FUCHS GROUP
Investor Presentation
| May 2024
| Isabelle Adelt, CFO
| Lutz Ackermann, Investor Relations
Agenda
| Business Model | |
02 | | Financial Results FY 2023 |
03 | | FUCHS2025 |
04 | Megatrends
- Sustainability
- E-Mobility
- Digitalization
05 | | Financial targets |
- | FUCHS - a convincing investment
- | Appendix
- 2
01 Business Model
FUCHS AT A GLANCE
Established 3 |
generations ago as a |
family-owned business |
No. 1
among the independent suppliers of lubricants
€3.5 bn
sales in 2023
The Fuchs family holds
55% of
ordinary shares
A full range of over
Around 6,200 employees
Preference share is listed in the MDAX
55 companies worldwide
10,000
lubricants and related specialties
- 4
THE LEADING INDEPENDENT LUBRICANTS COMPANY
Manufacturers | |||
Independent | Major oil | ||
lubricant | companies |
manufacturers1>100
>700
Number 1 independent
lubricant company
- High degree of fragmentation
- Concentration especially amongst smaller companies
Market Shares
>700 | Top 10 |
manufacturers | manufacturers |
~50% | ~50% |
1 > 1000 tons
- 5
OUR UNIQUE BUSINESS MODEL IS THE BASIS FOR OUR COMPETITIVE ADVANTAGE
Technology and innovation leadership in
FUCHS is fully focussed on lubricants
Independency allows reliability, customer
- market proximity (responsiveness and flexibility) and continuity
Advantage over
major oil companies
strategically important product areas
FUCHS is a full-line supplier
Global presence, R&D strength, know-how transfer, speed
Advantage over other
independent companies
- 6
FUCHS2025 - STRATEGY PERSPECTIVE
BUSINESS MODEL
LUBRICANTS
Unique FUCHS business model based on strict application focus and tailormade solutions
INNOVATION
ENABLER
FUCHS has the solutions to help customers with their technology transformation
- 7
MEGATRENDS
E-MOBILITY
Significant opportunities for FUCHS in fast developing markets
SUSTAINABILITY
FUCHS empowers its customers to perform more sustainably
DIGITALIZATION
FUCHS GOES DIGITAL as a basis for smart services, operational excellence and Business Model Innovation
GROWTH
GROWTH
FUCHS will exploit growth opportunities leading to an EBIT of € 500 mn by 2025
FUCHS2025 - STRATEGY PERSPECTIVE
UNIQUE BUSINESS MODEL BASED ON STRICT APPLICATION FOCUS AND TAILORMADE SOLUTIONS
THE PRINCIPAL DUTIES OF A LUBRICANT:
ENSURE THE EFFICIENT OPERATION AND PRESERVATION OF MOVING PARTS
Reduce friction and wear in moving systems
Separate surfaces and protect from wear
Cool machinery and equipment
Protect surfaces from corrosion
Transfer energy
- 8
LUBRICANTS ENABLE INNOVATION
FUCHS HAS THE SOLUTIONS TO HELP CUSTOMERS WITH THEIR TECHNOLOGY TRANSFORMATION
- 9
E-MOBILITY
SIGNIFICANT OPPORTUNITIES IN FAST-GROWING MARKETS
Mobility change is on a fast track: today main focus on batteries
- $3bn of new market for functional fluids of which we see on a conservative basis 50% relevant for FUCHS. E-lyte and cooling fluids are examples for FUCHS activities in this field.
Mobility change comes with additional requirements for lubricants: good news for
FUCHS' high-
performance product
Globally the number of combustion engines will increase over the course of the next 10 years: European market to decline, growth (number of vehicles) especially in China.
E-mobility is a net opportunity with significant growth opportunities for the FUCHS Group.
- 10
Attachments
- Original Link
- Original Document
- Permalink
Disclaimer
Fuchs Petrolub SE published this content on 15 May 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 15 May 2024 11:39:06 UTC.