André Keller

🛫 I had the great pleasure to discuss the future of the aerospace industry with Sophie Rougé from Airbus, Stephan Eelman from Boeing, Talel Kamel from Collins Aerospace, Marjolaine GRANGE from Safran and Stefan BDLI-Berndes from BDLI Bundesverband der Deutschen Luft- und Raumfahrtindustrie e.V. at this year's Aviation Forum in Munich. 🛬 🧭 Four key topics and priorities will drive our success in 2025 1. #Safety - large commercial are the safest means of transportation, it is also the unconditional basis for our business 2. #Stabilization - we need to keep stabilizing the supply chain by e.g. reliable, long-term order commitments in line with the huge order books 3. #Collaboration - harmonizing ways of working by leveraging gross-industry initiatives such as Aero Excellence will make us more efficient 4. #Transformation - we need to address pressing structural questions, e.g. supply chain network design or consolidation to make the supply chain resilient and fit for the future 🚨 A big thanks to my fellow panelists and the audience for the engaging discussion! 🙏 🙏 #afo24 #aviationforum #aviation #aerospace #mobility #sustainability Roland Berger

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🚁 Have you ever wondered whether #eVTOL flights will be affordable for a broader public or only accessible to a select group of wealthy individuals? In our latest study which we have conducted jointly with German Aerospace Center (DLR) we have analyzed the #unit #cost #economics of three eVTOL use cases: - City Taxi - Airport Shuttle - Inter City Transport Our analysis shows the cost per seat mile as well as the major drivers for these cost and what needs to be done now in order to reach the cost targeted by the eVTOL OEMs and to make eVTOLs a means of transportation for a broader group of people. We look forward to your thoughts and comments and are available for a deeper discussion. Roland Berger German Aerospace Center (DLR) Dr. Stephan Baur Sven Kopera Kolin S. Prof. Dr. Volker Gollnick Dr. Malte Niklaß Jan Pertz Majed Swaid

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#SupplyChain risk & resilience still up on top of executive attention list... We appreciate the response to this year's study on #SCresilience along the #aerospace supply chain, which we presented at the Hashtag #ILA24, e.g. by #Handelsblatt or #FlugRevue. Thanks to the cooperation with #BDLI, #GIFAS and #ADS our findings are based on ~150 survey responses. Some key insights: ➡ Despite high demand, more than 30% of suppliers are not ready for the planned rate ramp-up ➡ 66% of suppliers are still facing supply chain disruptions ➡ Almost 40% of suppliers are in a fire-fighting mode ➡ The aerostructure and engine segments are particularly affected Check it out yourself on the #RolandBerger homepage Dr. Stephan Baur Manfred Hader Sven Kopera Darot Dy Florian Dehne Lukas Maximilian Hofmann Dr. Markus Bauer

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I took a 2 month #parentalleave as a Partner at Roland Berger to take care of my son and spend more time with my wife. Are are my 5 learnings and recommendations how to make it happen: 1. #Enjoy the moment: Just be there for your family, don't overload the time with special activities every day. Go out in the forest, swimming or go to the playground brings a lot of joy 2. Align timing with #business cycle: Put the leave ideally in the summer months of July and August or whatever time is best for your industry 3. #Delegate all tasks and enable the next leadership generation: Don't think that you are irreplaceable, instead try to hand over all responsibilities, potentially except for having a look at your direct reports from time to time 4. Spend time with your #partner: Do things you did not manage to do in the last months such as a romantic dinner or going to the cinema while your kid is in daycare or relatives have a look 5. Do a private #project: My wife and I build a gigantic mud kitchen for our son and I trief to swim every day for 1h while he was sleeping You could also reconsider if a formal parental leave, i.e. being 100% out is right or if you want to move to a 80 or 90% contract with 2 or 3 months vacation in a year but more flexibility. And finally: Just do it. The time with your kid never comes back. A big thank you from my side to my mentor Carsten Bock , our Industrials head Norbert Dressler and the Roland Berger Advanced Technology Center and Electronics practices for covering me, in particular: Falk Meissner Dr. Joerg Schrottke Alexander Fey Dr. Sebastian Schams Andrew Yi Carina Kiessling Maurus Wüthrich

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🚛 Discover the potential implications of the introduction of automated driving on passenger and freight transport players in Switzerland. 🚙🚚 🔍 Read more in our recent study on #AutomatedDriving at www.pwc.ch/smartmobility 📖🚀 #AutomatedDriving #PwCSwitzerland

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Preparing the future further and better...

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At Roland Berger's Capital Goods client team, we are intensively supporting #EPC companies - since more than 20 years already. In our projects we often see that #SG&A costs are overlooked. While the primary focus is on optimizing project-specific outcomes, the steady increase in (often non-reimbursable!) #SG&A costs suggests a significant opportunity to improve overall profitability. Our experience shows that addressing SG&A systematically can unlock significant profitability. Roland Berger’s proprietary STEP Change approach has consistently delivered measurable results, both within the EPC sector and beyond, by focusing on sustainable profitability gains.   Please find some more details attached and get in touch with the team when you are interested to discuss how STEP Change can enhance profitability at your company while achieving your strategic goals. Peter Odenwälder Stefan Krieger Leonardo Bonetti Francesco Campagna Slava Chak Tim Longstaff Houda O. Gareth Hayes Clement Audouin

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Have global business leaders been napping for the last 30 years? Yes, says Nikolaus Lang, Chair of BCG’s Center for Geopolitics, in his recent TED@BCG talk — or at least, they have been when it comes to geopolitics. Nikolaus explains how the emergence of a multipolar world has fundamentally changed business realities, and will continue to do so. The companies that succeed will be those whose leaders learn to build their geopolitical muscle. https://lnkd.in/eVVymyWt #TedatBCG #BCGCenterforGeopolitics #Geopolitics

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Have global business leaders been napping for the last 30 years? Yes, says Nikolaus Lang, Chair of BCG’s Center for Geopolitics, in his recent TED@BCG talk — or at least, they have been when it comes to geopolitics. Nikolaus explains how the emergence of a multipolar world has fundamentally changed business realities, and will continue to do so. The companies that succeed will be those whose leaders learn to build their geopolitical muscle. https://lnkd.in/gQxaVjmD #TedatBCG #BCGCenterforGeopolitics #Geopolitics

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Our latest thinking on SG&A costs optimization for EPC players.

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In addition to #EPC revenue streams and project backlog, the ability to manage sales and general costs is becoming even more crucial in this market scenario. Our Roland Berger STEP Change expertise unlocks consistent profitability and frees up resources for further growth. Please read Sven Siepen's post below. We are keen to discuss it further. Leonardo Bonetti, Peter Odenwälder, Stefan Krieger, Slava Chak, Tim Longstaff, Gareth Hayes

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Recent #inflation readings in Germany and the Eurozone push the European Central Bank to lower its inflation projections and consider cutting policy rates. Economists are also lowering long-term inflation expectations. Based on these trends, Kroll is lowering its German normalized risk-free rate from 3.0% to 2.5% when developing EUR-denominated discount rates, effective on March 31, 2024. Learn more: http://ms.spr.ly/6046choyk #CostOfCapital

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Porsche Consulting and SEMI Europe have launched the '𝐄𝐧𝐝 𝐭𝐨 𝐄𝐧𝐝 𝐒𝐦𝐚𝐫𝐭 𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠' initiative, targeting the realization of an autonomous factory that is end-to-end vertically integrated along the semiconductor manufacturing value chain. As Chairman of this initiative, I’m steering stakeholders to 𝐝𝐞𝐯𝐞𝐥𝐨𝐩 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝𝐬 𝐚𝐧𝐝 𝐛𝐞𝐬𝐭 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞𝐬 to efficiently achieve our target. Together, we aim to spearhead Europe and America's strategic position in the global landscape, oversee collaboration between industry leaders and policymakers, and foster cross-sector integration. The initiative extends its partnership to 𝐚𝐥𝐥 𝐚𝐜𝐭𝐨𝐫𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 𝐯𝐚𝐥𝐮𝐞 𝐜𝐡𝐚𝐢𝐧, including chip manufacturers, fabless companies, software providers, equipment and ingredients suppliers, and consumers. Your vision is invaluable. We're conducting a 𝐬𝐮𝐫𝐯𝐞𝐲 to gain market insights on the industry from both strategic and technical perspectives. 𝑻𝒉𝒆 𝒐𝒖𝒕𝒄𝒐𝒎𝒆𝒔 𝒘𝒊𝒍𝒍 𝒃𝒆 𝒐𝒇𝒇𝒊𝒄𝒊𝒂𝒍𝒍𝒚 𝒑𝒓𝒆𝒔𝒆𝒏𝒕𝒆𝒅 𝒊𝒏 𝑵𝒐𝒗𝒆𝒎𝒃𝒆𝒓 𝒂𝒕 𝑺𝑬𝑴𝑰𝑪𝑶𝑵 𝑬𝑼𝑹𝑶𝑷𝑨 2024 𝒉𝒐𝒔𝒕𝒆𝒅 𝒊𝒏 𝑴𝒖𝒏𝒊𝒄𝒉. Contribute to the initiative by sharing your thoughts, and you will receive: 📊 𝐀𝐧 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐩𝐫𝐞𝐯𝐢𝐞𝐰 𝐨𝐟 𝐭𝐡𝐞 𝐬𝐮𝐫𝐯𝐞𝐲 𝐨𝐮𝐭𝐜𝐨𝐦𝐞𝐬 𝐛𝐞𝐟𝐨𝐫𝐞 𝐭𝐡𝐞 𝐨𝐟𝐟𝐢𝐜𝐢𝐚𝐥 𝐫𝐞𝐥𝐞𝐚𝐬𝐞. 📈 𝐀 𝐭𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐚𝐬𝐬𝐞𝐬𝐬𝐦𝐞𝐧𝐭 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐚𝐧𝐲'𝐬 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐢𝐧𝐠 👉 𝐃𝐫𝐢𝐯𝐞 𝐭𝐡𝐞 𝐜𝐡𝐚𝐧𝐠𝐞 𝐟𝐢𝐥𝐥𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐮𝐫𝐯𝐞𝐲: https://bit.ly/E2ESM If you are interested in a deeper conversation, feel free to reach me out with pvt message #SEMICONEuropa #Semiconductors #SmartManufacturing #E2ESmartManufacturing #Analytics

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Our latest Boston Consulting Group (BCG) research into European defence enterprise readiness looks at the core challenges the sector faces in a rapidly evolving global picture. Defence and security institutions across Europe must adopt a more agile, anticipatory approach—one that balances operational caution with a readiness to innovate. Focus areas for a European defence transformation: 1️⃣ Strengthening Command and Coordination: Improved coordination within and between defence entities will be essential for achieving seamless operations and aligning strategic priorities. 2️⃣ Boosting Industrial Capacity: To meet the increased pace and scale of demand, the defence industrial base must expand its capacity and adopt more responsive production capabilities. 3️⃣ Accelerating Innovation: A proactive approach to innovation will be crucial, fostering partnerships that allow MoDs to experiment and advance quickly, even when outcomes are uncertain. Read the full report: https://lnkd.in/eVZE_r3j #EuropeanDefence #Security #Innovation #BCGAerospace

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Recent #inflation readings in Germany and the Eurozone push the European Central Bank to lower its inflation projections and consider cutting policy rates. Economists are also lowering long-term inflation expectations. Based on these trends, Kroll is lowering its German normalized risk-free rate from 3.0% to 2.5% when developing EUR-denominated discount rates, effective on March 31, 2024. Learn more: http://ms.spr.ly/6040Y9SJ0 #CostOfCapital

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PwC takes a closer look at the #performance of #Aerospace and #Defense companies worldwide, as well as the core #challenges and key #opportunities they are facing today.  Read our latest A&D outlook here - https://lnkd.in/ez3e5Sqc

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The European market for premium and luxury battery electric vehicles (BEVs) is at a turning point. After driving impressive growth from 2019 to 2022, the premium and luxury segment has hit a slowdown. However, new BCG research reveals that a fresh wave of high-end buyers is ready to embrace BEVs—if automakers can deliver the experience they desire. What you need to know: • Sustainability Meets Luxury: Today’s premium-plus and luxury buyers demand more than just speed and comfort—they expect sustainability to be integral to their vehicles. This presents a prime opportunity for automakers to blend luxury with environmental responsibility. • Charging Experience is Key: Nearly 50% of potential buyers view charging time and experience as deal-breakers. Automakers have a unique chance to redefine the BEV ownership journey, from home charging to seamless on-the-go options. • Addressing Longevity Concerns: Battery life and resale value are top concerns for high-end buyers. Automakers can build trust by offering better pricing strategies, flexible leasing, and guarantees on battery performance. The clock is ticking, and the potential is enormous. Automakers have a clear path to reignite growth in the premium and luxury BEV market by aligning their offerings with the evolving expectations of today’s discerning buyers. It’s time to combine innovation, luxury, and sustainability like never before. Read the full article here: https://lnkd.in/db2hdUgz #Sustainability #ElectricVehicles #Cars #Luxury

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As recurring waves of technology disruption occur, #CEOs are called to articulate increasingly innovative visions for their organizations. With #GenAI, the disruption has finally reached the role of the #CEO itself. In this last #CEOSeries report, we present a day-in-the-life of an imaginary #CEO today, along with the same day re-imagined in 2030, where the same characters live in a world transformed by AI. #GenAI will change the role and the experience of CEOs and will be, possibly, able to support and enable the most complex and nuanced decisions, but #CEO #stakeholders will continue to demand from #CEOs humanity; and that might be irreplaceable. https://lnkd.in/d2Ub6Zrh #Deloitte #MonitorDeloitte #Strategy

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My colleague and the founder of BCG's Center for Mobility Innovation, Nikolaus Lang, joined the “Imagine This...” #podcast, to talk about the end of the era of global #trade and what's next for businesses. Listen to the full conversation with co-hosts Paul Michelman and the conversational AI agent GENE here.

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