RENK Group (R3NK) Pre-Close Call summary

Executive summary

• Solid Q3 momentum with strong order intake and operational execution, supported by strategic progress in production footprint and new product launches.

• New modular production concept in Augsburg went live, marking a milestone for future capacity and efficiency.

• Market launch of two next-generation transmission concepts for tracked vehicles as part of the mobility roadmap.

Trading performance and revenue trends

• Order intake in Q3 was significantly better than Q3 last year, though below Q1 and Q2 levels.

• Revenue continues to grow year-on-year, with a planned lower output in Augsburg due to production line changes.

• Revenue after nine months is nearly at the same level as H1 2025.

• VMS and Marine & Industry segments showed strong order momentum and revenue growth compared to last year.

• Slide bearings segment faced softer trends in order intake and revenue, continuing from Q2.

Profitability and margins

• Release of a provision for quality issues in the Marine & Industry segment positively impacted adjusted EBIT.