June 10, 2026 06:48 AM GMT Kongsberg Gruppen ASA | Europe M Update CMD 2026 First Take: 2029 Targets Shy Of Expectations (Revs In-Line, Margin Below), With DD Growth Through 2033 Our view: While its growth ambitions are significant, the 2029 revenue target of NOK 100bn is in line with current VA consensus at ~NOK 99bn. Meanwhile, management's EBIT margin ambition of >16% for both 2029 and 2033 is consistent with company messaging of limited margin expansion going forward (2025: 15.1%) due to customer mix, w ...

10 June 2026 | 6:36AM BST Equity Research Safran (SAF.PA): Defence site visit - key takeaways On June 8-9, we attended Safran's sell-side site visit in Montluçon, France with Pascal Bantegnie, Chief Financial Officer of Safran, and Franck Saudo, Chief Executive Officer of Safran Electronics & Defence. The visit focused on Safran Electronics and Defence activities, especially navigation and timing systems, guided bombs and optronics. Here are our key takeaways: Milind Sikchi +1(332)245-7985 | milind.sikchi@g ...