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15 Jul 2025

Industrials Monthly - Focus on defence - July 2025

Avon Technologies PLC (AVON:LON), 1,848 | Pennant International Group plc (PEN:LON), 21.7 | Surface Transforms PLC (SCE:LON), 1.8 | Petards Group plc (PEG:LON), 7.5 | Solid State plc (SOLI:LON), 140 | Strix Group PLC (KETL:LON), 34.0 | Castings Public Limited Company (CGS:LON), 276 | Trifast plc (TRI:LON), 70.9 | Avation PLC (AVAP:LON), 140 | Clarkson PLC (CKN:LON), 3,718 | Spectra Systems Corporation (SPSY:LON), 134 | Symphony Environmental Technologies plc (SYM:LON), 8.5 | AB Dynamics plc (ABDP:LON), 1,302 | Gooch & Housego PLC (GHH:LON), 492 | Image Scan Holdings plc (IGE:LON), 1.8 | Judges Scientific plc (JDG:LON), 5,290 | Tan Delta Systems PLC (TAND:LON), 32.5 | Lifesafe Holdings Plc (JZ3:FRA), 0

- Andy Hanson | Robin Byde | Charlie Cullen | Charlie Williams
- 10 pages

Following June’s publication of the Strategic Defence Review (SDR), we consider the key takeaways for UK listed industrials and flag the upcoming release of a UK Defence Industrial Strategy. This promises to set out a wide-ranging strategy to improve UK Defence independence and resilience across the supply chain, from steel production to defence technology innovation. While the strategy, expected to be published in “mid-2025”, targets preferential treatment of UK businesses for defence investmen ....

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Industrials Monthly - Focus on defence - July 2025

Avon Technologies PLC (AVON:LON), 1,848 | Pennant International Group plc (PEN:LON), 21.7 | Surface Transforms PLC (SCE:LON), 1.8 | Petards Group plc (PEG:LON), 7.5 | Solid State plc (SOLI:LON), 140 | Strix Group PLC (KETL:LON), 34.0 | Castings Public Limited Company (CGS:LON), 276 | Trifast plc (TRI:LON), 70.9 | Avation PLC (AVAP:LON), 140 | Clarkson PLC (CKN:LON), 3,718 | Spectra Systems Corporation (SPSY:LON), 134 | Symphony Environmental Technologies plc (SYM:LON), 8.5 | AB Dynamics plc (ABDP:LON), 1,302 | Gooch & Housego PLC (GHH:LON), 492 | Image Scan Holdings plc (IGE:LON), 1.8 | Judges Scientific plc (JDG:LON), 5,290 | Tan Delta Systems PLC (TAND:LON), 32.5 | Lifesafe Holdings Plc (JZ3:FRA), 0

Published: 15 Jul 2025
Author: Andy Hanson | Robin Byde | Charlie Cullen | Charlie Williams
Pages: 10

Following June’s publication of the Strategic Defence Review (SDR), we consider the key takeaways for UK listed industrials and flag the upcoming release of a UK Defence Industrial Strategy. This promises to set out a wide-ranging strategy to improve UK Defence independence and resilience across the supply chain, from steel production to defence technology innovation. While the strategy, expected to be published in “mid-2025”, targets preferential treatment of UK businesses for defence investmen ....

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