Kalmar (KALMAR) Stargard site visit September 2025 - Growing services presentation summary

Services strategy and customer value

• Focus on optimizing a 68,000-unit installed base with comprehensive service offerings, including maintenance, spare parts, upgrades, and digital solutions.

• Emphasis on long-term partnerships, addressing productivity, safety, decarbonization, and labor shortages.

• Over 1,400 service technicians and 14,500+ connected equipment support a robust service network.

• Achieved a 30% spare part capture rate and ~50% of spare parts sales through eCommerce.

Growth and market positioning

• Service market size estimated at €6.0B in 2024, with a 3.7% CAGR projected through 2028.

• Growth priorities include leveraging electrification, capturing a higher share of the installed base, and expanding digital tools.

• Service sales grew from €467M in 2021 to €560M in 2024, with a focus on profitability despite market challenges.

Digital transformation and data-driven solutions

• MyKalmar digital ecosystem centralizes equipment information, parts ordering, contracts, and operational insights.

• MyKalmar INSIGHT provides real-time fleet data, operational optimization, and predictive analytics.

• eCommerce now accounts for over 50% of spare parts sales, with high customer engagement and satisfaction.

• Connectivity enables predictive maintenance, tailored contract offerings, and valuable R&D input.