Kontron (SANT) Investor Presentation summary

Business overview and market position

• Leading provider of smart industrial IoT solutions with over 7,000 employees and >€1.9bn revenue, focused on large, growing B2B IoT markets and a diversified blue-chip customer base.

• Fully integrated technology platform connects up to 1 million edge devices and servers across industries, with strong presence in Europe and global reach.

• Member of SDAX and TecDAX, headquartered in Austria and listed in Germany.

• Offers disruptive IoT technologies including real-time 5G/FRMCS connectivity, proprietary software, and unique security features.

Financial performance and key metrics

• Revenue grew 44.7% to €1,207.7m in 9M 2024, with EBITDA up to €95.9m and gross profit rising 52.3% to €518.8m.

• Net result after NCI increased to €62.3m, EPS up 17.4% to €1.01, and operating cash flow more than doubled to €68.8m.

• Book-to-bill ratio at 1.19, backlog at €2.1bn, and working capital at €418.1m.

• Equity ratio at 35.4%, with net debt of €217.8m and strong liquidity position.

Order intake, backlog, and design wins

• Design win volume surged to €6.22bn, with backlog rising to €2.06bn due to strong order intake.

• Secured major contracts in defense, rail, energy management, e-mobility, and satellite communication, including a €165m defense order and multiple contracts exceeding €100m.

• Continued collaboration with leading aerospace and defense firms and expansion in smart wallboxes and optical network solutions.