Kickoff for Investments by the Public Sector? Allgeier Would Be a Big [Winner!]
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Public sector spending is on the rise. Bechtle announced on November 27, 2025, a €501 million order for HPE products from the federal government. In the conference call regarding the Q3 numbers, CEO Olemotz reported that public sector investments are driving current business and the performance in Q4. Additionally, it should be noted: CEO Olemotz communicated that about 10% of the infrastructure special fund in Germany could be IT-related. This creates the opportunity for a massive investment wave, which Allgeier (i) will benefit from as an...
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