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Sixt (SIX2) investor relations material
Sixt Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and growth
Achieved €4,002 million in 2024 revenue, up 10.5% year-over-year, with a 12% CAGR from 2014–2024.
Operates a global, multi-mobility platform with integrated products including car rental, van/truck rental, car sharing, subscriptions, charging, and ride services, all accessible via a single app.
Expanded network with growth in 13 corporate and over 100 franchise countries, leveraging network effects for revenue.
Maintains a premium brand strategy, resulting in high customer satisfaction and above-industry average profitability.
Brand value estimated at $2.2 billion, with strong awareness in core European markets and rising in the US.
Market opportunities and expansion
Holds #2 market share in Europe’s €14bn rental market, and #1 in Germany and France.
Opened 6 new airport and 35 downtown branches in Mediterranean destinations, driving 12.9% revenue and 34.2% EBITDA growth in Q3 2025 vs. Q3 2024.
US car rental market valued at $41bn, with significant growth potential; 1% market share equals $410m in revenue.
Increased US market share to ~13% in Q3 2025, with 53 airport branches and top rankings in customer satisfaction.
Financial performance and profitability
Record revenue and significant earnings increase in Q3/9M 2025; revenue up 7.8% (8.8% USD-FX adjusted) and EBT up 23.5% vs. 9M 2024.
EBT margin consistently above 10% over the last decade, with a focus on profitability over size.
Improved fleet holding costs and operational efficiency through digitization and cost discipline.
High level of cost variability and risk-resilient fleet management, with 79% of vehicles under buyback or leasing agreements.
Strong balance sheet with 32.5% equity ratio and investment grade rating.
- TimeTickerHeadlineOpen
- QBY
Profitability returns in 2025, driven by sector focus, AI, and international expansion. - NAZARA
EBITDA and margins rose on IP focus, but regulatory changes led to major impairment losses. - HAPPYFORGE
Stable to growing financials, strong margins, and disciplined IPO fund use with no audit concerns. - RBA
Q3 revenue rose 16.5% in India; Inspira Global to acquire a controlling stake and infuse capital. - 6674
Profits and dividends revised upward on strong battery sales and improved margins. - BOROUGE
$1.1B net profit, 37% EBITDA margin, record sales, and major restructuring drive future growth. - 8059
Record Q3 profits and strong segment growth support an upwardly revised full-year outlook. - 7011
Strong order intake and profit growth drive upward revision of FY2025 forecasts and reflect key divestiture impact. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit sales and profit growth, revised forecasts, and a stock split impact.
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