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RENK Group (R3NK) investor relations material
RENK Group CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary20 Nov, 2025
Strategic direction and growth outlook
Focus on organic growth in defense, targeting 85–90% of revenues from defense by 2030, up from 75% in 2024, with civil business consolidated for synergies.
Four growth levers: €6.4bn order backlog, €11–12bn project pipeline, German defense programs (€1.4–2.2bn), and up to €1bn M&A (not in midterm guidance).
Strategic partnerships, new management, and localization (India, Italy, Poland, US naval) support market access and resilience.
Aftermarket business expected to grow from 40% share, with significant long-term potential as installed base expands.
NextGen mobility investments include advanced transmissions and digital drive-by-wire technology.
Financial performance and guidance
Revenue grew from €689m (2021) to €1.1bn (2024), with 2025 guidance above €1.3bn and 2030 target of €2.8–3.2bn.
Adjusted EBIT margin target above 20% by 2030, with 2025 guidance of €210–235m and 2027 above €300m.
Book-to-bill ratio at 1.4x, order backlog up 34% YoY to €6.4bn, and pipeline order intake potential of ~€11.5bn until 2032.
Cash conversion and ROCE/ROSI ambitions above 80% and 20% respectively, with leverage ratio below 1.5x for investment grade.
Dividend policy maintained at 40–50% of adjusted net income.
Operational transformation and capacity expansion
Automotive production standards and modular assembly concepts implemented to double output in five years, with VTA as a scaling model.
New production system in Augsburg increased output by 13% in three months; group-wide rollout planned.
Lead times reduced by over 50% through supplier renegotiation, localization, and new frame contracts.
Localized production in India, Poland (MRO hub), and Italy to meet local content requirements and support future programs.
CapEx to average 3% of revenue through 2030, with peaks in 2026–27 to prepare for volume growth.
Detail M&A and capital allocation for defense shift
Quantify VTA's operational efficiency improvements
What factors drive revenue acceleration from 2028?
Explain 'LEGO brick' production system benefits
How to unlock cash from net working capital
RENK's path from mobility supplier to UGV provider
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Next RENK Group earnings date
Q4 20255 Mar, 2026
Next RENK Group earnings date
Q4 20255 Mar, 2026
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Frequently asked questions
RENK Group AG, formerly known as RENK Holding GmbH, is a German-based manufacturer of high-precision drive solutions used in both civil and military sectors. The company's extensive product lineup includes gear units, transmissions, power-packs, hybrid propulsion systems, suspension systems, slide bearings, couplings, and clutches, along with comprehensive test systems. These products find application across a range of industries, notably in military vehicles, naval and civil marine operations, and sectors such as cement, plastics production, oil & gas, hydrogen, Carbon Capture, Usage and Storage (CCUS), and industrial heat pumps. The company is headquartered in Augsburg, Germany, and its shares are listed on the Frankfurt Stock Exchange.
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