Added to YB: 2025-02-21
Pitch date: 2025-09-19
MILDEF.ST [neutral]
MilDef Group AB (publ)
-33%
current return
Author Info
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Company Info
MilDef Group AB (publ), through its subsidiaries, develops, manufactures, and sells rugged IT solutions in Sweden, Norway, Finland, Denmark, the United Kingdom, Germany, Switzerland, the United States, Australia, and internationally.
Market Cap
SEK 7.6B
Pitch Price
SEK 191.50
Price Target
N/A
Dividend
0.30%
EV/EBITDA
17.47
P/E
-30.59
EV/Sales
6.04
Sector
Aerospace and Defense
Category
growth
[MILDEF] MilDef: When Computers Go to War
MILDEF.ST (deep dive): Nordic defence tech co w/ 49% GM, SEK 2.1B backlog. Roda acq doubles size, expands to DACH. 70% hardware, 25% services, 5% software. Trusted supplier w/ framework agreements. Eng bottleneck limits growth. Risks: lumpy sales, R&D model, integration. Bull: EU defence spending, digitalisation of warfare.
Read full article (18 min)