2025 Capital Markets Day

Lufthansa Group
arc beats above · slides in the middle · loops below · scroll → 13 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

121
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
summarize
03
front_matter
04
front_matter
05
The slide uses a timeline-like narrative to establish corporate credibility.establish_context
Open slide detailBeat · Situation & ContextLoop · Aha Moment
06
The slide uses a grid of metric cards to highlight scale and market leadership.summarize
Open slide detailBeat · Situation & ContextLoop · Aha Moment
07
summarize
Open slide detailBeat · Situation & ContextLoop · Aha Moment
08
The chart shows a significant dip in 2020-2021 due to the pandemic, with a recovery path projected to 2028-2030.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
09
The slide uses a chevron-based process diagram to represent the strategic pillars.present_solution
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
10
The slide uses a temple-like structure to represent the strategic pillars and organizational support.present_framework
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
11
The temple diagram illustrates the integration of hub airlines, P2P airlines, logistics, and MRO under corporate and group functions.present_framework
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
12
The slide uses a contrast-pair structure to frame the company's workforce as a competitive advantage against industry headwinds.compare_options
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
13
The slide uses a temple-like structure to represent the strategic pillars and supporting organizational layers.present_solution
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
14
present_solution
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
15
The slide uses a visual timeline/process flow to show the phase-out of older aircraft models and the growth of modern fleet metrics.summarize
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
16
The slide uses a temple metaphor to represent the organizational strategy.present_solution
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
17
establish_context
Open slide detailBeat · Evidence & ProofLoop · Before After
18
The slide uses a chronological flow to demonstrate financial turnaround and strategic pivot.summarize
Open slide detailBeat · Evidence & ProofLoop · Before After
19
Includes specific performance metrics for each pillar.present_solution
Open slide detailBeat · Evidence & ProofLoop · Before After
20
The slide uses a temple metaphor to represent the strategic structure.present_framework
Open slide detailBeat · Evidence & ProofLoop · Zoom In
21
Includes a timeline of rankings and a bar chart for Adj. EBIT.summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
22
Includes a map of European cargo hubs and a bar chart showing addressable GDP by country within the FRA catchment area.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Zoom In
23
The slide uses a two-column structure to categorize strategic initiatives under 'Competitive core' and 'Profitable growth', underpinned by 'People & Culture'.present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
24
The slide uses a temple metaphor to represent strategic pillars. The 'One Group' acts as the roof, and 'Employees' as the foundation.present_framework
Open slide detailBeat · Evidence & ProofLoop · Zoom In
25
establish_context
Open slide detailBeat · Evidence & ProofLoop · Zoom In
26
The slide uses a funnel-like diagram to represent the strategic pillars.present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
27
The slide uses a structured table format to communicate operational expansion plans.plan_implementation
Open slide detailBeat · Evidence & ProofLoop · Zoom In
28
illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
29
transition
Open slide detailBeat · Evidence & ProofLoop · Why Now
30
Uses a split-column layout to contrast demand drivers (numbered list) with supply constraints (quoted news snippets).establish_context
Open slide detailBeat · Evidence & ProofLoop · Why Now
31
Includes CAGR forecasts by region and a visual representation of airline M&A activity.establish_context
Open slide detailBeat · Evidence & ProofLoop · Why Now
32
Data based on ASK 2025 in billions.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Why Now
33
summarize
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
34
The slide uses a map to show market leadership and a bar chart to show economic affluence of home markets.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
35
The chart uses stacked bars to show the share of the specific airline group versus other airlines, with total group share percentages highlighted above each grocompare_peers
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
36
The slide uses circle size to represent brand power index, with Lufthansa Group brands consistently ranking high in their home markets.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
37
Includes a map visualization of flight connections and key metrics regarding O&Ds and intercontinental connections.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
38
The slide uses a scatter plot to position Lufthansa Group against IAG and Air France-KLM.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
39
The slide highlights the contribution of JV partners to market share across different regions and summarizes key partnership metrics.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
40
The chart shows a decline from 2019 to 2024, with a projected increase by 2028-2030.present_solution
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
41
The slide uses a dual-column layout to contrast current regional performance (revenue/margin) with future strategic initiatives.present_solution
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
42
summarize
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
43
front_matter
Open slide detailBeat · Evidence & ProofLoop · Maturity Curve
44
summarize
Open slide detailBeat · Evidence & ProofLoop · Maturity Curve
45
The slide uses a horizontal continuum to map organizational maturity levels (Local, Aligned, Unified, Group) and places specific entities (Lufthansa Group Todaypresent_framework
Open slide detailBeat · Evidence & ProofLoop · Maturity Curve
46
The slide uses a dot-plot matrix to visualize the shift from 'Today' (light grey) to 'Target state' (dark blue) across six functional areas.present_framework
Open slide detailBeat · Evidence & ProofLoop · Maturity Curve
47
present_solution
Open slide detailBeat · Evidence & ProofLoop · Maturity Curve
48
The slide uses a timeline framework to show post-closing integration steps, with a historical context on the left.plan_implementation
Open slide detailBeat · Evidence & ProofLoop · Maturity Curve
49
Shows progression from minority to majority shareholding with corresponding synergy capture percentages.plan_implementation
Open slide detailBeat · Evidence & ProofLoop · Maturity Curve
50
front_matter
Open slide detailBeat · Evidence & ProofLoop · Build Up
51
The slide uses a grid layout to present five distinct KPIs related to customer behavior and digital adoption.summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
52
The slide uses a 4-column layout to present strategic pillars.present_framework
Open slide detailBeat · Evidence & ProofLoop · Build Up
53
The slide highlights the consolidation of commercial functions across network airlines and the specific performance outcomes (customer choice, revenue, cost, represent_solution
Open slide detailBeat · Evidence & ProofLoop · Build Up
54
Includes a small tag 'Group-wide commercial steering' at the top.present_solution
Open slide detailBeat · Evidence & ProofLoop · Build Up
55
The slide uses a three-column layout to summarize strategic pillars: organizational structure, cost efficiency, and distribution channel optimization.summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
56
The slide uses a two-column layout to contrast the two strategic pillars.present_solution
Open slide detailBeat · Evidence & ProofLoop · Build Up
57
The slide uses a matrix-like structure to categorize AI initiatives by business area (Revenue Management vs Network) and development stage (Current vs In Develoillustrate_case
Open slide detailBeat · Evidence & ProofLoop · Build Up
58
Uses a 'Strong umbrella brand' tag. The visual structure contrasts the central group identity with the local airline identities.summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
59
The slide uses a split-arrow framework to contrast 'Harmonized Journeys' (standardization) with 'Emotional Brand Experience' (differentiation).present_framework
Open slide detailBeat · Evidence & ProofLoop · Build Up
60
The slide uses a grid layout to categorize the business model pillars of the Miles & More program.summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
61
summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
62
The slide uses a stacked bar chart to show the shift in EBIT composition between 'Today' and 'Ambition'.present_solution
Open slide detailBeat · Evidence & ProofLoop · Build Up
63
Includes Skytrax award references and hub airport codes.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Build Up
64
The slide uses a three-column layout to contrast group-led innovation, local tailoring, and flexible adjustment.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Build Up
65
The slide uses a 4-column layout to showcase different aspects of the Allegris product offering.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Build Up
66
The slide uses a stacked area chart to show the rollout of Allegris and Swiss Senses across different aircraft types from 2024 to 2030.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Build Up
67
front_matter
Open slide detailBeat · Evidence & ProofLoop · Before After
68
summarize
Open slide detailBeat · Evidence & ProofLoop · Before After
69
The chart shows a significant gap between the original LHG plan and actual/planned performance due to delivery delays, with an expectation to catch up by 2030.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Before After
70
The chart visualizes the fleet renewal strategy, highlighting a shift toward widebody aircraft.plan_implementation
Open slide detailBeat · Evidence & ProofLoop · Before After
71
The slide uses a structured framework to categorize benefits into four pillars (Fuel, MRO, Crew, Cargo) and quantifies the impact of each.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
72
The slide outlines a multi-pronged sustainability strategy with specific quantitative targets for 2030 and 2050.summarize
Open slide detailBeat · Evidence & ProofLoop · Before After
73
The slide uses a matrix-style visualization to show fleet composition across different airlines and time periods.present_solution
Open slide detailBeat · Evidence & ProofLoop · Before After
74
The slide uses a waterfall-style bridge to illustrate the impact of operational levers on asset productivity.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
75
The slide uses a hub-and-spoke style diagram to illustrate the allocation of assets to various airline hubs (FRA, MUC, ZRH, VIE, BRU, FCO, EW).present_solution
Open slide detailBeat · Evidence & ProofLoop · Before After
76
The slide uses a bar chart to show cost efficiency and an area chart to show the strategic shift in fleet composition over time.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Before After
77
Features a photo of a traveler using a mobile app and the name of the presenter, Grazia Vittadini.front_matter
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
78
The slide uses a three-column layout to define strategic focus areas and their respective start dates.present_solution
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
79
The slide uses a two-column layout to contrast technical infrastructure improvements with customer-facing service outcomes.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
80
The slide uses a timeline-like progression to show digital maturity and a bar chart to show revenue growth targets.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
81
The slide uses a 'lighthouse case' framing to demonstrate the value of AI in airline operations.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
82
The slide outlines a strategic roadmap with a specific financial ambition of €200m in cost savings.present_solution
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
83
front_matter
Open slide detailBeat · Evidence & ProofLoop · Before After
84
The slide uses a bar chart for EBIT upside and a treemap for the breadth of initiatives across four airlines.summarize
Open slide detailBeat · Evidence & ProofLoop · Before After
85
Includes a 'turnaround' transformation callout at the bottom.establish_context
Open slide detailBeat · Evidence & ProofLoop · Before After
86
The slide uses a two-column layout to contrast the group-wide transformation ecosystem with the specific turnaround team structure.present_framework
Open slide detailBeat · Evidence & ProofLoop · Before After
87
The slide uses a timeline-based structure to map strategic initiatives to specific time horizons and performance targets.plan_implementation
Open slide detailBeat · Evidence & ProofLoop · Before After
88
The chart uses a waterfall structure to bridge the gap between current EBIT and future targets, accounting for both positive levers and negative headwinds.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
89
The slide uses a traffic-light color coding system for process adherence percentages.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
90
Includes Lufthansa Group Digital Hangar branding; metrics show progression from 2019 to 2030.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
91
The slide uses a dot plot to show relative positioning of airlines by unit cost. The right side lists strategic levers for cost reduction.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Before After
92
The slide uses a timeline-based comparison to show operational efficiency gains over time.plan_implementation
Open slide detailBeat · Evidence & ProofLoop · Before After
93
The slide outlines a strategic transition from operational control to digital efficiency, culminating in a €200m cost reduction target.present_solution
Open slide detailBeat · Evidence & ProofLoop · Before After
94
The slide uses a structured column layout to compare the strategic benefits of new airline entities.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
95
The slide uses a waterfall-like logic to show how specific initiatives bridge the gap from 2024 productivity levels to a 20% increase by 2028-2030.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
96
The slide outlines specific levers for cost optimization including AI, automation, and procurement efficiencies.present_solution
Open slide detailBeat · Evidence & ProofLoop · Before After
97
quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
98
transition
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
99
The slide uses a causal flow from strategic pillars to financial targets/framework to the ultimate goal of shareholder return.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
100
The chart uses a waterfall structure to show the contribution of different business segments and factors to margin expansion.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
101
The slide uses a waterfall chart to bridge EBIT margins, with a specific focus on 'Airline growth' as the first lever.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
102
The slide uses a waterfall chart to bridge EBIT margins, specifically highlighting the 'Leveraging One Group' initiative.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
103
The slide uses a waterfall chart to show the drivers of EBIT margin improvement.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
104
The chart uses a break in the x-axis between 2019 and 2023.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
105
The slide uses a circular flow diagram to connect four strategic initiatives to a central goal.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
106
The chart shows a break in the x-axis between 2019 and 2023. The '28-'30 bar is shaded to indicate a target range.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
107
The slide highlights a €14bn gross debt position with a diversified funding mix and a staggered maturity profile.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
108
The slide uses a stacked bar chart to compare pre-2020 and post-2021 liquidity strategies.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
109
The slide uses a donut chart for Capex allocation and a combo bar-line chart for Capex trends and aircraft delivery counts.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
110
The slide compares current 2024 fleet ownership (88% owned) with a future state that increases leasing for flexibility, while benchmarking against IAG and Air Fcompare_options
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
111
The chart uses a broken axis between 2019 and 2023.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
112
The chart shows a break in the timeline between 2018 and 2023.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
113
The slide uses a waterfall-style logic to show the growth of cashflow components.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
114
The slide features portraits of five executives and the title 'Group Executive Board'.state_next_steps
Open slide detailBeat · Impact & Next Steps
115
summarize
Open slide detailBeat · Impact & Next Steps
116
appendix
117
The slide presents specific financial guidance metrics including EBIT margins, ROCE, and cash flow targets.summarize
118
quantify_impact
119
The slide provides definitions for 15 distinct KPIs categorized into Financial and Other.summarize
120
front_matter