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Hensoldt
Hensoldt (HAG) investor relations material
Hensoldt CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary11 Nov, 2025
Strategic direction and market environment
Raised 2030 revenue target to EUR 6 billion, aiming to double revenues sustainably through efficiency, resilience, and profitability, with growth expected beyond 2030.
Accelerated shift to software-defined, multi-domain defense solutions, focusing on readiness, rapid delivery, and smart, connected sensors.
Germany and several European countries have committed to 3.5% of GDP for defense, driving a supercycle in defense spending and procurement.
Strong political support and anchor shareholding by the German government position the company as a national champion in defense electronics, with German-led programs fueling European collaboration.
International expansion targets strategic regions including the US, Canada, Middle East, India, APAC, and Australia.
Operational transformation and capacity expansion
Operations 2.0 strategy implemented, emphasizing scalability, resilience, and efficiency, with new logistics centers and expanded optronics sites.
Significant investments in new and modernized production sites, including Wetzlar and Oberkochen, and digital infrastructure.
Production capacity for key products like TRML-4D and SPEXR radars has increased up to 8.5 times since 2021, with further expansions planned.
Supply chain resilience enhanced through local sourcing, multi-year contracts, vertical integration, and strategic partnerships.
CapEx is expected to rise to around 3% of revenue, with a one-time EUR 80 million investment in 2026 and normalization post-2028.
Technology and innovation roadmap
Transitioning from hardware-focused to software- and data-centric, high-margin recurring revenue streams, with the MDO Core platform as the digital backbone.
Software-defined defense is now a reality, with products like Elysion and Ceritron delivering modular, upgradable, and recurring revenue streams.
R&D investments will remain at 5%-6% of revenues, with a growing share dedicated to software, AI, and digital architectures.
By 2028, a high double-digit million EUR will be invested in software-defined defense and digital platforms.
Software and services are expected to account for around 8% of total revenue by 2030, up from ~1% in 2024.
What is the expected SDD revenue contribution by 2030?
How is HENSOLDT ensuring production scalability?
Describe the strategy for supply chain resilience.
Detail international expansion strategy beyond Europe
Explain shift to recurring software/service revenues
How is supply chain resilience being ensured?
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All proposals passed, with no questions raised during the Q&A session.
Next Hensoldt earnings date
Q4 202526 Feb, 2026
Hensoldt
Next Hensoldt earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Hensoldt AG is a Germany-based company specializing in defense and security electronics. The company develops and manufactures advanced sensor systems, avionics, and cybersecurity solutions for military, government, and civilian applications. Its product portfolio includes radar systems, optical sensors, electronic warfare equipment, and surveillance technologies. The company is headquartered in Taufkirchen, Germany, and its shares are listed on the Frankfurt Stock Exchange.
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