GEA Group (G1A) investor relations material

Business overview and market position

• Achieved EUR 5.5 billion in revenue last year with a 16.5% profitability margin; targets for 2030 are over EUR 7 billion in sales and a 17%-19% margin.

• Supplies equipment and processing lines for food, beverage, and pharmaceutical industries, with strong positions in dairy, pasta, cookies, and pharma equipment.

• Every second cancer treatment tablet and a significant share of global dairy and pasta products are processed using their machines.

• Customer base includes major global brands and thousands of smaller producers, with a balanced regional presence and recurring revenue streams.

• Sustainability is a core focus, with energy-saving solutions like heat pumps and long equipment lifespans.

Organizational structure and strategic changes

• Restructured from five to four divisions to better align with customer needs and streamline operations.

• Pure Flow Processing and Nutrition Plant Engineering each generate around EUR 2 billion in sales, with differing profitability due to service share and third-party sourcing.

• Pharma & Food Applications now emphasizes pharma growth opportunities, making up 20% of its sales.

• Farm Technologies operates via dealers and targets higher profitability by 2030.

Growth strategy and financial targets

• Mission 30 aims for over 5% average annual growth through 2030, with a record EUR 3.5 billion order backlog supporting confidence in targets.

• EBITDA margin goal is 17%-19%, with ROCE targeted above 45% by 2030, up from 36.2%.

• Sustainable solutions now account for 45.7% of sales, with ambitions to grow service sales to EUR 2.9 billion and digital sales to over EUR 200 million by 2030.

• New food technologies, such as industrial protein fermentation, are targeted to reach EUR 400 million in order intake by 2030.

• Above-average growth seen in automated milking and heat pump equipment, with over 30% order intake growth last year.