Section 4 of 11

Big bets

Platform bets, one bet per sub-industry, and the closing GTM window.

Slide 1 · The construction

Five bets are horizontal by construction. Building any of them per-vertical is the failure mode.

Three are product builds. Two are decisions this session must not defer. All five fund once and land in all nine sub-industries.

Five platform bets funded once 01 · Industrial & heavy equipment 02 · Aerospace & defence 03 · Energy equipment & renewables 04 · Automotive & mobility 05 · Metals & building products 06 · Food & beverage / CPG 07 · High-tech, electronics & semis 08 · Chemicals & process 09 · Life sciences & pharma
Slide 2 · The five platform bets

Every platform bet has a dated forcing function behind it.

BetTypeForcing functionLands in
H1 Single traceability objectProduct buildBattery passport 18 Feb 2027, fixed and non-slippingAll nine
H2 Landed cost and trade-authority agilityProduct buildFour legal authorities in six monthsAll nine
H3 As-maintained configuration with statutory trace logsProduct buildMachinery Regulation 20 Jan 2027; CRA Art 14 11 Sep 2026Machine builders first
H4 Own, or explicitly rent, an OT and semantic data layerDefensive decisionSchneider–Cognite, $3.1bn, agreed 30 Jun 2026Existential
H5 Publish an AI commercial modelCommercial decisionBuyers now ask in every RFPEvery deal
Slide 3 · H1 · Highest greenfield value

Five regimes are converging on the same data object. Build one object, not five features.

One item/lot/serial-level, supplier-attributed, evidence-linked object with a unique identifier, machine-readable carrier, differentiated access rights and 5-to-10-year (or lifetime+10) retention. Serve DPP/ESPR, Battery Passport, EUDR, CRMA, PPWR, FSMA Rule 204 and steel melt-and-pour from it.

18 February 2027Battery passport. Fixed and non-slipping. The forcing function that justifies building now rather than waiting for ESPR delegated acts in 2028–29.
No competitor holds all threeThe object sits at the ERP item master / EAM asset record / FSM service-history intersection. Blue Yonder and Kinaxis have no asset record. Octave and AVEVA have no item master. SAP has all three, but its asset and service estate is mid-consolidation with ERP integration only GA in Q4 2026.
Land, then generaliseAutomotive battery supply chain first (hard 2027 date), then steel and metals — melt-and-pour, Commission spec due 31 Aug 2026, and ArcelorMittal already an IFS FY2025 win.

Risk: DPP registry status is unconfirmed and Art 15 customs obligations only start when the registry is operational. Scope to the dated regimes — battery, EUDR, melt-and-pour, FSMA — and treat DPP as the generalisation, not the anchor.

Slide 4 · H2 · Nothing needs inventing

The pain is not the tariff rate. It is re-deriving cost every time the legal basis changes.

Four legal authorities in six months, with the rate barely moving. Master data, landed cost and HTS classification have to be re-derived each time.

IEEPA struck down Section 122 150 days Section 301 global Section 338 then this Statutory rate roughly stable at 11% Re-derived every quarter: HTS classification · country of origin · landed cost · AD/CVD · exemption logic The differentiated claim is agility under legal-basis change — a claim only a system of record can make.
Statutory rate11.0%
Effective rate6.6%
4.4ppGap = exemption complexity. Either number alone misleads.Derived
20610-Qs mentioning "tariff costs" in four monthsCited
0.9ppDallas margin squeeze: input +3.7% vs selling +2.8%Cited

No competitor is using the authority-churn framing. Everyone is selling tariff impact dashboards against a rate that is roughly stable. Manitowoc filed a CBP prior disclosure on five years of its own Section 232 methodology — that is the buyer.

Fed Beige Book, Jul 2026: pass-through is heterogeneous — "some contacts reported passing along all the cost increases, some passed on only part, and some did not pass along."

Slide 5 · H3 · Uncontested

The Machinery Regulation turns every field modification into a potential conformity event.

Treat "what software version is on this asset, who changed it, and when" as a first-class EAM/FSM object with statutory retention: machine software self-inventory, a 5-year safety-software upload trace log, digital instructions for lifetime+10 years, and modification records that carry conformity consequences.

20 Jan 2027Machinery Regulation applies (corrigendum from 14 January)Cited
11 Sep 2026CRA Article 14 reporting startsCited
20 Oct 2026National penalty amounts notifiable; criminal penalties availableCited
Art 18Anyone performing a substantial modification becomes the manufacturer. Lands hardest on machine builders and their service organisations — bet 01's population.
26% / 2%26% of ICS advisories ship with no patch or mitigation and only 2% qualify for immediate action. OT risk is therefore managed through compensating controls, scheduled work and access control — through work management.
NIS2 Article 20Personal management liability plus the 24h/72h/1-month clock makes incident-linked asset and work records a board-level concern.

Do not become a security vendor. The defensible argument is work management, not threat detection. No competitor is publicly positioning against the Machinery Regulation software-inventory duty.

Slide 6 · H4 · Existential

A partnership is fine until the partner buys the layer above you.

Make a deliberate build / buy / deepen-partnership call on time-series, telemetry and a governed semantic layer. The status quo is an unmanaged dependency, not a strategy.

$3.1bn, 30 June 2026Schneider agreed to buy Cognite all-cash and will integrate it with AVEVA — the same AVEVA that is IFS's OT partner.
Falkonry never completedSo there is no owned OT asset.
Q1 2027AVEVA CONNECT major release: industrial knowledge graph plus agentic "twin builder".

Aggravating factor: no public statement defines competitive boundaries, overlap rules or co-sell economics in the AVEVA–IFS partnership. That is a real commercial gap and it should be closed internally before the Cognite deal closes, not after.

If buying, the target profile is a time-series/anomaly-detection and semantic-layer asset — not another application. If renting, the deliverable is a written boundary and co-sell agreement with AVEVA and Siemens plus a documented multi-source ingestion posture, so no single partner's M&A can strand the roadmap.

Slide 7 · H5 · Exposure: every RFP

Every serious competitor has published a commercial model for agents. IFS has not.

"We'll tell you later" loses to Infor's "it's all included". With an IPO signalled for 2027–28, a coherent public model is also an equity-story asset — the market repriced the seat model in public on 3 February 2026, when Thomson Reuters fell 18%, RELX 14% and Wolters Kluwer 13%.

~$1trnS&P 500 software index market value shed in a weekCited
125%Microsoft's hard capacity cut-off — a real availability risk in 24/7 field operationsCited
~60%IFS's own published metric: agentic transactions fully automatedCited

Adjacent decision. Panorama argues buyers are now "effectively evaluating two vendors" — the application and the model behind it. Oracle embeds Gemini, SAP puts Claude behind Joule, Microsoft runs OpenAI. The Nexus Black/Anthropic relationship is a live differentiator and a live single-model-dependency risk. State a model strategy alongside the pricing model.

VendorPublished model
Oracle · InforIncluded
EpicorOutcomes-based plus a free marketplace
SAPAI Units, moving to outcomes — prices compute, not outcomes, pushing ROI risk onto the buyer
MicrosoftCopilot Credits, hard cut-off at 125% of prepaid capacity
ServiceNowRe-bundled into tiers
SalesforceThree models simultaneously; rate card down to $0.50 per field-service appointment
IFS Loops · Nexus BlackNo published model. Nexus Black is explicitly bespoke co-investment
Slide 8 · One big bet per sub-industry

Ordered by conviction, not by TAM. Two of the nine are deliberately "do less".

#Sub-industryFitPool 2026 → 2031CAGRThe bet
01Industrial & heavy equipment (MTO/ETO)5/5$4.65 → $7.1bn8.9%Build the servitization operating system for capital equipment
02Aerospace & defence5/5$3.72 → $5.7bn8.8%Double down on MRO plus defence industrial-base readiness
03Energy equipment & renewables5/5$0.62 → $0.9bnmfg slice onlyFollow the value inversion from the factory to the installed base
04Automotive & mobility3/5$7.75 → $10.9bn7.07%Win on warranty and aftermarket cost intelligence, not volume manufacturing
05Metals & building products4/5$1.24 → $1.8bn8.2%Melt-and-pour provenance plus asset-performance cost-out
06Food & beverage / CPG4/5$3.72 → $5.0bn6.0%Use compliance-grade traceability as the wedge into the mid-market
07High-tech, electronics & semis3/5$4.34 → $7.2bn10.7%Own capital-project-to-operations for fabs and EMS, not fab MES
08Chemicals & process3/5$2.48 → $3.9bn9.3%Lead with carbon and asset economics; partner for process physics
09Life sciences & pharma2/5$2.48 → $4.6bn13.0%Enter narrowly through equipment qualification — or stay out on purpose
Slide 9 · 01 · Industrial & heavy equipment · Fit 5/5

In capital equipment the installed base is the product.

BCG: a quarter to half of industrial companies fail to realise their services potential specifically because of "a lack of information about installed equipment, including its condition, location, usage, and service history." That is a description of a missing installed-base register, not a missing analytics tool.

+1%VDMA real production forecast 2026, on 0% 2025 order growth — growth has to come from the aftermarketCited
+16%H1 2026 German machinery orders, non-euro. Foreign +9%, euro-area −8%, domestic −2%Cited
+52.8%Japan machine tool orders YoY — 12th consecutive increaseCited
BuildCondition, location, usage, configuration and full service history as one governed record. Outcome-based and as-a-service contracts with usage billing. Warranty and service-contract profitability by unit. Spare-parts planning against that register.
Attach H3As-maintained software configuration — the Machinery Regulation lands hardest on exactly this population.
Competitive urgencyo9 joined the Association of Equipment Manufacturers in Q2 2026. PTC has Servigistics plus a stochastic parts twin. Neither has an ERP or asset system of record — but both are moving on this base now.

Do not size this from ETO software reports. Four houses size ETO at $1.9bn to $23.3bn — a 12× spread. Conflict It is unusable and must be built bottom-up. June alone ran +21% real YoY on large-plant business, which favours large-capital-project and multi-jurisdiction execution over volume-manufacturing efficiency.

Slide 10 · 02 · Aerospace & defence · Fit 5/5

Demand is solved. Capacity is not. Sell into the constraint.

The cleanest demand-plus-pain combination in the pack. The primes' constraint is capacity, not demand.

Rheinmetall backlog, H1 2025€56.0bn
Rheinmetall backlog, H1 2026€80.5bn
+39%Rheinmetall H1 2026 sales; book-to-bill over 3Cited
5% of GDPNATO Hague pledge by 2035, cyber and critical-infrastructure protection explicitly countingCited
€800bnReArm Europe target by 2030. SAFE's €150bn oversubscribed by 19 Member StatesCited
56%Of the US defence industrial base finds it somewhat or very difficult to hire cleared, skilled-trade and STEM workers — unchanged across three consecutive yearsCited
7.25%/yrCivil MRO $136bn (2025) → ~$193bn (2030), fleet to ~41,000 aircraft by 2036Derived
BuildCapacity-constrained programme and production execution. Cleared-workforce scheduling and qualification tracking as a first-class constraint. Alternate-part/AML management and rare-earth provenance routed through H1 — the 1 January 2027 DoD rare-earth sourcing prohibition, which CSIS assesses may not be feasible.
Extend EmpowerMXAirframe MRO depth into naval and land-systems sustainment, where Palantir is currently unopposed.
Counter-positionAgainst Palantir's $448m Navy ShipOS and its Airbus/Boeing/Lear wins: they orchestrate the decision; IFS holds the airworthiness record, the maintenance execution trail and the audit history. Oracle and Infor have no A&D airworthiness MRO at all.

Resolve before committing investment. Aviation MRO software CAGR is 2.57% (Fortune) versus 8.0% (Straits) on the same ~$8bn base Conflict — a $7bn divergence by 2034. The 2.57% figure was arithmetically verified as a genuine analytical position, not a typo. This single choice swings the whole A&D aftermarket business case.

Slide 11 · 04 · Automotive & mobility · Fit 3/5

The largest pool in the table is the wrong fight. Win warranty, not volume.

The best-evidenced opportunity in the pack, because it is SEC-audited rather than survey-based.

+17%US warranty reserves in 2025 — over $10bnCited
$6.65bnBig-3 US OEM catch-up accruals on already-sold vehicles; Ford and GM alone ~$5.55bnCited
2.5–3×Automotive warranty costs versus the all-industry averageCited
The EV slowdown narrative is out of date for EuropeH1 2026 EU registrations +5.7%. BEV share 20.7% versus 15.6%. BEV units +40.5%; June alone +60.7%.
But the supply base is in a solvency crisisBosch is cutting 13,000 Mobility jobs in Germany to close a €2.5bn cost gap. ZF is cutting ~7,600. 207 large German corporate insolvencies at mid-2025, ~21% above record-year 2024, automotive suppliers worst hit. German auto-supplier employment forecast to fall from 267,000 to ≤200,000 by 2030.
2035 was relaxed, not confirmedThe Commission's 16 Dec 2025 proposal to replace the engine ban with a 90% reduction target is still contested.

The buying trigger here is cost control and compliance, not growth. Build warranty forecasting and change-of-estimate analytics as a named, marketed capability; supplier-risk-linked planning against a distressed tier-2 base; and battery-passport traceability via H1, where the 18 Feb 2027 date is fixed.

Do not chase volume MES or plant-floor execution here. This is where SAP, Rockwell (Lucid) and Siemens are strongest and where IFS has no differentiated claim.

Slide 12 · 03 · Energy equipment & renewables · Fit 5/5

The factories are shrinking. The installed base is not.

Record deployment — 165 GW of new wind in 2025, +40%; solar above 600 GW — alongside cleantech manufacturing investment more than halving 2023→2025 and falling again in 2026, with over 60 GW/yr of module capacity sitting idle. Building manufacturing ERP for module plants is building for a shrinking population.

Wind turbine O&M 2025$39.61bn
Wind turbine O&M 2030$59.67bn
8.5%Wind O&M CAGR — roughly 10× the entire renewable asset-management software category, and the most credible software-adjacent number in this packCited
~$400bn/yrGrids, with 80m km to add or refurbish by 2040Cited
IEA-verified: wait times for transformers and cables have doubled in three yearsCited

Build O&M and service execution for installed renewable and grid assets — not manufacturing ERP for the factories. Leverage Copperleaf asset investment planning, already proven at Avacon, E.ON Sweden and WEL Networks, plus the Siemens autonomous-grid partnership.

Do not present the $0.62bn as the opportunity. It is deliberately small because it is only the manufacturing slice. The strategic pool for this bet sits in EAM/FSM and the utilities vertical, not in the manufacturing segmentation table.

Slide 13 · 05 · Metals & building products · Fit 4/5

The new steel safeguard turns trade compliance into a master-data problem with a date.

Reg (EU) 2026/1384 from 1 July 2026 cuts quota ~47% to 18.3 Mt/year, raises out-of-quota duty to 50% ad valorem, and requires importers to submit verifiable evidence of first melting and casting — Commission evidentiary specification due 31 August 2026. Quota carry-over is now conditional on average use exceeding 80% over three quarters, which makes quota availability itself a planning variable.

−2.0%World crude steel to 1,849.4 Mt in 2025, while steel value rose 5–6% — price and mix, not volumeCited
−8.6%Germany. China −4.4%Cited
+10.4%India — the only large growth market, and the only greenfield oneCited

Historically, falling volume with rising value favours cost-out and asset-performance software over growth-driven ERP replacement. Build melt-and-pour origin as a supplier-attributed master-data object (H1), quota-aware and CBAM-aware planning, and APM cost-out against ageing brownfield plant. ArcelorMittal is already an IFS FY2025 win — use it.

Honest caveat. Metals/steel ERP, building products software and cement software are not sized discretely by anyone. The $1.24bn is our allocation and the CAGR is proxied from mining software. Estimate Treat the bet as evidence-led on regulation and sector economics, not on a TAM figure.

Slide 14 · 06 · Food & beverage / CPG · Fit 4/5

Compete on a dated regulation and an installed reference base — not on a growth story.

FSMA Rule 204, compliance date 20 July 2028, described in the industry as "the most significant regulation the food industry has ever faced." The 24-hour records-response requirement makes paper and spreadsheets untenable. FMI notes adoption broadening "especially in mid-sized companies and regional food processors" — which is a segment, not a rounding error.

20 Jul 2028FSMA Rule 204 compliance date; 24-hour records responseCited
~30Japanese factories halted by Asahi's Sep 2025 ransomware — order, shipment then production systemsCited
>2/3Of all industrial ransomware victims in 2025 were manufacturingCited
~5–10%Vertical application software as a share of sector IT spend here, versus ~24% in pharmaDerived

Build lot and batch genealogy engineered for a 24-hour recall response, riding the H1 traceability object. Frame cyber as production continuity, not security. Pair with connected-worker execution — Poka already carries Nestlé, Tetra Pak and Mars — plus IFS Cloud references at Coca-Cola and William Grant & Sons.

At ~6% this is the slowest-growing sub-industry in the table.

Slide 15 · 07 · High-tech, electronics & semis · Fit 3/5

Sell the fab build, not the fab floor.

The sharpest capex upcycle in the pack, and the fastest-growing manufacturing-ERP vertical at 10.70%. SEMI's CEO: "AI is resetting the scale of semiconductor manufacturing investment."

$165.9bnSemiconductor manufacturing equipment sales, record 2026, +23.2%; $229bn by 2028Cited
$143.9bnWafer fab equipment, +23.1%Cited
$38.8bnDRAM equipment, +39% on HBM demandCited
300mm fab equipment 2026$133bn
300mm fab equipment 2027$151bn
300mm fab equipment 2029$172bn
Not fab MESSemiconductor MES is sized at $0.95bn versus $3.82bn by two low-tier houses — a 4× gap Conflict — and the incumbents are entrenched.
The winnable groundCapital project delivery → commissioning → asset handover → EAM/APM continuity for multi-billion-dollar fab builds, plus allocation-constrained planning under the component shortage the same boom is causing: LPDDR4 +70% YoY, MLCCs now the third-largest cost line in AI server BOMs. CHIPS grants tie funding to cloud-based digital twins; EU Chips Act traceability and sovereignty programmes are named ERP drivers.
Existing beachheadFirst Solar, JVCKENWOOD and Kitron — the named IFS Loops Agent Studio reference, an EMS business — are already customers. EMS is the more accessible entry than fabs: $620bn (2025) → $909bn (2031).

Timing risk. The US incentive cliff is December 2026 and there is no public record of final CHIPS awards for the 12 firms with preliminary agreements. Weight the bet toward EU Chips Act, Japan, Korea and India rather than assuming US federal money.

Slide 16 · 08 · Chemicals & process · Do less, differently

Be the carbon ledger of record. Partner for the process physics.

The trigger is not growth. It is a compliance and cost crisis. CBAM's definitive regime went live 1 January 2026 with real published prices — €75.36/tCO2 Q1, €75.28 Q2 — and a 21-month liability accrual before payment, since certificate sales start only February 2027 and the first declaration is due 30 September 2027. EUROFER's April 2026 nine-point list says the mechanism still leaks.

21% → 13%EU share of global chemicals, 2009 → 2024, while China rose 24% → 46%Cited
−9.5ppEU capacity utilisation versus its 2014–19 average; gas still 3× USCited
49%Of European chemical closures name energy costCited
BuildThe carbon and CBAM ledger of record, where emissions data comes from operational execution rather than a questionnaire — exactly what IFS Zero shipped in 26R1 — plus EAM/APM for ageing, under-utilised brownfield plant and energy-contract and decarbonisation-capex planning via Copperleaf.
Partner, do not buildProcess simulation and physics-based failure models. AspenTech's own APM launch PR concedes it needs "deep integration with enterprise asset management systems" — it has no ERP, no FSM and no work-order system of record. A partnership shaped exactly like the AVEVA one. AspenTech is also slow: Emerson's Control Systems & Software grew 7.1% against IFS ARR at 25%.

State this openly. The weakest-sourced sub-industry in the pack: no Gartner, IDC or LNS sizing exists and both CAGR sources are low-tier. Energy cost also cuts both ways — DSAG's chairman explicitly names energy prices as a reason ERP investment is being postponed.

Slide 17 · 09 · Life sciences & pharma · In-or-out decision

Fastest growth, weakest fit. Enter narrowly, or decide not to enter and say so.

The fastest-growing software vertical in manufacturing at 11.2–15.5%, and the only one where every independent house agrees on high growth. Pharma MES $2.37bn (2025) → $4.62bn (2030) at 14.3%; life-sciences QMS $3.7bn → $10.1bn at 13.8%. On-premise still held the largest MES share as recently as 2023, so the cloud runway is real.

~24%Of regulated life-sciences IT budget goes on compliance-grade application software, versus ~5–10% in F&B. That ratio, not sector size, is the best predictor of software addressabilityDerived
$5.1bnSiemens paid for Dotmatics to own life-sciences R&DCited
0Named pharma manufacturing references in FY2025 or H1 2026 disclosures. No published validated-GxP story, no serialisation product lineCited
The compliance surface is deepGMP/GAMP, 21 CFR Part 11, DSCSA, EU FMD, ISO 13485, MDR/IVDR. A full pharma MES push would be a multi-year build against entrenched specialists.
Recommended: enter narrowlyEquipment qualification, calibration and validated-state maintenance. IQ/OQ/PQ status, calibration intervals, change control and validated-configuration history are EAM objects IFS already models, and they carry the same statutory-retention shape as the H3 Machinery Regulation build. That is reuse, not a new vertical.

An explicit "no" is a legitimate outcome of this session; drift is not. The failure mode is a half-funded pharma push that neither wins regulated accounts nor frees capital for bets 01 and 02.

Slide 18 · The GTM wedge

SAP's ECC base must move, cannot get AI without moving, and increasingly does not trust the destination.

Business Suite 7 mainstream maintenance ends 31 Dec 2027, extended to 2030 at a premium. Joule requires shifting at least 50% of maintenance spend to cloud.

>60%Of SAP customers remain on ECC6 on-premises with no decision to move (Gartner); ~40% will still be on ECC in key areas by 2030Cited
54%DACH still on ECC; roughly half will not move before 2030Cited
77%Of SAP customers running AI in production run it on non-SAPCited
62%Do not plan against SAP's vision; 28% are cutting SAP budgets; only 10% are at enterprise-scale AICited

The differentiated claim is composite, not financials-first. An ECC migration is usually scoped as a financials and core-ERP replacement. IFS's claim is that asset, service and project execution belong in the same replacement decision — and SAP's own asset/service estate is mid-consolidation while that decision is being made. Five products (MRS, FSM, RSH, C4P RM, MSO) are merging into SAP FSA, MRS sunsets 31 Dec 2030, two parallel vocabularies are in play, and ERP integration only reaches GA in Q4 2026. DSAG publicly called MRS re-licensing "unacceptable."

Slide 19 · Why it is a window, not a moat

Every ECC account that migrates is removed from the pool permanently.

The 2027–2030 stretch is the whole opportunity — which is exactly the FY27–29 horizon this session is setting.

ECC accounts still in play >60% today, no decision to move 2026 2027 2028 2029 2030 31 Dec 2027 · mainstream maintenance ends ~40% by 2030 Migrated accounts leave the pool permanently. No second window.

Run the wedge hardest in EMEA. DACH has the highest documented ECC concentration, Europe is the largest region for ESG software at 34.9%, and the regulatory forcing functions — Machinery Regulation, CBAM, DPP, CSRD, NIS2 — are European. North America's manufacturing capex has reversed and the incentive cliff arrives Dec 2026.

There is no credible public ERP win-rate or displacement dataset — not from Gartner, IDC, Panorama or Third Stage. Any win-rate number used in the session must come from IFS's own CRM.

Slide 20 · Objection handling and free ammunition

Two competitors have published the research that argues IFS's composite case better than IFS marketing does.

Rockwell · n=1,560, 17 countries93% of manufacturers have MES, but only 28% enterprise-wide and only 23% fully integrated across ERP, PLM, quality and OT. 44% rank integration as the top MES buying requirement.
Salesforce · July 2026Only 16% of field service organisations have field and back-office technology on a single platform. 61% say mobile workers have limited access to needed data. 52% still use spreadsheets for asset data.
Panorama 2026, quoted correctlyOver 25% of organisations exceeded budget and almost a quarter exceeded schedule, on a 9-month median timeline, with "additional technology needs" the leading cause — attributed to fatal misfits discovered late. That finding is the argument for scoping asset and service in from the start.

Never use these. The widely circulated "189% average overrun / 215% in manufacturing / 73% of discrete projects fail" figures are not in the Panorama report.

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