Strategy

AC S.A. – a provider of innovative solutions for the automotive market – has adopted a new business strategy for 2025–2030. Under the slogan “AC GO!”

The Company is committed to growth and development in the areas of harnessing the potential of autogas, diversifying its operations, and strengthening contract manufacturing while maintaining operational excellence. All of this is done while taking sustainable development goals into account. This document outlines a well-thought-out path for the Company’s transformation from an autogas market leader into a trusted technology partner with a diversified global reach. 

The launch of the 'AC GO!' strategy is our response to global megatrends. We have chosen to grow around our core business through new products and M&A, leveraging our unique engineering and manufacturing capabilities, to enter sectors with the greatest potential—such as the power industry, drone technologies, the defense sector, and IoT—and to capitalize on potential synergies. This gives us the best chance of achieving our goals. We also want to maximize the potential of our core business—autogas systems and contract operations—using an appropriate management model, which is the foundation of every strategy. “This plan guarantees our growth and development, as well as increased efficiency and the building of a sustainable competitive advantage,” says Katarzyna Rutkowska, acting CEO of AC S.A. 

I. Harnessing the Potential of Autogas  

Despite rapid changes in the automotive industry, the autogas market remains significant. The plan for the near future aims to maintain a strong position through, among other things: 

• maintaining and strengthening our position in key global markets and expanding rapidly where growth potential is greatest, 
• the development of high-tech segments, including D-OEM (direct collaboration with car dealers and importers) and motorsports, 
• expanding its product portfolio to include modern injection systems: DPI (direct injection), PFDI (combined indirect and direct injection), and solutions for diesel engines. 

II. Diversification of Operations  

The key to future growth is entering markets with high growth potential: 

• Power Engineering: Expanding our product portfolio to include electric vehicle chargers, energy storage systems, and advanced energy management systems. 
• New business segments: Diversification into defense, drones, robotics, and the Internet of Things (IoT), achieved primarily through strategic partnerships and mergers and acquisitions (M&A), enabling rapid entry into new markets and the generation of a stable, independent source of revenue. 

III. Strengthening Contract Manufacturing 

Expanding contract manufacturing through collaboration with existing partners and seeking new clients whose profiles allow for maximizing the segment’s profitability: 

• strengthening cooperation with key manufacturing customers,
• the development of services related to comprehensive design and engineering consulting, leveraging R&D expertise. 

IV. Operational Excellence and Sustainability (ESG) 

The foundation of any strategy is an appropriate management model and operational excellence. The Company is committed to: 

• transforming and adapting key areas (R&D, IT, HR, Marketing) to the requirements of the new strategy, 
• to ensure a sustainable competitive advantage by optimizing all processes, 
• alignment with ESG (Environmental, Social, Governance) goals, which is an integral part of our vision for a sustainable world. 

By 2030, the AC Strategy is expected to yield tangible results: 

non-financial – in fixed assets amounting to PLN 66 million. 

Revenue from sales in 2030: PLN 383 million (including over PLN 100 million from new segments, diversification). 

An EBITDA margin of 16%, which translates to EBITDA of PLN 62 million. 

Dividend policy: A commitment to pay out up to 80% of annual net profit, depending on AC’s needs and financial situation (excluding 2026, when a dividend suspension is planned to finance key investments). 

Investments: Cumulative investment expenditures through 2030: 

financial - M&A acquisitions worth PLN 30 million,