Dürr (AO) | Buy | Energy efficiency day: presentation by the CEO with a neutral impact

Research evidence excerpt

Dürr (AO) | Buy | Energy efficiency day: presentation by the CEO with a neutral impact

ich account for around 43% of the total energy consumption of vehicle production and remain one

of the most energy-intensive and carbon-intensive stages of manufacturing. At the same time, many paint shops in operation

today were built decades ago and are increasingly uneconomic in a world of higher energy prices, carbon costs and stricter

environmental regulations. As a result, OEMs are investing not only in capacity but also in efficiency upgrades, creating a

structural demand driver for Dürr’s technologies.

Dürr’s portfolio directly addresses these challenges. Over the last 15 years, the company has helped reduce energy consumption

per painted vehicle by 67%, water consumption by 71%, paint consumption by 36%, and VOC emissions by 73%. Technologies

such as EcoDryScrubber reduce energy consumption in paint booths by 60% and water consumption by 80%, while EcoInCure

lowers electricity consumption during the curing process by 25% and allows for ovens that are 50% smaller. Overspray-free

painting technologies further reduce energy consumption by around 25% while simultaneously lowering waste and material

usage. These solutions provide a compelling value proposition because sustainability benefits are directly linked to lower

operating costs and attractive customer payback periods.

The opportunity extends well beyond automotive manufacturing. In woodworking, HOMAG's software optimises cutting patterns

and reduces waste, while Dürr's balancing technologies improve the efficiency and lifespan of wind turbine rotors and industrial

equipment. The company is therefore exposed to several structural sustainability themes simultaneously: electrification, battery