KONTRON TRANSPORTATION

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KONTRON TRANSPORTATION June 2021 Company Presentation

Transcript of KONTRON TRANSPORTATION

KONTRON TRANSPORTATION

June 2021

Company Presentation

01COMPANY OVERVIEW

OVERVIEW

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Key Facts Kontron and S&T

Kontron Transportation is a leading global supplier of end-to-end communications solutions for mission-critical and carrier networks. The portfolio includes GSM-Railways, FRMCS, TETRA, DMR, LTE solutions for mission critical networks as well as mobility solutions for the public transport sector and is enabled through a comprehensive service value chain. A further mission is to provide a critical E2E IIoT solution dedicated for railway operators. Kontron Transportation invests in research and development and is an associated member of the European research initiative Shift2Rail.

Kontron Transportation is part of S&T group and headquartered in Vienna (Kontron Transportation GmbH) with main subsidiaries in Belgium, France, Germany, Portugal, Spain, the Czech Republic and United Kingdom.

> HEADQUARTER IN LINZ, AUSTRIA, LISTED IN FRANKFURT, GERMANY> ~ EUR 1,276 MIO. MARKET CAP AS OF 31ST OF DECEMBER 2020

MEMBER OF THE TECDAX® & SDAX®04

> 2019: EUR 1,122.9 MIO. REVENUES AND EUR 111.7 MIO. EBITDA> 2019: STRONG OP. CASHFLOW (EUR 83.4 MIO.) AND HIGH LIQUIDITY (EUR

312.3 MIO.)> 5.264 EMPLOYEES IN 32 COUNTRIES (AS OF 30TH OF SEPTEMBER 2020)

S&T IN FIGURES03

> GERMANY, AUSTRIA, SWITZERLAND (DACH)> EAST EUROPE

S&T IS AN IT SERVICE PROVIDER WITH REGIONAL FOCUS

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> S&T OFFERS IOT SOLUTIONS FOR INDUSTRIAL & TRANSPORTATION> IOT GROWS FAST: THE WHOLE INDUSTRY 4.0 MARKET IS EXPECTED TO

GROW AT A CAGR OF ~15% BY 2022*

S&T PROVIDES GLOBAL IOT 4.0 TECHNOLOGY 01

* Revenues in % of S&T Group total revenues based on location of revenue generating S&T subsidiary ** Source: IMS Report, ABI Research, Oracle, Markets and Markets Analysis

S&T AT A GLANCE

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S&T BUSINESS MODEL

• incl. I/C revenues

Communications

IoT Solutions America

Revenue plan 2020: EUR 145 Mio.*

Avionics

IT Services | Europe

DACH RegionEastern Europe

Revenue plan 2020: EUR 470 Mio.*

Services DACHServices EE Services DACH

Revenue plan 2020: EUR 635 Mio.*

Industrial MedicalMedical Smart Energy

IoT Solutions Europe

Transportation Asia

KONTRON TRANSPORTATION

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At a glance

Our approachWith competence in the technical

field and innovation Kontron’s dedicated network portfolio is like

tailor-made suits.

Market focusMission Critical Networks for

Mission Critical Infrastructure Operators: railways, public

transport, airports, emergency, rescue services, utilities and

verticals

CompetencesConsulting, research &

development, design, commercial and technical operation and

maintenance, installation and commissioning, system integration,

general contracting

SolutionsEnd-to-end solutions for Mission

Critical Networks including system integration:

GSM-R, eGPRS, PS-LTE, FRMCS, Cybersecurity solutions,

Industrial IOT,SD-WAN, transmission

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COMPANY HISTORY

2002 2020

20022004 2006

2007

2010

20152017 2018

20192020

Founding of KapschCarrierCom

Win of the pilotproject at Českédráhy

Pilot line atŽelezniceSlovenskejrepubliky is put into operation

Win of the tender at ÖBB for the modernization of the train radio technology for all of Austria

Taking over the GSM/GSM-R division of Nortel

Join of the Shift2Rail initiative

Becoming a member of UNIFE

Being awarded on the first ETCS over GPRS implementation in France

S&T AG takes over KapschCarrierCom and rebrands it to Kontron Transportation

Kontron Transportationjoins the EU 5G Rail project

KEY FACTS

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>110Mio. € Revenue

>65Customers

>25 Countries

3R&D sites

>20Years

>355 Employees

10Subsidiaries

Kontron Transportation Sites, 2020, not consolidated

KONTRON TRANSPORTATION MANAGEMENT AND KEY FACTS

Michael Riegert

Bernd Eder

CEO CFO

Executive Board

Kontron Transportation: World-Wide business activities: more than 25 countries Number of subsidiaries: 10 (R&D sites Paris + Vienna) Number of employees: ~360 as of 240 engineers Research and Development centers and partners around the globe

Key facts

1%Asia

50%Western Europe

7%Austria

8%Rest of world

34%Central and Eastern

Europe

Revenue by Region

Revenue plan Kontron Transportation 2020: EUR 110 Mio. EBITDA: > 5% Growth plan p.a.: > 5% EU funding programs: 3 in 2019 + 1 starting in 2020

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02MARKET SEGMENTS

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MARKET SEGMENTS

Solutions for Mission Critical Customers and infrastructure operators

From MCx oTT tillPassenger Information Systems and up to Asset Management.

Secondary Lines

Leader in Railway Dedicated Networks

Supporting safe and efficient travel on more than 84,000 km of railway tracks across Europe, Africa and Asia.

Railways

Specialization in System Migration

Designs and build powerful, scalable networks to improve operational communications in a cybersecure environment.

Public Transport

Reliable communication in real-time

Kontron is a strong transformation partner with expertise and experience in digital transformation.

Utilities & Energy

Expert in developing capabilities and Digital Transformation

Kontron helps by enhancing current digital capabilities and developing new ones.

Enterprises

Where Telecommunication meets IT

We take on system integration projects that are geared to the future.

Telcos

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RAILWAY SOLUTION FOCUS

Driving Role in Next Generation Kontron is actively driving the

definition of the next generation architecture in railway standards and

European research programs as well as acknowledging the stringent

requirement for service convergence and interoperability on rails.

From GSM-R to FRMCSKontron Transportation prepares a

smooth transition to FRMCS and has developed an innovative and

seamless approach ensuring services continuity and reuse of installed infrastructure between

technologies.

Digitalization is transforming rail transport

The process of digital transformation prepares operators

and authorities for future technologies and wireless

standards and helps to increase the capacity and reliability of railway

infrastructure.

Benefits of Kontron railway solutions

safe and secure, innovative, best of breed solutions, railway dedicated,

end to end portfolio, railway lifecycle support, standards based,

future proof

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ENGAGEMENTS IN STANDARDIZATION

TC RT / NG2R

ECCCEPT

FRMCSProject

RailwaySpectrumFM56

Coordinatio

NextGenCoordinationGroup

UI

UIC UGFARadio ManagerGroup

KT is a key contributor in ETSI TC RT and has currently the vice chair of the committee.

In 3GPP KT participates in SA1 and SA6

KT is involved in several UNIFE committees and a leading member in UNITEL

KT participates in FM56 and UGFA meetings and provides radio expertise and technology insights

KT leads technology demonstrator TD2.1 adaptable communications and primes the WP3 in the X2Rail projects

Key contributor in ERA workshops, meetings and consultations

UI5G For Connected and Automated Mobility (CAM)

5GRail Project (KT Lead Contributor)

SECONDARY LINES SOLUTION FOCUS

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Our solutions include:MCx oTT, MCx, FRMCS, GSM-R, Passenger Information System, Crowd Management, Health &

Safety solutions, Wifi solutions, DMR, Tetra, Asset Management

Our service approach:Consulting, research &

development, design & engineering, installation,

commissioning, system integration and acceptance, technical

operation and maintenance, E2E-responsibility, general contracting

Our market focus in Secondary Lines

Solutions for Mission Critical customers and infrastructure

operators solutions for railways, ÖPNV

trams, busses and trains

Optimized exactly on your needsWith our professional team,

experts and as integrator we will find the right tailor-made solution

for your individual requirement.

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PUBLIC TRANSPORT SOLUTION FOCUS

Transforming your businessWe create opportunities, integrate

technology for optimized mobility and a more efficient transport system and

maximize employee productivity on the move, keep passengers safe, and

achieve the best business outcomes.

Working with industrial partnersbased on their agility and ability to work in full collaboration with our research and development teams.

Allowing the supply of a state of the art product and yet flexible

approach to our customers.

Looking to the futureKontron Transportation designs

and builds powerful, scalable networks that support the next

generation of high bandwidth voice and data services.

Kontron Transportation’sconverged solutions developed in

houseNextGen hyper-secured radio infrastructure for operational

communications, certified onboard computers for various edge

computing, Industrial IoT applications, ticketing platform

UTILITIES & ENERGY SOLUTION FOCUS

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Increasing safety and operational efficiency

Having mission critical communications technology at the heart of utilities and

a strong transformation partner with expertise and experience in digital

transformation is a crucial first step towards increasing safety and

operational efficiency.

Be on the safe sideby making sure that failures which are very costly to the organization

itself, and potentially be harmful to people and the environment, are

anticipated upfront.

Real-time communicationDetect any problems quickly and a

respond as fast as possible. Reliable communication in real-

time is key for customers and other affected people.

Be prepared for the digital transformation

Electricity, gas and water companies provide critical services to

communities and go through major changes due to the digital

transformation.

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ENTERPRISE SOLUTION FOCUS

Set the next stepsDriving innovation, implementing a

digital strategy and making necessary investments in a digital program are

the cornerstones of the transformation into a digital enterprise.

Based on Tier One partners and in-house products

Benefit from our development capabilities, strong support organization and customer-

oriented teams.

Developing new business processes and digital skills

IoT, SaaS, Automation, Cloud Computing and Machine Learning

lead to a greater customer experience and to an increase in

business growth.

Kontron as your strong transformation partner

Focusing on the following digital technologies: Cybersecurity, SDWAN, Cloud Connectivity,

Digitalization, Intelligent Network Edge.

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TELCO FOCUS

Technical ConsultingOur technical consulting professionals

are experienced industry experts combining IT with legacy and state of the art telecommunications expertise in terms of protocol, architecture and

engineering capabilities to help you to transform your networks.

Security SolutionsThe major goal is to use state of

the art IT technologies adapted to telco business needs to best

protect all types of telco networks.

Professional ServicesKontron offers clearly structured

service-packages tailored to technical and commercial business

needs and works closely with you to define the individual service

deliverables in each project.

Network VirtualizationAs experienced systems and service integrator we are able to keep pace

with the telco industry's move to software defined architectures and

virtualized networks. We put the puzzle together to integrate any

solution into your existing systems.

03SOLUTIONS

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SOLUTIONS

Dedicated Cloud oriented solutions

covering

NFVi and Cybersecurity concepts / consulting and SD-WAN solutions based on partnership with VMWare –Transmission solutions

Internet of Things for Mission Critical Networks

based on

an ecosystem with tailor made solutions from one single source.

End-to-end IoT framework, Cloud based service platform, on board WiFi infrastructure, Asset Management

Mission Critical Networks for voice and data

based on

GSM-R, eGPRS, TETRA, DMR, 4G-based PS-LTE, 5G-based FRMCS, Packet Networks, Cybersecurity solutions, Dispatchers

Cloud Digital Solutions DigitalizationCritical Communication

Telecommunication oriented solutions

covering

Network Virtualization, securitysolutions, professional services, technical consulting

Carrier Solutions

Unique railway communication expertise which safely leads you from GSM-R to FRMCS.

CRITICAL COMMUNICATION

Kontron Transportation is an international leader in the development of new solutions for Future Railway Mobile Communication Systems (FRMCS).

We are preparing our railway customers for a smooth transition to the next generation with the optimal integration of existing systems.

Our portfolio: GSM-Railways, FRMCS, TETRA, DMR, IIoT, LTE solutions for mission-critical networks as well as mobility solutions for public transport

Covering the entire value chain from planning, development and production to deployment, integration, maintenance and operation with a focus on maximum cost efficiency.

We have a leading role in international research and development projects such as ETSI, 3GPP, Shift2Rail and Victori.

We secure railway infrastructure against cyber attacks.

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We build and support a secured foundation for digital Cloud transformation technology.

CLOUD DIGITAL SOLUTIONS

We build turnkey solutions and manage your infrastructure as a secured foundation.

We support you at your own pace for a smooth transition from legacy to Cloud & virtualized environment.

Cloud solutions and Cloud services are major part of enterprise cost savings, resulting in a higher productivity, and improved flexibility.

Kontron services offer assistance and guidance to elaborate the best strategy from on premises & completely isolated infrastructure to hybrid Cloud, Multi-Cloud or Public Cloud environments.

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Tailor-made digitalization from a single source for a successful digital transformation

DIGITALIZATION

Kontron Transportation is a global supplier of end-to-end communications technology and one of the leading key players in the development of the next generation of broadband technology for Mission Critical infrastructure.

We digitize the railway business, using a wide array of innovative solutions as well as digital technologies. We implement the path to automated business transformation for our customers.

Together with our partners from the S&T Group, we offer an ecosystem of customized answers and innovations from a single source of tailor-made agile solutions.

The Kontron Railway Digitalization Ecosystem is modularly and dynamically structured and offers customized blueprints which reflect our rich expertise as a system integrator within the telecommunication market.

Clear focus on business value and sophisticated user-friendly analytics functions

All components are also combinable with each other.

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Network Virtualization: A software defined architecture that includes SD-WAN, NFV-I & VNF’s, Cloud and edge computing networks, open and virtualized RAN and orchestrated zero touch automation is the answer of today’s operators’ pains and needs in terms of time to market, introduction of new application and operational needs.

Security Solution: Our major goals are to protect the network and the transferred data in a best practice way also using state of the art IT technologies adapted to telco business needs.

Professional Services: Kontron Professional Services offer clearly structured service-packages tailored to technical and commercial business needs. We work closely with you to define the individual service deliverables in each project according to your requirements. Our Service-Mission is based on quality, competence, commitment, flexibility and agility.

Technical Consulting: Kontron Technical Consulting professionals are experienced industry experts combining IT with legacy and state of the art telecommunications expertise in terms of protocol, architecture and engineering capabilities to help our customers to transform their networks.

Our key target is highest customer satisfaction with professional consulting and service.

CARRIER SOLUTIONS

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BOUNDLESS OPPORTUNITIESOUR CHANGING WORLD IS FILLED WITH

Copyright © 2019 Kontron S&T AG. All rights reserved. All data is for information purposes only and not guaranteed for legal purposes. Information has been carefully checked and is believed to be accurate; however, no responsibility is assumed for inaccuracies. Kontron and the Kontron logo and all other trademarks or registered trademarks are the property of their respective owners and are recognized. Specifications are subject to change without notice.

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