Exail Technologies Records 18% Growth in the Third Quarter of 2025
Exail Technologies achieved a turnover of 105 million euros in the third quarter of 2025, marking an 18% increase compared to the same period last year. This performance comes despite a challenging comparison base, as the third quarter of 2024 saw an exceptional growth of 37%.
The company generated a consolidated turnover of 105 million euros in the third quarter of 2025, with an 18% growth compared to the same period the previous year. The first nine months of the year saw a turnover increase of 29%, reaching 325 million euros. The Maritime Navigation & Robotics segment achieved 80 million euros, up by 15%, while the Advanced Technologies segment recorded 28 million euros, an increase of 29%.
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Exail Technologies raised 300 million euros through indefinitely convertible bonds, which will help reduce the cost of debt and prepare for the refinancing of ICG instruments in 2026. The company also secured significant contracts, particularly in maritime robotics, with a total order intake of 85 million euros in the third quarter. Since the beginning of the year, Exail has seen a 128% increase in order intake, reaching nearly 700 million euros.
Preparations for the Fourth Quarter and Strategic Focus
The group is preparing for the fourth quarter with favorable seasonality and significant delivery challenges on the BENL program. For the full year, Exail Technologies aims for revenue growth between 20% and 25% and a net EBITDA growth significantly higher than that of revenue. The development of autonomous solutions and drone fleets remains a major strategic focus.
SectorDéfense · Industrie · Technologie · Drones›Défense
Context
Period
Period: 3T 2025
Guidance from the release
« Je suis heureux de rejoindre un groupe performant, une vraie pépite pour la base industrielle française de défense, qui place au plus haut niveau l’innovation technologique au service de l’efficacité opérationnelle » — Vice-amiral d’escadre Didier Maleterre
Forte dynamique commerciale portée par la navigation et la robotique maritime, expansion des activités photoniques, carnet de commandes élevé (>1 Md€) et levée de fonds de 300 M€ en ODIRNANE améliorant la visibilité et le profil de refinancement.
Risks mentioned
Variabilité du calendrier des notifications de programmes en robotique maritime
Base de comparaison élevée (T3 2024 avec croissance exceptionnelle)
Potentielle dilution maximale d’environ 14 % liée aux ODIRNANE en cas de conversion intégrale
Dépendance significative aux contrats de défense et aux grands programmes (jalons de livraison)
Opportunities identified
Tendance vers plus d’autonomie navale et déploiement de flottes de drones
Position de leader en gyroscope à fibre optique et solutions intégrées haute performance
Croissance des prises de commandes (+128 % YTD) et carnet >1 Md€ offrant visibilité
Développement des activités photonique et nouvelles capacités de production (Bordeaux, Lannion)
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