Robit (ROBIT) Investor Day 2025 summary

Strategic focus and market positioning

• Emphasizes sustainable solutions and innovation in drilling consumables for mining, construction, and infrastructure sectors.

• Global presence spans over 100 countries, with a focus on leveraging distributor networks for growth.

• Product portfolio divided into Top Hammer, Down the Hole, and Geotechnical segments, each serving distinct customer needs.

• Recent years have seen significant investment in R&D and integration of acquired brands under a unified identity.

• Growth strategy targets expansion in North and South America, South Africa, and Australia to reduce EMEA dependency.

Financial performance and guidance

• 2023 revenue was approximately €90 million, with over 200 employees.

• Over 50% of revenue currently comes from the EMEA region, but future growth is expected from other global markets.

• Comparable EBIT improved year-over-year due to better sales margins and cost-saving programs.

• Order backlog and revenue declined compared to the previous period, despite improved profitability.

• Guidance for 2025 anticipates a decrease in both revenue and EBIT compared to 2024.

Sustainability and operational initiatives

• Committed to halving Scope 1 and 2 CO2 emissions by 2030, with significant progress made in the past 4–5 years.

• Focus on delivering long-life products that enhance customer efficiency and reduce energy use.

• Responsible supply chain management and employee well-being are key priorities.

• Market-driven product customization and close customer collaboration drive innovation.

• Ongoing supply chain development aims to stabilize cash flow and improve customer service in target markets.