Traton Se · XETR:8TRA
Traton — Q2 2025 Earnings Presentation
7 slides from Traton's earnings presentation, Jul 1, 2025
Slide 1: Q2 2025 Pre-Close Call
Q2 2025 PRE-CLOSE CALL ANALYST / INVESTOR PRESENTATION Munich, 01/07/2025
Slide 2: Disclaimer
Q2 2025 Pre-Close Call 2 Investor Relations 01/07/2025 DISCLAIMER This presentation has been prepared for information purposes only. The presentation 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 secur
Slide 3: Market Outlook & Recent Trading
Q2 2025 Pre-Close Call 3 Investor Relations 01/07/2025 MARKET OUTLOOK & RECENT TRADING Market outlook (as published on 10 March 2025 and 28 April 2025) EU27+31 (k units, >6t) North America (k units, class 6-82) South America (k units, >6t) 2025e: -15% – -5% 2025e: -10% – 0% 2025e: -5% – +5% (2024 -6
Slide 4: Various Topics
Q2 2025 Pre-Close Call 4 Investor Relations 01/07/2025 VARIOUS TOPICS US tariffs ― Production in North America meets the current USMCA requirements for trucks and busses. ― All units sold in US are USMCA compliant. ― Less than 1% of imported parts from China. ― No formal plans to change our producti
Slide 5: Brand Developments
Q2 2025 Pre-Close Call 5 Investor Relations 01/07/2025 BRAND DEVELOPMENTS Scania MAN International VWTB ― Planned production capacity tuned ― Short-time work ended in Q2 ― Order intake remains low in Q2 due ― Less affected by weakening down further due to trend reversal following encouraging order i
Slide 6: 2025 Outlook
Q2 2025 Pre-Close Call 6 Investor Relations 01/07/2025 2025 OUTLOOK AS PUBLISHED ON 10 MARCH 2025 AND 28 APRIL 2025 FY 2024 FY 2025 Outlook ― Following increased order intake in Europe, higher unit sales and sales revenue expected in Q2 over Q1. TRATON GROUP Unit sales (units) 334,215 -5 ‒ +5% ― Sti
Slide 7: IR Contact and Events
Q2 2025 Pre-Close Call 7 Investor Relations 01/07/2025 IR CONTACT AND EVENTS Contacts Events Ursula Querette Thomas Paschen Head of Investor Relations Investor Relations 09/07/2025 Q2 Unit Sales Figures +49 152 021 52 400 +49 170 907 34 94 ursula.querette@traton.com thomas.paschen@traton.com 25/07/2