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Visual21 Nov 2025
Data center suppliers
Kardex Holding (KARN) investor relations material
Kardex Holding Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary4 Nov, 2025
Strategic focus and business developments
Expanding into healthcare, especially hospital logistics, with tailored automation solutions to address efficiency and patient care challenges in hospitals across Europe and the Nordics.
Centralized storage and automated systems reduce space needs by up to 90%, lower stock levels, and free up staff for patient care.
Innovations include vertical lift modules (VLM), AutoStore, and new features like Kardex Pick AI and SnapVac for improved accuracy, hygiene, and automation.
Realized projects in major hospitals (Zurich, Leuven, Karlstad, Kolding, Finland) demonstrate scalable, modular solutions for supplies and bed management.
Solutions help reduce healthcare-associated infections by automating workflows and improving traceability.
Financial guidance and targets
Group net revenue target of EUR 1.5 billion by 2029–2031, with a CAGR of 10–14%.
EBIT margin targets: 14–17% for automated products, 5–8% for standardized systems, and 10–14% for the group.
ROIC target above 25% and a dividend payout ratio of up to 75% of operational net profit.
Net debt/EBITDA to remain below 2.5x over the cycle.
Transformation and growth strategy
Ongoing transformation to a more customer-centric, global organization while maintaining three business units.
Launch of Rocket for light goods expands the addressable market and strengthens competitive positioning.
Increased investments in sales, R&D, and IT to drive profitable growth and digitalization.
ERP rollout and process digitalization initiatives are underway to support scalability.
What is the ROI for hospital space savings?
How does Kardex Port AI improve inventory?
How will RocketSolution expand market reach?
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Next Kardex Holding earnings date
H2 202512 Mar, 2026
Next Kardex Holding earnings date
H2 202512 Mar, 2026
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Frequently asked questions
Kardex Holding AG is a global leader in providing intralogistics solutions, specializing in automated storage solutions and material handling systems. The company operates through two main divisions: Kardex Remstar, which focuses on automated storage and retrieval systems designed to increase efficiency in retrieving, storing, and managing items, and Kardex Mlog, which offers integrated material handling systems and high-bay warehouses. These divisions serve a wide range of industries by enhancing operational efficiency and optimizing space utilization in warehouses and distribution centers. The company is headquartered in Zurich, Switzerland, and its shares are listed on the SIX Swiss Exchange.
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