HENSOLDT's Strategic Advancements at Capital Markets Day 2025

HENSOLDT held its 2025 Capital Markets Day, outlining strategic developments in expanding capacity and software-defined defense. The company highlighted progress in its North Star strategy focusing on industrial scaling and software solutions. HENSOLDT forecasts a book-to-bill ratio increase to 1.6x-1.9x for 2025, anticipating faster order intake growth compared to revenue in the medium term.

Revenue is projected at approximately €2.5 billion for 2025, with annual growth rates of 10% in 2026 and 15-20% in the medium term. The adjusted EBITDA margin is expected to be 18% or higher, with an annual increase of 50 basis points. HENSOLDT maintains a dividend payout of 30-40% of adjusted net profit.

The company is advancing its role as a provider of software-defined defense, leveraging its MDOcore architecture for integrated multi-domain operations. New facilities and initiatives will triple production capacity by 2027, enhancing resilience and efficiency across the value chain.