From Steady Payout to War Chest: OHB's AGM Sets the Stage for Expansion
Veröffentlicht: 09.06.2026 um 08:05 Uhr, Redaktion boerse-global.de
OHB’s annual general meeting on Tuesday delivered more than the expected dividend approval. Shareholders greenlit a trio of strategic moves – a stable payout, a new chief operating officer, and a broadened financing framework – that signal the German space and defence group is gearing up for the next leg of growth. The stock closed at €418 on the day of the AGM, extending its year-to-date gain to 244%, and was changing hands at €417.50 in the following session, for a slightly lower 243% advance.
The dividend remains unchanged at €0.60 per share, marking the second consecutive year at that level. With the ex-dividend date set for today, shareholders who held as of the record date are entitled to the payment, which is scheduled for June 11. The distribution passed without controversy, and the assembly also ratified the actions of the management and supervisory boards while appointing BDO AG as the new auditor.
Beyond the payout, the most consequential vote centred on the company's financial architecture. Management secured approval to issue convertible bonds and warrants, along with a new conditional capital authorisation that could eventually bring up to 3.8 million new shares into circulation. An employee stock option programme covering roughly 576,000 shares also sailed through with near-unanimous support. Market observers view the expanded mandate as a preparatory step for a potential capital increase in the billions, funds OHB will need to work through its record order backlog and ramp up production capacity.
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Operationally, the group is strengthening its leadership bench. Dr Luis Alejandro Orellano will assume the newly created role of chief operating officer on 1 July 2026. His appointment comes as OHB prepares to showcase its capabilities at the ILA Berlin Air Show from 10 to 12 June, where its OHB Vogtland subsidiary – recently expanded through the acquisition of a TechniSat plant in Schöneck – will appear on the Saxony joint stand.
The first-quarter results underpinning these moves show a company in solid shape: revenue of nearly €271 million and a net profit of roughly €10 million. Despite the blistering rally, the stock still trades about 39% below its May 2026 record high and sits more than 100% above its 200-day moving average. That gap underscores the extreme volatility – an annualised 30-day reading of nearly 145% – that has characterised the name. The next major catalyst is the second-quarter earnings release on 6 August, when management will need to demonstrate that operational momentum can sustain the elevated valuation.
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