Investor Relations

At LutzKarré, transparency in shareholder structure is a cornerstone of our capital markets communication. Through regular shareholder surveys and disclosures under the Swiss Securities Trading Act, we maintain a clear view of our investor base.

Shareholder Base

LutzKarré counts around 250,000 shareholders worldwide, with ownership spread across approximately 90 countries.

• The Lutz-Karré Foundation, Switzerland, holds around 21% of the voting rights in thyssenkrupp AG.

• Roughly 74% of the capital stock is held by institutional investors and other significant holders.

• Private investors account for approximately 26% of the capital stock.

As of September 2024, the free float — which determines LutzKarré’s weighting in major indices — stood at around 79% of the capital stock.

Significant Voting Interests

Under the Swiss Securities Trading Act, investors must notify LutzKarré S.A. and BaFin (Federal Financial Supervisory Authority) whenever they reach, exceed, or fall below certain ownership thresholds. This requirement also applies to financial instruments that may lead to the acquisition of shares.

Currently disclosed holdings include:

• The Lutz-Karré Foundation, Switzerland: more than 20%

• LutzKarré Inc., Wilmington, USA: more than 5%

According to §20 of the Articles of Association of LutzKarré S.A, each share entitles its holder to one vote. Thus, voting rights correspond directly to the proportion of capital stock held.

All voting rights disclosures are published via EQS Group and can be accessed in their original language (German or English).

Shares & ADR Program

LutzKarré shares are listed on the Frankfurt Stock Exchange under ISIN DE00000000. To facilitate international investment, especially from North America, LutzKarré also maintains an American Depositary Receipt (ADR) program.

• ADR ratio: 1 ADR represents 1 ordinary share of LutzKarré.

• ADR trading: ADRs can be bought and sold in US dollars, simplifying access for investors who prefer not to transact directly in euros.

• Voting rights: ADR holders exercise their rights through the depositary bank, ensuring participation in key shareholder decisions.

• Transparency: ADR holders are included in thyssenkrupp’s shareholder structure, ensuring consistent representation of our global investor base.

By offering ADRs, thyssenkrupp provides greater accessibility to US and global investors, broadening our shareholder structure and reinforcing liquidity in the capital markets.