Added to YB: 2026-03-30
Pitch date: 2026-03-26
EOS.AX [bullish]
Electro Optic Systems Holdings Limited
-10.48%
current return
Author Info
No bio for this author
Company Info
Electro Optic Systems Holdings Limited engages in the development, manufacture, and sale of telescopes and dome enclosures, laser satellite tracking systems, remote weapon systems, and high laser weapon.
Market Cap
AUD 1.7B
Pitch Price
AUD 9.45
Price Target
85.00 (+905%)
Dividend
N/A
EV/EBITDA
-36.14
P/E
-22.72
EV/Sales
12.82
Sector
Aerospace and Defense
Category
growth
(In)tolerable Cruelty - Electro Optic Systems Holdings Limited
EOS.AX: Anti-drone & laser weapons Co w/ <$1 cost-per-engagement Apollo laser vs $100K+ for rivals. ~AUD500M backlog, 18 contracts in '25, flush w/ AUD100M net cash. Trades ~4x '27E rev vs peers. CEO divorce sale triggered 15% dip. Catalysts: MARRS AI acquisition for civilian markets, Atlas satellite laser, EU HQ move + uplisting. 7-10yr supercycle from Ukraine/Iran warfare demand. Export advantage over ITAR-restricted US/Israeli comps.
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