W
Werner Kapp
CEO of the Allied Electronics Corp. Ltd.
2
APPEARANCES
2
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012
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Jun 11, 2026
Ghost Stories #105: Altron – a multi-platform, multi-decade moat
10:02
10:12
9:40
in one place in one ultron for example does the data from one platform make another platform better shared services synergies maybe just explain to us why ultron looks the way it does because as you said at the capital markets day there isn't actually another group that someone can directly compare you to

Werner KappGUEST
Our platform businesses are a 30-year overnight success, right? And I think a moat is a combination of the software.

Werner KappGUEST
That experience comes across as very simplistic and very seamless for the consumer.
Pick n Pay shows signs of recovery amid restructuring & Netcare delivers strong profit growth
25:33
29:14

Stephen GrootesHOST
What's pushing that so strongly? Why is there so much demand in the tracking business at the moment?

Stephen GrootesHOST
Is that still the problem? I mean, are you maybe losing share or is there just less demand at the moment for various reasons?
