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Kongsberg Gruppen (KOG) investor relations material
Kongsberg Gruppen SEB Nordic Large Cap Seminar presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Financial performance and outlook
Achieved NOK 37bn in last twelve months (LTM) revenue and NOK 6.0bn in LTM EBIT.
Q2'26 order backlog stands at NOK 158bn, reflecting strong demand.
Revenue ambition set at NOK 120bn by 2033, with EBIT margin target above 15%.
Intermediate revenue target of NOK 100–150bn by 2029, with EBIT margin above 16%.
Strategic positioning and offerings
Offers solutions spanning from deep sea to space, including ground station services and satellite manufacturing.
Leading supplier of strike missiles, air defence systems, and remote weapon systems with significant global market share.
Provides industry-leading anti-drone (counter-UAS) and underwater sensor technologies.
Focuses on integrated, autonomous, and AI-driven systems.
Growth strategy and priorities
Strong demand expected to continue in existing markets, supporting growth trajectory.
Margin improvements targeted through scale and efficiency initiatives.
Top priority is delivering on the substantial order backlog, with key markets in the US, Norway, and Australia.
Joint ventures contribute to revenue and market reach.
- Q2 2026 saw 31% revenue growth, 49% EBIT rise, and a record NOK 158bn order backlog.KOG
Q2 2026 - Aims for NOK 100–150bn revenue by 2029, driven by defense demand, innovation, and strong backlog.KOG
CMD 2026 - Record revenue, EBIT, and order intake highlight robust growth and strong 2026 outlook.KOG
Q1 2026 - Record 2025 growth, demerger, and strong backlog drive expansion amid high market demand.KOG
Q4 2025 (Q&A) - Forecasts NOK 33bn revenue in 2025, driven by global defence demand and innovation leadership.KOG
Company presentation - Record growth, high profitability, and a major demerger set the stage for future expansion.KOG
Q4 2025 (Q&A) - Record growth, high order intake, and demerger set stage for continued momentum in 2026.KOG
Q4 2025 - Double-digit revenue and EBIT growth in H1 2025, with record order backlog and strong outlook.KOG
Q2 2025 (Q&A) - Q2 revenue up 21% with record backlog, major defense wins, and strong growth in all segments.KOG
Q2 2024
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