KSB SE & Co (KSB) CMD 2025 summary

Financial performance and guidance

• Order intake reached €1,698 million in H1 2025, up 3.3% from H1 2024, with sales revenue at €1,465 million, up 1.8%.

• 2025 outlook confirmed: order intake €3,100–3,400 million, sales revenue €2,950–3,150 million, EBIT €235–265 million.

• Market capitalization has quadrupled since 2017, reaching around EUR 1.6–1.7 billion.

• Profitability has improved, with return on sales rising from 8.2% last year and targeted to exceed 10% by 2030, likely achieved earlier.

• No bank debt; strong cash flow supports reinvestment in products, capacity, and digitalization.

Strategic direction and initiatives

• Mission 2030 and Mission TEN30 target a return on sales above 10% by 2030, with all regions and market areas aligned.

• Strategy shifted from product-centric to market- and customer-segment orientation, focusing on tailored solutions.

• Continued focus on digitalization, sustainability, and aftermarket growth.

• Investments in production, digital platforms, and service expansion to support growth and resilience.

• Rebranding positions the company as a holistic solutions provider, not just a pump and valve manufacturer.

Innovation, digitalization, and new business models

• Annual R&D budget is about EUR 70 million, with 35% dedicated to digital solutions supporting business strategy.

• Launch of KSB Guard digital monitoring for pumps and mechanical seals, enabling predictive maintenance.

• Digital ecosystem integrates smart sensors, AI-driven monitoring, and unified platforms for customer and internal use.

• AI-driven analytics and cloud-based platforms support new business models and customer engagement.

• Compliance and integration with global business models and SAP are ongoing challenges being addressed.