Intelligent Transportation Systems (ITS) / Tolling Solutions
Strategic Profile
Kapsch is a global leader in intelligent transportation systems with a strong position in Open Road Tolling with most recent roadside technology. The company recently launched its next-generation EcoTrafiX Platform, a future-ready mobility management solution designed to unify and modernize urban traffic operations, and achieved FCC certification for its RIS-9360 roadside unit with C-V2X technology enabling connected vehicle use cases such as roadworks warnings, weather alerts, and congestion management.
Cyborg Score Rationale
The tolling market is showing drastic global weakness and there are customer-related project delays. FY2025/26 guidance revised down with expected revenues of approximately EUR 420 million (vs. EUR 450 million) and EBIT of EUR 7 million (vs. EUR 25 million). However, strong order intake over the past ten months suggests revenue contributions in FY2026/27 and beyond.
Top Insights
February 2026 guidance cut: revenues EUR 307M in first 9 months of FY2025/26 with EBIT of EUR 12M versus annual guidance of EUR 420M revenue and EUR 7M EBIT
FCC certification of RIS-9360 roadside unit validates C-V2X technology leadership for connected vehicle applications including safety and congestion management
Vienna headquarters with subsidiaries in 25+ countries and Prime Market listing on Vienna Stock Exchange (KTCG)
Despite challenging market, company achieved strong order intake over past 10 months providing revenue visibility for FY2026/27 onward
Named Competitors
ITS Solutions — Berlin-based intelligent transportation and traffic management systems
Recent Developments
(February 2026) Management guidance revision with significant revenue and EBIT cuts due to global tolling market weakness
(January 2026) FCC certification of RIS-9360 roadside unit for C-V2X connected vehicle technology
(January 2026) Launch of EcoTrafiX Platform for urban traffic management modernization
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