Vossloh (VOS) Investor presentation summary

Industry pressures and strategic direction

• Rail operators face rising traffic on constrained networks, ageing assets, maintenance backlogs, cost pressure and shortages of skilled personnel.

• Near-term capacity gains depend on higher traffic density and track availability, supported by modern signaling, resilient infrastructure and optimized maintenance.

• Procurement is shifting toward lifecycle cost, sustainability, integrated product-and-service portfolios, holistic track understanding and digital solutions.

• The strategy is to move from a full-range track supplier toward a system house and solution provider, connecting hardware, services and digital capabilities.

Portfolio and scale

• The portfolio spans ties, fastening systems, turnouts, maintenance services and digital inspection and monitoring across conventional, high-speed, heavy-haul, industrial and urban rail.

• Growth initiatives include engineered polymer pads and sleepers, additional fastening and turnout components, lifecycle services and entry into selected geographies.

• Sateba adds 18 sites with ~4M ties p.a. capacity across 10 European countries; the expanded footprint is intended to support growth across the portfolio.

• Shared systems, processes, data and customer knowledge are intended to turn greater scale into cross-selling, operating efficiency and stronger digital capabilities.

Digital strategy

• Digital strategy connects inspection and monitoring, a common asset-data foundation, and data-based decisions to support lifecycle visibility and maintenance planning.

• Network-wide inspection and continuous monitoring build condition histories, enable condition-based and predictive maintenance, and support recurring service offerings.

• Vossloh Digital Solutions is being established within Lifecycle Solutions; digital acquisitions will bring total staffing above 200 FTE, with the full setup expected to be largely complete by 2029.

• Rail Technology International adds automated ultrasonic and eddy-current rail-flaw inspection; Cordel adds AI-based LiDAR and video analytics, with references including Amtrak and Network Rail.

• EdChat is used by ~40% of eligible employees, and daily chat activity increased 4x over the past 12 months.