Konecranes (KCR) Investor presentation summary

Company overview and strategy

• Operates in 50 countries with 16,500 employees, focusing on material handling solutions for industrial and port sectors.

• 2025 net sales reached €4,187.8 million, with a 14.0% comparable EBITA margin and an order book of €2,988.4 million.

• Strategic agenda centers on deepening customer focus, scaling technology innovation, advancing responsible business, and enhancing a winning culture.

• Ambition is to be the world leader in material handling, targeting sales growth above market and a 13–16% EBITA margin by 2029.

• Dividend policy aims for stable to increasing dividends over the cycle.

Business segments and market position

• Three main segments: Industrial Service (36% of sales), Industrial Equipment (29%), and Port Solutions (35%).

• Holds leading market positions in all segments, ranking #1–3 globally in port and container terminal equipment.

• Broad customer base across logistics, manufacturing, metals, automotive, and energy sectors.

• Service network is unmatched globally, with 4,300+ technicians and presence in over 50 countries.

• Industrial Equipment marketed through a multi-brand portfolio, with both direct and indirect channels.

Financial performance and targets

• Orders received in 2025 totaled €4,389.3 million; net sales €4,187.8 million; comparable EBITA margin 14.0%.

• All business areas have improved profitability, with Industrial Service at 21.8%, Industrial Equipment at 9.4%, and Port Solutions at 10.5% EBITA margin in 2025.

• Net debt decreased to -€163.5 million in 2025, with a gearing target below 80%.

• Free cash flow reached €525 million in 2025, and return on capital employed was 20.8%.

• Dividend proposal for 2025 is €2.25 per share, maintaining a long-term average payout ratio of 77%.