R. Stahl Aktiengesellschaft · XETR:RSL2
R. Stahl Aktiengesellschaft — R. Stahl — Solventis Aktienforum 2025
26 slides from R. Stahl Aktiengesellschaft's conference presentation, Mar 25, 2025
Slide 1: Ready for the Future
READY FOR THE FUTURE 25 March 2025 | Solventis Aktienforum – Presentation
Slide 2: Disclaimer
DISCLAIMER This presentation was prepared by R. STAHL AG and is solely for information purposes. It may not be reproduced, distributed or published without the prior consent of R. STAHL AG. This presentation contains forward-looking statements. Such forward-looking statements are based on certain as
Slide 3: R. STAHL Today – A Leading Global Player in Electrical Explosion Protection
R. STAHL TODAY – A LEADING GLOBAL PLAYER WITH A 100% FOCUS ON ELECTRICAL EXPLOSION PROTECTION Global market shares of relevant competitors1) Market #2 in Europe in explosion protection, #3 worldwide Position Markets & Oil, Gas/LNG/Hydrogen, Chemicals, Pharma, Small Total Market Customers Shipbuildin
Slide 4: Expertise in All Major Markets
EXPERTISE IN ALL MAJOR MARKETS • Oil and gas industry • LNG industry • Hydrogen industry • Chemical industry • Pharmaceutical industry • Marine and shipbuilding • Food and beverage industry • Nuclear (harsh environment) Solventis Aktienforum 2025_Presentation 4
Slide 5: Complete, Innovative and Market Leading Portfolio of Explosion Proof Products
R. STAHL OFFERS ITS CUSTOMERS A COMPLETE, INNOVATIVE AND MARKET LEADING PORTFOLIO OF EXPLOSION PROOF PRODUCTS … Five sales regions Electrical Products & Components Lighting & Signalling devices Automation & HMI • Connectors • #1 in LED technology • Field Bus • Displays • Enclosures • Signalling devi
Slide 6: Strategically Preparing Our Markets
STRATEGICALLY PREPARING OUR MARKETS Project Lifecycle EPC/DCS/OEM EPC/DCS/OEM Installation & Conceptual Pre-FEED FEED Detailed Operation Maintenance Procurement Commissioning Engineering OEM End-user Time for R. STAHL Technology Spec-In to influence Purchasing Approved vendor Listing EPC/DCS Pro
Slide 7: Balanced Sales Breakdown, Growth in All Industries
WITH OUR BALANCED SALES BREAKDOWN, WE BENEFIT FROM GROWTH IN ALL INDUSTRIES R. STAHL sales by industries – estimates Pharmaceutical industry Chemical industry 10 Petrochemical 25 industry2) 15 in % 5 Other 5 Food / beverage 15 20 5 Gas / LNG Oil industry1) Shipbuilding 1) Upstream 2) Downstream Solv
Slide 8: Global Presence to Serve International Customers
WE HAVE A GLOBAL PRESENCE TO SERVE OUR INTERNATIONAL CUSTOMERS Production and sales network of R. STAHL Subsidiaries Germany Subsidiaries Central region Subsidiaries R. STAHL Schaltgeräte GmbH R. STAHL Ltd. Electromach B.V. INDUSTRIAS STAHL, S.A R. STAHL Tranberg AS Distributors and sales agents Wal
Slide 9: Strategy Excellence 2030 Is Continuously Developed
OUR STRATEGY EXCELLENCE 2030 IS CONTINUOUSLY DEVELOPED The six dimensions of our corporate strategy EXcellence 2030 6 Internatio- nalisation 5 1 Digitalisation Efficiency Customer orientation, performance & growth culture 4 2 Sustainability Technology 3 Growth Solventis Aktienforum 2025_Presentation
Slide 10: Natural Gas Is the Most Eco-Friendly Fossil Fuel – LNG Dominating
NATURAL GAS IS THE MOST ECO-FRIENDLY FOSSIL FUEL – AND LNG IS SET TO BECOME THE DOMINATING DELIVERY MECHANISM Climate Reduction of CO2 emissions: Change Near-term: low-carbon fossils Relative CO2 emissions by energy source (at equal combustion energy) 100% 80% 60% 40% 20% 0% Coal Oil Natural gas / L
Slide 11: Leveraging Strong Position in LNG Shipping
WE AIM TO LEVERAGE OUR STRONG POSITION IN LNG SHIPPING TO OUTGROW THE OVERALL LNG MARKET LNG value chain 1) Fuel for trucks and ships Gas field / Gas processing LNG LNG loading Open LNG receiving LNG Regas- Gas Power Power-to-gas facilities LNG Liquefaction plant tank terminal transportation termina
Slide 12: Hydrogen Hazards Make Explosion Protection Key
DUE TO THE UNIQUE HAZARDOUS PROPERTIES OF HYDROGEN, EXPLOSION PROTECTION IS KEY TO THIS TECHNOLOGY’S SAFETY H2 + e-fuels as sustainable source of energy of the future Climate Reduction of CO2 emissions: Change Long-term: carbon-free energy Safety aspects of hydrogen vs. fossil fuels Value chain Rati
Slide 13: Nuclear Energy – Another Interesting Market for R. STAHL
NUCLEAR ENERGY – ANOTHER INTERESTING MARKET FOR R. STAHL Hinkley Point – Great Britain • In the UK, many nuclear power plants are approaching the end of their planned technical and economic life. The British government's plan is to authorise one new nuclear power plant per year until 2030 - eight in
Slide 14: R. STAHL Interface Technology Connects Control Center and Hazardous Area
R. STAHL INTERFACE TECHNOLOGY CONNECTS CONTROL CENTER AND HAZARDOUS AREA … Control Center Solventis Aktienforum 2025_Presentation 14
Slide 15: R. STAHL Interface Technology Connects Control Center and Hazardous Area
R. STAHL INTERFACE TECHNOLOGY CONNECTS CONTROL CENTER AND HAZARDOUS AREA … Control Production Center Solventis Aktienforum 2025_Presentation 15
Slide 16: R. STAHL Interface Technology Connects Control Center and Hazardous Area
R. STAHL INTERFACE TECHNOLOGY CONNECTS CONTROL CENTER AND HAZARDOUS AREA … Control Production Center Solventis Aktienforum 2025_Presentation 16
Slide 17: Enables Customers to Achieve Extensive Digitalization
… AND ENABLES OUR CUSTOMERS TO ACHIEVE EXTENSIVE DIGITALIZATION WITH THEIR LEADING TECHNOLOGY Conversion of signals ANALOG ANALOG Isolaters Control Production Center Solventis Aktienforum 2025_Presentation 17
Slide 18: Enables Customers to Achieve Extensive Digitalization
… AND ENABLES OUR CUSTOMERS TO ACHIEVE EXTENSIVE DIGITALIZATION WITH THEIR LEADING TECHNOLOGY Conversion of signals ANALOG ANALOG Isolaters Digitalization of signals Control Production Center DIGITAL ANALOG Remote I/O Solventis Aktienforum 2025_Presentation 18
Slide 19: Enables Customers to Achieve Extensive Digitalization
… AND ENABLES OUR CUSTOMERS TO ACHIEVE EXTENSIVE DIGITALIZATION WITH THEIR LEADING TECHNOLOGY Conversion of signals ANALOG ANALOG Isolaters Digitalization of signals Control Production Center DIGITAL ANALOG Remote I/O Digital infrastructure DIGITAL DIGITAL Ethernet APL Solventis Aktienforum 2025_Pre
Slide 20: Digital Twin Platform Drives Digitalization of the Value Chain
WITH OUR DIGITAL TWIN PLATFORM, WE DRIVE THE DIGITALIZATION OF THE ENTIRE VALUE CHAIN A digital twin is the digital representation of a (not yet / no longer) existing material or immaterial object in the real world. R. STAHLs digital twin describes the properties and behavior of products in an inter
Slide 21: Digital Twin Platform – Technologically Leading
DIGITAL TWIN PLATFORM – TECHNOLOGICALLY LEADING Digital Twin Platform Customer benefit • More efficient product selection & plant planning • Simplified maintenance processes & reduced downtime • Proactive information about product updates (software updates, follow-up products, ...) exactly for the c
Slide 22: Slower Growth Due to Economic and Political Uncertainties
SLOWER GROWTH DUE TO ECONOMIC AND POLITICAL UNCERTAINTIES EBITDA pre * 97 €m Order intake Sales 92 89 90 89 89 86 87 85 81 82 83 80 77 78 77 75 74 75 74 72 72 69 68 63 62 63 61 13 10 10 11 9 8 9 6 6 6 6 5 4 3 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4** 2021 2022 2023 2024 * EBITDA pre: EBITDA pre ex
Slide 23: Guidance FY 2024
GUIDANCE FY 2024 Sales forecast at €335m to €350m RISKS Geopolitical conflicts EBITDA pre*) between €35m – €40m General economic development Free Cashflow to be a positive middle single digit € million amount Increase of equity ratio as interest rate level for valuation of pension provisions stays s
Slide 24: Thanks for Your Attention – Any Questions?
THANKS FOR YOUR ATTENTION – ANY QUESTIONS? 25 March 2025 | Solventis Aktienforum
Slide 25: Share Information
SHARE INFORMATION SHARE INFORMATION SHAREHOLDERS STRUCTURE R. STAHL SHARE PRICE Share number 6.440.000 April 2024 – March 2025 Freefloat Founding Xetra families within a ISIN DE000A1PHBB5 consortium WKN A1PHBB Other Deutsche Boerse RSL2 founding families Bloomberg ticker RSL2 Reuters ticker RSL2.DE
Slide 26: Issuer, Contact and Financial Calendar
ISSUER, CONTACT AND FINANCIAL CALENDAR ISSUER AND CONTACT FINANCIAL CALENDAR 2025 R. STAHL AG Apr 10 Annual Report FY 2024 Am Bahnhof 30 74638 Waldenburg May 08 Interim Report Q1 2025 Germany June 03 32nd Annual General Meeting www.r-stahl.com Aug 07 Interim Report H1 2025 Investor Relations Judith