Jost Werke Se · XETR:JST
Jost Werke — Investor Day (September 2024)
29 slides from Jost Werke's investor day presentation, Sep 10, 2024
Slide 1: Capital Markets Day 2024: Advancing Technology
CAPITAL MARKETS DAY 2024 Advancing Technology Michael Fischer – Head of Global R&D – September 10, 2024
Slide 2: Innovation is key for corporate ambidexterity: fitness & growth
INNOVATION IS KEY FOR CORPORATE AMBIDEXTERITY: FITNESS & GROWTH We tend to overestimate the impact of transformation on the short term but underestimate it on the long term. ▪ Roadmapping. strategy implementation, strong project portfolio and change management ▪ Open Innovation. new perspectives and
Slide 3: Focus of innovation across time horizons
FOCUS OF INNOVATION ACROSS TIME HORIZONS Value Horizon 3 Renew Horizon 2 Growth Horizon 1 Fitness Time 12-24 Months 2-3 Years > 3 Years Source: McKinsey 3 Horizon Framework JOST Werke SE I CAPITAL MARKETS DAY 2024 3
Slide 4: Combining global and local strength in R&D
COMBINING GLOBAL AND LOCAL STRENGTH IN R&D Kuusa Umea Son Grand Haven Kassel- Waltershausen Ningbo Calden Wuhan Neu- Global R&D for Isenburg Central Technologies Local R&D for Jamshedpur regional applications Guaranesia Diversity for Caxias do Sul innovative and Melbourne market driven solutions to
Slide 5: Focus areas innovation strategy
FOCUS AREAS INNOVATION STRATEGY Providing new products and services to our customers to generate additional revenue streams in on- and off-highway SAFE EFFICIENT RELIABLE COMFORTABLE AUTOMATIZED JOST Werke SE I CAPITAL MARKETS DAY 2024 5
Slide 6: Baseline & tech-stack product portfolio
BASELINE & TECH-STACK PRODUCT PORTFOLIO CONTROLS SENSORS Turntable Drawbar Container Support Cross equipment legs member Front loader Towing Tag hitch METHODS axle Single wheel suspension Agriculture TOOLS coupling Forced steering King pin Fifth wheel Technical Axles Landing legs Service HYDRAULICS
Slide 7: Use cases in TCS and R&D
USE CASES IN TCS AND R&D AI TECHNICAL CUSTOMER SERVICE DEPLOY Typical Chat Dialogue example (footage or static) RESHAPE INVENT JOST Werke SE I CAPITAL MARKETS DAY 2024 7
Slide 8: Customer value streams
CUSTOMER VALUE STREAMS OPERATIONAL DOMAINS AI generated ON-YARD ON-HIGHWAY OFF-HIGHWAY JOST Werke SE I CAPITAL MARKETS DAY 2024 8
Slide 9: Connecting the dots: product portfolio
CONNECTING THE DOTS… PRODUCT PORTFOLIO Steering Systems Transport Agriculture Front Loader Container 3PLs Tech Towing Suspensions Hitches Fifth Implements Wheels Axles Cabins Landing Gear JOST Werke SE I CAPITAL MARKETS DAY 2024 9
Slide 10: Driver assistance: King Pin Finder
DRIVER ASSISTANCE KING PIN FINDER ▪ Better visibility for driver ▪ Easier coupling process ▪ Increased safety ▪ Avoidance of accidents through human error 100% ACCLIMATIZATION. FROM FIRST MINUTE. JOST Werke SE I CAPITAL MARKETS DAY 2024 10
Slide 11: Visual systems: Object Finder
VISUAL SYSTEMS OBJECT FINDER 2024 2020 2022 2023 Box Body RO*TH w/ DrawBarFinder Underrun Bar Vision angle ECE R158 Vision field SOP IAA AGRITECHNICA TRANSPORTATION IAA TRANSPORTATION JOST Werke SE I CAPITAL MARKETS DAY 2024 11
Slide 12: High performance tools: implements
HIGH PERFORMANCE TOOLS IMPLEMENTS ▪ High variety of implements for a high variety of purposes ▪ Flexibility of use, fitting implements in different vehicle CONFIGURATION MANAGEMENT. BEYOND TRACTOR. JOST Werke SE I CAPITAL MARKETS DAY 2024 12
Slide 13: Value for money: V-Loader
VALUE FOR MONEY V-LOADER Localizing and adapting Quicke’s loader design to meet regional needs ▪ Robust loader at competitive price ▪ Improved ergonomics for drivers ▪ Better working angles ▪ Better visibility in working area ▪ More advance features compared to competition BEST FIT FOR SOUTH AMERICA
Slide 14: Connecting the dots: product portfolio
CONNECTING THE DOTS… PRODUCT PORTFOLIO Steering Systems Transport Agriculture Front Loader logistics Container 3PLs Tech Towing Suspensions Hitches Fifth Implements Wheels Axles Cabins Landing Gear Infrastructure JOST Werke SE I CAPITAL MARKETS DAY 2024 14
Slide 15: New use-case / new market: HD-O heavy duty suspension
NEW USE-CASE / NEW MARKET HD-O. ▪ Heavy Duty – all terrain suspension ▪ Hydraulic, levelling ▪ Low maintenance ▪ 255cm new dimensions for road use HEAVY DUTY SUSPENSION. CROSS DOMAIN. JOST Werke SE I CAPITAL MARKETS DAY 2024 15
Slide 16: User interface & connectivity: Quicke Control System
USER INTERFACE & CONNECTIVITY QUICKE CONTROL SYSTEM (QCS) Developing advanced features to meet modern farming requirements ▪ Automation of repetitive tasks ▪ Better ergonomics for drivers ▪ Integrated weighing system ▪ Data recording and export to track and analyze farming activities ▪ Driver suppor
Slide 17: Tap new value pools: product portfolio
TAP NEW VALUE POOLS PRODUCT PORTFOLIO Transport Agriculture logistics Public transportation Infrastructure JOST Werke SE I CAPITAL MARKETS DAY 2024 17
Slide 18: Public transportation: BusLink
PUBLIC TRANSPORTATION BUSLINK ▪ BusLink functional structure w/ weight benefits ▪ Compatible to articulated bus fleet, OE-proven ▪ System of articulation, hydraulics, bellow, wiring harness ▪ Electric bus energy BUSLINK SYSTEM. system bridge REGULATORY PULL. JOST Werke SE I CAPITAL MARKETS DAY 2024
Slide 19: Growing trailer platform: KKS system
GROWING TRAILER PLATFORM KKS SYSTEM ▪ Coupling automation for refrigerated trailers ▪ Fits into sensitive trailer insulation concept ▪ Pharmalogistics as innovation driver ▪ Driver comfort & safety KKS GOES REEFER. REEFER FLEET PULL. JOST Werke SE I CAPITAL MARKETS DAY 2024 19
Slide 20: Truck fleet architecture: electrification
TRUCK FLEET ARCHITECTURE ELECTRIFICATION AI generated New propulsion systems for us means… ▪ Higher truck architectures ▪ New load balancing on axles ▪ New vehicle dimensions ▪ Limited clearance truck-trailer TRUCK ELECTRIFICATION. ARCHITECTURE IMPACT. JOST Werke SE I CAPITAL MARKETS DAY 2024 20
Slide 21: Trailer aerodynamics: eco + functional design
TRAILER AERODYNAMICS ECO + FUNCTIONAL DESIGN ▪ Fit for 55 – trailer efficiency ▪ aerodynamics shape future products ▪ Harvesting . aerodynamic benefits work only in collaboration SUSTAINABILITY ON TRANSPORT. CO2 SAVING POTENTIAL. JOST Werke SE I CAPITAL MARKETS DAY 2024 21
Slide 22: Trailer aerodynamics: eco + functional design
TRAILER AERODYNAMICS ECO + FUNCTIONAL DESIGN Aero design ▪ Fit for 55 – trailer elements efficiency goals 2030 ▪ Aerodynamics will shape future products ▪ Harvesting . aerodynamic benefits by collaboration SUSTAINABILITY ON TRANSPORT. CO2 SAVING POTENTIAL. JOST Werke SE I CAPITAL MARKETS DAY 2024 22
Slide 23: Trailer propulsion decarbonization
TRAILER PROPULSION DECARBONIZATION ▪ Self Propelled Trailer get a variable in Vehicle Efficiency ▪ Part of a hybrid vehicle combination . powertrain ▪ Evolving vehicle requirements ▪ Preparing and learning on product level ▪ Different concepts in EFFICIENCY ON. evaluation CO2 OFF. JOST Werke SE I CA
Slide 24: Real world application: automation
REAL WORLD APPLICATION AUTOMATION JOST Werke SE I CAPITAL MARKETS DAY 2024 24
Slide 25: Smart farming solutions
SMART FARMING SOLUTIONS AUTOMATION & SMART SYSTEMS AI generated AI generated MARKET DAY JOST Werke SE I CAPITAL MARKETS DAY2024 2024 25
Slide 26: ODD & ICP – scaleup potential
ODD & ICP – SCALEUP POTENTIAL AUTOMATION & SMART SYSTEMS AI generated JOST Werke SE I CAPITAL MARKETS DAY 2024 26
Slide 27: KKS with robotics – advanced concept study
KKS WITH ROBOTICS – ADVANCED CONCEPT STUDY AUTOMATION KKS for Robotics Application Video JOST Werke SE I CAPITAL MARKETS DAY 2024 27
Slide 28: 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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