Circus Group SE

Circus Defence SE / Circus SE — XETRA: | OTC (ADR): CCUSY

[Elena Coles @ElenaColes2]

@CircusGroupSE in the @faznet .
In “AI conquers the field kitchen”, F.A.Z. covers how AI is reshaping military logistics and highlights Circus alongside our friends from @RheinmetallAG .

Happy weekend and happy reading.

[Water Tower Research LLC @WTR_Research]

Circus Group has completed its acquisition of Kitchen Robotics, strengthening its autonomous food robotics platform and accelerating its planned US expansion timeline.

🔹 The deal adds 30+ international robotics patents, AI-driven kitchen automation technology, and NSF-certified systems that could significantly reduce US regulatory approval timelines
🔹 Kitchen Robotics’ Beastro platform has already demonstrated commercial deployment traction, including operations at Florida International University serving hundreds of students daily
🔹 Management views the acquisition as a strategic commercialization and IP expansion move that enhances Circus’ long-term positioning in AI-enabled food automation and robotics

Check out James Kisner, CFA's full report for more details!

https://t.co/csBBthBzXW

#CA1 #AI #Robotics #FoodTech #Automation #ArtificialIntelligence #SmartKitchen #Technology #SmallCaps #Investing #WaterTowerResearch @CircusGroupSE

[Circus Group SE @CircusGroupSE]

Full update: https://t.co/IuRlfgvdQQ

[Circus Group SE @CircusGroupSE]

Q1 2026-our strongest quarter yet.
CA-1 Gen4 is now in serial deployment:
• 17 systems live / integrating
• Uptime >90%
• Cycle time halved
• +60% production capacity
Alberts acquisition, Meta partnership expanded, first bond placed, defence demand accelerating.
Q2 next.

[Water Tower Research LLC @WTR_Research]

We are pleased to announce Circus Group will be presenting at The WTR Insights Conference Wednesday, April 15th at 1:10pm ET.

Register below!

https://t.co/BTp8IzaBuQ

#CA1 #WTIC #Investor #Conference #SmallCap #Stocks #Investing #Virtual #CorporateAccess @CircusGroupSE

[Circus Group SE @CircusGroupSE]

Made by robots.
New menu live at REWE fresh & smart.
AI-driven demand prediction = better meals, less waste.

Weekly specials. Constant learning.

Truffle Penne stays.

#FuelingHumanity

[Water Tower Research LLC @WTR_Research]

Circus Group is integrating AI-powered smart glasses into its operations, enabling hands-free, vision-assisted workflows for operators.

🔹 Operational efficiency gains. AI glasses provide real-time guidance and visual verification, reducing training time by ~80% and minimizing manual intervention.
🔹 Layered AI architecture. Combines LLMs, proprietary vision models, and cloud-based tools to enable contextual awareness and workflow automation.
🔹 Edge computing focus. NVIDIA Jetson integration supports on-device processing, improving privacy, reliability, and scalability across use cases.

Read James Kisner, CFA's full report for insights into Circus’ AI stack and implications for automation and robotics.

https://t.co/WTpwQ9cjJP

#AI #ComputerVision #Robotics #Automation #EdgeComputing #Innovation #Tech #Stocks #SmallCap #Investing #WaterTowerResearch @CircusGroupSE

[Circus Group SE @CircusGroupSE]

What are we building, where do we stand today and what's next?

In this community interview, CEO Niko discusses our business model, recent progress and answers investor questions from the community.

Watch here:
https://t.co/ClfnWmx0Lo
#CircusGroup #Investors #AI #Robotics

[Elena Coles @ElenaColes2]

24h in Frankfurt last week: Deutsche Börse, Börsentag, Frauen Finanz Forum.

IR isn’t hiding behind reports. It’s getting into direct exchange between the companies and investors.

Some call that brave.
In my view, it’s simply what modern IR requires.

@CircusGroupSE

[Circus Group SE @CircusGroupSE]

New coverage: @WTR_Research initiates on Circus (CA1). Thanks James Kisner and the WTR team. If you want a crisp view on our autonomous kitchen systems across commercial + defense, the full report is here.

[Water Tower Research LLC @WTR_Research]

WTR is initiating coverage on Circus Group (CA1)—a German embodied AI robotics company building the world's first fully autonomous kitchen systems for commercial and defense markets.

🔹 The flagship CA-1 is a compact seven-square-meter autonomous kitchen producing 80–100 meals/hour with near-zero labor—powered by CircusOS, a proprietary LLM-agnostic AI platform with agentic capabilities
🔹 The militarized CA-M variant has secured both NATO and US Department of Defense approval, setting up in minutes versus hours for traditional field kitchens
🔹 A 500+ unit order book and razor-blade business model (€250k hardware + ~€100k annual recurring software) supports more recurring revenue potential—yet Circus trades at just ~1.3x EV/2027E sales versus a peer average of ~4.5x

Read James Kisner, CFA's full Initiation of Coverage for more on Circus' robotic revolution in foodservice, marquee partnerships with Meta and REWE, defense contracts, and the valuation opportunity.

https://t.co/DvmKBWeRGl

#CircusSE #EmbodiedAI #Robotics #FoodTech #Automation #DefenseTech #NATO #AIInnovation #Revenue #SmallCap #EquityResearch #TechStocks #GrowthStocks #WaterTowerResearch #CA1 #FoodService #EnterpriseAI @CircusGroup

[Circus Group SE @CircusGroupSE]

Strategic autonomy is not only what protects forces. It’s what sustains them.
Food supply is operational infrastructure.
We’re building embodied AI systems to strengthen resilience. See you at #MSC2026. #FuelingHumanity

[Circus Group SE @CircusGroupSE]

Full house when @F_BeckerCA1 presented yesterday. Embodied AI is becoming infrastructure.
The lever right now is real-world operational data. No more debates about “possible.” Measure performance. Iterate fast. Scale hard.
That’s how industries get rebuilt.

[Circus Group SE @CircusGroupSE]

Embodied AI, served fresh. 24/7.
The first robotic touchpoint in our daily lives.
#FuelingHumanity

[Water Tower Research LLC @WTR_Research]

On the latest Small-Cap Spotlight episode, Niko Bullwinkel, Founder & CEO of @CircusGroup (Frankfurt: CA1) sits down with WTR's Tim Gerdeman and James Kisner, to discuss how AI-powered robotics are reshaping the global foodservice industry.

• Circus’s CA-1 autonomous robot replaces full canteen operations, producing up to 100 meals per hour
• Integrated AI, sensors, and Circus OS support a razor-blade model with ~€100k in annual recurring revenue per robot

Listen to the full episode on all major platforms or at our website!

Podcast Platforms: https://t.co/dhzakkNVxv
Website: https://t.co/QgjREPhKMW

#CA1 #SmallCapSpotlight #AI #Robotics #FoodTech #Automation #DefenseTech #RecurringRevenue #EuropeanStocks

[Elena Coles @ElenaColes2]

Ostdeutscher Börsentag heute mit @Aktienlust: starker Austausch mit Aktionären & Multiplikatoren.
Am Stand: Robotik zum Anfassen, plus VR-Brille als Reminder, dass “Zukunft” längst im Einsatz ist.

Nächster Börsentag: Frankfurt, 21.2. – Vortrag in der Blogger-Lounge + Frauen Finanz Forum. Freue mich aufs Connecten.
@CircusGroupSE

[Circus Group SE @CircusGroupSE]

Virtual demo today with @WTR_Research. Our Director of AI dialed in live from an active @Meta customer site, showing what the AI future actually looks like: AI running daily operations. This is where robotics starts to compound.

[Circus Group SE @CircusGroupSE]

CA-1 is our first flagship product, already serving thousands of fresh meals every week. And it’s only the beginning. Nikolas Bullwinkel, CEO & Founder, in an interview with @mickknauff @aktienlusttv this week in Frankfurt. Full interview here: https://t.co/0ZDtS5OpCk

[Elena Coles @ElenaColes2]

FONDS professionell Kongress
Went to listen to how capital is thinking. Main shift I heard: from “AI hype” → AI that delivers productivity in operations.

Notes:
• DJE/Jens Ehrhardt: macro more resilient than headlines suggest; innovation as tailwind
• AI Leaders/Christian Hintz: tools → systems (agents in workflows)
• Martin Lück / @roberthabeck : execution capability + clear priorities will increasingly steer capital flows
• Diversification is back; concentration risk front of mind

As IR at Circus, that “ops-first AI” lens is exactly our world: autonomous robotics in foodservice & hospitality.

#FondsProfessionell #InvestorRelations #AI #Robotics