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Third party research

INVISIO: Feedback from ABGSC's Investor Days - ABG

INVISIO

This is a third party research report and does not necessarily reflect our views or values

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Several growth drivers from product innovation and portfolio expansion
Quarterly volatility is part of the business nature
H2'25 should see increased activity from higher military budgets


Achieve long-term growth through product investments and innovation

Today, we hosted Michael Peterson, Invisio's Head of Investor Relations, at ABGSC's Investor Days. A significant part of the presentation and discussion included Invisio's investments in technologies that modernise soldiers and protect people's hearing. Although 90% of Invisio's sales are to military customers, the company also targets police forces and firefighters, thus broadening its market potential. Mr. Peterson reiterated that increased military budgets pave the way for growth over the next decade. Invisio invests 12-15% of its annual sales in R&D, which puts it ahead of competitors that usually have broader product portfolios and view the military market as niche, creating an attractive market for Invisio, where it is currently the market leader.
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