Introduction

The QinetiQ pitch deck was created for the Dodge & Cox Pitch competition. QinetiQ is a UK-based defence company in charge of testing technologies for the UK MoD.

Our investment theses hinges on increased NATO defence spending driven by Trump's push for NATO's miliatry independence as well as raised defence spending targets by the UK government. The UK MoD targets

To grow revenue for QinetiQ, we grew UK GDP in line with projections and also used MoD official statements about projected defence spending as a % of GDP. Specifically, figured reached 3% by 2030, with QinetiQ's revenue share remaining constant as they are a key player in the UK testing space. Additionally, figures showed that testing spending grew faster than UK Defence spending as a whole, suggesting more capital is being allocated to testing contractors like QinetiQ.