Klöckner & Co (KCO) UNICREDIT & KEPLER CHEUVREUX German Corporate Conference 2025 presentation summary

Company overview and market position

• Employs around 6,400 people, serves over 60,000 customers, and generated €6,957 million in sales in FY 2023.

• Operates 120 locations with a product portfolio of about 190,000 items.

• Holds a 9% market share in Europe and 7% in the USA, with a strong presence in North America (57% of operations).

• Value chain covers sourcing, logistics, products, and services, offering a one-stop-shop model.

Strategic direction and transformation

• Focuses on becoming a leading one-stop-shop for steel, materials, equipment, and processing in Europe and the Americas.

• Pursues customer growth, digitalization, operational excellence, and partner network expansion.

• Shifted portfolio toward higher value-added business (HVAB) and North America, reducing exposure to low-margin, cyclical distribution.

• HVAB now contributes over half of EBITDA before special effects in 9M 2024.

• Investments in automation and processing capabilities in both North America and DACH region support HVAB transformation.

Sustainability and innovation

• Launched Nexigen® for green steel and metal solutions, offering product carbon footprint (PCF) transparency.

• Achieved a 52% reduction in Scope 1 & 2 emissions by 2023, with 96% of electricity from renewables.

• Targets net zero for Scope 1 & 2 by 2040 and Scope 3 by 2050, with interim 2030 goals.

• Nexigen® PCF algorithm provides individualized, certified emissions data for all products.