Strabag (STR) AGM 2025 summary
Event summary combining transcript, slides, and related documents.
AGM 2025 summary
9 Jul, 2026Opening remarks and agenda
The meeting was opened by the chair of the supervisory board, confirming full attendance of board and supervisory members, and compliance with legal requirements for convening and documentation.
The agenda was presented, with all proposals and reports made available to shareholders, and the process for questions and voting explained.
Board and executive committee updates
The sudden passing of the previous CEO in January 2025 was acknowledged, with his strategic legacy emphasized.
Stefan Kratochwil was appointed as the new CEO, bringing over 20 years of company experience and deep involvement in the 2030 strategy.
The board highlighted its focus on automation, digitalization, and sustainability, and introduced the new board team.
Financial performance review
2024 saw a 1% increase in output to €19.2 billion, with strong growth in Poland and Germany offsetting declines in Austria and Hungary.
Order backlog surpassed €25 billion for the first time, ending at €25.4 billion (+8%).
EBIT exceeded €1 billion for the first time, up 21% year-on-year, with a margin of 6.1%.
Net cash position rose to €2.9 billion, and equity ratio stood at 34.1%.
S&P upgraded the company’s rating to BBB+ with a stable outlook.
Latest events from Strabag
- Record financial results, strategic growth, and sustainability milestones defined the AGM.STR
AGM 202612 Jun 2026 - Q1 2026 output rose 4% and order backlog surged 18%, with guidance reaffirmed.STR
Q1 2026 TU21 May 2026 - Record output, order backlog, and profit growth drive strong outlook for 2026.STR
H2 202528 Apr 2026 - Record output and backlog in 2025, with strong growth and profitability outlook for 2026.STR
H2 2025 TU20 Apr 2026 - Order backlog reached €31.4 billion and 2025 EBIT margin target raised to at least 5.0%.STR
Q3 2025 TU30 Jan 2026 - Record H1 2025 output, backlog, and EBIT growth, with robust outlook and share price surge.STR
H1 20256 Jan 2026 - Record order backlog and 8% output growth in Q1 2025, with EBIT margin guidance raised.STR
Q1 2025 TU3 Oct 2025 - Order backlog up €1.9bn to €25.3bn, stable output, 2024 guidance and S&P upgrade confirmed.STR
Q3 2024 TU13 Jun 2025 - Record order backlog and robust net income highlight STRABAG's strong H1 2024 performance.STR
H1 202413 Jun 2025