on TRATON SE (isin : DE000TRAT0N7)
TRATON GROUP Sees Rise in Orders Amid Challenging 2025
TRATON GROUP reported a 7% increase in incoming orders, totaling 202,100 vehicles within the first nine months of 2025, despite a challenging market landscape. However, unit sales declined by 9% to 224,500 vehicles, pushing sales revenue down by 8% to €32.3 billion. Adjusted operating results decreased by €1.2 billion, amounting to €2.0 billion, and operating return on sales contracted to 6.3% from 9.3% the previous year.
While European sales remained stable, declines in Brazil and North America hurt overall revenues. TRATON's vehicle services sector grew slightly, and financial services saw a 13% revenue boost. Despite the overall downturn, Volkswagen Truck & Bus improved its operating return on sales, while other brands like Scania and MAN struggled with decreased sales and higher costs.
Christian Levin, CEO, emphasized the focus on innovation and market adaptability, particularly with the launch of a plant in China. The group maintains a cautious forecast for 2025, expecting sales within a -10% to 0% range and anticipates economic uncertainties will persist.
R. H.
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