THEON INTERNATIONAL PLC - Investor Presentation

In this episode we explore Theon International PLC a notable player in military technology, specifically in optronics and night vision. We discuss how this relatively small Greek company has positioned itself as a significant contender in the defence sector, integrating local supply chains to build trust amidst growing global conflicts. With a reported €1.3 billion order intake for 2025, demand for their advanced night vision and augmented reality systems is surging. We also examine the critical supply chain challenges, particularly their strategic investments in key image intensifier tube manufacturers. Finally, we consider the potential implications of their technology for civilian applications in the future.