TRATON (8TRA) Corporate presentation summary

Group overview and strategy

• Operates globally with four major brands: Scania, MAN, International, and Volkswagen Truck & Bus, offering trucks, buses, and light commercial vehicles, plus financial services.

• Purpose centers on transforming transportation for a sustainable world, with a focus on decarbonization and electrification.

• Strategy emphasizes responsible conduct, value creation, accelerated electrification, and effective execution through modular systems and coordinated group functions.

• Corporate values include elimination of waste, customer focus, respect, responsibility, and team spirit.

• Three impact areas: decarbonization, circularity, and human rights guide sustainability efforts.

Brand and service portfolio

• Scania leads in premium heavy-duty trucks and tailored services, with a global presence.

• MAN offers a wide range of transport solutions, focusing on customer optimization and adaptability.

• International provides mobility solutions in North America, leveraging a strong dealer network and customer loyalty.

• Volkswagen Truck & Bus delivers robust, efficient vehicles for emerging markets, emphasizing value-for-money.

• Service entities include TRATON Financial Services, Charging Solutions, and RIO digital platform for supply chain optimization.

Financial performance and shareholder structure

• 2025 incoming orders reached 281,000 units, with unit sales at 305,000 and sales revenue of €44.1 billion.

• Adjusted operating result for 2025 was €2.8 billion, with an adjusted operating return on sales of 6.3%.

• Earnings per share stood at €3.09, and the active workforce numbered 107,454.

• Shareholder structure: 87.5% owned by Volkswagen International Luxemburg S.A., 12.5% free float.