article thumbnail

Can the World’s Largest Carmaker Handle the ESG Pressure?

Andrew Stolz

In 2020, the Japanese gov’t announced the intention to ban gasoline-powered cars by 2030. Toyota has announced to allocate US$13.5bn by 2030 to the development of EV batteries. Competitors like VW and GM only achieve EBIT margin between 5 and 7%. Akio Toyoda responded that large parts of the world are not ready for EV yet.

article thumbnail

Will Crane’s M&A Strategy Lead To Further Value Creation?

Andrew Stolz

Aerospace’s EBIT margin of 20.5% Industry growth: 7-8% CAGR until 2030 expected. The primary drivers are a rebound in commercial airline industry and increase in US defense budget. This segment plays a critical role in realizing future growth and enhancing profitability. vs. total company’s margin of 15.6% (5-yr avg.).