In this insightful presentation, Kontron’s CFO, Clemens, takes potential investors on a comprehensive journey, showcasing the company’s present footing and a roadmap leading towards a promising future in the fast-evolving IoT landscape.
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Representing a vibrant workforce of 4500 and steering towards a revenue target of 1.2 billion, Kontron emerges as a dominant player in the smart industrial IoT solutions sector, with a presence underscored by more than 10% organic growth.
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Clemens explains the firm’s deep-seated roots in technology development, citing the synergistic integration of hardware and software solutions into Kontron’s control products. He proudly states the extensive clientele of over 3000 customers, including blue-chip firms, that trust Kontron for its disruptive IoT connectivity solutions, leveraging real-time 5G and 6G technology and the proprietary software toolset Susy Tech.
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Highlighting the company’s vigorous environment, Clemens discusses the booming IoT market, which has been growing by over 30% in connected devices and 10% in revenues, a trend expected to continue well into 2025 and beyond. He outlines the company’s focus on burgeoning sectors like smart factories, traffic and infrastructure solutions, smart energy, and medical solutions – all areas slated for exponential growth in the future.
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Clemens emphasises Kontron’s substantial R&D infrastructure, which houses over 3200 IT developers and engineers, constantly pushing boundaries with a cost-efficient annual budget of 170 million. He also discusses Kontron’s robust connections in the industry, sharing deep-established relationships with giants like Intel, Foxconn, Microsoft, Siemens, and GE.
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A notable highlight of the presentation is the encouraging financial projections shared by Clemens. The substantial backlog of 1.6 billion, surpassing their current annual revenues and 3.4 billion in design wins, stands testimony to Kontron’s strong market position and the potential for exponential growth. By 2025, the firm aims to attain a gross margin above 50%, with revenues touching 2 billion and a net profit of 140 million.
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He elaborates on the tactical M&A strategy, a forte of Kontron, and reassures financial health, citing a strong cash reserve projected to reach close to 400 million by December 2023. Clemens needs to spotlight the attractive shareholder returns, with the firm having paid a record dividend of one euro per share in 2023.
September 11, 2023
06:23 
