Deutz Ag · XETR:DEZ
Deutz — Merger or Acquisition (September 2025)
14 slides from Deutz's merger presentation, Sep 2, 2025
Slide 1: Acquisition of SOBEK Group
DEUTZ Acquisition of SOBEK Group September 2, 2025 Acquisition SOBEK Group | September 2025
Slide 2: Disclaimer
Disclaimer Unless stated otherwise, all the figures given in this presentation refer to continuing operations. The details given in this document are based on the information available at the time it was prepared. This presents the risk that actual figures may differ from forward-looking statements.
Slide 3: DEUTZ strengthens defense business with acquisition of SOBEK Group
DEUTZ strengthens defense business with acquisition of SOBEK Group – a drive systems specialist for drones and other applications Today’s topics Market perspective: Defense market potential with focus on UAVs (unmanned aerial vehicle) Acquisition of an established and profitable business in Germany
Slide 4: Market perspective & geopolitics: Europe is rearming and shifting spending to defense technology
Market perspective & geopolitics: Europe is rearming and shifting spending to defense technology European NATO defense budgets, in € bn Ramp-up to 3.5% § Focus on defense sovereignty leading to need for Ambitious acceleration Total local production and partners Base +15% 2026-2030 965 § Need to buil
Slide 5: UAV market: High growth segment in military aviation
UAV market: High growth segment in military aviation Estimated European UAV production value, in € bn CAGR 2024-30 (in %) § Small and mid-sized UAVs essential for modern defense strategies enabling +4% 7.9 scalable, flexible operations and are faster and cheaper to deploy than traditional 6.5 platfo
Slide 6: SOBEK: Established and highly profitable high-tech player for electric motors
SOBEK: Established and highly profitable high-tech player for electric motors Distribution of sales 2024 § Founded in 1975 by Bernd Sobek, led by Dr. Olaf Hahn since 2009 (100% owner), ~70 employees Products Electric motors & § Established drive specialist – with focus on developing high- 33% 33% co
Slide 7: Based on leading technology, SOBEK expects to grow rapidly and expand into military UAVs
Based on leading technology, SOBEK expects to grow rapidly and expand into military UAVs SOBEK: Expected share of sales CAGR 2024-33 43 § Strong starting point given foundations in high-end motor sports 34 § Expansion into military drones 16% underway and driving growth § Additional potential in avi
Slide 8: SOBEK supplies BLDC motors and control electronics for defense drones
SOBEK supplies BLDC motors and control electronics for defense drones Applications of SOBEK products in defense drones BLDC e-motors 1-8x/drone Electromagnetic motors to power the propellers Often combined with control electronics to ensure redundancy Max. power: 10.000 W Key advantages of SOBEK’s t
Slide 9: SOBEK already is a trusted partner to European defense techs
SOBEK already is a trusted partner to European defense techs § Early partner to future European defense primes: SOBEK already supplies electric drive systems – consisting of motor, control elements, and software – to leading European drone manufacturers, and as a key component supplier is part of th
Slide 10: SOBEK + DEUTZ: Profitable business, ideally positioned in defense
SOBEK + DEUTZ: Profitable business, ideally positioned in defense § SOBEK has a strong stand-alone case based on its technology leadership in advanced drive systems and strong market position § DEUTZ contributes industrialization scale, e.g. manufacturing, sourcing, service infrastructure, homologat
Slide 11: An additional milestone in executing our Dual+ strategy
An additional milestone in executing our Dual+ strategy § Enables broader set-up and thereby making ourselves less dependent on the volatile combustion engine business, e.g. move from a one-product to a multi-business company, which acts as a system integrator § Boosts our newly founded Defense busi
Slide 12: How we proceed
How we proceed § All shares of SOBEK to be purchased based on favorable EBITDA multiple of 11x § Transaction expected to close imminently § Financing secured through credit lines § Subject to favorable market conditions, DEUTZ also intends to finance the transaction through a capital increase from a
Slide 13: Thank you for your attention
THANK YOU FOR YOUR ATTENTION WE LOOK FORWARD TO YOUR QUESTIONS Acquisition SOBEK Group | September 2025
Slide 14: Acquisition SOBEK Group | September 2025
Acquisition SOBEK Group | September 2025