1Mo·

Heidelberger Druck (HDD) - From machine manufacturer to defense play? 🚀

What a ride! Who would have thought that the good old $HDD (-1,22 %) could change like that?

I've had the share in my portfolio for a while now - I got in shortly after the new management under Mr. Otto took over. At the time, I came across an article that emphasized that Otto has experience with restructuring and turnarounds. Shortly afterwards, he presented his strategy - plausible, structured, comprehensible.

At that time with a small stakeas a test balloon, so to speak: 🎈

"If the plan works, I'll go for it. If not, the learning curve is manageable."

Because for me, such investments are more long-term long-term - with a view to strategy, structure and market opportunities.

Last week's Annual General Meeting:

A clear signal to the shareholders - we are on the right track, both operationally and strategically. The outlook for 2025? Surprisingly strong.

The Executive Board is acting very differently today than just a few years ago - with with noticeable self-confidence.

And immediately afterwards, the next strategic step:

$HDD (-1,22 %) Acquires the technology and brand rights from Polar Mohr - an important step towards system integration. Focus: digitalization, automation, lifecycle services.

Important: No production takeover, but full control over sales, brand, service and IP.

A smart deal with clear leverage on margins, customer loyalty and internationalization.

And today the bombshell:

+30 % daily gainstrong volume, lots of momentum - even before the Q1 figures on 31.07.

Reason: The entry into the defense business - not as a weapons manufacturer, but as a as a high-precision supplier for defense technology.

A clever move: budgets rise, demand increases - and HDD delivers what is needed.

My conclusion:

$HDD (-1,22 %) is (still) a second-line stock - but with turnaround potential and real future fantasy:

Industry 4.0, automation, now armaments.

If the Q1 figures confirm the momentum, prices above € 2.00 could be just the beginning.

What do you think? Already invested? Observer? Or is it all too hot for you? 🔥🤔

15 Commentaires

Artiskon@Artiskon

1Mo

come on, we'll buy this thing at 4 euros today :)
Where is the Getquin community ? ^^

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0LIV3R@PIXELINVESTOR

1Mo

@Artiskon that would of course be strong 😎 - € 4 today is ambitious (€ 3.50 would also be enough 😂✌), but in the medium term I think $HDD is well worth € 5 (or more). The strategy is coherent, the management is delivering, the figures fit and the outlook is promising. Once the effects of the personnel restructuring have been realized (by 2026 at the latest), this should also be clearly reflected in profits.

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AkeOSelman@AkeOSelman

4Sem.

@Artiskon Let's go. I have bought. 🚀

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Artiskon@Artiskon

4Sem.

@AkeOSelman don't know if the rest are still asleep. Have all spent their money on $NOVO B ^^

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AkeOSelman@AkeOSelman

4Sem.

@Artiskon Novo is probably really dead for now.

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Ricola@Roccola601

1Mo

Thanks for your insights, the story completely passed me by - definitely inspired me to research more about it. :)

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0LIV3R@PIXELINVESTOR

1Mo

@Roccola601 You can find a lot of information on the Investor Relations page of $HDD - including the presentation and speech at the Annual General Meeting on July 24, 2025.

Hidden in there, but clearly recognizable: positive signals for the Q1 result (earnings call on 31.07.):

✅ Forecast confirmed "already today" - Soft pre-earnings statement
✅ Strong start to the financial year including tailwind from China
✅ EBITDA target of 8% emphasized again → Q1 should have been strong
✅ Comparison with weak prior-year quarter indicates significant increase
✅ Analyst recommendations & expectation management = noticeable self-confidence

Personally, I am strongly bullish 😅
If I'm missing something or am too euphoric - please share your perspective! ✌

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Elfuhr@Elfuhr

1Mo

I joined the company in 2021 after corona with a small position before the last upswing. Because I got to know the company from my professional career.

In the meantime, there have been many changes in management positions and in the orientation of the company. In terms of know-how and the precision of the products, you are definitely at the forefront. I always think of the movie "catch me if you can" and the scene with the Heidelberger in France.

I am curious to see whether the current excursion will be followed for a long time or whether it is an attempt at reorientation, as with the wallboxes ... There is definitely potential.

If it breaks the 3eur mark, I'll think again, but I'm not too happy about the foray into the defense industry at the moment.

I think I got in at 2.30eur and bought more. At the moment still heavily in the red...

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0LIV3R@PIXELINVESTOR

1Mo

@Elfuhr Thank you for sharing your perspective - especially when you are (still) in the red. That shows openness and attitude. And, mega exciting that you know HDD from a professional context.

The comparison with "Catch Me If You Can" is strong 😄 - and shows how formative these machines are.

However, I take a much more positive view of the current setup:
Since Mr. Otto took over, the management seems more focused and long-term oriented. No more experiments like back then with the wallboxes, but concentration on what they can really do: high-precision machines. The entry into the armaments sector fits in well strategically - high-quality technology for demanding applications.

AV has recently sent clear signals and the outlook sounds solid. For me, $HDD is a turnaround investment with a tailwind - not without risk, but with structure and substance.

In the short term, there appears to be technical resistance at €2.20 - but if the Q1 report delivers the day after tomorrow, I see a good chance of a breakout. 📈
I'm in it for the long term and tend to look at setbacks to see whether it's worth adding. 😉

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Elfuhr@Elfuhr

1Mo

@PIXELINVESTOR Yes, I'm curious to see what will happen. I was extremely surprised about the jump today, as I hadn't been following it and then read the news.

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Artiskon@Artiskon

4Sem.

The figures were probably not such a burner after all... Cautious outlook, targets well achieved - not enough to reach new heights.

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Max@quadroinflationi

4Sem.

@Artiskon That's right, it's not flying high today, but it's enough for me if HD takes off in the long term.

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0LIV3R@PIXELINVESTOR

4Sem.

@Artiskon https://getqu.in/XzNzkq/ https://getqu.in/XzNzkq/ 🙃✌🏻