Business description: Traton SE

Traton SE is a Germany based manufacturer of commercial vehicles. The Company’s activities are divided into Industrial Business (TRATON Operations) and Financial Services (TRATON Financial Services) business areas. The TRATON Operations business area combines the four segments: Scania Vehicles & Services, MAN Truck & Bus, Navistar Sales & Services, and Volkswagen Truck & Bus. TRATON Financial Services provides services such as financing for customers, dealers, and distributors, as well as insurance solutions.

Number of employees: 1,07,517

Sales by Activity: Traton SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Scania Vehicles & Services

1.39TCr 1.53TCr 1.79TCr 1.89TCr 1.79TCr

Volkswagen Truck & Bus

211.3Cr 295.2Cr 247.7Cr 291.8Cr 276.8Cr

MAN Truck & Bus

1.09TCr 1.13TCr 1.48TCr 1.37TCr 1.41TCr

International Motors

355.7Cr 1.05TCr 1.1TCr 1.11TCr 816.9Cr

TRATON Financial Services

96Cr 129.4Cr 158.9Cr 193.2Cr 218.8Cr

Unallocated External Sales Revenue of The TRATON Holding

1.1Cr 1.2Cr 1.5Cr 2.7Cr 1.9Cr

Unallocated Earnings Effects from Purchase Price Allocation Not Allocated to The Segments

-1.5Cr -4.3Cr -1.1Cr -60L -20L

Consolidation

-87Cr -102.9Cr -93Cr -115.4Cr -113Cr

Geographical breakdown of sales: Traton SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

EU27+3 (Excluding Germany and Sweden)

- - - - 1.67TCr

USA

272.8Cr 854.5Cr 957.8Cr 883.1Cr 688.3Cr

Germany

432.1Cr 444.6Cr 599.5Cr 564.7Cr 573.1Cr

Other Regions

535Cr 477.8Cr 532.3Cr 518.1Cr 492.9Cr

Brazil

346.5Cr 476.5Cr 417.3Cr 557.1Cr 444.4Cr

North America (Excluding USA)

76Cr 191.3Cr 243.5Cr 327.4Cr 202.4Cr

South America (Excl. Brazil)

107.4Cr 157.7Cr 133.3Cr 141.3Cr 192.9Cr

Sweden

- - - - 139.8Cr

EU27+3 (Excl. Germany)

1.29TCr 1.43TCr 1.8TCr 1.76TCr -

Executive Committee: Traton SE

Manager TitleAgeSince
Chief Executive Officer 59 01/10/2021
Director of Finance/CFO 49 01/04/2023
Chief Tech/Sci/R&D Officer - 22/04/2024
Corporate Officer/Principal 49 01/01/2021
Investor Relations Contact - -

Composition of the Board of Directors: Traton SE

Director TitleAgeSince
Director/Board Member 67 20/01/2010
Director/Board Member 69 -
Chairman 75 01/01/2019
Director/Board Member 51 01/01/2019
Director/Board Member 57 01/01/2019
Director/Board Member 57 01/01/2019
Director/Board Member 44 01/01/2019
Director/Board Member 49 01/01/2019
Director/Board Member 49 01/01/2019
Director/Board Member 59 01/01/2019

Shareholders: Traton SE

NameStocks%Valuation
87.52 %
43,76,23,725 87.52 % 16 601 M €
SEB Funds AB
3.036 %
1,51,79,168 3.036 % 576 M €
Indecap Fonder AB
0.1187 %
5,93,519 0.1187 % 23 M €
Taunus Trust AG
0.043 %
2,15,000 0.043 % 8 M €
Prior&Nilsson Fond och Kapitalförvaltning AB
0.038 %
1,90,000 0.038 % 7 M €

Holdings: Traton SE

NameStocks%Valuation
55,21,98,67120% 2 714 M $

Company details: Traton SE

TRATON SE

Hanauer Strasse 26

80992, Munich

+49 89 36098 70

http://www.traton.com
address Traton SE(8TRA)

Group companies: Traton SE

NameCategory and Sector
Finance/Rental/Leasing
Motor Vehicles
Navistar Canada ULC
Miscellaneous
Motor Vehicles

Heavy Buses & Coaches

Change 5-day change 1-year change 3-year change Capi.($)
-0.14%-1.93%+17.60%+78.28% 1.97TCr
+1.23%-2.01%+11.43%+101.05% 938.73Cr
-1.06%-1.78%+70.32%+237.12% 242.29Cr
-2.94%-4.07%-42.71%-41.28% 46Cr
+0.24%+4.35%+94.00%+10.82% 16Cr
+0.39%-.--%-.--%-.--% 9.94Cr
+1.23%-0.35%-38.13%-99.34% 7.01Cr
Average -0.15%-0.02%+16.07%+40.95% 461.88Cr
Weighted average by Cap. +0.16%-1.90%+19.11%+94.15%
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
18
Last Close Price
34.62EUR
Average target price
35.04EUR
Spread / Average Target
+1.23%

Quarterly revenue - Rate of surprise