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IVSO: Major Long Term Defense Contracts Will Support Future Performance

Defense Agreements With US And Netherlands Will Drive Expansion Opportunities

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IVSO
AnalystConsensusTarget
Not Invested
Published 09 Feb 2025

Update shared on 09 Dec 2025

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1Y
-5.7%
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-3.7%

Analysts have maintained their SEK 351.00 price target on Invisio, citing a broadly unchanged long term outlook with only marginal adjustments to the discount rate, growth, margin and valuation assumptions.

What's in the News

  • Secured a significant SEK 190 million order from an existing European customer for Intercom and Dismounted Soldier systems, with deliveries running through the first quarter of 2026 (Client Announcements).
  • Signed a five year framework agreement with the Netherlands Ministry of Defense for personal communication systems, valued at an estimated SEK 260 million and potentially up to SEK 365 million with extensions, though with no guaranteed volumes (Client Announcements).
  • Won a 10 year Production Other Transaction Agreement with the US Coast Guard worth up to SEK 930 million, supplying Intercom, INVISIO Link wireless solutions, headsets, controllers, and related equipment, starting with an initial SEK 25 million order in 2025 (Client Announcements).

Valuation Changes

  • Consensus Analyst Price Target remains unchanged at SEK 351.0 per share, implying no revision to the fair value estimate.
  • The discount rate has risen slightly from 5.54 percent to 5.58 percent, reflecting a modest increase in the assumed risk profile.
  • The revenue growth assumption is effectively unchanged, with a marginal move from 21.75 percent to 21.75 percent.
  • The net profit margin forecast is unchanged in practice, with only an immaterial move from 23.58 percent to 23.58 percent.
  • The future P/E multiple has increased slightly from 27.67x to 27.70x, indicating a marginally higher valuation multiple applied to future earnings.

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