Daimler Truck (DTG) investor relations material

Strategic direction and financial targets

• Reaffirmed commitment to 2030 strategy, targeting over 12% adjusted ROS for industrial business and 3-5% organic revenue CAGR from 2024 to 2030.

• Focus on growth, transformation, and future-proofing through modular product architecture and global scale.

• Execution of cost reduction initiatives in Europe, aiming for over €1 billion in savings by 2030.

• Service business expansion and defence segment growth contribute to recurring revenue streams.

• Autonomous driving and digitalization positioned as new scalable revenue streams.

Operational performance and execution

• Profitability expected to improve in H2 2026, driven by higher sales, positive pricing, and service business contributions.

• Cost Down Europe program includes material cost measures, staffing reductions, and new plant investments.

• Mitigation strategies in place to counter inflationary pressures in 2026, including pricing, sales mix, and cost actions.

• R&D capitalization rate and CapEx remain within target corridors, with investment peaks anticipated in 2026 and 2027.

• Free cash flow strengthened by ARCHION, with significant net cash flow and margin expansion expected by 2026.

Product and technology leadership

• Strong product portfolio with modular architecture supports diesel, BEV, and hydrogen technologies.

• Leading ZEV transformation in Europe, with significant market share and operational kilometers for BEVs and hydrogen trucks.

• Autonomous truck platform progressing, with driver-out highway operations targeted by end of 2026.

• Continued investment in new plants and technology to maintain competitive edge.