thyssenkrupp (TKA) CMD 2026 presentation summary

Leadership and strategic direction

• New management team with deep industry expertise and fresh perspectives, including CEO Dr. Marie Jaroni, CFO Philipp Conze, and COO Dr. Marco Richrath.

• Clear strategic roadmap focused on decarbonization, cost competitiveness, and a future-ready production network.

• Streamlined leadership structure with increased diversity and external hires.

Market position and operations

• Leading premium flat steel producer in Europe, operating the EU's largest integrated steel production site in Duisburg and eight specialized downstream hubs.

• Full-range flat steel portfolio with ~65% premium share, serving automotive, specialties, and industry markets.

• Well-established customer relationships, with over 70% of customers within 500km and strong positions in automotive and electrical steel.

Strategic investments and innovation

• Over €1bn invested in production capabilities and premium portfolio over the past five years, with further investments ongoing.

• Construction of a €3bn DR-plant + SAF for green steel, supported by €2bn public funding, enabling continued premium production and decarbonization.

• Innovation track record in automotive steel and joint ventures, including a successful JV in China for BEV OEMs.