Research

Roblon (One-pager): Upgrading guidance and divesting Roblon US pre their H1 2024/25 report

By Rasmus KøjborgHead of Research, Stables

Following the H1 2024/25 results from Roblon and the recent upgrade of full year guidance in connection with the announced divestment of Roblon US, we have updated our one-pager on the company.

The One-pager includes a brief description of Roblon, an update to the high-performance cable component industry outlook, latest financials, valuation perspectives relative to a peer group, and outlines several key investment risks and key investment reasons.

To learn more about Roblon, read the full one-pager or catch up on the recent presentation of the H1 2024/25 event, hosted with Co-CEO and CFO Carsten Michno. See here: https://www.inderes.dk/analyst-comments/roblon-video-med-praesentation-af-regnskabet-for-1-halvar-202425

Disclaimer: HC Andersen Capital receives payment from Roblon for a DigitalIR subscription agreement. / Rasmus Køjborg, CFA 12:45 23/06/2025.

Roblon develops high performance fiber solutions and technologies with a history dating back to 1957, when the company was founded. Roblon produces the fibers, made of fiberglass, aramid etc. that are used to reinforce and protect vital cables in various industries. The company is divided into two main business areas – Fiber Optic Cables (FOC) and Composite. The FOC segment is usually a sub-supplier to large cable producers, where the end customers are typically global internet and telecom providers. The Composite segment is usually a sub-supplier to the producers of wires and cables, which supply global oil & gas companies as well as companies that are active within wind energy. Roblon is headquartered in Frederikshavn (Denmark) and has production facilities in Gærum (Denmark), Hickory, North Carolina (USA) and the recently acquired Vamafil in the Czech Republic. Roblon is thus active with production and sales in both Europe and the USA.