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With investments in connected, electric as well as strategic partnerships, the group to touch revenue of €40.15 Billion by 2025
12-Sep-2019
Global
Market Research
K381-01-00-00-00
AU01887-GL-MR_23493
TRATON SE, erstwhile Volkswagen Truck & Bus, is on the transformational road from being a commercial truck and bus manufacturer to a mobility services provider. With the group’s MAN brand operating on wafer thin margins while Swedish heavy-truck and bus brand Scania enjoys double digit profit and growth, the group has laid a target of 9% profit margin in the short term. The study also examines the pillars of Scania's commercial success and benchmarks its performance against other truck OEM brands well. MAN's RIO platform is being shaped as the base for the group's digital services in the future. TRATON is also pursuing software and device commonality of RIO with Navistar Inc's OnCommand Connection Telematics service in North America.
In the era of connected, shared, autonomous and electric (CASE) commercial vehicles, the group is rationalizing its sparse capital to make products more profitability in the present while also preparing for the future when commercial vehicle offerings will look nothing like those that are in the market today. Ownership by Volkswagen group offers TRATON SE the advantage of leveraging synergies from passenger vehicle technologies as well. TRATON will benefit in its own autonomous driving technology program through Volkswagen’s myriad partnership such as with Mircrosoft, Argo AI and Ford, Audi Autonomous driving unit etc.
TRATON SE’s IPO in June 2019 was off to a disappointing start with the company managing to raise a mere € 1.55 Billion in capital for its strategic initiatives but its growth outlook remains robust with the host of initiatives it is taking on profit generation, new business growth and digital solutions.It has potential to leverage Scania’s industry leading profitability and modularization efficiency to MAN and VW Caminhoes as well as build on strategic partnerships with Sinotruck, Navistar, Solera etc to emerge a truly global leader in commercial vehicle space. The study looks at the performance of TRATON brands in the last 4 years, examines the activities and investments the group is making around CASE, and provides an estimate of the group’s revenue in 2025.
Key Issues Addressed
- What is TRATON SE? How does it it fit into Volkswagen Group?
- What are the key activities around CASE by TRATON?
- How much revenue and profit did each of the brands generate in 2018?
- What will be the revenue of TRATON SE in 2025?
- What makes Scania relatively so much more successful?
Author: Silpa Paul
Executive Summary—Volkswagen (VW) Group and TRATON SE
Executive Summary—TRATON Group—Key Facts
Executive Summary—TRATON Global Footprint
Executive Summary—Scania: Top 5 reasons for Leadership
Executive Summary—TRATON Revenue Forecast 2018 and 2025
Research Scope
Research Aims and Objectives
Key Questions this Study will Answer
Research Background
Research Methodology
OEMs Compared in this Study
VW Group and TRATON SE
From Volkswagen Truck and Bus to TRATON SE
TRATON—Evolution
TRATON Listing—A Disappointing Start
TRATON Group—Key Facts
TRATON Global Footprint
Strategic Alliances
R&D Spending
Global Vehicle Delivery Volume—TRATON and VW CV
TRATON Revenue and Operation Margin
Scania—Top 5 Reasons for Growth and Profit Leadership
Scania—Pillars of Modularization
Scania—Leading Modular Design
Scania NXT—Pinnacle of Modularization
Scania—Thrust on Health, Wellness and Wellbeing (HWW)Technology
Alternative Powertrain Milestones
TRATON Common Base Engine (13L)
Alternative Powertrain Strategy
TRATON Electric Powertrain Portfolio
Electric Powertrain Profile—VW eDelivery
Electric Powertrain Profile—chargE e-school Bus by IC Bus
NG Powertrain Profile—Scania R410 LNG Trucks
TRATON Telematics Offering
TRATON Telematics Offering (continued)
RIO—the Digital Platform leading TaaS transformation
RIO’s Digitization Efforts—Logistics Flow of Data
TRATON Shared Services
Digitizing Freight Brokerage in Germany
TRATON Autonomous Driving Technology Initiatives
TRATON Platooning Initiative
Volkswagen Automotive Cloud
TRATON Autonomous Driving Ecosystem
TRATON Key Investments 2009–2020
TRATON Key Investments
TRATON Key Investments (continued)
TRATON Key Investments (continued)
TRATON Revenue Forecast 2018 and 2025
TRATON Unit Sales 2014–2018, 2025 (Projection)—Truck and Bus
Scania Unit Sales 2014–2018, 2025 (Projection)—Engines, Used Truck
Service Revenue 2014–2018, 2025 (Projection)—Connected, Financial
Growth Opportunity 1—M&A, JVs in Electric Ecosystem
Strategic Imperatives
Key Conclusions and 2025 Outlook
Legal Disclaimer
Upcoming Topics in the Commercial Vehicles Research Program
Legacy Content in the Commercial Vehicles Research Program
Market Engineering Methodology
List of Exhibits
List of Exhibits (continued)
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Key Issues Addressed
- What is TRATON SE? How does it it fit into Volkswagen Group?
- What are the key activities around CASE by TRATON?
- How much revenue and profit did each of the brands generate in 2018?
- What will be the revenue of TRATON SE in 2025?
- What makes Scania relatively so much more successful?
Author: Silpa Paul
| Deliverable Type | Market Research |
|---|---|
| No Index | No |
| Podcast | No |
| Author | Silpa Paul |
| Industries | Automotive |
| WIP Number | K381-01-00-00-00 |
| Is Prebook | No |
| GPS Codes | 9800-A6,9B01-A6,9963-A6,9AF6-A6 |
Strategic Analysis of TRATON SE, 2025
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