GEA Group (AO) | Buy | Energy efficiency day: Reassuring presentation by CEO

研报英文原文证据摘录

GEA Group (AO) | Buy | Energy efficiency day: Reassuring presentation by CEO

GEA's offering and one of the strongest pillars of its long-term investment case. As a leading

supplier of processing, heating, refrigeration and separation technologies to the food, beverage, dairy, pharmaceutical and

chemical industries, GEA operates in sectors where energy costs represent a significant share of customers' operating expenses.

At the same time, these industries are under growing pressure from regulators, consumers and investors to reduce carbon

emissions, improve resource efficiency and meet increasingly ambitious sustainability targets. This creates a powerful structural

demand driver for technologies that lower energy consumption while improving productivity and profitability.

GEA has positioned itself as an enabler of industrial decarbonisation. The company develops equipment and process solutions

that help customers reduce energy use, water consumption and greenhouse-gas emissions throughout the lifecycle of their

production assets. A45.7% of GEA's 2025 group sales were generated by sustainable solutions in 2025. This illustrates that

sustainability is not a peripheral activity but already represents a substantial part of GEA's business model.

The global push towards electrification and industrial decarbonisation amplifies the strategic importance of energy efficiency.

Industrial process heat accounts for roughly one-fifth of global energy consumption and more than one-sixth of global

greenhouse-gas emissions. As governments implement climate policies and companies pursue net-zero targets, investment in

heat recovery, heat pumps and energy-efficient processing technologies is expected to accelerate significantly. GEA is particularly