Hella Gmbh & Co. Kgaa · XETR:HLE
Hella Gmbh & Co. Kgaa — Deutsches Eigenkapitalforum 2025
18 slides from Hella Gmbh & Co. Kgaa's conference presentation, Nov 24, 2025
Slide 1: HELLA Analysts Meeting
HELLA ANALYSTS MEETING Deutsches Eigenkapitalforum 24 November 2025
Slide 2: Agenda
Current Business Perspective Group Strategic Outlook AGENDA Business Groups Strategic Outlook Key Takeaways P.2 | HELLA Analysts Meeting | Deutsches Eigenkapitalforum | Frankfurt, 24 November 2025
Slide 3: Current Business Perspective
01 CURRENT BUSINESS PERSPECTIVE P.3 | HELLA Analysts Meeting | Deutsches Eigenkapitalforum | Frankfurt, 24 November 2025
Slide 4: HELLA 9M FY 2025 results fully in line with expectations
01 HELLA 9M FY 2025 RESULTS FULLY IN LINE WITH EXPECTATIONS – Current Business STRUCTURAL MEASURES GRADUALLY TAKING EFFECT Perspective RESULTS 9M FY 2025 ❯ Organic sales of €5,961m +0.4% YoY ❯ Technology success & global customer reach • Electronics with continued strong global growth momentum • Ele
Slide 5: Company outlook for FY 2025 confirmed – short term challenges to be managed
01 COMPANY OUTLOOK FOR FY 2025 CONFIRMED – SHORT TERM CHALLENGES TO BE Current Business MANAGED Perspective SHORT TERM CHALLENGES AND OUTLOOK FY 2025 CONFIRMED RISKS MOVING FORWARD INTO 2026 Assuming a sufficiently secure supply situation for semiconductors and ❯ 2025 LVP estimate1 at 2.5%, but › Im
Slide 6: Group Strategic Outlook
02 GROUP STRATEGIC OUTLOOK P.6 | HELLA Analysts Meeting | Deutsches Eigenkapitalforum | Frankfurt, 24 November 2025
Slide 7: Strategic priorities to navigate during recent market developments
02 3 STRATEGIC PRIORITIES TO NAVIGATE DURING RECENT MARKET Group DEVELOPMENTS Strategic focus on active portfolio management and cost reduction to set the basis for future growth STRATEGIC MARKET TRENDS PRIORITIES FOCUS AREAS Electrification ❯ Demand growth of high-voltage components 1 ❯ Use opportu
Slide 8: Positioning aligned with market trends offers opportunities for profitable growth
02 POSITIONING ALIGNED WITH MARKET TRENDS OFFERS OPPORTUNITIES FOR Group 1 PROFITABLE GROWTH Best in Class Performance: world’s first series application of eFuses Award Winning Innovation ❯ The PACE ❯ CLEPA Innovation Award TECHNOLOGY › Zonal Controllers and intelligent Power Distribution POSITIONIN
Slide 9: Focus on competitiveness increase and business transformation to reduce cost
02 FOCUS ON COMPETITIVENESS INCREASE AND BUSINESS TRANSFORMATION TO Group 2 REDUCE COST AND BECOME MORE EFFICIENT Business Transformation to leverage growth potential and secure profitability COMPETITIVENESS TRANSFORMATION SIMPLIFY PROGRAM LIGHTING ❯ Improve competitiveness and adapt ❯ Make administ
Slide 10: Strengthen local teams via dedicated regional approaches
02 STRENGTHEN LOCAL TEAMS VIA DEDICATED REGIONAL APPROACHES TO Group 3 INCREASE RESILIENCE AND REDUCE SUPPLY CHAIN RISKS Invigorating Culture in all regions – access markets and customers with local products and solutions INDIA JAPAN CHINA North America Ambition Benefit from Indian market Use window
Slide 11: Business Groups Strategic Outlook
03 BUSINESS GROUPS STRATEGIC OUTLOOK P.11 | HELLA Analysts Meeting | Deutsches Eigenkapitalforum | Frankfurt, 24 November 2025
Slide 12: Lighting – scale technology leadership with focus on affordable innovations
03 LIGHTING – SCALE TECHNOLOGY LEADERSHIP WITH FOCUS ON AFFORDABLE Lighting INNOVATIONS DEDICATED TO CUSTOMERS AND REGIONS PORTFOLIO POSITIONING MANAGEMENT STRATEGIC DIRECTION VISION 2030 ❯ Technology leader with high customer intimacy; #1 ❯ Scale key technologies into broader REGIONS – GO EAST INIT
Slide 13: Electronics – foster product innovations along market trend
03 ELECTRONICS – FOSTER PRODUCT INNOVATIONS ALONG MARKET TREND TO Electronics GROW IN ATTRACTIVE MARKETS PORTFOLIO POSITIONING MANAGEMENT STRATEGIC DIRECTION VISION 2030 ❯ Lead position for most of key products ❯ Leverage technological edge esp. for REGIONS – SPECIFIC LOCAL APPROACHES iPDM/eFuse and
Slide 14: Lifecycle Solutions – leverage leading positions and product portfolios
03 LIFECYLE SOLUTIONS – LEVERAGE LEADING POSITIONS AND PRODUCT Lifecycle PORTFOLIOS TO ACHIEVE GROWTH IN LINE WITH MEGATRENDS Solutions PORTFOLIO POSITIONING ❯ HELLA IAM as leading MANAGEMENT STRATEGIC DIRECTION VISION 2030 aftermarket branded spare IAM – EXPAND RANGE AND OUTREACH ▪ THERMAL business
Slide 15: Key Takeaways
04 KEY TAKEAWAYS P.15 | HELLA Analysts Meeting | Deutsches Eigenkapitalforum | Frankfurt, 24 November 2025
Slide 16: HELLA is strategically well positioned to capitalize on market trends
04 HELLA IS STRATEGICALLY WELL POSITIONED TO CAPITALIZE ON Key Takeaways MARKET TRENDS Clear focus areas to secure profitable growth & cash generation going forward SHORT-TERM MID- TO LONG-TERM ❯ Focus on cash generation to further invest in ❯ Pursue rigorous portfolio management future-proof market
Slide 17: Disclaimer
DISCLAIMER P.17 | HELLA Analysts Meeting | Deutsches Eigenkapitalforum | Frankfurt, 24 November 2025
Slide 18: -ORVIA
-ORVIA (HELLA = —
HELLA GmbH & Co. KGaA — Deutsches Eigenkapitalforum 2025 on 6ix