Promising Insights from HENSOLDT's Capital Markets Day in London! Our analyst Simon attended the event yesterday and came back with some exciting updates we’d like to share with you: 👉 Hensoldt is targeting average annual organic sales growth (CAGR) of 10%, aiming to reach €4.4 billion by 2030. With acquisitions (M&A) included, total sales are projected to grow to €5 billion by 2030, reflecting a compound growth rate of 13% per year. 👉 The adjusted EBITDA margin is forecasted to reach approximately 20% in the medium term. 👉 An impressive 86% of the estimated sales for 2025 are already secured, providing a strong degree of planning reliability. Protecting human lives is a mission of utmost importance. The photo shows the TRML-4D multifunction radar alongside CEO Oliver Dörre. This cutting-edge radar system, deployed in places like Ukraine, plays a crucial role in early threat detection, helping save countless lives. Thank you for an inspiring and insightful day!
Great coverage from Simon F. Keller, CFA; watch out for more value-adding insights into this story in 2025 💡
Equity Research Analyst
1moThere are only very few public high-tech companies in Germany which have such forseeable and strong growth dynamics. Exciting!