Traton Se · XETR:8TRA
Traton — Investor Day (May 2022)
14 slides from Traton's investor day presentation, May 18, 2022
Slide 1: Scania – Driving the shift towards a sustainable transport system
Scania – Driving the shift towards a sustainable transport system TRATON Capital Markets Day Christian Levin, CEO Scania Södertälje, 05-18-2022 .
Slide 2: Disclaimer
Disclaimer This presentation has been prepared for information purposes only. It 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 securities of Volkswagen AG, TRATON SE, or any company of the TRATON GROUP
Slide 3: Scania V&S: Focus of the presentation
Scania V&S: Focus of the presentation Key success factors... Building blocks... to for industry drive the shift leadership and and secure consistent future profitability profitability leadership 3 .
Slide 4: Scania is driving the shift towards a sustainable transport system
Scania is driving the shift towards a sustainable transport system Sustainability is at the core of our purpose and direction as a business Decarbonisation People Circular sustainability business STRATEGIC FOCUS AREAS TECHNOLOGIES, GEOGRAPHIES, ENABLERS DRIVING THE SHIFT PLANET AND CUSTOMERS PEOPLE
Slide 5: We have a strong & unique foundation
We have a strong & unique foundation Our Our Our business model modular system company culture By making our customers The key to delivering The value-based corporate profitable, we become tailored customer culture that underpins profitable solutions profitably everything that we do 5 .
Slide 6: Scania profitability leadership even in uncertain times
Scania profitability leadership even in uncertain times 11.5% Scania 11.3% GROUP 10.1% 10% 8.1% 7.8% 7.1% 7.1% Peers 3.7% 2018 2019 2020 2021 6 .
Slide 7: New Super-based powertrain
New Super-based powertrain Unprecedented 8% fuel savings Ready for tomorrow’s emissions standards Equipped for renewable fuels 8% 7 .
Slide 8: The strength of global footprint in both the industrial and commercial system
The strength of global footprint in both the industrial and commercial system • Same product • Accelerate market position by global • Same working capacity standards - Reduce lead times • Same quality to growth markets Luleå Luleå in Asia 1 Södertälje Lahti mn Oskarsha Oskarshamn St. St. Petersburg
Slide 9: Scania V&S: Summary of key success factors so far
Scania V&S: Summary of key success factors so far Building blocks... Clear purpose and direction to drive the shift The best-in-class vehicles and engines to drive the shift Our business model, the modular system and secure future and the Scania way provide a world-class profitability foundation to
Slide 10: Digitalization, data and AI have an important role as we continue to develop our service offering
Digitalization, data and AI have an important role as we continue to develop our service offering Data driven Fuel Reliable Vehicle performance efficiency service Connectivity Artificial intelligence Customer experience driven AI supported AI supported uptime development of our service portfolio sal
Slide 11: Scania's shift to electrification – accelerated by our modular system
Scania's shift to electrification – accelerated by our modular system Electrified drivetrain 40T 4 h 280 km/h 40T 4.5 h 560 km/h 2020 ~130-250 km 60T 3 h 210 km/h 60T 4 h 420 km/h BEV 2030 11 .
Slide 12: The shift to electric vehicles drives an increased need for solution sales
The shift to electric vehicles drives an increased need for solution sales Range / flexibility Revenues & Laws & incentives regulations Transport Driving & of goods Charging & vehicle energy supply operation Complete Financing vehicle R&M solution 12 .
Slide 13: We develop complete solutions for electrification together with our customers
We develop complete solutions for electrification together with our customers Powertrains that Operates in Proof points, can manage up to Charges during Solutions arctic climate loading and sales including small series: 80 tons load -23 °C off loading charger 13 .
Slide 14: Scania V&S: Key takeaways
Scania V&S: Key takeaways Our business model, the modular 1 system and the Scania way together with our local presence provide a world-class foundation to build on 12% 2 We will drive the shift and secure future profitability leadership Strategic RoS target 3 We will expand service offering and serv