{"id":9420,"date":"2026-10-11T18:14:40","date_gmt":"2026-10-11T16:14:40","guid":{"rendered":"https:\/\/finserve.se\/?p=9420"},"modified":"2026-10-12T12:39:08","modified_gmt":"2026-10-12T10:39:08","slug":"the-procurement-of-materiel-is-moving-faster-than-the-defense-budgets-the-market-may-underestimate-the-profit-potential-for-the-defense-companies","status":"publish","type":"post","link":"https:\/\/finserve.se\/en\/materielanskaffningen-vaxer-snabbare-an-forsvarsbudgetarna-marknaden-kan-underskatta-vinstpotentialen-for-forsvarsbolagen\/","title":{"rendered":"Given the structural growth in Defence Procurement, the market is underestimating the Earnings Potential"},"content":{"rendered":"<h2 class=\"wp-block-heading\"><strong>Key takeaways from this report<\/strong><strong><\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales growth for European defence companies is expected to outpace defence spending growth<\/li>\n\n\n\n<li>Increased volumes and operational leverage mean that profits grow faster than sales<\/li>\n\n\n\n<li>Valuation multiples based on realised earnings number may underestimate stock price potentials<\/li>\n\n\n\n<li>Price correction and lower valuation multiples can constitute an attractive opportunity for investments in the European defense sector<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-primary-arrow\"><a style=\"\" class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/finserve.se\/wp-content\/uploads\/2026\/10\/Pricing-Structural-Growth-Finserve-Nordic.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download the report as PDF<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">This is marketing communication. Please read the fund's prospectus and the base fact sheet before making any definitive investment decisions. Risk information: historical returns are not a guarantee of future returns. The money placed in the fund may both increase and decrease in value and it is not guaranteed that you will recover the entire invested capital.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Important conclusions from this report: This is marketing communication. Please read the fund's prospectus and the base fact sheet before making any definitive investment decisions. Risk information: historical returns are not a guarantee of future returns. The money placed in the fund can both increase and decrease in value, and it is not guaranteed that you will recover the entire invested capital.<\/p>","protected":false},"author":8,"featured_media":9465,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"view_count":"286","footnotes":""},"categories":[22,21],"tags":[],"class_list":["post-9420","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-global-security-fund","category-artikel"],"_links":{"self":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/9420","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/comments?post=9420"}],"version-history":[{"count":15,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/9420\/revisions"}],"predecessor-version":[{"id":9475,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/9420\/revisions\/9475"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/media\/9465"}],"wp:attachment":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/media?parent=9420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/categories?post=9420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/tags?post=9420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}