thyssenkrupp
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thyssenkrupp (TKA) investor relations material

thyssenkrupp CMD 2026 presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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CMD 2026 presentation summary28 Sep, 2026

Leadership and strategic direction

  • New management team with deep industry expertise and fresh perspectives, including CEO Dr. Marie Jaroni, CFO Philipp Conze, and COO Dr. Marco Richrath.

  • Clear strategic roadmap focused on decarbonization, cost competitiveness, and a future-ready production network.

  • Streamlined leadership structure with increased diversity and external hires.

Market position and operations

  • Leading premium flat steel producer in Europe, operating the EU's largest integrated steel production site in Duisburg and eight specialized downstream hubs.

  • Full-range flat steel portfolio with ~65% premium share, serving automotive, specialties, and industry markets.

  • Well-established customer relationships, with over 70% of customers within 500km and strong positions in automotive and electrical steel.

Strategic investments and innovation

  • Over €1bn invested in production capabilities and premium portfolio over the past five years, with further investments ongoing.

  • Construction of a €3bn DR-plant + SAF for green steel, supported by €2bn public funding, enabling continued premium production and decarbonization.

  • Innovation track record in automotive steel and joint ventures, including a successful JV in China for BEV OEMs.

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