2024 Technik Capital Markets Day

Lufthansa Group
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

83
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
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The slide uses a consistent layout for three executives, including headshots, roles, bulleted career summaries, and three circular metrics representing years ofsummarize
Open slide detailBeat · Attention
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summarize
Open slide detailBeat · Attention
04
front_matter
Open slide detailBeat · Attention
05
front_matter
Open slide detailBeat · Need
06
The slide uses a central image of an aircraft to anchor the 'No aircraft takes off without MRO' message, flanked by customer perspective and value proposition pestablish_context
Open slide detailBeat · NeedLoop · Golden Circle
07
The slide uses a visual representation of an aircraft to map specific service categories to physical parts of the plane.decompose_segments
Open slide detailBeat · NeedLoop · Golden Circle
08
Uses a multiplicative formula to explain market sizing drivers.size_opportunity
Open slide detailBeat · NeedLoop · Golden Circle
09
Includes footnote regarding data source (Oliver Wyman) and exchange rate assumptions.size_opportunity
Open slide detailBeat · NeedLoop · Golden Circle
10
Includes market share percentages and growth rates for three major global regions.size_opportunity
Open slide detailBeat · NeedLoop · Golden Circle
11
The slide highlights 'MRO specialists' as the main competition, grouping 'Airline-affiliated' and 'Independent' players.compare_peers
Open slide detailBeat · NeedLoop · Golden Circle
12
The slide uses a bar chart integrated into a table to visualize revenue scale.compare_peers
Open slide detailBeat · NeedLoop · Golden Circle
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summarize
Open slide detailBeat · NeedLoop · Golden Circle
14
front_matter
Open slide detailBeat · Satisfaction
15
The diagram uses a hub-and-spoke structure with circular imagery and revenue contribution indicators.decompose_segments
Open slide detailBeat · Satisfaction
16
transition
Open slide detailBeat · Satisfaction
17
Includes a map of global locations and a small bar chart showing market growth.summarize
Open slide detailBeat · Satisfaction
18
The slide uses donut charts to represent market coverage percentages for different engine types.quantify_impact
Open slide detailBeat · Satisfaction
19
The slide uses a custom process flow diagram to represent the value chain, highlighting specific service modules like MES (Mobile Engine Services) and OVH (Overpresent_framework
Open slide detailBeat · Satisfaction
20
Includes a footer note regarding mobile engine services and headcount measurement.summarize
Open slide detailBeat · Satisfaction
21
The slide uses a numbered list format to present strategic pillars.summarize
Open slide detailBeat · Satisfaction
22
transition
Open slide detailBeat · Satisfaction
23
Includes a map with a zoomed-in European inset and a small bar chart for market growth.establish_context
Open slide detailBeat · Satisfaction
24
Uses donut charts to represent fleet segments and coverage percentages.quantify_impact
Open slide detailBeat · Satisfaction
25
compare_options
Open slide detailBeat · Satisfaction
26
The slide uses a split-layout comparing strategic benefits (left) with operational metrics (right).compare_peers
Open slide detailBeat · Satisfaction
27
summarize
Open slide detailBeat · Satisfaction
28
transition
Open slide detailBeat · Satisfaction
29
Includes a small bar chart showing market growth from 31bn to 33bn with 1.3% CAGR.establish_context
Open slide detailBeat · Satisfaction
30
The slide outlines the operational footprint of Lufthansa Group's aircraft maintenance services.summarize
Open slide detailBeat · Satisfaction
31
The slide uses a numbered list format to present four key strategic pillars.summarize
Open slide detailBeat · Satisfaction
32
transition
Open slide detailBeat · Satisfaction
33
Includes key metrics and a map highlighting Hamburg as a central hub.summarize
Open slide detailBeat · Satisfaction
34
present_solution
Open slide detailBeat · Satisfaction
35
summarize
Open slide detailBeat · Satisfaction
36
transition
Open slide detailBeat · Satisfaction
37
Includes a grid of 6 key performance metrics and a world map showing office/service locations.establish_context
Open slide detailBeat · Satisfaction
38
The slide uses a Venn diagram to show overlap and a layered list to show functional alignment.present_solution
Open slide detailBeat · Satisfaction
39
Uses a value-chain style process flow combined with a JTBD framework.present_framework
Open slide detailBeat · Satisfaction
40
The slide uses a numbered list format to present five key strategic pillars.summarize
Open slide detailBeat · Satisfaction
41
front_matter
Open slide detailBeat · Action
42
The slide highlights the scale of the logistics network and the specific service areas (Transportation and Warehousing).establish_context
Open slide detailBeat · Action
43
summarize
Open slide detailBeat · Action
44
transition
Open slide detailBeat · Action
45
Figures represent Lufthansa Technik AG.summarize
Open slide detailBeat · Action
46
The slide uses a process-oriented framework to describe HR strategy.present_solution
Open slide detailBeat · Action
47
filler
Open slide detailBeat · Action
48
transition
Open slide detailBeat · Action
49
front_matter
Open slide detailBeat · ActionLoop · Cost Of Inaction
50
present_solution
Open slide detailBeat · ActionLoop · Cost Of Inaction
51
present_solution
Open slide detailBeat · ActionLoop · Cost Of Inaction
52
The slide uses a hub-and-spoke model to categorize complex B2B relationships.present_framework
Open slide detailBeat · ActionLoop · Cost Of Inaction
53
The slide uses a binary structure: one side for OEM parts and the other for internal alternative solutions, with specific outcomes (optimize purchasing vs reducpresent_solution
Open slide detailBeat · ActionLoop · Cost Of Inaction
54
The slide uses a visual comparison of capability matrices alongside a wedge chart showing fleet transition.present_solution
Open slide detailBeat · ActionLoop · Cost Of Inaction
55
The slide uses a horizontal chevron-style layout to represent strategic pillars, with a circular diagram for 2030 financial KPIs.summarize
Open slide detailBeat · ActionLoop · Cost Of Inaction
56
The slide uses a matrix structure to align business units with regional strategic priorities.present_solution
Open slide detailBeat · ActionLoop · Cost Of Inaction
57
present_solution
Open slide detailBeat · ActionLoop · Cost Of Inaction
58
The slide uses a hub-and-spoke style diagram to show the relationship between internal operations, the external ecosystem, and the resulting products.present_solution
Open slide detailBeat · ActionLoop · Cost Of Inaction
59
The slide uses a value chain diagram to illustrate the expansion strategy.present_solution
Open slide detailBeat · ActionLoop · Cost Of Inaction
60
Includes a deep dive into Hamburg site emissions and mentions of organizational structure (ESG team) and external validation (EcoVadis).present_solution
Open slide detailBeat · ActionLoop · Cost Of Inaction
61
summarize
Open slide detailBeat · ActionLoop · Cost Of Inaction
62
transition
Open slide detailBeat · Action
63
The chart includes a secondary metric (Adj. EBIT margin) displayed as percentages above the bars.summarize
Open slide detailBeat · Action
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Note: Same KPI definitions used as provided by Lufthansa Group in annual reports; Cash Conversion Rate = Adj. FCF / Adj. EBITsummarize
Open slide detailBeat · Action
65
summarize
Open slide detailBeat · Action
66
The slide uses a waterfall chart to decompose the growth drivers between 2023 and 2030.quantify_impact
Open slide detailBeat · Action
67
The chart uses a waterfall structure to bridge the gap between 2023 and 2030E EBIT.quantify_impact
Open slide detailBeat · Action
68
LHT refers to Lufthansa Technik.quantify_impact
Open slide detailBeat · Action
69
The slide categorizes investments into 'Growth' (solid border) and 'Substance' (dotted border).present_solution
Open slide detailBeat · Action
70
The slide uses a process-flow style diagram to link business areas to quantitative outcomes.quantify_impact
Open slide detailBeat · Action
71
The slide uses a chain icon to suggest connectivity between segments. Revenue share is shown as pie charts for 2023 vs 2030E.decompose_segments
Open slide detailBeat · Action
72
The slide uses a bar chart to show revenue growth from 2021 to 2030E, with EBIT margin percentages overlaid.analyze_data
Open slide detailBeat · Action
73
Includes a bar chart showing revenue growth from 1.6bn in '21 to >3.0bn in '30E, with EBIT margins ranging from 11% to >12%.analyze_data
Open slide detailBeat · Action
74
The slide uses a consistent structure to compare three distinct business units across financial metrics and strategic success factors.analyze_data
Open slide detailBeat · Action
75
The slide uses a matrix-like structure to map business segments (ENG, ACS, AMS, OES, DGF) against growth priorities and M&A focus areas.present_solution
Open slide detailBeat · Action
76
The slide uses a six-column layout with icons, headers, descriptions, and specific financial metrics for each pillar.summarize
Open slide detailBeat · Action
77
summarize
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summarize