Added to YB: 2025-12-13
Pitch date: 2025-12-11
EXENS.PA [bullish]
Exosens
-0.63%
current return
Author Info
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Company Info
Exosens engages in the development, manufacture, and sale of electro-optical technologies in the fields of amplification, and detection and imaging in France, rest of Europe, North America, Asia, Oceania, Africa, and internationally.
Market Cap
EUR 2.5B
Pitch Price
EUR 47.30
Price Target
N/A
Dividend
0.21%
EV/EBITDA
24.14
P/E
44.13
EV/Sales
6.09
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)