Added to YB: 2025-11-13
Pitch date: 2025-11-11
HAG.DE [neutral]
Hensoldt AG
-18.69%
current return
Author Info
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Company Info
Hensoldt AG, together with its subsidiaries, provides sensor solutions for defense and security applications worldwide.
Market Cap
EUR 11.0B
Pitch Price
EUR 85.60
Price Target
N/A
Dividend
0.53%
EV/EBITDA
36.04
P/E
89.09
EV/Sales
5.03
Sector
Aerospace and Defense
Category
growth
Hensoldt (HAG Germany): Ambition delayed but direction intact
HAG.DE (quick overview): CMD confirmed 2030 targets (€6B revenue, 20%+ EBITDA margin, 50% cash conversion) but growth path slower than expected - only ~10% revenue growth through 2026 vs prior 15% hopes. Double-digit growth resuming 2027-28. Rich valuation limits upside until momentum reaccelerates.
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