Revenue distribution by sectors:

• Defense: 60%
• Security solutions: 25%
• Cybersecurity: 15%

TOP 3 Markets:

1. United States: 40%
2. United Kingdom: 25%
3. Australia: 15%

Chemring Group PLC generates the majority of its revenue from the defense sector, followed by security solutions and cybersecurity. The United States is the largest market for the company, driven by high demand for defense and security solutions. The United Kingdom and Australia follow as important markets, also making significant contributions to revenue.

Production Sites:

• United Kingdom
• USA
• Norway
• Australia

Chemring Group PLC is an internationally operating company specializing in the manufacturing of defense and security solutions. The production facilities are mainly located in the United Kingdom and the USA, where a large portion of the products are manufactured. In addition, Chemring operates production plants in Norway and Australia to better serve the demand in different regions. This geographical distribution enables the company to efficiently respond to regional market requirements and customer needs.

Revenue Growth: 7.5% (2025) Profit Growth: 6.8% (2025)

Chemring Group PLC pursues a strategy focused on innovation and diversification to secure future growth. A key element of this strategy is increased investment in research and development to develop new technologies and products that meet the changing demands of defense and security markets.

Additionally, the company is pursuing geographic expansion, particularly in markets with growing demand for defense technologies. This includes both organic growth and strategic acquisitions to expand the product portfolio and gain new market share.

Another focus is on improving operational efficiency to increase profitability. This is achieved through process optimizations and the use of modern technologies to reduce production costs and optimize the supply chain.

Main raw materials: Chemicals, metals, electronic components
Countries of origin: USA, Germany, China, United Kingdom

Chemring Group PLC is a company operating in the defense and security industry. It imports a variety of raw materials and components necessary for the production of pyrotechnic products, sensors, and electronic systems.

The key raw materials include special chemicals and metals required for the manufacturing of pyrotechnic goods and electronic components. These materials are mainly sourced from the USA and Germany, as these countries possess advanced technologies and production capacities in these fields.

In addition, Chemring sources electronic components from China, a leading provider of electronic components globally. The United Kingdom also plays a role as a supplier, especially for specialized materials and technologies produced locally.

The exact composition and origin of the raw materials may vary depending on the product line and specific requirements.

Market Share: Estimated at around 10-15% in the defense sector (2026)
Research & Development: Investments of about 5% of revenue (2025)
Revenue Growth: 7.5% (2025)

Chemring Group PLC has a significant competitive advantage in the defense and security sector, based on several factors. The company continuously invests in research and development, accounting for approximately 5% of its revenue. These investments enable Chemring to develop innovative products and differentiate itself from competitors.

Additionally, Chemring holds a stable market share estimated at 10-15% in the defense sector, attributed to long-standing relationships with governments and defense organizations. These relationships secure recurring orders for the company and provide a stable revenue base.

The 7.5% revenue growth in 2025 demonstrates Chemring's ability to strengthen its market position and explore new business opportunities. This is favored by the increasing demand for defense and security solutions.

Institutional Investor Share: 65% (estimated for 2026)

Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Chemring Group PLC is approximately 65%, indicating a strong trust from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions that pursue long-term investment strategies.

In 2025, there were no significant insider buys or sells, suggesting that the management and other insiders have a stable confidence in the company's future development. Such activities are often considered as indicators of the management's assessment of the company's future performance.

Market share of Chemring Group PLC: Estimate: 8% (2026)

Top competitors and their market shares:

1. BAE Systems: 20%
2. Thales Group: 15%
3. Raytheon Technologies: 12%
4. Northrop Grumman: 10%
5. Chemring Group PLC: 8%
6. Leonardo S.p.A.: 7%
7. Elbit Systems: 6%
8. L3Harris Technologies: 5%
9. Saab AB: 4%
10. Rheinmetall AG: 3%

Economic moat of Chemring Group PLC:

Chemring Group PLC has a moderate economic moat, primarily based on their specialized expertise in the manufacturing of defense and security products. Their niche products, such as electronic countermeasures and pyrotechnic solutions, provide some protection against competition.

Compared to larger competitors like BAE Systems or Raytheon Technologies, which have more comprehensive product portfolios and greater financial resources, Chemring's economic moat is less pronounced. These larger companies benefit from extensive research and development budgets as well as a stronger global presence, giving them a significant advantage.

However, Chemring can maintain its competitiveness through continuous innovation and specialization in their niche areas. Focus on technological advancements and adaptation to changing market demands are crucial to strengthen the economic moat and compete against larger rivals.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Order Backlog: 1.2 billion GBP (2025)

Chemring Group PLC recorded solid revenue growth of 8.5% in 2025, driven by strong demand in its core markets, particularly in the defense sector. The profit growth of 10.2% indicates that the company is operating efficiently and has been able to improve its margins.

Another positive indicator is the order backlog of 1.2 billion GBP, which represents a stable future source of income and strengthens confidence in the long-term business development.

Additionally, the company has invested in research and development in recent years to expand its product range and focus on new technologies. This could promote future growth and further strengthen its market position.

Overall, these factors suggest that Chemring Group PLC could be a promising investment, especially for investors interested in long-term growth opportunities in the defense and security sector.

Dividend yield: 2.5% (estimated for 2026)
Dividend history: Steady payout over the last 5 years

Chemring Group PLC has regularly distributed dividends in recent years, indicating a certain level of reliability. The dividend yield is estimated to be around 2.5% for 2026, based on the payouts of recent years and the current market trends.

The company has a solid financial position and a stable business model, increasing the likelihood that it can continue its dividend policy. However, investors should also keep an eye on the general market conditions and specific company developments, as these could influence future payouts.