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TKH Group (TWEKA) investor relations material
TKH Group CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary25 Sep, 2025
Strategic direction and business focus
Accelerating transition to a leading Automation company, prioritizing automation for investment and growth, with electrification positioned for divestment or alternative ownership within 12–18 months.
Automation and Electrification are now distinct segments, with automation as the primary long-term value driver and electrification evaluated for future ownership alternatives.
Non-core businesses, including digitalization, are being divested, targeting €250 million in proceeds by 2028.
No major CapEx programs planned; focus is on cash generation, disciplined capital allocation, and bolt-on acquisitions in automation.
Strategy leverages market-leading positions in automation and electrification, with a focus on execution and disciplined capital allocation.
Financial guidance and targets
Automation targets: 5–7% organic CAGR to 2028, EBITDA/EBITA margin of 17–19%, and return on capital employed of 25–30%.
Electrification targets: above 7% organic CAGR, 12–15% EBITDA/EBITA margin, and 18–23% return on capital employed by 2028.
Dividend payout ratio set at 40–70%, with excess yield above 3% allocated to share buybacks, subject to leverage below 2.0.
CapEx will be reduced and disciplined, with R&D spending aligned with amortization and working capital ratios targeted to decrease.
Debt leverage ratio targeted below 2.0, with strict focus on profitability and cash flow conversion.
Business developments and innovation
Automation segment leverages AI, machine vision, and autonomous production, with a centralized AI hub and expansion into smart cameras and 3D vision-guided robotics.
UNIXX technology revolutionizes tire building, expanding the addressable market and enabling higher flexibility, quality, and pricing.
Electrification benefits from strong offshore wind market share, innovation in high-voltage cables, and unique sustainable cable designs.
Onshore and offshore energy markets present significant growth opportunities, with a focus on high-value, sustainable, and niche cable solutions.
Ongoing operational excellence and efficiency programs are expected to support margin improvement and growth.
Explain Electrification divestment rationale
Detail use of divestment proceeds
Electrification separation timeline?
Why expedite electrification divestment?
Vision consolidation: expected efficiency gains?
What is the CapEx reduction target for R&D?
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Next TKH Group earnings date
Q3 202511 Nov, 2025
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Frequently asked questions
TKH Group N.V. is an internationally active group of companies specializing in the development and delivery of innovative Telecom, Building, and Industrial Solutions. Founded in the Netherlands, TKH Group N.V. focuses on technology-driven solutions across a broad spectrum of industries, emphasizing automation, digitalization, and electrification to drive growth and efficiency. The company's portfolio includes smart vision systems, smart manufacturing systems, and smart connectivity systems, catering to a diverse range of market needs and applications. Through its strategic focus on high-end innovative technologies, TKH aims to enhance the efficiency, safety, and security of its customers' operations. The company's mission is to leverage its technological expertise to provide superior solutions that meet the evolving demands of its global clientele. TKH Group N.V. is headquartered in Haaksbergen, Overijssel, Netherlands, and its shares are listed on the Euronext Amsterdam under the ticker symbol TWEKA.
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