Palfinger AG Deep Dive: Key Takeaways

In this session, PALFINGER CEO and CFO leadership unveil the company’s bold next chapter — “Reach Higher – Strategy 2030+.”

CFO Felix Strohbichler leads the discussion, explaining how PALFINGER is adapting to global change and positioning itself for long-term, sustainable growth.

Why a New Strategy Now?

Strohbichler makes clear that the world has changed significantly in recent years — from geopolitical instability to accelerating digitalisation, climate change, and supply chain disruptions. With these shifts in mind, PALFINGER’s new Strategy 2030+ is designed to reinforce its technology leadership, boost resilience, and drive profitable growth in an evolving environment.

Financial Ambition & Targets

Under Strategy 2030+, key financial targets have been raised for 2030:

Revenue: Over €3 billion

EBIT Margin: 12%

ROCE (Return on Capital Employed): 15%

These targets reflect PALFINGER’s confidence that its refined business model — combining hardware, software, services and global reach — will deliver a step-change in performance.

Three Strategic Directions

Strohbichler emphasises three core pillars guiding execution, each with a clear rationale:

Lifting Customer Value

PALFINGER’s relentless focus on delivering integrated solutions, innovation, and productivity gains for customers is a testament to the company’s commitment to their success. This approach not only enhances customer satisfaction but also deepens relationships and recurring revenue streams, making stakeholders feel valued and integral to the company’s success.

Balanced Profitable Growth

Leveraging PALFINGER’s broad product range and global service footprint to grow measurably and profitably.

Execution Excellence

This pillar focuses on driving cultural, process, and digital transformation. PALFINGER is focusing on leaner global supply chains, end-to-end planning, and adoption of AI & data analytics to ensure it remains at the forefront of innovation and efficiency.

These strategic directions are underpinned by five must-win action fields and 13 strategic programs, each designed to ensure systematic execution and measurable progress. Let’s delve into these in more detail.

Key Themes & Market Implications

Customer Closeness

PALFINGER is emphasising service networks, spare parts and high-end lifting solutions (e.g., aerial work platforms) to deepen customer relationships and recurring revenue streams.

Digitalisation & Solutions

Transitioning from a hardware-only mindset to offering smart, connected lifting solutions, combining sensors, IoT, autonomous operation and data services.

Global Supply Chain & Efficiency

With end-to-end logistics optimisation, inventory control, and a global manufacturing footprint, PALFINGER aims to boost resilience and delivery reliability in volatile markets.

What This Means for Investors

PALFINGER has set clear, ambitious, measurable targets that go well beyond incremental improvement — signalling a strong commitment to uplift performance.

The strategy shifts the company into higher-value realms — service, digital platforms, customer experience, and integrated solutions — rather than pure machine manufacturing.

▶️ 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/

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