Konecranes (KCR) investor relations material

Growth ambition and strategy

• Raised group targets to 7% net sales growth and a 15%-17% comparable EBITA margin by 2030.

• 2026–2030 underlying market growth is forecast at ~3% for container throughput and ~4% for nominal capex; 7% growth relies on organic and inorganic expansion.

• Four strategic priorities: win with technology, grow lifecycle value, deepen customer reach and perform with agility.

• After five years focused on Industrial Equipment profitability, with its top line flat, the next phase emphasizes portfolio renewal and growth.

• Growth is expected to be primarily organic, with a larger M&A contribution than in the previous five years and opportunities across business areas.

Strategic execution and technology

• AI and operational data initiatives target productivity across service, sales, project management, supply chain and back-office processes.

• AI tools include a field assistant for repair parts and labor estimates and customer-portal asset insights; a universal sensor is in development, with launch targeted for next year.

• Global presence exceeds 100 countries through direct and partner channels; expansion priorities include white spots, Global South markets and intermodal terminals.

• Margin expansion is expected to rely more on operating leverage as volume grows, following internal actions and pricing improvements since 2022.

Business area plans

• Industrial Service targets 7% sales growth and a 23%-25% comparable EBITA margin by 2030; levers include agreements, installed-base expansion, predictive maintenance, remote monitoring and AI productivity.

• Service agreement coverage underpins 75%-85% of volume; differentiated programs aim to improve retention and expand customer coverage, including through indirect channels and selected acquisitions.

• Industrial Equipment targets 6% annual growth and a 10%-12% EBITA margin by 2030; portfolio renewal, modular intelligent products, automation and a streamlined go-to-market model support growth.

• Port Solutions targets 7% sales CAGR and a 9%-12% EBITA margin by 2030; growth levers include large cranes, service, geographic expansion, intermodal terminals and electrified mobile equipment.

• STS crane pipeline is described as very good, with pent-up U.S. demand and global requests; decisions are taking time amid tariff uncertainty.