Oddo BHF - HENSOLDT AG (HAG) Hensoldt AG : Slow start to the year but 2030 targets c23% above market expectations

Report

Oddo BHF

Olfa Taamallah ...

Yan Derocles

Hensoldt AG : Slow start to the year but 2030 targets c23% above market expectations

07/05/2025 1 EN

Underlying

HENSOLDT AG

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DE000HAG0005 Germany

Provider

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.

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Analysts

Olfa Taamallah

Yan Derocles

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Golden Goose is preparing a € 480m senior secured FRN issue with a six-year NC1 (call at par) maturity, intended to refinance the entire € 480m of its existing FRN maturing in 2027 through the exercise of the call at par. At the same time, the group plans to distribute € 100m in dividends to its shareholders in one or more tranches in 2025 or 2026 (financed 100% from existing cash). It will only moderately increase leverage to 2.8x pro forma (+0.4 ppt). Lastly, it will obtain a new € 100m super senior RCF to replace the current € 75m facility. The documentation is fairly favourable to the spo...

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Hensoldt AG : Slow start to the year but 2030 targets c23% above market expectations

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 05/07/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/05/2025

Golden Goose : Issuance Focus

Golden Goose : Focus Emission

Arcadis : A mixed Q1 2025, no material changes to 2025 css expected

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