TKMS (TKMS) Investor Presentation summary

Strategic positioning and management

• Positioned as a fully integrated European naval solution provider with a multidecade growth outlook.

• Led by an experienced management team with a strong execution track record and clear long-term vision.

• Transformation completed, with basics fixed to ensure a sustainable turnaround and foundation for growth.

Market outlook and industry dynamics

• Attainable market for naval solutions expected to nearly double by 2033, driven by rising defense budgets and NATO developments.

• Market characterized by long-term, peace-resilient demand and deep customer partnerships, with substantial future revenue already backed by orders.

• Industry experiencing increased collaboration, consolidation, and entry of adjacent players, intensifying competition.

Business segments and technology leadership

• #1 global supplier of conventional submarines and top 3 in surface vessels, with over 325 vessels supplied to 50+ countries.

• Atlas Electronics is a key European player in naval software and electronics, serving 40+ navies and driving innovation.

• Focus on next-generation solutions, including autonomous systems, modular platforms, and AI-driven software-defined defense.