HENSOLDT Unveils Expanded EBITDA Targets and New Strategic Growth Plan

On December 12, 2024, HENSOLDT AG presented its enhanced medium-term financial targets and unveiled a strategic growth plan, the 'North Star' strategy, during its Capital Markets Day event in London. The company now anticipates a medium-term adjusted EBITDA margin increase to approximately 20% from the previously expected 18-19% in 2024. HENSOLDT projects its revenues to reach around EUR 2.3 billion in 2024 and seeks an average annual growth rate of 10% over the medium term.

The company forecasts strong demand for defence electronics, driven by a global uptick in defence spending due to geopolitical tensions. HENSOLDT's new strategy aims to capitalize on this market potential, focusing on robust revenue growth in Germany, Europe, and international markets. CEO Oliver Dörre emphasized the strategic vision's potential to lead to approximately 5 billion euros in revenues by 2030.

The 'North Star' strategy outlines four key initiatives for sustainable growth: expanding international market presence, scaling production capacity, pioneering software-defined defence, and enhancing workforce engagement. With a strong existing order backlog, meeting 86% of 2025 revenue forecasts, HENSOLDT stands well-positioned for continuous development in the defence sector, bolstered by financial synergies from recent acquisitions.