TRATON Group
The TRATON Group recorded successes in all areas of the “TRATON Way Forward” corporate strategy in fiscal year 2022.
BUSINESS DEVELOPMENT
The “TRATON Way Forward” strategy focuses on the following areas: being a responsible company, value creation and “TRATON Accelerated!”. Successes were recorded in all areas of the corporate strategy in fiscal year 2022.
For the TRATON Group (TRATON), the future is electric. A total of €2.6 billion is to be spent on research and development for e-mobility by 2026, whilst existing investments into the development of conventional drive systems is to decline to less than one fifth in 2026. The establishment of a joint venture with Daimler Truck and the Volvo Group completed in July 2022 to create a high-performance charging infrastructure for trucks and buses across Europe will kick-start battery-electric transport. TRATON already joined the UN Global Compact in 2021 and was followed by the Volkswagen Truck & Bus brand in March 2022. In addition, TRATON has identified “decarbonization and circular economy” as one of three strategic focus areas for changing the business model and product design to achieve a reduction in CO2 emissions and resource consumption. TRATON is committed to the Paris Climate Agreement of the UN Climate Conference.
Stronger internationalization as a result of integrating Navistar enabled TRATON to counteract the significant fluctuations in the market in 2022. Moreover, Scania is set to become the first Western truck manufacturer to produce its vehicles completely independently in China; an important step for TRATON. By creating a Group-wide integrated business unit for financial services, TRATON is aiming to provide comprehensive customer financing services in future in order to meet the demand for new technologies and business fields.
In 2022, Scania was the first TRATON brand to introduce the Group-wide 13-liter powertrain in its Scania Super, allowing a reduction in fuel consumption in comparison to the predecessor model. In addition, Scania has set itself ambitious targets for decarbonizing the supply chain: by 2030, supply chain emissions arising from batteries, steel, aluminum and cast iron are to be reduced by 60% to 85%. Road tests for automated driving were expanded. The self-driving Scania trucks that have been upgraded to level 4 may now drive on all routes between the cities of Södertälje and Jönköping. A driver remains on board for safety reasons.
By digitalizing its vehicles, MAN wants to tap into new business fields. In 2022, it launched MAN SimplePay, making it the first vehicle manufacturer to develop a digital, transparent platform for all payment transactions involving commercial vehicles. In addition, a solution created with its partner BP for automated, contactless and safe payments for refueling went live. At IAA Transportation 2022, MAN unveiled the all-electric truck as a prototype that was almost ready for mass production.
In 2022, Navistar presented the International S13 integrated powertrain, with which a new level of efficiency, profitability and sustainability is expected to be reached. Based on the TRATON Group’s 13-liter powertrain, the S13 enables fuel savings of up to 15% when combined with optimized aerodynamics. By opening a new factory in San Antonio, Texas, where electric vehicles can also be produced, Navistar is positioning itself as an e-mobility provider.
Volkswagen Truck & Bus expanded its importer network in Asia in 2022 and delivered the first vehicles to customers in the Philippines.
SALES REVENUE AND EARNINGS
Unit sales of TRATON Commercial Vehicles in 2022 went up to 306 (273) thousand vehicles and sales revenue of €39.5 billion was 31.3% higher than in the same period of 2021. Despite negative effects resulting from the Russia-Ukraine conflict, the operating result of €1.6 (0.2) billion was higher than in the previous year. The figure for the previous year had been mainly influenced by expenses of €0.7 billion for restructuring measures at MAN Truck & Bus plus expenses of €0.5 billion for provisions recognized at Scania Vehicles & Services in connection with the EU antitrust proceedings. Additionally, mix and exchange rate effects had a positive effect. The operating return on sales increased to 4.0 (0.5)%.
Units |
|
2022 |
|
2021 |
---|---|---|---|---|
|
|
|
|
|
Scania |
|
88,142 |
|
92,718 |
Trucks |
|
82,827 |
|
89,528 |
Buses |
|
5,315 |
|
3,190 |
MAN |
|
88,952 |
|
90,286 |
Trucks |
|
62,009 |
|
64,883 |
Buses |
|
4,675 |
|
4,240 |
Light Commercial Vehicles |
|
22,268 |
|
21,163 |
Navistar |
|
82,071 |
|
28,669 |
Trucks |
|
69,488 |
|
23,267 |
Buses |
|
12,583 |
|
5,402 |
Volkswagen Truck & Bus |
|
58,647 |
|
57,095 |
Trucks |
|
50,075 |
|
52,690 |
Buses |
|
8,572 |
|
4,405 |
TRATON |
|
317,812 |
|
268,768 |
|
|
2022 |
|
2021 |
|
% |
---|---|---|---|---|---|---|
|
|
|
|
|
|
|
Deliveries (thousand units) |
|
305 |
|
271 |
|
+12.6 |
Vehicle sales |
|
306 |
|
273 |
|
+12.4 |
Production |
|
318 |
|
269 |
|
+18.2 |
Sales revenue (€ million) |
|
39,516 |
|
30,092 |
|
+31.3 |
Operating result |
|
1,583 |
|
161 |
|
x |
Operating return on sales (%) |
|
4.0 |
|
0.5 |
|
|
Strong brands