Rovsing (One-pager): EU budget increases for space supports new potential order cycle
Despite a relatively weak start to the year in revenue, earnings, and order intake, partly driven by delays, the 2025/26 guidance was reiterated. Increasing European space budgets support expectations of higher order inflow, which is needed to deliver on the reiterated guidance, and could start a new order cycle in the industry.
We have updated our investment case one-pager following the Q1 2025/26 report.
Get insights into the investment case supporting major space companies, key reasons to invest, key risks to consider, and how Rovsing is valued against other small and mid-cap space/defence companies.
For more insight into the company, you can also watch CEO Hjalti Pall Thorvardarson present the Q1 2025/26 results and market conditions going forward here: https://www.inderes.dk/videos/rovsing-praesentation-af-resultater-for-forste-kvartal-202526
Disclaimer: HC Andersen Capital receives payment from Rovsing for a Digital IR/Corporate Visibility subscription agreement. /Michael Friis, 13:30, 20/11-2025.