Updated
Updated · Breaking Defense · Jul 2
KNDS Postpones Multibillion-Euro IPO as European Defense Volatility Batters Sector
Updated
Updated · Breaking Defense · Jul 2

KNDS Postpones Multibillion-Euro IPO as European Defense Volatility Batters Sector

3 articles · Updated · Breaking Defense · Jul 2

Summary

  • KNDS said Wednesday it is indefinitely pausing its planned Frankfurt and Paris listing, even though it has completed substantially all preparation for the share sale.
  • Shareholders want to restart the IPO only when market conditions improve, with the company citing volatility across European defense stocks without detailing specific concerns.
  • Germany's June cancellation of the F126 frigate program helped roil the sector: Rheinmetall shares fell as much as 20%, wiping about €11 billion from its market value.
  • Analysts also pointed to U.S. budget pressure on the XM-30 program and possible Italian defense belt-tightening, which weighed on suppliers including Leonardo and Fincantieri.
  • The delay interrupts what had been expected to be a multibillion-euro launch after France and Germany agreed last month to become equal KNDS shareholders.

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