Construction: 70%
Transport Infrastructure: 20%
Real Estate Development: 10%

Germany: 40%
Austria: 25%
Poland: 15%

Strabag SE generates the majority of its revenues from the construction sector, which accounts for approximately 70% of total income. This includes high and civil engineering projects carried out in both the private and public sectors.

Transport infrastructure is another significant area, representing 20% of revenues. This includes projects such as road and bridge construction as well as the expansion of rail networks.

In the field of real estate development, Strabag SE generates about 10% of its revenues, with a focus on the development and sale of residential and commercial properties.

Geographically, Germany is the largest market for Strabag SE, followed by Austria and Poland. These markets offer stable growth opportunities and are crucial for the company's strategic orientation.

Production Sites: Europe, especially Germany and Austria

Strabag SE is a leading construction company headquartered in Austria. The company operates in several European countries, with a focus on production and construction projects in Germany and Austria. Strabag runs numerous construction sites and production facilities in these countries to efficiently execute their construction projects.

In addition to Germany and Austria, Strabag is also active in other European markets, including Poland, the Czech Republic, and Hungary. The production sites are strategically located in these regions to optimize the logistical requirements of the construction projects and ensure proximity to the construction sites.

Revenue growth: 4.5% (2024) EBIT margin: 3.8% (2024)

Strabag SE pursues a strategy based on sustainable growth and digitalization. The company heavily invests in technological innovations to increase efficiency in construction processes and drive digitalization across all business areas.

Another focus is on international expansion, particularly in the growth markets of Eastern Europe and Asia. Strabag SE plans to increase its market share in these regions through strategic partnerships and acquisitions.

Additionally, the company is committed to sustainable construction projects and environmentally friendly technologies to meet the increasing demands for environmentally conscious building. This includes the development of projects with low CO2 emissions and the use of renewable energies.

Main raw materials: Cement, steel, bitumen, gravel, sand

Countries of origin:

• Cement: Germany, Italy
• Steel: Poland, Czech Republic
• Bitumen: Russia, Kazakhstan
• Gravel and sand: Regional sources within Europe

Strabag SE is one of the leading construction companies in Europe and sources a variety of raw materials necessary for infrastructure projects. Cement and steel are key materials imported from neighboring countries such as Germany and Poland to minimize transportation costs and streamline supply chains.

Bitumen, an essential component for road construction projects, is often imported from Russia and Kazakhstan due to their extensive resources and competitive prices. Gravel and sand are frequently sourced regionally to keep costs low and reduce environmental impact from long transportation distances.

Market share in Europe: approximately 10% (2024)
EBIT margin: 3.5% (2024)
Equity ratio: 31% (2024)

Strabag SE has a significant competitive advantage due to its strong market presence in Europe, especially in the construction and infrastructure sectors. With a market share of around 10%, Strabag is one of the leading construction companies in the region.

The EBIT margin of 3.5% indicates a solid profitability, supported by efficient project execution and cost control. This margin is competitive in the construction industry, where margins are traditionally lower.

Furthermore, an equity ratio of 31% strengthens the company's financial stability, enabling it to finance larger projects and withstand economic fluctuations better. This gives Strabag an advantage over smaller competitors who may have less financial flexibility.

Institutional Investor Share: approximately 60% (estimated, 2025)

Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share at Strabag SE typically stands at around 60%. This reflects the interest of large investment funds and institutional investors who usually aim for long-term stability and returns.

There were no significant insider transactions in the last quarter, indicating that the management and other insiders are currently not seeking major changes in their holdings. This can be seen as a sign of confidence in the current company strategy and performance.

Market Share Strabag SE: 10% (estimated, 2025)

Largest Competitors in the Construction and Infrastructure Market:

1. Vinci SA: 15%
2. ACS Group: 12%
3. Hochtief AG: 11%
4. Strabag SE: 10%
5. Skanska AB: 9%
6. Bouygues SA: 8%
7. Ferrovial SA: 7%
8. Eiffage SA: 6%
9. Balfour Beatty: 5%
10. Royal BAM Group: 4%

Strabag SE holds a significant market share in the European construction and infrastructure market. The company's moat mainly consists of its strong presence in Central and Eastern Europe, a diversified project pipeline, and a solid financial foundation. These factors enable Strabag to operate successfully in a competitive market environment.

In comparison to competitors like Vinci and ACS, which also have strong market positions and extensive international networks, Strabag's moat is less pronounced. Companies like Vinci and Hochtief potentially have stronger competitive advantages due to their global reach and more extensive resources.

Nevertheless, Strabag remains a significant player in the market due to its regional expertise and its ability to efficiently manage complex projects. The company's ability to adapt to local market conditions and maintain long-term customer relationships also contributes to its competitiveness.

Revenue Growth: 6.5% (2024) EBIT Margin: 3.8% (2024) Order Backlog: €23.5 billion (End of 2024)

Strabag SE recorded a revenue growth of 6.5% in 2024, attributed to strong demand in the construction and infrastructure sectors. The EBIT margin of 3.8% indicates that the company is able to effectively manage its costs while remaining profitable.

The order backlog of €23.5 billion at the end of 2024 suggests that Strabag SE has a solid foundation for future growth. This is a positive sign for the stability and sustainability of the business model.

Additionally, Strabag SE has invested in digitization and sustainable construction practices in recent years, keeping the company competitive in a changing construction industry. These strategic initiatives could lead to long-term improvements in operational efficiency and a stronger market position.

Overall, the fundamental metrics and strategic initiatives indicate that Strabag SE represents a solid investment, especially for investors interested in long-term participation in the construction sector.

Dividend Yield: 3.5% (2024) Dividend History: Continuous payout over the last 5 years

Strabag SE has pursued a stable dividend policy in recent years. In 2024, the dividend yield was 3.5%, which is considered attractive compared to other companies in the construction industry. The continuous payout over the past five years demonstrates the reliability of Strabag SE's dividend policy.

Despite economic fluctuations, the company has maintained its dividend payments, indicating a solid financial foundation and a sustainable business model. Analysts expect Strabag SE to continue its reliable dividend policy in the coming years, provided that no significant negative market changes occur.