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Investor Relations14 Oct 2025
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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 focus and business transformation
Accelerating transition to a leading Automation company, with automation prioritized as the core and electrification to be separated and divested within 12–18 months to unlock value and accelerate investment in automation.
Automation and Electrification now operate as distinct segments, with automation positioned as the primary long-term value driver, emphasizing asset-light, technology-driven, and globally scalable solutions.
Non-core and digitalization businesses, totaling €250 million in revenue, are slated for divestment to sharpen focus and support capital allocation.
No major CapEx programs planned; focus is on cash generation, disciplined capital allocation, and bolt-on acquisitions in automation.
ESG and sustainability remain central, with over 70% of revenue aligned to UN SDGs and a net zero carbon commitment by 2050.
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.
CapEx to be reduced below €100 million by 2028, with R&D and plant CapEx aligned to amortization and depreciation; strategic CapEx program completed.
Dividend payout ratio set at 40–70%, with a 3% yield cap; excess cash to be used for share buybacks, subject to leverage below 2.0.
Working capital targeted at 12–15% of revenue, with normalization expected post-divestments.
Automation and innovation
Automation leverages AI, machine vision, and autonomous production, with a centralized AI hub and 130+ engineers, expanding into smart cameras and 3D vision-guided robotics.
Smart Vision Systems and Automated Machinery (notably tire building) are key growth drivers, with UNIXX technology revolutionizing tire building and expanding the addressable market.
Machine vision business is global, consolidating brands, enhancing R&D efficiency, and launching a unified software platform (GoPixel).
R&D efficiency is a focus, with consolidation of product development and cross-company technology sharing to accelerate innovation and reduce costs.
Automation growth is driven by expanding addressable markets, customer partnerships, and integration of AI technologies.
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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