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Added to YB: 2026-09-22

Pitch date: 2026-09-16

KOG.OL [bullish]

Kongsberg Gruppen ASA

+1.23%

current return

Author Info

Quartz Sea Research is a team of European financial professionals sharing institutional-grade coverage within the European investment universe. Sign up for the newsletter.

Company Info

Kongsberg Gruppen ASA, together with its subsidiaries, provides high-tech systems and solutions primarily to customers in the defense markets.

Market Cap

NOK 283.7B

Pitch Price

NOK 318.00

Price Target

N/A

Dividend

1.77%

EV/EBITDA

34.98

P/E

53.83

EV/Sales

7.91

Sector

Aerospace and Defense

Category

growth

Show full summary:
The European Missile Landscape - Kongsberg Gruppen ASA

KOG.OL (quick overview): Kongsberg is now an unhedged defense-technology contractor following the maritime demerger, with Missiles & Aerostructures generating roughly half of revenue at 16.0-17.5% EBIT margins. Its NOK 157.5bn backlog covers 4.8x annual sales, anchored by NSM adoption across 15 allied navies and JSM’s unique F-35A/C position; planned Australian and Virginia factories address assembly constraints behind management’s NOK 100bn revenue ambition.

Read full article (1 min)