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Mildef Group (MILDEF) investor relations material
Mildef Group CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary18 Sep, 2025
Strategic direction and growth outlook
Scaling up operations with increased facility capacity, workforce expansion, and process excellence to support rapid growth and cost efficiency.
Climbing the value chain by transitioning from hardware supplier to system house and prime contractor, delivering integrated hardware, software, and turnkey solutions to improve margins and customer stickiness.
Focused expansion in defense, prioritizing key customers in attractive geographies, and building long-term strategic supplier relationships.
Continued M&A activity, including the acquisition of Roda Computer GmbH, doubling turnover and expanding the European footprint.
Emphasis on sustainable business practices, ethical sales, and robust supply chain management to maintain trust and meet ESG expectations.
Financial performance and guidance
Achieved 25% net sales growth (LTM) and 120-121% order backlog growth, with a CAGR of 36% since 2021 and 27% since 2015.
Order backlog for H2 2025 exceeds full-year 2024 sales, with backlog duration up 177% beyond 2027, supporting continued growth into 2026.
Gross margin trending above 47.6% (LTM) due to value chain shift and direct government sales, though recent acquisition impacts margin mix.
Net working capital expected to normalize to 25-30% by year-end, and net debt/EBITDA to fall below 2.0 as integration progresses; current net debt/EBITDA is 2.9x.
Long-term targets reaffirmed: at least 25% annual growth, 15% EBITDA/EBITA margin, and 20-40% dividend payout.
Market trends and business drivers
European defense spending ramp-up, driven by new NATO targets, digitalization, and autonomy, positions the company for sustained demand.
Strong relationships and proven track record in Nordics, DACH, UK, and North America, with a comprehensive offering of hardware, solutions, and software.
Joint procurement, interoperability, and modular solutions are key differentiators, enabling rapid adaptation to customer needs.
OneSys/OneCIS software and system integration capabilities are strategic growth levers, opening new markets and deepening customer engagement.
Aftermarket and recurring revenue streams, including software licenses and maintenance, are under development to enhance long-term value.
Strategy to reach 15% EBITA margin?
How OneCIS enables prime contractor role?
Leverage roda for DACH market growth?
Roda's framework contracts: What's their value?
OneCIS: How does it enable new market entry?
MilDef's capacity ramp-up: How to avoid tripping?
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Next Mildef Group earnings date
Q3 202523 Oct, 2025
Next Mildef Group earnings date
Q3 202523 Oct, 2025
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Frequently asked questions
MilDef Group AB develops, manufactures, and sells rugged IT solutions and special electronics primarily to customers in the security and defense sectors. Its product portfolio is divided into mobile computers that are used by soldiers, unit commanders and in vehicles; mobile servers for critical infrastructures that can be used on land, sea, air and space environments; servers for harsh environments; and tarpaulin protective covers to protect equipment from dirt and moisture. The company markets its products under the MilDef brand name through a network of distributors in Africa, Asia, Europe, Oceania, South America, and North America.
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