Added to YB: 2025-11-05
Pitch date: 2025-10-31
RHM.DE [neutral]
Rheinmetall AG
-12.42%
current return
Author Info
No bio for this author
Company Info
Rheinmetall AG provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
Market Cap
EUR 69.7B
Pitch Price
EUR 1.7K
Price Target
N/A
Dividend
0.53%
EV/EBITDA
37.11
P/E
80.67
EV/Sales
6.55
Sector
Aerospace and Defense
Category
growth
Theodosian Capital | Stocks Update 31/10/2025 - RHM – From Westphalia to Bulgaria
RHM.DE (update): Rheinmetall agrees €1bn Bulgaria shell facility JV w/ VMZ (51%/49%), 100k rounds capacity, €500m+ annual revenue by 2027. Part of Eastern Europe expansion (Lithuania, Latvia deals done, Romania rumored). Europe needs decade at full capacity to rebuild post-Ukraine inventories. 40x 2026 P/E justified by structural growth.
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