Steyr Motors (4X0) Investor presentation summary

Market leadership and product portfolio

• Recognized as a global leader in customized engines for military and civil applications, with a strong focus on special vehicles and marine sectors.

• Product lines serve military vehicles, main battle tanks, locomotives, marine vessels, and civil public safety, with key customers including major defense and marine contractors.

• The M12 Power Unit (M12PU) is highlighted as a universal, modular, and highly efficient energy solution for modern defense, drone, and marine operations.

• M12PU offers rapid deployment, container compatibility, and stackability, supporting agile frontline and remote operations.

• The M12PU outperforms legacy units with up to 65% less volume and 40% less weight, delivering full power and unmatched mobility.

Strategic milestones and growth initiatives

• Secured major agreements with Rheinmetall, Siemens, and KNDS, and entered new markets through a USV contract and a 5-year Chinese distributor deal.

• Acquired BUKH, expanding marine and defense capabilities, and enhancing global presence, especially in Asia and NATO countries.

• Order backlog exceeds €300m for 2026-2030, with €200m legally binding, providing strong revenue visibility.

• UGV and UAV markets identified as high-growth opportunities, with recent breakthroughs in defense modernization and drone infrastructure.

• Multi-year contracts with European and US defense agencies, including KNDS and the US Navy, drive recurring revenues and platform value.

Financial performance and targets

• Q1 2026 revenue reached €11.7m with an adjusted EBIT margin of 7.5%.

• Revenue targets set at €75-95m for 2026 and approximately €140m for 2027, with EBIT margin goals of at least 15%.

• Growth strategy leverages scalable production, modular infrastructure, and disciplined M&A to accelerate expansion and operational efficiency.

• Strong focus on North America, China, and Poland for geographical expansion, supported by high defense spending and distributor network growth.

• Financial calendar includes key reporting and investor events through late 2026.