TRATON GROUP

The TRATON GROUP took a major step forward in e-mobility in fiscal year 2023, also continuing to implement its TRATON Way Forward strategy for future success.

BUSINESS DEVELOPMENT

The TRATON Way Forward strategy focuses on three areas: being a responsible company, value creation and TRATON Accelerated!; the company wants to play an active role in shaping the transportation and logistics ecosystem of the future.

TRATON established TRATON Charging Solutions to give drivers of battery-electric commercial vehicles easy access to charging stations and thus facilitate the transition to e-mobility. The services provider offers customers services from contracting, invoicing and route planning, to utilization insights. TRATON’s Scania and MAN brands can thus offer their customers access to Europe’s most extensive charging network, which currently comprises twelve countries. At the end of 2023, Milence, a joint venture between TRATON, Daimler Truck and the Volvo Group, reached an important milestone in developing the charging infrastructure with the opening of the first charging station in Venlo (Netherlands).

Scania reached key milestones on the road to a sustainable transport system in 2023, being with the opening of a battery assembly plant at its headquarters in Södertälje (Sweden). To simplify the transition to battery-electric trucks for freight forwarders, Scania and digital freight forwarder sennder formed the joint venture company JUNA. A unique pay-per-use billing model reduces upfront costs for customers and lessens potential residual value concerns. Access to guaranteed loads via a digital platform also creates commercial predictability. Scania likewise made progress in decarbonizing its supply chains by placing its first order for green steel with the supplier H2 Green Steel.

MAN also reached a significant milestone in the transition to zero-emission technologies. Launched on the market in 2024, the new MAN eTruck is the brand’s first battery-electric long-haul truck. The ground-breaking ceremony for large-scale battery production at the Nuremberg site was held in 2023. From 2025, up to 100,000 high-voltage battery systems per year will be manufactured there. Together with other industrial companies and universities, MAN is working on the ATLAS-L4 research and development project to put self-driving trucks on the road. In the ANITA research project, MAN is also working with Deutsche Bahn, the Fresenius University of Applied Sciences and wireless technology specialist Götting KG to test the potential of self-driving trucks for transporting goods between logistics hubs.

As part of an initiative, the North American brand Navistar set itself the goal of cutting its global emissions by half before 2030 and becoming carbon neutral by 2050 in line with the Paris Climate Agreement. In the reporting year, Navistar started production of the International S13 Integrated Powertrain at the company’s Huntsville facility in the United States. Customers of Navistar’s International and IC Bus brands can now be offered competitive bespoke credit and lease financing through the Group’s own financial services provider, Navistar Financial.

Volkswagen Truck & Bus (VWTB) commenced series production of e-Delivery trucks in 2023. It thus follows the TRATON GROUP’s strategy of regarding battery-electric drives as the core technology of alternative drivetrains, supplemented by hydrogen drives in niche areas. As part of the internationalization plan, VWTB is further expanding its presence in international markets and will be represented on four continents in the future.

SALES REVENUE AND EARNINGS

Unit sales of TRATON Commercial Vehicles in fiscal year 2023 rose to 339 (306) thousand vehicles and sales revenue of €45.7 billion was up 15.7% on the comparative figure for 2022. The higher volume of new vehicles and higher capacity utilization due to a significant increase in production figures meant that the operating result more than doubled to €3.7 (1.6) billion. A positive product mix and improved price positioning also had a beneficial effect on profit. The operating return on sales amounted to 8.1 (4.0)%.

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