Ksb Se & Co. Kgaa · XETR:KSB
Ksb Se & Co. Kgaa — Investor Day (September 2025)
30 slides from Ksb Se & Co. Kgaa's investor day presentation, Sep 11, 2025
Slide 1: Capital Market Day 2025 – 7 Market Area Mining
Capital Market Day 2025 7 – Market Area Mining Jonathan Samuel September 11, 2025
Slide 2: In Spotlight: Mining
In Spotlight: Mining Market Area Mining 11 Sept 2025 | Jonathan Samuel
Slide 3: KSB Capital Market Day | 11 September 2025 115
KSB Capital Market Day | 11 September 2025 115
Slide 4: Agenda Market Area Mining
Agenda Market Area Mining 3.1 Footprint • Mining and KSB 3.2 Facts & figures • Order intake and Sales • Sales share • Main Competitors 3.3 Key Opportunities & Risks 3.4 Strategic Road Map to 2030 3.5 Success Stories KSB Capital Market Day | 11 September 2025 116
Slide 5: Footprint
Footprint • Mining and KSB KSB Capital Market Day | 11 September 2025 117
Slide 6: Mining is Worldwide and KSB's reach is global
1. FOOTPRINT Mining is Worldwide and KSB’s reach is global 326 316 283 237 214 188 KSB Capital Market Day | 11 September 2025 118
Slide 7: KSB Mining – a global presence
1. FOOTPRINT KSB Mining – a global presence 850 4* (33) production sites in 18 countries 326 worldwide mining staff 316 190 service workshops 283 237 214 188 3* (9) 15*+ spare parts foundries on 3 continents warehouses *Slurry KSB Capital Market Day | 11 September 2025 119
Slide 8: KSB GIW - World's Largest Slurry Pump Manufacturing Complex
KSB GIW - World’s Largest Slurry Pump Manufacturing Complex KSB Capital Market Day | 11 September 2025 120
Slide 9: Facts & Figures
Facts & Figures • Order Intake and Sales • Sales Share • Main Competitors KSB Capital Market Day | 11 September 2025 121
Slide 10: Global Mining Market for pumps
2 . F AC T S & F I G U R E S Global Mining Market for pumps Global Market Size and Growth Rate1 (B. €) 3,2 3% 2,5 237 2023A 2030E Note: 1. Includes addressable pumps, spare parts, and service KSB Capital Market Day | 11 September 2025 122
Slide 11: KSB's Share – Market Area Mining order intake 2024
2 . F AC T S & F I G U R E S KSB‘s Share #2 Slurry, Mining Worldwide Market Area 237 (pumps vs parts) 1 Order Intake 2024 (M. €) 214 91 225 Pumps Parts (slurry vs non slurry) Order Intake 2024 103 213 Non Slurry Slurry Note: 1. KSB typically sells a 2:1 ratio of parts to new pumps KSB Capital Market
Slide 12: KSB Order Intake and Sales
2 . F AC T S & F I G U R E S KSB Order Intake and Sales COI (M. €) Sales (cons.) (M. €) +12% +14% 326 316 326 316 283 283 237 214 188 213 225 204 314 317 278 113 79 92 2022 2023 2024 2022 2023 2024 KSB Capital Market Day | 11 September 2025 124
Slide 13: Fundamentals remain the same ....
2 . F AC T S & F I G U R E S Fundamentals remain the same .... • Increased population growth • Dependency on fuels and metals • Continued modernization of life • Increased urbanization KSB Capital Market Day | 11 September 2025 125
Slide 14: Megatrends continue, albeit at a varied pace
2 . F AC T S & F I G U R E S Megatrends continue, albeit at a varied pace Technical Service and value Sustainability addition (global warming, CO2 reduction, reduction of (more than just pumps) water consumption) Power Struggle Green energy (global geopolitics, global companies (CO2 reduction, decar
Slide 15: Main Competitors
2 . F AC T S & F I G U R E S Main Competitors Main Competitors Slurry Circuits Dewatering Process/Clear-Water (mill discharge, tailings, (open-pit & underground thickener, underflow) mines) Highly Fragmented with multiple Regional Players KSB Capital Market Day | 11 September 2025 127
Slide 16: Key Opportunities & Risks
Key Opportunities & Risks KSB Capital Market Day | 11 September 2025 128
Slide 17: Main focus areas – Slurry and non-slurry
3. KEY OPPORTUNITIES & RISKS Main focus areas – Slurry and non-slurry Hard Rock Industrial Dredging & Mining Minerals Aggregate Copper Oil Sands Dredging Gold, Silver Phosphate Aggregate, Sand & gravel Iron Ore Potash Nickel, Moly, Battery Minerals KSB Capital Market Day | 11 Septe
Slide 18: Challenges ahead of us
3. KEY OPPORTUNITIES & RISKS Challenges ahead of us System Integration or Changes in mining Packaging approach by technology our main competitors Chinese ownership of Geopolitics – “new blocs” mines in developing and “war of tariffs” countries KSB Capital Market Day | 11 September 2025 130
Slide 19: Strategic Road Map to 2030
Strategic Road Map to 2030 KSB Capital Market Day | 11 September 2025 131
Slide 20: Major initiatives
4 . S T R AT E G I C R O A D M A P T O 2 0 3 0 Major initiatives 2 New Dredging Water Strategic Markets & Copper Phosphate Battery Manage- Aggregate Market ment (non- Partner- Market Minerals Market slurry) ships 5 3 1 Global KSB Mining Mining New Marketing Supply Products Supply products & Chain Ac
Slide 21: Success Stories
Success Stories KSB Capital Market Day | 11 September 2025 133
Slide 22: The GIW SLYsight for wear monitoring
Digital Solutions The GIW® SLYsight for wear monitoring Artur - stock.adobe.com KSB Capital Market Day | 11 September 2025 134
Slide 23: Hydrotransport Pump in the Oil Sands
Canada Hydrotransport Pump in the Oil Sands Artur - stock.adobe.com KSB Capital Market Day | 11 September 2025 135
Slide 24: GIW MDX Pump at the world's biggest copper mine
Chile GIW® MDX 750 Pump at the world’s biggest copper mine Artur - stock.adobe.com KSB Capital Market Day | 11 September 2025 136
Slide 25: Cutting-edge slurry transport solutions at a Gold mine
Mexico Cutting-edge slurry transport solutions at a Gold mine Artur - stock.adobe.com KSB Capital Market Day | 11 September 2025 137
Slide 26: Mine Dewatering & Dredge Pumpsets (DnD)
Indonesia Mine Dewatering & Dredge Pumpsets (DnD) Artur - stock.adobe.com KSB Capital Market Day | 11 September 2025 138
Slide 27: Sustainable tailings management in Phosphate Mines
Florida, USA Sustainable tailings management in Phosphate Mines Artur - stock.adobe.com KSB Capital Market Day | 11 September 2025 139
Slide 28: Long-distance pumping, long-term reliability for aggregate dredging
Florida, USA Long-distance pumping, long-term reliability for aggregate dredging Artur - stock.adobe.com KSB Capital Market Day | 11 September 2025 140
Slide 29: Borehole pump for dewatering
Australia Borehole pump for dewatering Artur - stock.adobe.com KSB Capital Market Day | 11 September 2025 141
Slide 30: DWD 2500 on SPARTACUS the world's largest Cutter dredge
Belgium DWD 2500 on SPARTACUS the world’ s largest Cutter dredge Artur - stock.adobe.com KSB Capital Market Day | 11 September 2025 142