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    Aymeric Poulain

    Senior Research Analyst at Kepler Cheuvreux

    Aymeric Poulain is a Senior Research Analyst at Kepler Cheuvreux, specializing in coverage of aerospace and defense companies such as Airbus, MTU Aero Engines, and Montana Aerospace. He has built a strong performance track record, with a 66% success rate and an average return of 14.4% per transaction according to TipRanks; his most profitable recommendation generated a 202% return on Rolls-Royce. Poulain joined Kepler Cheuvreux in April 2016 and previously held roles including founder-level experience, contributing to his expertise in financial analysis and sector research. He is professionally credentialed for securities research but specific license details or FINRA registrations are not publicly available.

    Aymeric Poulain's questions to SAABF leadership

    Aymeric Poulain's questions to SAABF leadership • Q1 2025

    Question

    Asked about how quickly increased Swedish defense spending will impact sales, the company's strategy on capacity investments, and whether rising valuations have affected M&A plans.

    Answer

    The executive stated that new Swedish spending commitments have not yet impacted Q1 results and more clarity is expected later in the year. The company will continue to be 'forward-leaning' on investments, especially in the Dynamics division, due to high demand. M&A remains an important part of the strategy despite market conditions, though it is not a quick process.

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