Konecranes (KCR) Investor presentation summary

Profile and market position

• Listed on Nasdaq Helsinki since 1996; headquartered in Hyvinkää, Finland, with operations in ~50 countries and 16,371 employees at Q2 2026.

• 2025 net sales were €4,187.8m, order intake €4,389.3m, order book €2,988.4m and comparable EBITA margin 14.0%.

• 2025 sales mix: Industrial Service 36%, Industrial Equipment 29% and Port Solutions 35%; by region, EMEA 51%, AME 37% and APAC 13%.

• Offerings span industrial crane service, industrial cranes and hoists, and port equipment, automation, software and services.

Financial performance and targets

• 2025 order intake was €4,389m, net sales €4,188m and comparable EBITA €588m; comparable EBITA margin was 14.0%.

• Q2 2026 R12M comparable EBITA margin was 13.8%; 1H 2026 comparable EBITA was €318m, at a 12.2% margin.

• Group targets are sales growth faster than nominal world GDP and a 13–16% comparable EBITA margin, to be achieved as soon as possible and no later than 2029.

• Business Area margin targets: Industrial Service 21–25%, Industrial Equipment 8–11% and Port Solutions 9–11%; each target depends on the cycle and is due by 2029 at the latest.

• Dividend policy is stable-to-increasing dividend per share over the cycle; the 2025 dividend proposal was €2.25 per share.

Strategy, technology and sustainability

• Shared priorities include profitable growth, lifecycle offerings, technology-led automation and digital solutions, pricing, cost management and operating efficiency.

• Core of Lifting integrates in-house gears, motors, controls and connectivity; 49,000 connected cranes across 140 countries and 2,000 active and pending patents were cited.

• 2025 emissions were down 54% for own operations and 20% for the value chain from 2019; the own-operations 2030 reduction target was raised to 60%.

• Scope 3 represented 98.7% of 2025 climate impact; use of sold products accounted for 66.2% and purchased goods and services for 26.7%.

• Scope 3 target: 50% absolute emissions reduction by 2030 from 2019 for purchased goods and services and use of sold products; carbon-neutral manufacturing is a separate target.