Hensoldt's Disappointing Guidance Raises Valuation Concerns

2 months ago

Chloe Malay

"So, it told investors at its capital markets day that it targets 10% revenue growth for next year. And that is a figure that actually disappointed investors quite a lot. They expected more, and the guidance wasn't very much in line with expectations even though there had been hopes for an upgrade. This lack of a stronger outlook beyond 2030 puts the spotlight on the valuation for this defense company, which many now consider a little bit too stretched."

Hensoldt's announcement of a 10% revenue growth target for next year fell short of investor expectations, casting doubts on its valuation and longer-term growth prospects beyond 2030.