Traton Se · XETR:8TRA
Traton — Q3 2025 Earnings Presentation
8 slides from Traton's earnings presentation, Oct 6, 2025
Slide 1: Q3 2025 Pre-Close Call
Q3 2025 PRE-CLOSE CALL ANALYST / INVESTOR PRESENTATION Munich, 06/10/2025
Slide 2: TRATON Pre-Close Call Guidelines
Q3 2025 Pre-Close Call 2 Investor Relations 06/10/2025 TRATON PRE-CLOSE CALL GUIDELINES ― Camera off – we disabled the function for all ― This call is addressed exclusively at investors and participants sell-side analysts. We thus reserve the right to exclude participants from the call who are not ―
Slide 3: Disclaimer
Q3 2025 Pre-Close Call 3 Investor Relations 06/10/2025 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 4: 1. Market Situation & Recent Trading
Q3 2025 Pre-Close Call 4 Investor Relations 06/10/2025 1. MARKET SITUATION & RECENT TRADING Market outlook (as published on 25 July 2025) EU27+31 (k units, >6t) North America (k units, class 6-82) South America (k units, >6t) 2025e: -15% – -5% 2025e: -17.5% – -7.5% 2025e: -5% – +5% (2024 -6% | 365)
Slide 5: 2. Various Key Topics
Q3 2025 Pre-Close Call 5 Investor Relations 06/10/2025 2. VARIOUS KEY TOPICS US tariffs ― Under the current regulation, production in North America is USMCA compliant. ― Surcharges on list prices implemented for orders to be produced through November. ― These surcharges covered all supplier and raw
Slide 6: 3. Recent Brand Developments
Q3 2025 Pre-Close Call 6 Investor Relations 06/10/2025 3. RECENT BRAND DEVELOPMENTS Scania MAN International VWTB ― Q3/Q4 2025 margins continue to ― Despite declining order ― Challenging H2 2025 in weak ― Margin now also hit by volume be negatively impacted by lower momentum, no significant capacity
Slide 7: 4. Group Perspective
Q3 2025 Pre-Close Call 7 Investor Relations 06/10/2025 4. GROUP PERSPECTIVE 2025 Outlook as adjusted on 25 July 2025 FY 2024 FY 2025 Actuals Outlook “New“ ― Lowered full-year guidance does not reflect Section 232 (since Q2 Results) tariff and potential direct / indirect impacts. TRATON GROUP ― Despi
Slide 8: IR Contact and Events
Q3 2025 Pre-Close Call 8 Investor Relations 06/10/2025 IR CONTACT AND EVENTS Contacts Events Ursula Querette Thomas Paschen Head of Investor Relations Investor Relations 10/10/2025 Q3 Unit Sales Figures +49 152 021 52 400 +49 170 907 34 94 ursula.querette@traton.com thomas.paschen@traton.com 10/29/2