Kion Group Ag · XETR:KGX
Kion — Investor Presentation (July 2026)
33 slides from Kion's investor presentation, Jul 30, 2026
Slide 1: Corporate Presentation
Corporate Presentation KION GROUP AG 2026-07-30
Slide 2: World Leader in Industrial Trucks and Supply Chain Solutions
World Leader in Industrial Trucks and Supply Chain Solutions Joint Offering #1 & #2 #1 #1 in industrial trucks in supply chain solutions in EMEA1 globally3 • Industrial trucks Global #2 in industrial • Automated warehouse solutions trucks2 • Services € 11.7bn € 11.3bn € 789m / 7.0% > 42,000 Order in
Slide 3: Financial Year 2025
Financial Year 2025 Order intake Revenue EBIT adj. EBIT margin adj. EUR EUR EUR 11.7 11.3 789 7.0% bn. bn. m. +13.4% -1.8% vs. 917 Mio. vs. 8.0% vs. 2024 vs. 2024 2024 2024 KION GROUP AG | Corporate Presentation | Juli 2026 3
Slide 4: The Supply Chain Solutions Company
KION is The Supply Chain Solutions Company Our people’s passion is innovating, automating, and orchestrating solutions for our customers’ supply chains KION brands keep the world moving KION GROUP AG | Corporate Presentation | Juli 2026 4
Slide 5: FY2025: Attractive Market
FY2025: Attractive Market E-Commerce Urbanization Digitalization Sustainability Expected material E-Commerce Micro-fulfillment Mobile robots Li-Ion powered handling automation trucks trends KION GROUP AG | Corporate Presentation | Juli 2026 5
Slide 6: A global player with a well-balanced portfolio
A global player with a well-balanced portfolio Global Footprint Revenue Split 2025 1 73% 27% >2.000 Industrial Trucks and Services Intelligent Automation Solutions3 sales and service locations1 67% Present in more than 22% 11 % Americas EMEA APAC 100 countries1 >2.0m. Industrial trucks in the field1
Slide 7: Our segments: Integrated Supply Chain Solutions
Our segments: Integrated Supply Chain Solutions Industrial Trucks & Services Intelligent Automation Corporate Services (ITS) Solutions (IAS) Operating Units Operating Unit • Internal service entities incl. Financial Services • KION IAS • Holding functions • KION ITS EMEA • KION ITS Americas • KION I
Slide 8: A broad offering of Integrated Supply Chain Solutions
A broad offering of Integrated Supply Chain Solutions From industrial trucks to fully automated warehouses Tailor-made electric, fuel cell and conventionally powered counterbalance and warehouse trucks Warehouse automation solutions to optimize material and information flow Full life cycle offering
Slide 9: A truly global production plant setup
A truly global production plant setup Hamburg Geisa Dinklage Kołbaskowo Zwijndrecht Českŷ Krumlov Offenbach Reutlingen Stříbro Salt Lake City Grand Rapids Jinan Châtellerault Summerville Jingjiang Aschaffenburg Suzhou Karlstein Kahl Zhangzhou Milan Weilbach Monterrey Pune Luzzara Xiamen Indaiatuba S
Slide 10: Strong global sales and service network for a global customer base
Strong global sales and service network for a global customer base¹ EMEA ~1,100 sales and/or service locations Asia Pacific (APAC) ~800 sales and/or Americas service locations ~300 sales and/or service locations Almost 2,200 sales and/or service locations in over 100 countries KION GROUP AG | Corpor
Slide 11: A full-line player in Intralogistics 4.0
A full-line player in Intralogistics 4.0 Industrial trucks1 + Warehouse automation2 Major suppliers Major suppliers Toyota KION Broad intralogistics KION Toyota Automated Logistics offering Jungheinrich Knapp Market-leading Crown Symbotic positions globally 1, 2 Mitsubishi Logisnext Körber Logistics
Slide 12: Integrity, Collaboration, Courage, Excellence
Integrity Collaboration Courage Excellence We do what We trust each We change and We create outstanding is right. other. innovate. customer value. KION GROUP AG | Corporate Presentation | Juli 2026 12
Slide 13: Executive Board: More than 60 years of expertise
Executive Board: More than 60 years of expertise Rob Smith Christian Harm Valeria Gargiulo Andreas Krinninger Ching Pong Quek Hans Michael CEO , since 2022 CFO , since 2023 CPSO , since 2023 President CTO & President Larsson KION ITS EMEA, KION ITS Asia Pacific, President KION IAS & With KION since
Slide 14: Focus Areas
Focus Areas Regions Sustainability Automation & Software R&D KION GROUP AG | Corporate Presentation | Juli 2026 14
Slide 15: Growing in China: Four pillars
Growing in China: Four pillars 01 – Production 02 – R&D 03 – Product 04 – Sales Capacity expansion through Center of Excellence for global More than ~50 new series truck Expansion of Sales & Network Jinan plants Value & Eco products launched to serve China & through multi-brand Global market KION GR
Slide 16: Sustainability: E-trucks with the performance of IC trucks
Sustainability: E-trucks with the performance of IC trucks Electrification of Products1 KION ITS order intake units, FY 2025 8% 93 E-trucks IC-trucks 24% % Electrified products 68% E-warehouse trucks 1. May not add up to 100% due to commercial rounding Total: 266k KION GROUP AG | Corporate Presentat
Slide 17: KION is driving electrification & green industrial trucks
KION is driving electrification & green industrial trucks Electrification of Industrial Trucks Global Development from 2004 to 20251 100 Market 2 KION 95 93 90 85 80 79 75 70 65 60 56 54 55 50 YEAR 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 1. Order Intake, figures in percent; 2. Based o
Slide 18: Automation & software add value to customer operations
Automation & software add value to customer operations Cloud Based Fleet Automation Intelligent Trucks Automated Trucks Data Management Systems • Trucks equipped with • Fleet data services • Broad range of • Customized integrated electronic control unit connect trucks with automated series soft- and
Slide 19: The path to lights-out material handling solutions
The path to lights-out material handling solutions Micro- Software & Lights-out fulfillment connected New energy solutions Fleet sources management Autonomous Sustainable vehicles Assistance products Big data systems and analytics Advanced robotics Yesterday Today Tomorrow → → → Industrial trucks &
Slide 20: Strong R&D commitment with increased spend in focus areas
Strong R&D commitment with increased spend in focus areas R&D Spend 1 (in % of revenue) 4 Increased R&D Spend 3,5 3,4 3,4 for Focus Areas: 3 3,1 2,9 2,5 2,6 2,8 2,8 2,7 2,8 2,7 • New platforms and 2 standards 1,5 • Sustainability 1 0,5 • Automation & 0 Software 2016 2017 2018 2019 2020 2021 2022 202
Slide 21: KION Segments
KION Segments A broad and integrated offering for superior customer value KION GROUP AG | Corporate Presentation | Juli 2026 21
Slide 22: Industrial Trucks and Services (ITS)
Industrial Trucks and Services (ITS) KION GROUP AG | Corporate Presentation | Juli 2026 22
Slide 23: Segment overview: One of the world leaders in industrial trucks
Segment overview: One of the world leaders in industrial trucks Key Financials (in €m) Revenue by product 4 H1 2026 2025 2024 2023 Order intake 3,982 8,147 7,766 7,890 51% 49% Services New Business Revenue 4,079 8,272 8,609 8,426 Adjusted EBIT1 366 722 918 849 Adjusted EBIT Margin1 9.0% 8.7% 10.7% 1
Slide 24: Integrated business model: Ecosystem of products & services
Integrated business model: Ecosystem of products & services New Truck Sales ~ roughly half of new truck sales in FY 2024 carry financing contracts → Financial Services Products Ongoing customer relationship (e.g. short- Most financing contracts also contain → → term rental) triggers new truck sales
Slide 25: Competitive strengths: Three pillars driving profitable growth
Competitive strenghts: Three pillars driving profitable growth Technology expertise Resilient services Efficiency improvement • High operational performance • Striving to cover the full life cycle • Modularizing products of trucks1 with innovative offering • Optimizing plant footprint • Energy solut
Slide 26: Product portfolio: Serving customers' needs worldwide
Product portfolio: Serving customers’ needs worldwide Internal combustion (IC) counter-balanced trucks • Mainly used outside Electric (E) counter-balanced trucks • Mainly used inside Warehouse technology: rider trucks • Faster transportation of loads • Specially designed for warehouse requirements W
Slide 27: KION's technology expertise enables future growth
KION‘s technology expertise enables future growth New truck platforms with 10–15 years lifecycle – Productivity Performance derivatives planned for next years Digital twins allowing new feature sales and efficiencies Design to Efficiency Service Enablers for expansion of market share R&D depreciatio
Slide 28: Intelligent Automation Solutions (IAS)
Intelligent Automation Solutions (IAS) KION GROUP AG | Corporate Presentation | Juli 2026 28
Slide 29: Segment overview: Leading in supply chain solutions
Segment overview: Leading in supply chain solutions Key Financials (in €m) Revenue by product 2 H1 2026 2025 2024 2023 Order intake 1,824 3,599 2,579 3,007 41% 59% Revenue 1,629 3,071 2,943 2,997 Services Business Solutions Adjusted EBIT1 106 183 113 44 Adjusted EBIT Margin1 6.5% 6.0% 3.8% 1.5% Reve
Slide 30: Broad integrated range of modern automation solutions
Broad integrated range of modern automation solutions Storage Systems Conveyor Systems Storage, retrieval and sequencing; buffering, Dependable, cost-effective product transport racking and shelving Robotic Palletizing Sortation Systems & Depalletizing Automated and ergonomic palletizing Diverse pro
Slide 31: Dematic go-to-market: Delivering life cycle value for customers
Dematic go-to-market: Delivering life cycle value for customers ~ 2-24 months ~ 6-24 months ~ 15-30 years Solution development Project implementation Life cycle services Order Project revenue Commis- Service revenue intake recognition sioning recognition Conveyor Storage Modernizations & Spare Parts
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Slide 33: Disclaimer
Disclaimer This document has been prepared by KION GROUP AG (the “Company”, Certain industry, market and competitive position data contained in this and expectations and projections about future events and may be identified and together with its consolidated subsidiaries, the "KION Group") solely fo