Exosens Secures Record Order of Thousands of Cameras for Defense Drones
Exosens has secured a record order for digital imaging solutions from a major European developer of air defense systems. This significant order is part of a total exceeding 10,000 cameras ordered over the last two quarters for unmanned aerial, terrestrial, and maritime platforms.
Record Order for Next-Generation Interceptor Drone Cameras
Exosens has recorded a record order for the supply of several thousand ultra-compact thermal camera cores intended for next-generation interceptor drones. These digital imaging solutions are designed for seamless integration within anti-drone warfare systems. The client is a significant European developer of autonomous air defense systems.
Over 10,000 Cameras Ordered in Recent Quarters
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Over the last two quarters, Exosens has recorded orders totaling more than 10,000 cameras for unmanned platforms in the air, on land, and at sea. These orders demonstrate Exosens' positioning as a leading partner in digital imaging for major defense system integrators in Europe, the United States, and Asia.
Advanced Imaging Solutions for Anti-Drone Systems
Exosens' digital imaging solutions are ITAR-free and equip drones deployed within anti-drone systems. They offer rapid detection and targeting capabilities, excellent image quality with low latency in SWaP-optimized architectures (size, weight, performance), allowing integration into demanding operational environments in aerial, terrestrial, and maritime theaters.
Nous sommes fiers de présenter notre performance sur les neuf premiers mois de l’année 2025, qui témoignent d'une croissance soutenue du chiffre d'affaires et de la marge brute ajustée, portée par la forte dynamique du secteur de la Défense.
Marché de la Défense très dynamique, forte demande pour la vision nocturne et les systèmes pour drones/anti-drones, croissance soutenue en Europe avec contribution des États-Unis et de l’Asie-Pacifique. Lancement commercial réussi des tubes 5G (plus de 5 000 commandes avant lancement).
Risks mentioned
Cession de l’activité Amplification par Micro-ondes entraînant une perte comptable sans impact de trésorerie en 2025
Dépendance aux budgets de Défense et aux évolutions géopolitiques
Risque d'intégration des acquisitions récentes
Incertitudes de la demande dans les Sciences de la Vie (marché américain)
Opportunities identified
Croissance adressable liée à la vision nocturne et aux applications drones/anti-drones
Commercialisation des tubes 5G avec commandes significatives (>5 000 tubes)
Expansion des capacités de production (+40% d’ici 2027) soutenant le développement commercial
Effets de croissance externe (Noxant, NVLS, Phasics) élargissant le marché adressable
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