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Schaeffler's acquisition of Evelyn strengthens industrial business development

Evilai's product portfolio includes a wide range of high-performance electromechanical actuators for a variety of designs and installations for general and specific industrial applications.

Innovative and leading linear technology products greatly expand the existing product portfolio of Schaeffler Industrial Business Unit

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Mechatronics, efficiency optimization, automation and robotics are booming, driving the high growth of this business

Both teams have rich experience and highly compatible culture, which will bring good integration

Significant synergy, especially in the field of product sales

Under the complex and changeable market environment, the stable balance sheet and liquidity of Schaeffler Group will lay a solid foundation for the continuous merger and acquisition strategy

On July 24, 2022, Schaeffler Group, a global supplier of automotive and industrial products, signed an agreement with Triton Fund V Foundation to acquire its Ewellix Group. This acquisition will further strengthen the market position of Schaeffler Group in the linear motion business. This transaction still needs to be approved by the regulatory authorities and meet the relevant transaction conditions.

Linear motion technology is regarded as a huge driving force for the sustainable growth of global industrial technology in the future, mainly focusing on some high growth areas, such as industrial automation, robots, medical technology, food and beverage, mobile machinery and other industries.

Klaus Rosenfeld, CEO of Schaeffler Group, said "The acquisition of Eveli Group will further strengthen our industrial business. Under the complex and changing market environment, we will continue to unswervingly promote the Group's strategy. This acquisition is an important step for Schaeffler Group, as a global supplier of automotive and industrial products, to improve business diversification, and will further enhance our ability to enter markets with growth potential. This is what Schaeffler Group has made to meet the future development "

Schaeffler is the ideal buyer of Evenly

Evenly is a global manufacturer of linear motion parts and systems. Headquartered in Gothenburg, Sweden, Evenly is a market leader in many technical fields, including electromechanical actuators, lifting columns and lead screws. These products are widely used in robot, medical and mobile machinery industries. Evilai's product range is a strong expansion of the existing product portfolio of Schaeffler Group's Industrial Division. Ivelle has six production and customization business sites in the United States, Europe and Asia, 16 sales offices in 15 countries, about 550 sales partners, and about 1200 employees, including sales and R&D, which will form a strong business unit to work closely with Schaeffler's industrial team to achieve synergies.

Dr. Stefan Spindler, President of Industrial Business Division of Schaeffler Group, said "Through the acquisition of Eveli Group, we are significantly expanding the development layout of the Industrial Division in the field of linear technology, especially in areas of strategic significance for the future. I know Eveli very well. Eveli has a good business operation, relies on solid product development capabilities, focuses on customers and product sales, and has highly innovative solutions and customer projects. We will support the Eveli team to implement its ambitious Business growth plan. We should give full play to the synergy, gradually deepen cooperation, and further develop the manufacturing system through its production units. "

Trends in Mechatronics, Efficiency Optimization, Automation and Robotics

The acquisition of Eveli Group means that Schaeffler Group has a significant expansion in the linear technology product matrix, can customize products more closely according to customer needs, and is more focused on the three core trends of industrial business than before. First, the trend of replacing or supplementing hydraulic and pneumatic solutions with electromechanical systems. Second, the pursuit of the best efficiency. The third is the trend of automation and robot technology. Eville has a series of modular actuator technologies, which can quickly and economically build customized, application specific solutions. By combining this series of products with Schaeffler's own products, Schaeffler will unlock additional customized solutions according to intelligent design principles.

Stable balance sheet and liquidity position of Schaeffler Group

In the past few years, Schaeffler Group has established a stable balance sheet and liquidity situation, laying a good foundation for the successful acquisition. "Our stable balance sheet and liquidity situation, to a large extent, benefit from years of strict cost and capital discipline, which means that even in a challenging environment, we can pursue and utilize strategies to create opportunities." Said Klaus Bauer, Chief Financial Officer of Schaeffler Group.

The acquisition will be conducted in the form of stock trading, with the acquisition price of about 582 million euros. This amount does not include the net debt of EUR 120 million of Evelyn assumed by Schaeffler, nor does it include transaction costs. The purchase price will be paid by existing internal and external financing sources. The transaction is expected to enable Schaeffler Group's earnings per share to reach the median as early as 2024.


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