R&S Group (RSGN) Investor presentation summary

Introduction and positioning

• Leading specialist in power and distribution transformers with over 100 years of experience and a strong presence in Europe and the Middle East.

• Nine-factory network enables scale, R&D, procurement bundling, and best-practice sharing.

• Balanced portfolio: oil distribution transformers (~50%), cast resin (~25%), and power transformers (~25%).

• Positioned to benefit from structural megatrends: decarbonization, decentralization, digitalization, and grid modernization.

• Strategic focus on high-growth, high-margin segments and disciplined capital allocation for shareholder returns.

Industry context and market dynamics

• Transformer demand is accelerating due to investments in grid reinforcement, renewables, e-mobility, and data centers.

• European renewables market expected to grow 10-11% in GW capacity until 2030; data center market to triple by 2031.

• Structural replacement cycle: ~50% of European grid over 40 years old by 2030.

Product and geographic footprint

• Product portfolio covers oil-immersed, cast resin, and power transformers for industry, infrastructure, and renewables.

• Strong operational footprint with nine facilities, combining international reach with local customer proximity.

• Recent acquisitions (Kyte Powertech, Tesar, ZREW) expand capabilities and market access.