Since mid-2022, Fraikin has engaged annually with the European financial community—including infrastructure funds, banks, and long-term institutional partners—to present its strategic roadmap and performance trajectory. The message is clear and consistent: solid fundamentals, disciplined execution, and accelerating momentum.

Fraikin’s financial rebound has been driven by the successful delivery of its FOCUS24 strategy. Profitability, free cash flow, and operational control have all strengthened—marking a disciplined reset of the core business and cost base. The turnaround is complete.

Looking ahead, DRIVE28 aims to lead with resilience and precision in the full-service leasing of commercial vehicles through :

• Higher return on capital, driven by uplift in spread per euro of capex engaged
• Digital-first platforms that deliver transparency, automation, and cost control
• Energy-aware solutions that enable profitable fleet decarbonisation
• Tailored service models for complex, multi-brand, multi-energy fleet environments

Key messages shared with investors include :

• A strengthened balance sheet and completed operational turnaround
• Appointment of David Lubek as Group CFO, reinforcing financial leadership
• Focus on robust free cash flow generation and EBT margin enhancement
• Operational excellence embedded through pricing, commercial, and leadership levers
• Strengthening market share in core European geographies
• Progressive hybridisation of the service and energy infrastructure network

With over 60,000 commercial vehicles financed and serviced in key European markets, Fraikin manages a total gross asset value of €3.1 billion, being supported by a robust securitisation structure and long-term financing edged through mid-2027. This platform underpins resilient, capital-efficient performance and prepares the group for selective, value-driven growth.

This ongoing engagement with the financial community reflects more than strong results. It reaffirms Fraikin’s commitment to transparency, discipline, and long-term value creation. The business is well-positioned—and determined—to deliver the next chapter of strategic performance across Europe’s essential logistics and mobility value chains.