Renk Posts Record First-Quarter Orders But the Battle is Now to Win Over Investors at Key Conferences
Published on 06/22/2026 at 11:33 | Redaktion boerse-global.de
The defence supplier Renk kicks off a packed slate of investor meetings this week, hoping to persuade the market that its strong operational momentum deserves a higher valuation. The Augsburg-based company will today address attendees at the DB Defence Conference in London, followed by an appearance at the Jefferies Corporate Conference in Baden-Baden on Wednesday. The roadshow comes at a delicate juncture: despite a record haul of orders in the first quarter, the stock remains deep in the red.
Renk booked €582.3 million in new business during the opening three months of the year, a quarterly record, while revenue climbed to €283.6 million. The adjusted EBIT margin edged up to 15 percent. The heavy lifting came from the Vehicle Mobility Solutions segment, where order intake swelled to €478 million, pushing operating profit there to €35 million. The Marine business, by contrast, saw its order flow nearly halve to €70 million – a drop Renk attributes to an extraordinary prior-year comparison.
Yet none of that has stopped the slide in its share price. The stock closed last week at €47.95, marking a roughly 13 percent decline since the start of the year. The current level sits nearly 46 percent below the all-time high of €88.73 reached in 2024. Technical indicators flash warning signals too: the share is trading beneath its 50-day moving average of €50.74 and a full 17 percent under its 200-day line at €57.74.
Should investors sell immediately? Or is it worth buying Renk?
Management’s calendar this week is designed to close that perception gap. After Monday’s London event and the mid-week stop in Baden-Baden, the company will hold a pre-briefing with analysts on July 16, ahead of the official half-year results due on August 6. The full-year guidance remains unchanged: Renk expects revenue above €1.5 billion, with more than 90 percent of that amount already covered by firm orders.
The crucial task for the executive team will be convincing institutional investors that a robust second-half revenue conversion will follow the first-quarter intake. If the London and Baden-Baden sessions fail to lift sentiment, the shares could face a prolonged period of weakness until the hard numbers for the half-year provide fresh direction.
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