Traton Se · XETR:8TRA
Traton — Q4 2025 Earnings Presentation
6 slides from Traton's earnings presentation, Jan 8, 2026
Slide 1: Q4 2025 Pre-Close Call
Q4 2025 PRE-CLOSE CALL ANALYST / INVESTOR PRESENTATION Munich, 08/01/2026
Slide 2: Disclaimer
Q4 2025 Pre-Close Call 2 Investor Relations 08/01/2026 DISCLAIMER This presentation has been prepared for information purposes only. The presentation does not constitute or form part of any offer or invitation to sell or issue, or any solicitation of any offer to purchase or subscribe for, any secur
Slide 3: 1. Market Situation & Recent Trading
Q4 2025 Pre-Close Call 3 Investor Relations 08/01/2026 1. MARKET SITUATION & RECENT TRADING Market outlook (as published on 29 October 2025) EU27+31 (k units, >6t) North America (k units, class 6-82) South America (k units, >6t) 2025e: -12.5% – -7.5% 2025e: -15% – -10% 2025e: -5% – +5% 2025 YTD Nov:
Slide 4: 2. Recent Brand and Financial Services Developments
Q4 2025 Pre-Close Call 4 Investor Relations 08/01/2026 2. RECENT BRAND AND FINANCIAL SERVICES DEVELOPMENTS Scania MAN International VWTB TFS ― Despite ongoing market ― MAN still suffers from lower ― Difficult market conditions ― Lower top- und bottom- ― Higher-than-anticipated challenges, Scania aim
Slide 5: 3. Group Perspective
Q4 2025 Pre-Close Call 5 Investor Relations 08/01/2026 3. GROUP PERSPECTIVE 2025 Outlook as published on 25 July and 29 October 2025 FY 2024 FY 2025 Actuals Outlook ― Full-year Group guidance confirmed, indicating lower ends (since Q2 results) of Group adj. RoS and NCF TRATON Operations. TRATON GROU
Slide 6: IR Contact and Events
Q4 2025 Pre-Close Call 6 Investor Relations 08/01/2026 IR CONTACT AND EVENTS Contacts Events Ursula Querette Thomas Paschen Head of Investor Relations Investor Relations 12-13 Jan 2026 Commerzbank / Oddo BHF German +49 152 021 52 400 +49 170 907 34 94 Investment Seminar | New York ursula.querette@tr