Report
Olfa Taamallah ...
  • Yan Derocles

Hensoldt AG : Sensors ramping up but Optronics still a concern. Target price raised to € 38

>FY 24 towards the top of the EBITDA margin guidance lifted by Sensors… - In the conference call, the company indicated that the adjusted EBITDA margin for 2024 would be in the middle and potentially towards the top of the 18-19% range, which is clearly lifted by Sensors. But the VA consensus is already positioned at 18.5% for the margin, which would clearly account for Friday’s reaction. However, with a margin of 19.7% for Q2 (+100bp excl. ESG and adjusted for the pa...
Underlying
HENSOLDT AG

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Olfa Taamallah

Yan Derocles

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