JOST Werke SE Elevator Pitch | Global leader for mission-critical system for commercial vehicles

JOST Werke SE Elevator Pitch PresentationIn this Elevator Pitch on seat11a, Romy Acosta, Head of Investor Relations at JOST Werke SE, presents the company’s business model, competitive positioning, global footprint and long-term growth ambitions. Mission-Critical Systems for the Commercial Vehicle IndustryJOST is a global supplier of mission-critical systems for the commercial vehicle industry, serving on-highway transportation as well as off-highway applications across agriculture, construction and mining. Its portfolio includes fifth wheels, landing gears, front loaders, hydraulic cylinders and tipping systems—products that directly influence how commercial vehicles perform their intended functions. Strong Relationships with OEMs and End CustomersAn important feature of JOST’s business model is its relationship with the end customer. While products are frequently sold through vehicle manufacturers, fleet operators, farmers and other end users often actively specify which branded systems should be installed. This creates a strong push-and-pull sales model between JOST, OEMs, distributors and end users. High Barriers to Entry Through Brand, Reliability and Installed BaseThe combination of brand recognition, reliability, a large installed base and close technological integration with OEM platforms creates high barriers to entry. Customers frequently standardise their fleets around specific systems to simplify spare-parts availability, maintenance and training. At the same time, the cost of JOST’s components is relatively small compared with the value of the commercial vehicle, while a component failure can prevent the vehicle from performing its core function and create substantial downtime costs. Global Market Leadership Across Core Product CategoriesThese characteristics have contributed to highly concentrated markets. Management states that JOST holds the number-one position in almost all regions for several core product categories, including fifth wheels, landing gears, tipping systems and front loaders. JOST Werke Financial Performance and Global FootprintIn 2025, JOST generated approximately €1.5 billion in revenue, a gross profit margin of 27.7%, adjusted EBIT of around €145 million, an adjusted EBIT margin of 9.5%, and free cash flow of approximately €126 million. The Group employs around 6,500 people and has production facilities and sales offices in more than 35 countries. Diversification Across On-Highway, Off-Highway and AftermarketThe business is also broadly diversified. Around half of sales come from on-highway transportation and half from off-highway markets. Its revenues are distributed across EMEA, the Americas and APAC, while approximately 28% of Group sales are generated through the aftermarket and spare-parts business. Customer concentration is particularly low, with no individual customer accounting for more than 4% of revenue. AMBITION 2030 Growth and Profitability TargetsJOST is now pursuing further growth across its existing and newer product categories. In the first half of 2026, the company achieved 9% organic growth, while its longer-term ambitions target more than €2 billion in revenue by 2030, adjusted earnings per share above €10, and an adjusted EBIT margin within a 10–12% corridor. ▶️ 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. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.