SBF AG Sees Growth in Rail and Defense Sectors

SBF AG begins 2025 with a significant order backlog exceeding EUR 100 million. The company anticipates growth opportunities due to substantial public investments in infrastructure and defense. Subsidiaries are poised to target high-growth markets, although 2024 was challenging due to difficult conditions and a realignment strategy.

The Leipzig-based specialist in rolling stock, lighting, electromechanics, and sensor technology is well positioned to capitalize on planned investment activities in Germany and Europe, focusing on rail infrastructure.

The German parliament marked a significant stimulus by announcing plans for a 12-year investment amounting to around EUR 500 billion focused on infrastructure and climate protection, financed through a special fund, with additional defense spending capacity.

SBF's subsidiaries are set to benefit directly, as investments open substantial market opportunities for SBF Spezialleuchten GmbH, Lunux Lighting GmbH, and AMS Software und Elektronik GmbH. These companies focus on sectors like rail networks and safety-critical applications.

Though market conditions are improving, the positive impact on sales and earnings is expected to unfold gradually beyond 2024, with SBF emphasizing operational excellence in anticipation of future growth.