Deutz Ag · XETR:DEZ
Deutz — Merger or Acquisition (December 2025)
13 slides from Deutz's merger presentation, Dec 18, 2025
Slide 1: Acquisition of Frerk Aggregatebau GmbH
DEUTZ Acquisition of Frerk Aggregatebau GmbH 18 December 2025 1 DEUTZ AG | Acquisition Frerk Aggregatebau | 18 December 2025
Slide 2: Disclaimer
Disclaimer The details given in this document are based on the information available at the time it was prepared. This presents the risk that actual figures may differ from forward-looking statements. Such discrepancies may be caused by changes in political, economic, or business conditions, a decre
Slide 3: DEUTZ acquires backup power systems manufacturer to further expand its energy business
DEUTZ acquires backup power systems manufacturer to further expand its energy business Today’s topics Market perspective: Structural growth in backup power solutions with a focus on data centers and critical infrastructure Acquisition of an established German system integrator to strengthen DEUTZ’s
Slide 4: Frerk is a German system integrator of diesel and gas gensets with planned output of €~85 million in 2025
Frerk is a German system integrator of diesel and gas gensets with a planned output of €~85 million in 2025 Summary Total output, in € million ▪ German system integrator of Output 2024 by country diesel and gas genset solutions for mission-critical and industrial power 6% >80 3% applications, headqu
Slide 5: The market for gensets in Europe is growing by 9% annually
The market for gensets in Europe is growing by 9% annually Total market for gensets in Europe, Device sales excluding service, in € billion ▪ Solid overall market CAGR, in % growth of 9% CAGR 9% p.a. 5,5 until 2030 5,0 ▪ Main driver is the 4,5 4,2 15-20% increasing demand for 3,8 2,5 data centers, w
Slide 6: Strong expansion potential within European data center segment
Strong expansion potential within European data center segment 2025 data center capacity, in MW 1 Frerk-core market Growth outlook (CAGR‚ 25-‘30) 0-100 100-300 300-500 500-1000 >1000 ▪ Germany: 10–20% CAGR Large installed base, stable and resilient growth driven by hyperscalers and critical infrastr
Slide 7: Frerk positions DEUTZ to capture the data center and AI boom in Europe
Frerk positions DEUTZ to capture the data center and AI boom in Europe Total output 2024 by segment Customer exposure to structurally growing, mission- 11% Data centers critical segments Critical infrastructure1 6% Service ▪ Data center operators with the highest requirements for Industry availabili
Slide 8: Based on leading technology, Frerk expects to grow rapidly with >10% until 2029
Based on leading technology, Frerk expects to grow rapidly with >10% until 2029 Frerk: Expected total output (in € million) ▪ Development of total output driven by market expansion: strong momentum in data centers (~17%) +12% p.a. and moderate growth (~2%) in critical infrastructure ▪ Service revenu
Slide 9: Frerk + DEUTZ: From generators to fully integrated backup power systems in high-growth markets
Frerk + DEUTZ: From generators to fully integrated backup power systems in high-growth markets ▪ Frerk has a strong underlying business, driven by its leading position in high-end backup power systems for data centers and critical infrastructure ▪ Frerk is well positioned in structurally growing mar
Slide 10: Business Unit Energy – building a scalable growth platform, well on track to reach €500 million by 2030
Business Unit Energy – building a scalable growth platform, well on track to reach €500 million by 2030 Current footprint and achievements Business Unit ▪ Energy platform built on three complementary pillars: Energy MAGIDEUTZ (cost-efficient production), Blue Star Power Systems (US manufacturing & m
Slide 11: Thank you for your attention!
Thank you for your attention! We look forward to your questions 11 © DEUTZ AG INTERNAL
Slide 12: DEUTZ AG | Acquisition Frerk Aggregatebau | 18 December 2025
12 DEUTZ AG | Acquisition Frerk Aggregatebau | 18 December 2025
Slide 13: DEUTZ AG | Acquisition Frerk Aggregatebau | 18 December 2025
13 DEUTZ AG | Acquisition Frerk Aggregatebau | 18 December 2025