FY 2022 Results in Detail
OPPORTUNITIES
O January Eurozone Composite PMI: 1st month of expansion since June 2022; further increase in February
O Consumer confidence indicators rebounding strongly, too
о Improved pricing environment vs. pre-Corona
O Revenge travel reloaded: Excellent summer signals from travel industry
о
Access to vehicles continuously improving
O Volume discipline: rental industry expected to rejuvenate fleet
о
Ample financial headroom and resilience
Return to pre-pandemic non-risk ratio
Growth financing secured: Biggest borrower's
note loans transaction in Sixt's history with a
volume of EUR 450 m was comfortably
oversubscribed
о
O
Rising refinancing
costs and risk of fiscal
overtightening
Slower than expected
disinflationary trend as labour
markets stay tight
Increased car supply could impair residual
values and create a cap on rental
pricing catch-up
High geopolitical uncertainties; no return to unlimited supply
of resources
Risk of stricter COVID measures in case of new virus variant(s)
Availability of (green) electricity
SIXT
CHALLENGESView entire presentation