Jost Werke Se · XETR:JST
Jost Werke — Investor Day (September 2024)
11 slides from Jost Werke's investor day presentation, Sep 10, 2024
Slide 1: Capital Markets Day 2024 – Ambitions 2030
CAPITAL MARKETS DAY 2024 Ambitions 2030 Joachim Dürr – CEO JOST Werke SE – September 10, 2024 1
Slide 2: The JOST System for Profitable Growth
OUR DRIVING FORCE THE JOST SYSTEM FOR PROFITABLE GROWTH QUALITY, SAFETY & RELIABILITY GLOBAL CUSTOMER PROXIMITY COMMITTED AND SKILLED PEOPLE STRONG FLEXIBILITY AND RESILIENCE With a deep understanding of customers and market needs, JOST has been able to develop and offer the right products across th
Slide 3: A Leading Global Supplier for Commercial Vehicles
WHO WE ARE A LEADING GLOBAL SUPPLIER FOR COMMERCIAL VEHICLES EUROPE + Landing leg: #1 41% MIDDLE EAST 5th wheel: of sales #1 Front loaders: NORTH AMERICA #1 Landing leg: #1 5th wheel: 23% 12% ASIA of sales of sales Landing leg: #2 #1 Front Loaders: 5th wheel: #1 #1 Front loaders: 7% Entering the mar
Slide 4: A Proven Track Record of Profitable Success
OUR HISTORY A PROVEN TRACK RECORD OF PROFITABLE SUCCESS MARKETS WITH CAGR: 11% TECHNOLOGY STRONG LEADERSHIP FUNDAMENTALS 1,250 701 LONG-TERM SIGNIFICANT CUSTOMERS AFTERMARKET RELATIONSHIPS EXPOSURE 2017 2018 2019 2020 2021 2022 2023 STRONG BRANDS ORGANIC CAGR (TRANSPORT): 6% LARGE INSTALLED WITH HIG
Slide 5: Understanding Our Customers and Seizing Opportunities
WHAT WE ARE BEST AT UNDERSTANDING OUR CUSTOMERS AND SEIZING OPPORTUNITIES HARVESTING SEEDING Boosting growth PREPARING Advancing technology Expanding into agriculture Leveraging global operations Entrepreneurship Acquiring new brands Delivering value Global expansion Growing product offering Strengt
Slide 6: Our Target: Commitment to Drive Value Creation
OUR TARGET COMMITMENT TO DRIVE VALUE CREATION SALES ADJ. ADJ. EBIT REVENUE EPS MARGIN 10.0% > € 2bn > €10 to per share 12.0% Shifting margin corridor CAGR: 7% p.a. CAGR: 8% p.a. up by 0.5pp JOST JOST Werke Werke SE SE II CAPITAL CAPITAL MARKETS MARKETS DAY DAY 2024 2024 6
Slide 7: Opportunities to Achieve Profitable Growth
OPPORTUNITIES TO ACHIEVE PROFITABLE GROWTH Balanced sizeable opportunities for all market applications, with growing significance of trends in off-highway OEM earnings power by end markets Balancing TODAY 2025-2030 (Ø EBIT margin) end markets Efficiency trends Off-highway Off-highway Mining 25% Auto
Slide 8: Our Goal: Be the No. 1 Supplier
OUR GOAL Global market leader with high market Technology Be the shares leadership No. 1 SUPPLIER for on- and Operational excellence off-highway and flexibility commercial Value creation for consumers through the cycle vehicles worldwide High Quality and strong customer satisfaction JOST Werke SE I
Slide 9: Boosting Growth
BOOSTING GROWTH How to seize the potential? Organic growth Growth through M&A The topic for our podium discussion! JOST Werke SE I CAPITAL MARKETS DAY 2024 9
Slide 10: Disclaimer
DISCLAIMER THIS PRESENTATION IS CONFIDENTIAL AND MUST NOT BE RELEASED, PUBLISHED, TRANSMITTED OR DISTRIBUTED, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, INTO OR WITHIN THE UNITED STATES OF AMERICA, CANADA, AUSTRALIA, JAPAN OR ANY JURISDICTION WHERE SUCH DISTRIBUTION IS UNLAWFUL. This presentation
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