The German group Traton, controlled by Volkswagen, closed 2024 with a largely stable sales performance, delivering 334,200 vehicles worldwide, a slight decline of one per cent compared to the 338,200 units sold the previous year. However, the different brands within the group showed contrasting trends. Scania registered a six per cent increase, reaching 102,100 units sold, driven primarily by strong demand in South America. In contrast, Man Truck & Bus experienced an 18 per cent decline, stopping at 95,700 vehicles, impacted by the weakness of the European market, particularly in Germany, and a model change during the year. Stricter regulatory requirements for vehicle software systems in the EU27+3 area also contributed to delays in sales, especially in the bus segment.
In America International, the brand formerly known as Navistar, sales in 2024 recorded a slight increase of two per cent, reaching 90,600 vehicles. This growth was supported by steady demand in the North American market, particularly for medium-duty trucks. Volkswagen Truck & Bus, operating in Latin America, achieved significant growth of 23 per cent, totalling 45,800 vehicles, a result driven by positive economic development in Brazil, which boosted sales of both trucks and buses.
Despite overall stability in sales, the battery-electric vehicle segment recorded a decline. All Traton Group brands sold 1,740 fully electric units in 2024, an 18 per cent drop from the 2,110 units sold the previous year, highlighting the ongoing challenges in the transition to electric vehicles in the industrial sector. Once again, Scania and Man showed opposing trends: the former sold 270 units, an increase of eight per cent, while Man sold 740 units, a decline of 32 per cent.
Looking ahead to 2025, the group anticipates a rather uncertain market, particularly in Europe, where economic weakness continues to weigh heavily, with a significant impact on Germany. Forecasts suggest sales could fluctuate between a five per cent decline and a maximum five per cent growth, while the operating return on sales is expected to range between 7.5 per cent and 8.5 per cent. Geopolitical factors, particularly in the United States, also add to the uncertainty and could further influence the industry's performance. To navigate these challenges, Traton will continue focusing on efficiency measures and cost optimisation, aiming to strike a balance between innovation and economic sustainability.
