-term growth strategy. Prime Subscriber Growth and Q1 FY2027 Performance eDreams ODIGEO started FY2027 with performance ahead of market estimates, while simultaneously entering the peak investment year of its multi-year strategic roadmap. Prime added 173,000 net subscribers during the quarter, taking total membership to 8.1 million, an increase of 8% year-on-year. The company remains on track to reach its FY2027 target of 8.5 million Prime members. Prime Subscription Business as the Economic Core Prime has become the economic core of eDreams ODIGEO. The subscription business now generates approximately 90% of Cash Marginal Profit and 77% of revenue, with Prime revenue reaching €128.4 million during the quarter. Total Revenue Margin amounted to €165.5 million. International Expansion and Product Diversification The company is increasingly diversifying beyond its traditional European flight business. Revenue from markets outside eDreams ODIGEO’s core European base increased 5% and now represents 27% of total revenue, up from 24% a year earlier. Product diversification is also progressing, with rail already accounting for a double-digit share of new Prime members in Spain, the company’s most advanced rail market. Adjusted EBITDA, Cash EBITDA and Strategic Investments Financial performance during the quarter reflects eDreams ODIGEO’s deliberate investment strategy. Adjusted EBITDA was €28.9 million and Cash EBITDA €23.0 million, both ahead of market estimates according to the company. The lower year-on-year profitability reflects planned investment in acquiring new members, entering additional geographies and expanding Prime across new travel verticals. Management expects these investments to support significantly higher growth from FY2028 onwards. Cash Generation, Liquidity and Share Buyback Programme The business continues to generate sufficient cash to finance this expansion internally. Cash and cash equivalents increased to €73.0 million, total liquidity reached €237.1 million, and net financial debt improved year-on-year. At the same time, the company continues its shareholder remuneration programme, with approximately €38 million already repurchased under its €100 million buyback programme. FY2027 Prime Subscriber and EBITDA Targets For FY2027, eDreams ODIGEO targets 600,000 net Prime additions, 8.5 million members, €167 million of Adjusted EBITDA before investments and €115 million of Cash EBITDA after investments. Cash EBITDA growth is expected to resume from Q4 FY2027. 2030 Strategy for a Global Multi-Product Travel Subscription Platform The longer-term ambition is substantially larger. By March 2030, eDreams ODIGEO aims to transform Prime into a truly global, multi-product travel subscription platform with 13 million members and more than €270 million in Cash EBITDA. .. read more on https://seat11a.com/company/edreams-odigeo-financial-results-q1-2026/ ▶️ 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 seat11a.com, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    eDreams ODIGEO Financial Results Q1 2027 | Prime Growth & Global Expansion

  6. Aug 29

    Kontron AG Financial Results H1 2026 | Defense Growth, Record Backlog & Outlook

    Kontron AG First Half 2026 Financial Results Presentation In this Financial Results presentation on seat11a, Clemens Billek, CFO of Kontron AG, presents the company’s First Half 2026 Financial Results, covering profitability, growth across strategic markets, order momentum, restructuring initiatives and recent commercial developments. Q2 2026 Profitability and Strategic Market Growth Kontron delivered further earnings improvement in Q2 2026, with adjusted EBITDA increasing to €55 million, around 20% above both Q1 2026 and the prior-year quarter. The performance was supported by continued growth across several of the Group’s strategic markets, including Defense with 32% growth, Software with 16% and Transportation with 11%. Record Order Backlog and Strong Book-to-Bill Ratio Order momentum remained particularly strong. Kontron achieved a book-to-bill ratio of 1.55, while its backlog reached a record €2.75 billion. The presentation illustrates the scale of this development: backlog has increased consistently from approximately €804 million in 2020 to €1.46 billion in 2022, €2.08 billion in 2024, €2.50 billion in 2025 and approximately €2.75 billion in 2026. High Revenue Visibility for 2026 Revenue visibility for 2026 is also high. The company generated €737 million of revenue during the first half, complemented by approximately €875 million of open backlog scheduled for the remainder of 2026. Together, this represents approximately €1.61 billion and, according to management, provides full coverage of the company’s 2026 revenue expectations. Defense, Software and Transportation Growth Defense continues to develop into an increasingly important growth market for Kontron. The company expects Defense revenue to exceed €200 million in 2026, while Software and Transportation are also delivering double-digit growth. Recent Transportation wins include major railway projects across several European markets, reinforcing the Group’s position in mission-critical infrastructure technology. GreenTec Restructuring and Cost Savings Kontron is also progressing with the restructuring of its GreenTec business. The program is expected to deliver approximately €30 million in run-rate savings, with 424 FTE reductions already implemented out of the targeted 500. These measures are designed to structurally improve profitability and concentrate resources on higher-growth technology markets. 5G Automotive Connectivity and Ennoconn/Foxconn Partnership In automotive connectivity, Kontron secured its first European OEM customer for 5G NAD modules manufactured in Germany, adding another growth opportunity within next-generation connected mobility. At the same time, the strategic partnership with Ennoconn/Foxconn is expected to generate approximately €40 million of annual synergies over the coming years. Improving Profitability and Long-Term Growth Drivers Overall, Kontron’s H1 2026 results demonstrate a combination of improving profitability, strong order intake and increasing exposure to higher-growth markets. The record backlog provides substantial revenue visibility, while Defense, Software, Transportation, restructuring savings and strategic partnerships provide additional drivers for the Group’s development. ▶️ 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 seat11a.com, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    Kontron AG Financial Results H1 2026 | Defense Growth, Record Backlog & Outlook

  7. Aug 21

    BRAIN Biotech AG Company Presentation | Specialty Enzymes, BioIncubator & Growth Strategy

    BRAIN Biotech AG Company Presentation: Key Takeaways BRAIN Biotech AG Company Presentation In this Company Presentation on seat11a, Michael Schneiders, CFO of BRAIN Biotech AG, presents the company’s business model, biotechnology platform, growth opportunities and long-term strategy to become one of the world’s leading specialty enzyme companies. Industrial Biotechnology and Specialty Enzyme Solutions BRAIN Biotech is an industrial biotechnology company developing specialty enzymes, microorganisms and biological solutions for applications across food, life sciences and industrial markets. The company uses cells, microorganisms and biomolecules to develop biological processes that can operate under milder conditions, use renewable raw materials and reduce waste and emissions compared with conventional industrial processes. BRAINBiocatalysts and BRAINBioIncubator The company operates through two complementary pillars. BRAINBiocatalysts comprises the core specialty enzyme business, while BRAINBioIncubator contains selected high-innovation projects and participations with additional commercialisation potential. In FY 2024/25, BRAIN generated approximately €45.4 million in annual revenue and €4.4 million in adjusted EBITDA, complemented by approximately €4.2 million of recurring revenues. Integrated Enzyme Value Chain and Biotechnology Platform A key strength is BRAIN’s position across the entire enzyme value chain. Its capabilities extend from biological discovery, protein engineering and microbial strain development through fermentation, scale-up and industrial production to formulation, sales and distribution. BRAIN combines these capabilities across three business models: proprietary enzyme products and ingredients, contract research and contract manufacturing. This integrated structure enables the company to provide customised biological solutions while developing long-term relationships with industrial customers. Global Industrial Enzyme Market and Growth Opportunities The market opportunity is substantial. BRAIN estimates that the global market for industrial enzyme applications will expand by around 6–7% annually through 2030/2035, supported by structural trends including sustainability, resilience, changing food consumption and new pharmaceutical applications. Within BRAINBiocatalysts alone, management identifies more than €2 billion in accessible enzyme markets across applications including dairy, baking, brewing, fruit juice and wine, starch processing, life sciences and other specialties. Current BRAIN market shares remain mostly in the single digits, providing significant room for expansion. BRAINBioIncubator and Biotechnology Innovation Projects The second pillar, BRAINBioIncubator, provides additional value creation opportunities from breakthrough biotechnology projects. Its portfolio spans areas including fermented food and beverages, biological gold recovery, natural antimicrobials, chronic wound treatment, genome-editing technologies and pharmaceutical royalties. Management is increasingly partnering these projects with specialised external companies to share development costs, reduce risk and accelerate commercialisation. ▶️ 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 Company Presentation | Specialty Enzymes, BioIncubator & Growth Strategy

  8. Aug 19

    JOST Werke SE Elevator Pitch | Global leader for mission-critical system for commercial vehicles

    JOST Werke SE Elevator Pitch Presentation In this Elevator Pitch on seat11a, Romy Acosta, Head of Investor Relations at JOST Werke SE, presents the company’s business model, competitive positioning, global footprint and long-term growth ambitions. Mission-Critical Systems for the Commercial Vehicle Industry JOST is a global supplier of mission-critical systems for the commercial vehicle industry, serving on-highway transportation as well as off-highway applications across agriculture, construction and mining. Its portfolio includes fifth wheels, landing gears, front loaders, hydraulic cylinders and tipping systems—products that directly influence how commercial vehicles perform their intended functions. Strong Relationships with OEMs and End Customers An important feature of JOST’s business model is its relationship with the end customer. While products are frequently sold through vehicle manufacturers, fleet operators, farmers and other end users often actively specify which branded systems should be installed. This creates a strong push-and-pull sales model between JOST, OEMs, distributors and end users. High Barriers to Entry Through Brand, Reliability and Installed Base The combination of brand recognition, reliability, a large installed base and close technological integration with OEM platforms creates high barriers to entry. Customers frequently standardise their fleets around specific systems to simplify spare-parts availability, maintenance and training. At the same time, the cost of JOST’s components is relatively small compared with the value of the commercial vehicle, while a component failure can prevent the vehicle from performing its core function and create substantial downtime costs. Global Market Leadership Across Core Product Categories These characteristics have contributed to highly concentrated markets. Management states that JOST holds the number-one position in almost all regions for several core product categories, including fifth wheels, landing gears, tipping systems and front loaders. JOST Werke Financial Performance and Global Footprint In 2025, JOST generated approximately €1.5 billion in revenue, a gross profit margin of 27.7%, adjusted EBIT of around €145 million, an adjusted EBIT margin of 9.5%, and free cash flow of approximately €126 million. The Group employs around 6,500 people and has production facilities and sales offices in more than 35 countries. Diversification Across On-Highway, Off-Highway and Aftermarket The business is also broadly diversified. Around half of sales come from on-highway transportation and half from off-highway markets. Its revenues are distributed across EMEA, the Americas and APAC, while approximately 28% of Group sales are generated through the aftermarket and spare-parts business. Customer concentration is particularly low, with no individual customer accounting for more than 4% of revenue. AMBITION 2030 Growth and Profitability Targets JOST is now pursuing further growth across its existing and newer product categories. In the first half of 2026, the company achieved 9% organic growth, while its longer-term ambitions target more than €2 billion in revenue by 2030, adjusted earnings per share above €10, and an adjusted EBIT margin within a 10–12% corridor. ▶️ 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.

    JOST Werke SE Elevator Pitch | Global leader for mission-critical system for commercial vehicles
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