Portfolio Update: Strong operational performance across the Mutares portfolio – focus on energy, defense and infrastructure
- Structural growth cycle: Portfolio benefits from accelerated investment in energy, defense and infrastructure
- Strong operational momentum: Efacec, NEM, Magirus and Donges SteelTec report strong order intake and growing profitability
- Attractive market environment: Rising demand driven by the energy transition, AI-driven electricity requirements and increased defense budgets
- Value creation & exit potential: Increasing competition for high-quality assets is driving up valuations and opening up attractive exit opportunities