SFC Energy at 16th Hamburg Investor Days Conference: defense mix lifts growth
On 26 August 2026, SFC Energy highlighted a business model thriving in defense and security sectors during the 16th Hamburg Investor Days Conference. Management reported record first-half sales of EUR 82 million, marking a 12% increase from the previous year, accompanied by significant profit improvements - EBITDA more than doubled and adjusted EBIT more than tripled.
Defense revenue surged to over 30% of total sales, up from less than 10% a year earlier, reflecting a notable shift in the company's business focus. Order intake skyrocketed by 151% to EUR 108 million, fueling management's confidence in revised guidance issued in May. The company's expansion plans include defense projects such as Ukrainian supply programs, Arctic systems, vehicle power solutions, and defense lasers, alongside growing civilian security applications.
Key challenges include supply-chain management, U.S. market growth, and integrating new technology assets. SFC Energy delivered a record first half in 2024, with profitability outpacing revenue growth. The company noted a broad portfolio of defense, security, and industrial power projects, including first OEM partnerships with German and Dutch firms, Arctic power solutions for cold environments, and civilian CCTV applications.
The stock, valued at $411 million with a 62% gain year-to-date, is considered undervalued by InvestingPro analysis, with analysts predicting sales growth for the current year.
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