Rheinmetall AG : Beyond Ukraine, visibility is robust
>What to expect from the CMD? - A CMD will be organised on 18-19 November in Rome, with notably a focus on the new JV LRMV with Leonardo, the anti-aircraft defence business, and international exposure. In terms of guidance, we think that the company has already announced some of its targets with an EBIT margin of 20% in the medium term for its defence businesses (vs c.18% in FY 24) which implies a margin of around 18% at the group level (vs >15% in FY 26 at the last C...Rheinmetall is a holding company. Through its subsidiaries, Co. operates in two sectors: defence and automotive. Co.'s defence sector is comprised of three divisions: combat systems, engaging in armored tracked vehicles and NBC protection systems; electronic solutions, engaging in air defence systems and soldier systems; and wheeled vehicles, engaging in wheeled logistics vehicles and wheeled tactical vehicles. Co.'s automotive sector is comprised of three division: mechatronics, engaging in cutting emissions and air management systems; hardparts, engaging in pistons and plain bearings and bushes; and motorservice, which includes aftermarket activities for replacement parts business.
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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