Kongsberg Gruppen (KOG) SEB Nordic Large Cap Seminar presentation summary

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.