Huber + Suhner Ag · SIX:HUBN
Huber + Suhner — Investor Presentation (2025)
51 slides from Huber + Suhner's investor presentation, 2025
Slide 1: HUBER+SUHNER
HUBER+SUHNER
Slide 2: Facts & figures
Facts & figures Company presentation 2
Slide 3: Key figures 2024 at a glance
Key figures 2024 at a glance Net sales (MCHF) EBIT Employees 893.9 (MCHF) worldwide 86.6 3,975 EBIT in % Shareholders’ Employees of net sales equity (%) Switzerland 9.7 73.8 1,164 Company presentation 3
Slide 4: The dimensions of our business
The dimensions of our business Segment reporting according to three main markets P/L P/L Group P/L P/L Bubble size based on 2024 net sales Company presentation 4
Slide 5: Net sales of MCHF 893.9 – 2024 distribution
Net sales of MCHF 893.9 – 2024 distribution by market segment by region by technology 29% 31% 31% 32% 38% Sales Sales 50% Sales 2024 2024 2024 19% 40% 30% Industry EMEA Radio Frequency Communication Americas Fiber Optics Transportation Asia-Pacific Low Frequency Company presentation 5
Slide 6: Company history
Company history 1882 Founding of Aktiengesellschaft 2016 Acquisition of Polatis 2021 Acquisition of ROADMap R. & E. HUBER in Pfäffikon Cambridge, UK and Bedford, USA 2019 Systems Ltd., UK 2012 Acquisition of Astrolab Acquisition of antenna business (rail, bus, special communications) from Kathrein W
Slide 7: Global network
Global network Engineering, production and sales The global organisation places HUBER+SUHNER close to its customers. Over 400 sales employees serve customers face to face across all markets, continents and technologies. Network of distributors adds additional points of sales. Standard products are i
Slide 8: Organisation
Organisation * Member of the Executive Board HUBER+SUHNER AG Board of Directors CEO HUBER+SUHNER Group Urs Ryffel* Personal Assistant Corinne Giannini CFO / Finance, Legal, Global Sourcing Group Strategy and M&A Richard Hämmerli* Susanne Buck CHRO Global Human Resources CCO Corporate Communications
Slide 9: Strong shareholder base
Strong shareholder base Approx. 7,000 shareholders Significant shareholders (>3 %)* • EGS Beteiligungen AG 9.7% • S. Hoffmann-Suhner 6.5% 25% • UBS Fund Management (Switzerland) AG** 5.0% 29% • Huwa Finanz- und Beteiligungs AG 3.4% Significant shareholders Other institutional investors Other private
Slide 10: Fundamentals
Fundamentals Company presentation 10
Slide 11: Fundamentals
Fundamentals Company presentation 11
Slide 12: Our vision, our purpose
Our vision, our purpose To be connected is a prerequisite for the functioning of our society. With our connectivity solutions, we help our customers bring people closer together. Today and beyond. Company presentation 12
Slide 13: The desire to be connected
Communicate Be mobile The desire to be connected is driven by fundamental human needs Feel safe Company presentation Act sustainably 13
Slide 14: The resulting expectations
Communicate Be mobile The resulting expectations drive us to develop the most innovative connectivity solutions: this is our meaningful contribution to society – today Feel safe Company presentation Act sustainably 14
Slide 15: Our meaningful contribution
Communicate Be mobile Reliable communication Ecological mobility Railway communication Railway cables and systems Communication networks EV automotive and fast charging Data center Sensors for autonomous driving Our meaningful contribution to society – today Responsible business conduct Responsible
Slide 16: The resulting megatrends reveal
Communicate Be mobile The resulting megatrends reveal the connectivity solutions of the future: this is where our strategic focus lies – beyond Feel safe Company presentation Act sustainably 16
Slide 17: Megatrends
Communicate Be mobile Social networks Wearables Internet of things Third Big places data Mobile commerce Industry Smart 4.0 devices E-mobility Autonomous driving Real digital Super-safe society Industry Open Post- 4.0 E-mobility innovation carbon Third society places Big Megacities data Sustainabili
Slide 18: Strategic focus – Ambition – Customers & Markets
Strategic focus – Ambition – Customers & Markets We strive for a balanced and focused Our ambition is to maintain a best-in-class With global sales teams we are close to our customers and diversification of our business at all position within our industry. In the face of we achieve an outstanding cu
Slide 19: The dimensions of our vision
The dimensions of our vision We operate globally in three markets segments and three technologies. This is our 3x3 business scope. We align the company with the relevant trends regarding market positioning, company culture, and value creation. We generate sustainable added value for all our stakehol
Slide 20: The dimensions of our vision
The dimensions of our vision Our values promote entrepreneurial spirit and are based on respect for people. Trust We give and expect trust Care We take responsibility towards employees, society, and the environment Passion We strive beyond the expected Transparency We collaborate openly and honestly
Slide 21: Sustainability
Sustainability Company presentation 21
Slide 22: Responsibility towards society and the environment
HUBER+SUHNER takes its responsibility towards society and the environment seriously. Therefore, its employees incorporate social and environmental aspects into their decision-making, considering the interests of key stakeholders. www.hubersuhner.com/en/company/sustainability Company presentation 22
Slide 23: 13 material topics
13 material topics Business relevance and impact on key stakeholders Company presentation 23
Slide 24: Sustainable value creation and distribution
Sustainable value creation and distribution Company presentation 24
Slide 25: Science Based Target initiative (SBTi)
Science Based Target initiative (SBTi) Greenhouse gas emission goals 2030 and 2050 validated The near-team SBTi target until 2030 is to reduce absolute emissions in Scope 1+2 by 55 % from a 2023 baseline, and by 25 % in Scope 3 (emissions that arise in the upstream and downstream value chain). The l
Slide 26: Sustainability – Environment
Sustainability – Environment Key performance indicators 2024 – CO2 emissions HUBER+SUHNER works hard to keep our environmental impact as low as possible, while also actively managing the risks and opportunities in the context of the transition to a more environmentally friendly economy. Scope 1+2 em
Slide 27: Sustainability – Environment
Sustainability – Environment Key performance indicators 2024 – water and waste In 2022, we introduced three global reduction targets to monitor resource efficiency. These include the intensity of total energy consumption, the intensity of waste sent to landfill or incineration, and the total water w
Slide 28: Sustainability – Social
Sustainability – Social Key performance indicators 2024 – Diversity; Education; Occupational health & safety HUBER+SUHNER has a strong focus on our workforce and culture and how we attract, develop and retain our people. This also requires special attention to upholding human rights and our employee
Slide 29: Sustainability – Governance
Sustainability – Governance Key performance indicators 2024 – Ethics and compliance; Responsible supply chains We establish guiding principles through our group-wide compliance programme and raise awareness for potential misconduct against our Code of responsible business conduct. This encourages in
Slide 30: Corporate responsibility
Corporate responsibility Commitments, disclosures and ratings HUBER+SUHNER will achieve the goal of Climate change rating 2024: B (Taking coordinated action reducing the intensity of their operational on climate issues). HUBER+SUHNER is among the emissions by 50 % from the base year 2015 in 22,000 c
Slide 31: Markets and customers
Markets and customers Company presentation 31
Slide 32: Our solutions for the Industry market
Our solutions for the Industry market General Industrial Aerospace & Defense High Power Charging Test & Measurement Positioning Connecting challenging and critical applications with reliable solutions, ensuring lifetime data integrity and power transmission – today and beyond. Company presentation 3
Slide 33: Our solutions for the Industry market
Our solutions for the Industry market Aerospace & Defense • Space General Industrial • Command, control, communications, • Energy computers, cyber, intelligence, • Process industries surveillance & reconnaissance • Medical device • Airborne • Cryo-quantum computing • Radar & electronic warfare • Mil
Slide 34: Our solutions for the Communication market
Our solutions for the Communication market CEM Components Data Center Mobile Network Positioning Connecting communication systems to a reliable, future- ready physical layer that ensures performance, density and scalability – Fixed Access Network today and beyond. Company presentation 34
Slide 35: Our solutions for the Communication market
Our solutions for the Communication market CEM Components • Radio frequency components Data Center • Fiber optic components • Structured cabling • Optical coupling modules for transceivers • Bandwidth expansion and transceivers • Optical circuit switching • Timing synchronisation Fixed Access Networ
Slide 36: Our solutions for the Transportation market
Our solutions for the Transportation market Rail Communications Rolling Stock Electric Vehicle Positioning Connecting rail and road mobility with sustainable solutions that ensure efficient electrical transmission, high- Advanced driver assistance system speed data transfer, and (ADAS) autonomous co
Slide 37: Our solutions for the Transportation market
Our solutions for the Transportation market Rolling Stock • In-carriage wiring solutions Rail Communications • Inter-carriage wiring solutions • Train-to-ground communication • Ground communication • Communication-based train control (CBTC) Advanced Driver Assistance System Electric Vehicle (ADAS) •
Slide 38: Strategic focus
Strategic focus Company presentation 38
Slide 39: Focused strategy aligned with megatrends
Focused strategy aligned with megatrends Security Connectivity Super-safe society Open innovation Mobility Big data Big data Autonomous driving Industry 4.0 Industry 4.0 Third places Augmented reality Wearables Knowledge culture Real digital Smart devices E-mobility Mobile commerce Strategic focus I
Slide 40: The dimensions of our strategic focus
The dimensions of our strategic focus Core markets Focused market Growth initiatives Opportunities with verticals growth potential We strive for a balanced High Power Charging and focused diversification Test & Measurement General Industrial Aerospace & Defense •… •… of our business at all times Ind
Slide 41: Core markets
Core markets Core markets Focused market Growth initiatives Opportunities with verticals growth potential Core markets form the foundation of today’s business. Their turnover is Test & Measurement General Industrial Aerospace & Defense •… High Power Charging •… crucial to secure the company’s Indust
Slide 42: Focused market verticals
Focused market verticals Core markets Focused market Growth initiatives Opportunities with verticals growth potential Focused market verticals include a range of highly attractive niche Test & Measurement High Power Charging Aerospace & Defense •… General Industrial •… applications in smaller-sized
Slide 43: Growth initiatives
Growth initiatives Core markets Focused market Growth initiatives Opportunities with verticals growth potential Growth initiatives have been identified based on their significant Test & Measurement High Power Charging Aerospace & Defense •… General Industrial •… sales potential, profitable growth, I
Slide 44: Opportunities with growth potential
Opportunities with growth potential Core markets Focused market Growth initiatives Opportunities with verticals growth potential Opportunities with growth potential are early-stage opportunities which Test & Measurement High Power Charging Aerospace & Defense •… General Industrial •… HUBER+SUHNER ma
Slide 45: Our way forward
Our way forward Niche Opportunities with Growth initiatives Focused market Core markets growth potential verticals •… High Power Charging High EBIT Aerospace & Defense Test & Measurement Low volume •… General Industrial Industry Market and CEM Components High EBIT •… Megatrends application High volu
Slide 46: Ambition
Ambition Company presentation 46
Slide 47: Hold a strong position in target markets
Hold a strong position in target markets Our profound knowledge of customer Strong market position • High market share in target markets needs and our unique combination of • Established brands technologies ensure our strong market • Focus on growth markets position. We provide reliable quality prod
Slide 48: Operational excellence
Operational excellence The basis of operational excellence is our Global production network • Technology centres and local assembly plants with high outstanding manufacturing expertise. Our manufacturing expertise and customer proximity differentiated and flexible supply chain • Global sourcing netw
Slide 49: Be a leader in technology and innovation
Be a leader in technology and innovation Innovation in our company targets three Product care • Improve functionality different fields to ensure the high degree of • Reduce costs Product 1 differentiation of our connectivity solutions: • Range adjustments improvement of existing products in terms Ex
Slide 50: Connecting – today and beyond
Connecting – today and beyond
Slide 51: Disclaimer
Disclaimer This document is for presentation purposes only. It contains certain forward-looking statements including, but not limited to, those using the words “believes”, “assumes”, “expects” or formulations of a similar kind. Such forward-looking statements are made on the basis of assumptions and