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Codan (CDA) investor relations material
Codan Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic focus and business overview
Operates as a global group delivering innovative technology solutions in communications, detection, and connection sectors.
Core brands include DTC (mission-critical communications), Zetron (public safety and infrastructure), and Minelab (detection solutions).
Financial and trading performance
Trading above expectations in 2H FY26, with strong performance in both Communications and Metal Detection.
Communications revenue growth expected at the top end of 15–20% range, driven by defense demand and geopolitical factors.
Communications segment profit margin projected at 30% for FY26.
Minelab revenue tracking ahead of strong 1H FY26, supported by favorable gold prices and new product launches.
FY26 guidance: EBIT approx. $235 million, NPAT approx. $170 million, both over 60% growth vs FY25.
Product innovation and technology
DTC's BluSDR™ M family offers flexible, scalable UAS communication solutions across a wide range of mission requirements.
Zetron's SALUS platform unifies legacy systems into a single, modular software and services platform, driving recurring revenue and margin expansion.
Minelab's GPZ 8000 and Gold Monster 2000 detectors deliver greater depth, sensitivity, and usability, with advanced technologies for challenging environments.
- Revenue up 29% and NPAT up 55%, with strong growth in both Communications and Metal Detection.CDA
H1 202613 Apr 2026 - Revenue and profit surged on organic growth and acquisitions, with a strong FY25 outlook.CDA
H2 202423 Jan 2026 - Record revenue growth, major acquisition, and robust shareholder backing defined the meeting.CDA
AGM 202419 Jan 2026 - 15% revenue growth and 21% profit rise, led by Communications and Kägwerks acquisition.CDA
H1 202517 Dec 2025 - Double-digit revenue and profit growth, strong orderbooks, and positive FY26 outlook.CDA
H2 202523 Nov 2025 - Record financial growth, strategic acquisitions, and all resolutions passed with strong support.CDA
AGM 202522 Oct 2025
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