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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Sensofusion
Sensofusion (SENSO) investor relations material
Sensofusion Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary1 Oct, 2026
Business and market
Finnish developer of software-led drone detection and countermeasure solutions; hundreds of Airfence systems deployed globally, with ~37,000 operational hours and ~8,000 drones detected per day.
FY2025 revenue was €35.1m and operating profit €23.3m, representing a 66.2% operating margin; 98.5% of FY2025 revenue came from defence and security authorities.
Global detection and countermeasure market forecast at €15.4bn in 2025, €22.8bn in 2030 and €25bn in 2035; civilian market forecast CAGR ~29% through 2030.
Demand drivers include evolving drone threats, defence-budget increases, rearmament programmes and protection needs for critical infrastructure.
Products and strategy
Airfence 7 and Airfence Mini anchor current sales; SensoC2 integrates sensor data, situational awareness, alerts and decision workflows.
Product pipeline includes Airfence Mini 2, Airfence Live, acoustic and active-radar sensors, NanoEMP, laser and directed-energy systems, and HiveMind swarm control at varying development stages.
Strategy targets an integrated detection-to-countermeasure portfolio, deeper direct relationships with defence customers, and scalable growth while maintaining high margins and capital efficiency.
Planned IPO proceeds are intended to accelerate R&D, expand production and testing capacity, and strengthen financial flexibility.
Financial profile
Revenue increased from €7.2m in 2023 to €11.7m in 2024 and €35.1m in 2025; LTM revenue to 30 June 2026 was €49.4m.
Operating profit was €4.8m in 2023, €6.7m in 2024 and €23.3m in 2025; LTM operating profit to 30 June 2026 was €30.1m, with a 60.8% margin.
At 30 June 2026, adjusted net cash was €71.7m and the equity ratio was 86.2%; LTM adjusted ROCE was 277.8% and cash conversion 87.2%.
Board targets continued revenue growth and a high-margin model; dividend policy prioritizes reinvestment in innovation and R&D, with any future distributions dependent on results, financial position and growth funding needs.
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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