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TRATON (8TRA) investor relations material
TRATON Pre-Close Call Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pre-Close Call Presentation summary8 Jan, 2026
Market situation and recent trading
European truck market projected to decline 7.5–12.5% in 2025, with YTD Nov down 9%.
North America expected to contract 10–15% in 2025, with YTD Nov Class 6-8 down 15%.
South America shows mixed trends: Brazil faces political and economic headwinds, while Argentina and Chile see increased sales.
Truck demand remains at replacement levels, with no signs of structural growth.
Order intake was strong in October but weakened in November, with a significant uptick in December.
Recent brand and financial services developments
Scania targets peak Q4 sales and double-digit adjusted RoS for Q4 and FY25, with cost containment ongoing.
MAN expects peak deliveries and revenues in Q4, aiming for 6% adjusted RoS for FY25.
International faces negative Q4 margin due to S-232 costs and tariffs, but aims for FY25 break-even.
VWTB targets double-digit margin in Q4, but faces reduced capacity and higher bad debt provisions in Brazil.
Financial services expansion continues, but higher bad debt in Brazil leads to a substantial Q4 operating result decline.
Group perspective and outlook
FY25 outlook confirms lower end of guidance for adjusted RoS and net cash flow due to higher S-232 costs.
Achieving over 6% Group adjusted RoS or €1 billion NCF in Operations is challenging.
No reduction in industrial net debt expected in 2025; cost optimization to continue in 2026.
Commitment to reducing industrial net debt to zero by decade's end remains.
Tariff uncertainty and subdued market conditions expected to challenge 2026 RoS and debt reduction goals.
Expected Q1 2026 tariff impact on International?
2026 actions to reduce industrial net debt?
Strategy for weak DACH/Germany demand?
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Next TRATON earnings date
Q4 202510 Mar, 2026
TRATON
Next TRATON earnings date
Q4 202510 Mar, 2026
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Frequently asked questions
Traton, formerly Scania AB or AB Scania, is a Swedish industrial company. The company produces trucks, buses, and engines for various applications, including heavy-duty vehicles such as work trucks and tractor units for on-road and off-road use. Traton manufactures commercial vehicles worldwide. It operates in Industrial Business and Financial Services segments. The company offers light and heavy-duty commercial vehicles, such as trucks and bus chassis; vans; construction vehicles; city buses; and intercity and travel coaches, as well as spare parts and services. It also provides a cloud-based platform for freight transportation under the RIO brand name. The company offers its products and services under the MAN, Scania, Navistar, Volkswagen Caminhões e Ônibus, RIO Logistics & Technology, Volkswagen Financial Services, and other brands.
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