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Bossard Holding (BOSN) investor relations material
Bossard Holding CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic direction and business model
Strategy 200 and seven strategic initiatives target 2031, focusing on organic and acquisition-driven growth, digitalization, and global customer penetration.
Emphasis on expanding Smart Factory services, automation, and advanced C-parts management to create customer loyalty and differentiate beyond product sales.
Sales engine transformation includes digital lead generation, unified global processes, and the Global 60 Program targeting increased share of wallet across key accounts.
Operations engine leverages Microsoft Dynamics 365 ERP for harmonized, scalable, and efficient global processes, targeting 61% business coverage by 2026.
AI adoption and proprietary frameworks drive productivity, efficiency, and customer value across regions.
Financial performance and guidance
Organic top-line growth target is over 5% per cycle, with a net margin goal of 12%-15%, equity ratio above 40%, and a 40% dividend payout ratio.
From 2020-2024, organic growth was 5.5% in local currency, with recent sales CAGR at 4.9%, impacted by destocking, currency headwinds, and ERP rollout costs.
EBIT margin has fluctuated with economic cycles, with higher margins in Europe and improvements in Asia and the U.S.
Major investments in ERP and digitalization are expected to yield efficiency gains post-2026, supporting margin recovery.
Solid balance sheet with equity ratio above 40% and disciplined capital allocation prioritizing organic growth, innovation, targeted M&A, and shareholder returns.
Market trends and growth opportunities
Focus on automation, robotics, aerospace, data centers, EVs, railway, and semiconductor equipment as key growth verticals, with regional differences in demand.
Smart Factory services are positioned as a differentiator, with recurring revenue potential, global scalability, and proven success in expanding into new factories and markets.
The company leverages its global footprint to shift focus as markets evolve, e.g., pivoting to local customers in China.
M&A strategy prioritizes strategic fit, cultural alignment, and integration readiness, with disciplined financial criteria and 157 million CHF in sales acquired from 2020–2025.
Exposure to defense is limited and carefully managed, focusing on non-lethal applications and logistics.
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