SAF-Holland (SFQ) Investor presentation summary

Leadership and strategic direction

• New EMEA president Alexandre Charpiot brings over 25 years of industry experience and a focus on profitable growth, operational performance, and market position strengthening.

• Strategic plan 'drive2030' targets sales growth from €1.7bn to over €3bn by 2030, leveraging market growth, strategic initiatives, and M&A.

Product and technology innovation

• Expansion of telematics platform, including Axscend Fleet Technologies, enables predictive maintenance and operational efficiency.

• New products SAF FUSION and TECMA 7t swivel axle broaden portfolio coverage from 7 to 82 tonnes, targeting specialized and conventional applications.

• Integration of sensors and analytics (e.g., WEMS) reduces breakdown risk and maintenance costs, enhancing customer value.

Market expansion and operational execution

• Entering new markets with existing products, especially in truck and bus ADB, with regulatory-driven opportunities in China and Europe.

• ADB production capacity is ready to nearly double, supporting anticipated market growth and strategic initiatives.