EPISODE · Nov 6, 2024 · 46 MIN
DEUTZ AG Deep Dive CMD 2024 | New Technology and Energy Expansion with CEO
from Investor Insights from CEOs & CFOs | seat11a · host seat11a.com
DEUTZ AG CMD 2024: Key TakeawaysIn this pivotal segment of DEUTZ AG’s Capital Market Day, CEO Sebastian Schulte unveils the company’s Solutions business, which underscores DEUTZ’s commitment to future growth and innovation. The Solutions business represents a strategic shift, moving beyond just engines and services to offering comprehensive solutions that span the entire value chain. This approach repositions DEUTZ as an integrator rather than a traditional tier-one supplier and is structured into two core areas: New Technology Offerings and the Energy Business.New Technology OfferingsBart van Hustel, Head of the New Technology Unit, presents DEUTZ’s cutting-edge portfolio of e-products and hydrogen (H2) engines. The e-products line includes two types of batteries, LFP (Lithium Iron Phosphate) and NMC (Nickel Manganese Cobalt), alongside 360-volt power systems designed for applications such as compressors, pumps, and ground support equipment. DEUTZ’s retrofit solutions allow customers to transition from diesel to electric power systems, significantly reducing carbon emissions. On the hydrogen front, DEUTZ’s 7.8-litre H2 engine, which builds on its diesel counterpart, has proven successful in rail and genset applications. Projects like the Stadler hydrogen-powered train and DEUTZ’s hydrogen engines in Beijing demonstrate the company’s strategic alignment with future energy trends, instilling confidence in the viability of its hydrogen technology.Energy BusinessSebastian Schulte emphasizes the immense growth potential within the energy business, driven by the increasing global demand for decentralized energy solutions. This demand is particularly strong in the US, where grid instability, extreme weather events, and underinvestment in infrastructure are creating significant opportunities for reliable power systems.The recent acquisition of Blue Star Power Systems, a mid-sized manufacturer of gensets ranging from 20kW to 2MW, is a strategic move that strengthens DEUTZ’s foothold in this burgeoning market. Blue Star primarily serves the North American market, but DEUTZ plans to expand its reach globally.Blue Star and Growth PotentialDavid Evans, Head of DEUTZ’s Americas and Energy business, highlights Blue Star’s strengths in customizing solutions and maintaining high levels of customer satisfaction. By leveraging DEUTZ’s brand, global reach, and financial resources, the company plans to significantly grow Blue Star’s market presence in North America and beyond, unlocking new revenue streams and enhancing its competitive edge.▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/=================================T&CThis publication is for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.
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DEUTZ AG Deep Dive CMD 2024 | New Technology and Energy Expansion with CEO
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