Global leader in drive solutions is in a supercycle!

Marvin Herzberger
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M. Herzberger
Reading Time: 2 minutes

Internationally, military spending is on the rise, and this megatrend offers long-term potential for investors. An interesting beneficiary of these developments is RENK (i.). RENK provides the cornerstone of mobility for over 40 armies worldwide. This includes solutions such as the transmission for the Leopard 2 battle tank or the French Leclerc. This dominance creates a deep economic moat, as the certification processes in the defense industry take years, and the technical entry barriers are extremely high. Particularly exciting is also the longevity...

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