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Research

Rovsing (One-pager): EU budget increases for space supports new potential order cycle

Rovsing
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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.

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Rovsing is a technology company. The company specializes in technical development of systems, products and software solutions for the satellite and space industry. Examples of solutions that the company develops are check-out and validation systems. In addition, related engineering services are offered. Rovsing was founded in 1992 and is headquartered in Glostrup.

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Inderes’ Disclaimer can be found here. Detailed information about each share actively monitored by Inderes is available on the company-specific pages on Inderes’ website. © Inderes Oyj. All rights reserved.