Chemring Group PLC (CHG) — Investment Research Note
Executive summary
Chemring is a UK-listed defence and national security specialist with two segments: Countermeasures & Energetics (specialist military explosives, propellants, precision energetic devices, and expendable countermeasures) and Sensors & Information (Roke — a cyber/EW/AI technology consultancy plus a US biological detection franchise). Across the filings, order book has grown from ~£500m (FY21) to a record £1,399m (H1 26), revenue from £393m to a run-rate £500m+, and margins have expanded modestly, driven by structurally higher NATO defence spending, stockpile replenishment post-Ukraine, and Roke's growth. The single most important valuation issue today is that the shares now trade at ~30× trailing underlying EPS on the promise of a ~£30m p.a. operating profit uplift from the current £200m+ energetics capacity programme completing in 2028 — most of that uplift is already in the price.
Fair value estimate
Range: 500p – 650p per share (implied market cap ~£1,353m – £1,759m)
Mid: ~575p / ~£1,556m
Methodology: blended sum-of-parts / forward P/E anchored to management's 2028 guidance discounted back.
Key assumptions:
- C&E: FY25 underlying operating profit £61.6m, + management-guided £30m p.a. from Chicago/Scotland/Norway capacity by 2028 ≈ £90-95m. Value at 12-14× EBIT.
- S&I (Roke): FY25 underlying operating profit £31.2m, targeting >£250m revenue by 2028 at high-teens margins ≈ £45-50m operating profit. Value at 16-18× (premium multiple reflecting cyber/AI mix).
- Unallocated central costs: ~£20m p.a.
- Group FY28E underlying operating profit ≈ £115-125m; underlying EPS ≈ 28-32p. Applying 18× and discounting 2 years at ~10% ≈ 500-580p. Bull case with multiple re-rating and additional Roke acquisitions supports the top end.
- Trailing FY25 diluted EPS 19.4p; H1 26 diluted EPS 6.1p (-8%) implies FY26E EPS in the 20-22p range (management guides ~70% H2 weighting).
Vs. current price 620p / mkt cap £1,696m: absolute upside ~-7% at the mid-point. View: fair, slightly overvalued. Investors are already paying for the 2028 outcome.
Sector context
- Sector: Industrial Goods & Services (Aerospace & Defence sub-sector). Confirmed.
- Chemring's quality/growth profile is above the typical UK industrials peer, driven by: strong FY25 free cash generation (114% conversion), high-barrier-to-entry niches, growing order book, and the Roke technology business. Balance sheet leverage is moderate (net debt / EBITDA 1.47× at H1 26, rising during the peak capex phase).
- Listed peers: BAE Systems (BA.), QinetiQ (QQ.), Cohort (CHRT), Babcock International (BAB). BAE and QQ. are the closest reference points on business mix; QinetiQ is arguably the best Roke comparator.
Investment thesis (3 bullets)
- Structural NATO defence upcycle + a record £1.4bn order book giving multi-year visibility. 91% of FY26 revenue and 81% of FY27 revenue in C&E already in the order book at H1 26; management explicitly frames elevated spending as "structural, not temporary" 2026-06 interim.
- Roke is a genuine AI/cyber beneficiary with a growing product mix. Launched CORTEXA counter-drone system (early sales to Sweden and UK), acquired Landguard (SDR/tracking) and Vigil AI (Home Office-trained CSAM detector). Roke targets >£250m revenue by 2028 vs. £174.8m in FY25 with high-teens margins 2026-06 interim, 2026-06 H1, 2025-06 interim.
- Committed £200m+ capacity expansion in energetics is scheduled to add ~£100m revenue and ~£30m operating profit p.a. from 2028 — meaningful operating leverage on a fixed-cost base with sole-source positions in high-grade military explosives 2025-06 interim; 2026-06 interim.
Key risks (3 bullets)
- UK MOD order timing and macro fiscal pressure. H1 26 S&I margins fell sharply (17.4% → 10.1%) because Roke retained cleared staff ahead of delayed Defence Investment Plan awards. If UK MOD order flow disappoints, S&I operating profit is highly sensitive 2026-06 interim.
- Capacity ramp execution and rising net debt. Net debt jumped from £89m (FY25) to £144.5m at H1 26 with further increases guided through FY26/FY27; leverage 1.47× EBITDA vs. 0.97× a year ago. Delays or cost overruns at Scotland/Chicago/Norway could impair the 2028 profit uplift on which the current valuation depends 2026-06 interim.
- Legacy US countermeasures & Alloy Surfaces closure. Alloy was closed in H1 26 with £8.3m impairment; Tennessee legacy retirement took a £6.7m charge; recurring "non-underlying" items suggest the reported statutory earnings are noisier than the underlying number. Kilgore CGU has thin headroom on the impairment test 2026-06 interim.
Operating leverage
Chemring has moderate-to-meaningful operating leverage, but not the extreme fixed-cost leverage of a pure-software platform. C&E is an asset-heavy business with high fixed manufacturing infrastructure — the FY25 C&E margin of 19.1% (vs. 15.6% in FY22) demonstrates that as volumes scale, incremental margins are strong. Management's own guidance quantifies this: the £200m capex programme is expected to generate £100m of incremental revenue and £30m of incremental operating profit p.a. by 2028 — a 30% incremental EBIT margin, well above the current 14.8% group underlying margin 2025-06 interim, 2026-06 interim. In S&I, Roke is more variable-cost (people-heavy) but has proven capable of ~20% margins ex-pass-through when utilisation is high. Group unallocated central costs sit around £20m p.a. and grow only modestly — so above-plan revenue drops meaningfully to profit. A 10-15% upside surprise to revenue in the outer years could plausibly add 25-40% to operating profit given the fixed-cost intensity of the energetics footprint.
Value-trap signals
None identified as classic value-trap markers. Order book is at a record, dividend is growing, cash conversion is strong, and demand is structural. The main concern is the opposite: the stock trades at a growth-stock multiple on a defence-industrial business that could disappoint if capacity ramp slips or UK MOD orders remain soft.
Earnings vs. expectations
Across the filings, Chemring has generally met rather than beaten expectations:
- FY24 trading update (Oct 2024): "in line with the current range of analyst expectations" 2024-10
- FY23 trading update (Nov 2023): "in line with Board and analyst expectations" (consensus £67.0m OP; delivered ~£69m underlying) 2023-11
- H1 25, H1 26: both described as "in line with Board's expectations"; H1 26 UOP was -8%, but full-year expectations were reiterated unchanged
- FY25 saw a discontinued Alloy Surfaces impairment (£8.3m + earlier £5.1m) and Tennessee legacy retirement charges (£6.7m) — recurring "non-underlying" items suggest execution slips despite headline "in line" messages Overall pattern: reliable meet on underlying, with recurring one-off exceptionals slightly clouding statutory reporting.
Conviction
Conviction: 3 (moderate). Anchors: (i) very high order-book visibility (91% FY26 coverage; 81% FY27 in C&E); (ii) management-quantified 2028 uplift with clear capex schedule; (iii) audited disclosure and clean KPMG interim review. Limits: (i) FY28 outcome depends on complex commissioning of energetics facilities in three geographies; (ii) Roke's growth trajectory to £250m depends on UK MOD/DIP timing which was already a H1 26 headwind; (iii) frequent non-underlying items reduce confidence in translating underlying to statutory EPS cleanly.
Overall driver scoring rationale
Chemring is a decent partial fit: real (but modest) AI exposure via Roke, genuine operating leverage from the capacity programme, and quality management — but the current price effectively already discounts the 2028 outcome, and the AI-receiver angle is a minority of group profits. Not top-band for this strategy.