Exosens jumps on largest‑to‑date thermal cameras order

Exosens SA

07/04/2026 09:46

** Shares in Exosens EXENS.PA rise 2.5% after the French defence electronics firm secured an order for thermal cameras used on drone platforms

** The company says it booked its largest order to date for ultra-compact thermal camera cores for interceptor drones from a major European developer of autonomous air-defense systems

** TP ICAP Midcap analysts say the order could generate more than 15 million euros ($17 million) in revenue in 2026

** They say Exosens faces "near-total lack of competition" in its mid-market positioning and highlights the strong relevance of Company' Xenics product range of ultra-compact thermal cameras for the fast-growing interceptor drones segment

** Exosens' asset-light, modular assembly model allows it to scale production rapidly without heavy capital expenditure, supporting its ability to absorb large orders at short notice, the brokerage adds

** Including Tuesday's gains, the stock is up 37.9% year-to-date

($1 = 0.8651 euros)

(Reporting by Clement Martinot)

((Clement.Martinot@thomsonreuters.com;))