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You Never Think About This… Until It Doesn’t Work

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Knorr‑Bremse: global braking leader – resilient rail & truck growth, aftermarket strength. Register for free for the International Investment Forum: https://ii-forum.com/ The ‘International Investment Forum’ – (‘IIF’) provides information on investment trends and ideas, covering all aspects of various industries, from top executives and managers around the world. Join host Lyndsay Malchuk on Market Frontlines for an eye‑opening conversation with Sophia Kursawe, Senior Investor Relations Manager at Knorr‑Bremse AG (the correct spelling of the company featured in this interview). We often take safe transport for granted – until brakes fail, doors jam, or supply chains break. Knorr‑Bremse is the global market and innovation leader for braking systems and other safety‑critical components in rail and commercial vehicles. In this episode, you’ll learn why the company’s excellence is sometimes underestimated, how they navigated a brutal truck cycle while keeping double‑digit margins, and why high aftermarket share and local production make them resilient against geopolitical shocks. Sophia also shares where rail growth is strongest (Europe, China, India), how platform strategies deepen OEM relationships, and what investors can expect from new mid‑term targets coming in July. If you care about mobility, industrial resilience, or hidden champions, this is a must‑watch. Knorr‑Bremse, braking systems, rail industry, truck cycle, safety critical components, Sophia Kursawe, Lyndsay Malchuk, Market Frontlines, aftermarket revenues, platform strategy, M&A, investor relations, Germany industrial, mobility technology, supply chain resilience, OEM partnerships, rail passenger business, truck regulation North America, operational excellence, IIF If you found this interview valuable, please like, subscribe, and hit the notification bell for more market‑moving conversations. Share your thoughts or questions in the comments below! For more updates, visit Knorr‑Bremse’s investor site and follow us on social media. https://www.knorr-bremse.com https://www.linkedin.com/company/knorr-bremse/ https://apaton.com https://www.linkedin.com/company/apaton-finance-gmbh https://www.linkedin.com/showcase/internationalinvestmentforum https://www.youtube.com/@internationalinvestmentforum VIDEO CHAPTERS: 00:00:00 - Introduction: Why Safety Systems Are Invisible Until They Fail 00:01:14 - What Knorr‑Bremse Actually Does: Brakes, Doors, Energy Supply 00:02:22 - Rail Opportunity: Europe, China, India and the Eco‑Friendly Mass Mobility 00:03:28 - Passenger vs. Freight Rail: 80/20 Split and Future Growth 00:04:08 - The Brutal Truck Cycle: How Knorr‑Bremse Kept Double‑Digit Margins 00:05:18 - Will Trucking Recover in 2026? The Conservative Outlook 00:06:17 - Platform Strategy: Selling Whole Systems, Not Just Parts 00:07:12 - What Keeps Management Up at Night? From COVID to Supply Chain to Geopolitics 00:08:25 - Why High Localisation and Aftermarket Create Natural Resilience 00:08:57 - M&A as a Growth Lever: Signaling, Electronics, Energy Subsidiaries 00:10:00 - The One Thing Investors Underestimate: Knorr‑Bremse’s Excellence and Resilience 00:11:04 - What to Expect in Coming Quarters: New Mid‑Term Targets in July 00:11:44 - Where to Find Knorr‑Bremse: Frankfurt Stock Exchange and Investor Relations Website Host: Lyndsay Malchuk (Apaton Media). Guest: Sophia Kursawe, Senior Investor Relations Manager, Knorr‑Bremse AG. Music and graphics licensed via Apaton Finance GmbH. #KnorrBremse #SafetyCritical #BrakingSystems #RailIndustry #TruckCycle #Aftermarket #IndustrialResilience #MobilityTech #InvestorRelations #MarketFrontlines #GermanEngineering #SupplyChainResilience #OEM #PlatformStrategy #IIF #ApatonMedia Notes: This video is for informational purposes only and does not constitute a recommendation to buy or sell securities. The statements reflect the views of the interviewed company. Please consult a professional advisor before making investment decisions. Some links may be affiliate or sponsored. Investments in securities involve risks. Conflicts of interest exist. Further details are provided at the end of the video. Interviewed Company: Knorr‑Bremse AG Moosacher Straße 80 80809 Munich Germany The interview was first published on May 10, 2026 at approximately 2:45pm CET. For business inquiries, contact: [email protected]

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