Fuchs (FPE3) Investor presentation summary

Strategic positioning and business model

• Leading independent supplier of lubricants with a global presence in over 60 countries and 67 operating companies.

• Focused on technology and innovation, offering over 10,000 products and specialties.

• Asset-light, capital-efficient business model with high cash generation and strong shareholder returns.

• Family ownership ensures long-term stability and strategic continuity.

• Customer-centric approach enables tailored solutions and value-based pricing.

Financial performance and targets

• Achieved €3.6bn in sales for 2025, with a 24-year record of consecutive dividend increases.

• Q1 2026 sales reached €934mn (+1%), EBIT at €125mn (+16%), and EPS up 15%.

• EBIT margin at 13.4% in Q1 2026, with a long-term target of 13–15% by 2031.

• Free cash flow before acquisitions at €54mn in Q1 2026, driven by strong earnings.

• Financial targets for 2031: €4.5bn sales, €600mn EBIT, and continued annual dividend increases.

Growth strategy and focus areas

• Six focus areas drive growth: Customer Brands, Automotive Aftermarket, New Mobility, Rotary Motion, Performance Greases, and Special Application Solutions.

• Targeting ~5% CAGR in focus areas, contributing ~66% of overall growth.

• Growth supported by organic expansion and targeted M&A, including recent acquisitions in Turkey and Switzerland.

• Well-invested in R&D and production, with three global hubs and a strong pipeline of innovation.

• Positioned to benefit from megatrends: e-mobility, sustainability, digitalization, and regionalization.