Atlas Copco Ab Class A · OMXSTO:ATCO_A
Atlas Copco Ab Class A — Investor Day (November 2025)
39 slides from Atlas Copco Ab Class A's investor day presentation, Nov 26, 2025
Slide 1: Industrial Technique
Industrial Technique Henrik Elmin, Business Area President November 26, 2025
Slide 2: Agenda
Agenda 1 2 3 4 The market and Strategy for Facts in brief business growth, focus Summary fundamentals and priorities 2 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 3: Facts in brief
Facts in brief 3 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 4: Industrial Technique: market trends and drivers
Industrial Technique MSEK MARKET TRENDS AND DRIVERS 10 000 50% General economy drivers 9 000 45% 8 000 40% ▪ Manufacturing CAPEX 7 000 35% ‒ New car models and platforms 6 000 30% ‒ New production capacity 5 000 25% 4 000 20% ▪ Industrial production volume 3 000 15% ▪ Deglobalization 2 000 10% 1 000
Slide 5: Geographical distribution and order development in local currencies
Geographical distribution and order development in local currencies 39% 34% 27% SHARE OF ORDERS YEAR TO DATE: = Q3 VS. Q2 % = Q3 Year-on-Year Growth Growth -6% -2% Growth +11% Growth +4% Growth -9% 5 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 6: The market and business fundamentals
The market and business fundamentals 6 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 7: Smart manufacturing solutions
Smart manufacturing solutions Tightening Material removal & Drilling Dispensing of Self-pierce Flow drill Vision systems maintenance adhesives & sealants riveting fastening 7 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 8: Industrial Technique: orders by customer category
Industrial Technique ORDERS RECEIVED BY CUSTOMER CATEGORY September 2025 (12M) September 2025 (12M) AUTOMOTIVE ELECTRONICS ▪ Market leadership ▪ Premium position for Other final assembly 8% ▪ Broad offer for automotive Commercial and General manufacturing process public service 8% manufacturing 24%
Slide 9: Industrial Technique
Delivering quality and productivity Industrial in critical manufacturing processes by offering standardized solutions Technique that are integrated into customers production system 9 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 10: Critical solutions for the production line
Critical solutions for the production line Industrial tool Automated In-line Service solutions assembly solutions quality solutions 10 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 11: Innovation for the automotive industry
Innovation for the automotive industry Tiers Electronics Battery Body shop Paint shop Final assembly 11 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 12: Innovation for general industries
Innovation for general industries White goods Off-highway Aerospace Electronics Process industries Energy Metal fabrication 12 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 13: Atlas Copco
13 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 14: Historical development
Historical development Revenues MSEK 30 000 25 000 20 000 15 000 10 000 5 000 0 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Sep. 2025 (12M) 14 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 15: Strategy for sustainable profitable growth, focus and priorities
Strategy for sustainable profitable growth, focus and priorities 15 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 16: Trends
Trends Smart manufacturing Geopolitical development & Automation Industry specific trends 100 80 60 2026 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2027 2028 2029 2030 16 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 17: Strategy for growth, focus and priorities
Strategy for growth, focus and priorities Industrial tool solutions 1 Partnership with Electric Smart tools Integrated workstations 5 Vehicle innovation leaders Innovation Centers Automated assembly solutions 2 Tightening and drilling solutions The 8000 controller platform 6 Growth industries The wi
Slide 18: Transformation to smart tools and integrated workstations
Transformation to smart tools and integrated workstations x 2-5 x3 Still 50% pneumatic tools Focus on critical in general industries applications 18 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 19: Transformation to automated assembly solutions
Transformation to automated assembly solutions x 10 19 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 20: Innovation and the 8000 Controller platform
Innovation and the 8000 Controller platform Motion Communication 20 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 21: Expanding into in-line quality solutions
Expanding into in-line quality solutions Vision systems Quality control Metrology Surface inspection 21 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 22: Lifecycle Service
Lifecycle Service 22 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 23: Growth in equipment and service – Industrial Technique
Growth in equipment and service – Industrial Technique MSEK 24 000 60% CAGR CAGR 20 000 50% Equipment Service 6% 9% 16 000 40% Equipment revenues, MSEK 12 000 30% Service revenues 8 000 20% (incl. consumables), MSEK Service, share of revenues, % 4 000 10% CAGR refers to total growth 2015 – September
Slide 24: Strategic focus on service
Strategic focus on service – Climbing the service ladder Data-driven optimization 392 Tool Management Centers Proactive maintenance Reactive service 24 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 25: Partnership with Electric Vehicle leaders
Partnership with Electric Vehicle leaders 25 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 26: Partnership with Electric Vehicle leaders
Partnership with Electric Vehicle leaders BEV / PHEV / ICE Trends Actions ▪ Giga-castings ▪ Regionalized footprint ▪ Well positioned ▪ Lighter materials ▪ Labor shortage ▪ Innovation focus ▪ Electronics module ▪ Chinese OEMs going ▪ Focus on quality control, ▪ Inside-out concepts global flexibility
Slide 27: The winners of tomorrow
The winners of tomorrow – and we are well positioned Energy Humanoids eVTOLs 27 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 28: Presence and geopolitical resilience
Americas Europe Asia 3 Production plants 7 Production plants 2 Production plants 2 Application centers 3 Application centers 3 Application centers ▪ Global footprint Presence ▪ Strengthening R&D and operational footprint in China and geopolitical ▪ Innovation close to customers resilience ▪ Customer
Slide 29: Customers
Full potential Customers Today Value / customer 29 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 30: Customers
Full potential Customers New customers Today Value / customer 30 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 31: Customer share
Full potential Customers New customers Customer share Today Value / customer 31 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 32: Transformation
Full potential Customers New customers Customer share Transformation Today Value / customer 32 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 33: Transformation
Full potential Customers New customers Data-driven service Customer share Transformation Today Value / customer 33 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 34: Transformation
Full potential Customers New customers Data-driven service Customer share Transformation M&A Today Value / customer 34 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 35: Growth & hit rate
Process ownership People Competence Growth & hit rate and Collaboration culture Innovation Profit level 35 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 36: Summary
Summary 36 Atlas Copco Group Capital Markets Day 2025 - Industrial Technique
Slide 37: Summary
Summary ▪ Supporting customers in the ▪ Wide customer base in the automotive- and general general industry and well industry positioned in growth industries ▪ Industrial tool solutions, automated assembly solutions, ▪ Focus on presence, agility in-line quality solutions and and geopolitical resilien
Slide 38: Atlas C re
Atlas C re reas OPCO | re rey the future
Slide 39: Forward-looking statements
“Some statements in this presentation are forward-looking, and the actual outcome could be materially different. In addition to the factors explicitly discussed, other factors could have a material effect on the actual outcome. Such factors include, but are not limited to, general business condition