Added to YB: 2025-12-13
Pitch date: 2025-12-11
EXENS.PA [bullish]
Exosens
+25.31%
current return
Author Info
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Company Info
Exosens, together with its subsidiaries, develops, manufactures, and sells electro-optical technologies in France, Europe, North America, Asia, and internationally.
Market Cap
EUR 2.7B
Pitch Price
EUR 47.08
Price Target
N/A
Dividend
0.55%
EV/EBITDA
22.08
P/E
39.19
EV/Sales
6.29
Sector
Aerospace and Defense
Category
value
Exosens (EXENS France): major OCCAR win cements Europe’s night-vision leader
EXENS.PA (update): €500M OCCAR win for 200k image-intensifier tubes (2027-29 delivery) cements Europe night-vision leadership. Contract locks 1/3+ Amplification div revenues through 2029. 25% EBIT margin, high-teens to 20%+ earnings growth vs discount to peers. Theon becoming 9.8% shareholder strengthens partnerships.
Read full article (2 min)