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Continental ag - an equity perspective on the future of mobility, tires, and beyond
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Continental AG is one of the world’s largest automotive suppliers, employing over
199,000 workers at 519 locations across 5 continents. While its origins trace back to
rubber manufacturing, its portfolio was expanded in the nineties with a new division
focusing on advanced automotive technologies, which now drives the majority of sales.
Moreover, through its ContiTech segment, it is also a leading industrial solutions
provider, servicing a diversified range of industries including Energy Management and
Material Handling. As such, the company is and will continue being sensitive to
fluctuations in vehicle production volumes, industrial production, and related supply
chain disruptions, which in recent years have contributed to a bearish stock performance.
Even so, Conti is well positioned to benefit from the growing electric mobility trend, as
well as from the monetization opportunities generated by mobility (and tires) as a service,
and the increasing demand for industrial automation and digital advancement solutions
(Internet-of-Things, predictive maintenance). Moreover, market share gains in the
promising Asia-Pacific and North American regions are expected to further boost
revenues.
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Company valuation Forecasts Stock price Comparables Automotive industry Adas Technology Sustainable mobility Tires Taas/maas Vehicles Contitech Oems Replacement business Inflation Geopolitical conflicts Supply chains