Exosens Increases 2026 Revenue Forecast Due to Boost in Production and Market Demand

Exosens has revised its forecast for 2026, anticipating a 20% revenue growth and a 25% increase in adjusted EBITDA. This revision stems from a faster-than-expected capacity expansion in Europe for high-performance image intensifier tubes. The expansion was driven by growing global demand for advanced night vision solutions.

Exosens is seeing increased adoption of its imaging technologies in drone, counter-drone, and surveillance applications. Additionally, the demand in nuclear instrumentation, notably in SMR technologies, contributes to the company's positive outlook.

The company now expects 2026 revenue between €558 million and €570 million, with adjusted EBITDA projected at €186 million to €192 million. These figures mark an improvement from previous forecasts. Capital expenditure is expected to stay at around 9% of revenue.