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Ituran Location and Control (ITRN) investor relations material
Ituran Location and Control LD Micro Main Event XIX Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Market position and business model
Serves over 2.5 million subscribers across OEM, insurance, finance, and retail segments, with a strong presence in Israel and Latin America.
Offers a full suite of telematics services, including stolen vehicle recovery, fleet management, connected car, and UBI solutions.
70% of revenue is recurring, with high gross margins (65%) and strong cash flow, supporting a stable dividend policy.
Maintains a global footprint, leveraging operational know-how and advanced technology, including AI and big data analytics.
Business model is resilient to economic downturns due to natural hedging and demand linked to crime rates.
Customer segments and partnerships
Works with major OEMs (GM, Nissan, BMW, Yamaha, Stellantis), insurance companies, finance/leasing firms, and retail customers.
OEMs benefit from free trial periods and high renewal rates, with Ituran providing both hardware and services as needed.
Insurance and finance companies use telematics to reduce risk and claims, with finance firms seeing increased sales points.
Retail market, especially in Brazil, is a fast-growing segment due to high insurance premiums and low coverage rates.
Recent agreements with Stellantis, BMW, and Yamaha expand reach in automotive and motorcycle markets.
Competitive advantages and technology
Advanced algorithms enable vehicle recovery often before owners are aware of theft.
Strong operational expertise in high-risk regions, such as rapid recovery in Israel and access to challenging areas in Brazil.
Global presence allows for single-provider solutions for multinational clients.
Technology detects accidents and unauthorized vehicle access, providing value-added services to OEMs and dealers.
Big data from 2.5 million vehicles is monetized through sales to third parties, with potential for future growth.
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