Ksb Se & Co. Kgaa · XETR:KSB
Ksb Se & Co. Kgaa — Investor Day (September 2025)
23 slides from Ksb Se & Co. Kgaa's investor day presentation, Sep 11, 2025
Slide 1: Capital Market Day 2025 – Market Area Energy
Capital Market Day 2025 9 – Market Area Energy Thomas Pabst September 11, 2025
Slide 2: In Spotlight: Energy
In Spotlight: Energy Capital Market Day 11.09.2025 TEN, Thomas Pabst
Slide 3: Agenda Market Area Energy
Agenda Market Area Energy 1. Our business & the way we do it 2. Financials 3. Strategy KSB Capital Market Day | 11 September 2025 164
Slide 4: Our business & the way we do it
Our business & the way we do it KSB Capital Market Day | 11 September 2025 165
Slide 5: Energy
M AR K E T AR E A E N E R G Y Energy The power infrastructure in quite a few countries still has some catching up to do. Our products help meet the increasing demand for energy. KSB Capital Market Day | 11 September 2025 166
Slide 6: Full scale supplier
M AR K E T AR E A E N E R G Y – T E C H N O L O G Y C O V E R AG E Full scale supplier • Nuclear power • Gas power (CCPP) • Fossil-fueled power • Waste to energy • Biomass • Power to heat • Wind power (on- / offshore) • Hydroelectric powe • Energy storage • Waste heat to electricity KSB Capital Mark
Slide 7: Global Organization of Energy
M AR K E T AR E A E N E R G Y - G L O B AL P R E S E N C E Global Organization of Energy Effects & Strengths: 4 Energy Plants Optimized value addition in the value Sales Nuclear ENY addition network Sales Conv. ENY Significantly shorter decision-making … Development Nucl. ENY paths & faster deci
Slide 8: KSB Energy Production Facilities
M AR K E T AR E A E N E R G Y - G L O B AL P R E S E N C E KSB Energy Production Facilities 3 Countries KSB Shanghai energy pump plant Engineered pumps factory (conv. energy) Frankenthal, Germany Shanghai, China 4 Energy production plants SEC-KSB (nuclear energy) Shanghai, China 1.050 Employees Ener
Slide 9: Financials
Financials KSB Capital Market Day | 11 September 2025 170
Slide 10: Customer Order Intake – Development 2020 - 2025
M AR K E T AR E A E N E R G Y - F I G U R E S Customer Order Intake – Development 2020 - 2025 in Mio € 600 > 500 500 400 300 200 100 0 2020 2021 2022 2023 2024 2025 COI – Customer Order Intake (new pumps & parts) KSB Capital Market Day | 11 September 2025 171
Slide 11: Customer Order Intake – Detailed Perspective 2023 / 2024
M AR K E T AR E A E N E R G Y - F I G U R E S Customer Order Intake – Detailed Perspective 2023 / 2024 Regional Split Business Type Split Product Split Asia West ≈ 10 % Parts Nuclear Rest of World ≈ 30 % ≈ 40 % ≈ 40 % Conventional Asia North Energy New Pumps ≈ 50 % ≈ 60 % ≈ 70 % KSB Capital Market D
Slide 12: Strategy
Strategy KSB Capital Market Day | 11 September 2025 173
Slide 13: Future Outlook - Energy Initiatives
M AR K E T AR E A E N E R G Y – S T R AT E G Y M I S S I O N T E N 3 0 Strictly confidential Future Outlook - Energy Initiatives SMR Nuclear Gen 3+ / 4 Nuclear Conventional Renaissance Energy SupremeServ New Business Business Fields Process Renewable Excellence Energy KSB Capital Market Day | 11 Sep
Slide 14: Deep Dive: Business Internationalization – US gas power plant business
M AR K E T AR E A E N E R G Y – C O N V E N T I O N AL E N E R G Y Deep Dive: Business Internationalization The way to success in the US gas power plant business Intensified front end Flexibility for value sales activities addition in different plants Cooperation in International supply Contract Man
Slide 15: Nuclear Strategy – Overview and Directions
M AR K E T AR E A E N E R G Y – S M R N U C L E AR G E N E R AT I O N 3 + / 4 Nuclear Strategy – Overview and Directions Nuclear New Business Asia Nuclear New Business SMR RCP China RCP India RCP for SMR Gen 3+ and Gen 4 Class 2 & 3 pumps China & India Safety-relevant pumps Auxiliary & secondary pum
Slide 16: Strategic Position & Actions for Growth in Nuclear Market
M AR K E T AR E A – S T R A T E G Y M I S S I O N T E N 3 0 Strategic Position & Actions for Growth in Nuclear Market Excellent Position in China Intensification of position in for RCP and Class 2 & 3 North America Leading Position in India for Cooperation with Start-ups all Nuclear pumps Expansion
Slide 17: Deep Dive Nuclear Renaissance Europe
M AR K E T AR E A E N E R G Y – N U C L E AR E N E R G Y Deep Dive Nuclear Renaissance Europe Nuclear Power Plant 1000 MW Sweden Planning ongoing 2 x 1 GW (AP1000) ► Nuclear energy as part of Great Britain Ukraine NPP Sizewell decided Poland 4 locations the electricity mix 2 x 1,6 GW 6 N
Slide 18: Deep Dive Nuclear: Small Modular Reactor (SMR)
M AR K E T AR E A E N E R G Y – S M R N U C L E AR G E N E R AT I O N 3 + / 4 Deep Dive Nuclear: Small Modular Reactor (SMR) Lower capacity of the power plant units < 600 MW Significant cost reduction through modular SMR construction & prefabrication in one factory Small Modular Significant reductio
Slide 19: Outlook Nuclear Business
M AR K E T AR E A E N E R G Y – N U C L E AR E N Y Outlook Nuclear Business Significant potential in the nuclear market far beyond the year 2030 The nuclear market SMR Technology leadership for will see significant growth some important products, from 2030 onwards e.g. RUV KSB is a leading and relev
Slide 20: End Point Energy Consumption Industry 2023 Germany
M AR K E T AR E A E N E R G Y – N E W B U S I N E S S F I E L D S : H E A T P U M P S End Point Energy Consumption Industry 2023 Germany Electric Energy (Electricity) Thermal Energy Quelle: Arbeitsgemeinschaft Energiebilanzen 10/2024, eigene Darstellung KSB Capital Market Day | 11 September 2025 181
Slide 21: Holistic Energy Fields of Action
M AR K E T AR E A E N E R G Y – N E W B U S I N E S S F I E L D S : H E A T P U M P S Holistic Energy Fields of Action Thermal power plants Organic Rankine Cycle Decarbonised Decarbonised Electricity Heat Electricity Electrical Heat Heat Storage Storage Energy Energy Power grids Heating networks Hea
Slide 22: Areas of Activity: Large Heat Pumps for KSB
M AR K E T AR E A E N E R G Y – N E W B U S I N E S S F I E L D S : H E A T P U M P S Areas of Activity: Large Heat Pumps for KSB Power KSB Strategic Focus Customer Status Siemens Energy Customer meetings > 10 MW Pump skids for large heat pumps MAN Energy Solution Initial offers BASF Engineering Ind
Slide 23: What makes an Entry into ecop interesting for KSB?
M AR K E T AR E A E N E R G Y – S H AR E H O L D I N G E C O P What makes an Entry into ecop interesting for KSB? Portfolio extension large heat pumps Business potential > 150 Mio. € in 2035 Outstanding technology of product with several USP‘s and patent protection Participation in a growing market