Traton Se · XETR:8TRA
Traton — Q1 2026 Earnings Presentation
7 slides from Traton's earnings presentation, Apr 9, 2026
Slide 1: Q1 2026 Pre-Close Call
Q1 2026 PRE-CLOSE CALL ANALYST / INVESTOR PRESENTATION Munich, 09/04/2026
Slide 2: Disclaimer
Q1 2026 Pre-Close Call 2 Investor Relations 09/04/2026 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: Market Situation & Recent Trading
Q1 2026 Pre-Close Call 3 Investor Relations 09/04/2026 1. MARKET SITUATION & RECENT TRADING Market outlook (as published on 4 March 2026) EU27+31 (k units, >6t) North America2 (k units, class 6-8) South America (k units, >6t) China (k units, >6t) 2026e: -2.5% – +7.5% (mid-point +2.5%) 2026e: -5% – +
Slide 4: Various Key Topics
Q1 2026 Pre-Close Call 4 Investor Relations 09/04/2026 2. VARIOUS KEY TOPICS Impact of Iran war ― Limited direct exposure in Middle East region (without Turkey): ~2% of our sales revenue / unit sales. ― When the war started ~600 Scania trucks and ~50 MAN trucks in delivery process towards the region
Slide 5: Recent Brand Developments
Q1 2026 Pre-Close Call 5 Investor Relations 09/04/2026 3. RECENT BRAND DEVELOPMENTS Scania MAN International VWTB ― Small scale production increase in ― Production capacity unchanged; no ― Production capacity unchanged; ― Gradual increase of production in Q1 Europe starting from April (now clear sig
Slide 6: Group Perspective
Q1 2026 Pre-Close Call 6 Investor Relations 09/04/2026 4. GROUP PERSPECTIVE 2026 Outlook as published on 4 March 2026 FY 2025 FY 2026 ― Ambition for FY 2026 to deliver at least the same adjusted Actuals Outlook RoS on Group level as last year. TRATON GROUP Unit sales (units) 305,486 -5 to +7% ― Adju
Slide 7: IR Contact and Events
Q1 2026 Pre-Close Call 7 Investor Relations 09/04/2026 IR CONTACT AND EVENTS Contacts Events Ursula Querette Thomas Paschen Head of Investor Relations Investor Relations 13 Apr 2026 Q1 2026 Unit Sales Release +49 152 021 52 400 +49 170 907 34 94 ursula.querette@traton.com thomas.paschen@traton.com 2