Dürr (DUE) Investor Presentation summary

Company overview and strategy

• Global leader in automation and sustainable production, with €4.7 bn sales in 2024 and strong market positions in Europe, Asia, and the Americas.

• Core competencies include sustainable production processes, automation, and digital products, serving automotive, industrial, and furniture sectors.

• Group structure simplified to focus on three divisions: Automotive, Industrial Automation, and Woodworking; environmental technology business sale to close in Q4 2025.

• Active portfolio management and M&A drive growth, with recent acquisitions in automation and battery technology.

• Mid-cycle targets confirmed: >€6 bn sales by 2030, ≥8% EBIT margin, ≥25% ROCE.

Growth business

• Automation business expanded through acquisitions, aiming for top 3 global position and significant synergies.

• Battery production capabilities broadened with Ingecal acquisition and LiCAP partnership, focusing on dry coating technology for future solid-state batteries.

• Sustainable construction with wood targets 10% growth, leveraging automation, digitization, and local-for-local strategies.

• Automation solutions address mobility, medtech, consumer goods, and energy sectors, with turnkey lines for e-mobility assembly.

Established business

• Automotive division achieved mid-cycle margin targets, focusing on value before volume and sustainable technology partnerships.

• Woodworking division implemented cost savings and capacity reduction, improving EBIT margin to 3.6% in 2024.

• Industrial Automation division targets 7% CAGR in balancing, leveraging digitalization and standardization for profitable growth.

• Service business remains a solid profit contributor, with stable sales and margins.