Global scale De La Rue serves 54% of issuing authorities and designs 60% of commercially printed banknotes, indicating robust influence and potential cross-sell of advanced security features and substrates to a broad, established customer base.

Innovation edge Significant investment in polymer capacity, security features, and the OPTILIGHT platform highlights a commitment to counterfeit resilience and next‑gen banknote technology, presenting opportunities to upsell advanced authentication, substrate, and customization services.

Key partnerships Recent collaborations with Microsoft and strategic brokers, plus the Malta supersite expansion, suggest openness to technology integrations, managed services, and regional manufacturing partnerships that can be extended to related security printing solutions.

Strategic divestments Asset sales and restructuring, including the Authentication Division sale and headcount adjustments, indicate a transformative phase where complementary security solutions and outsourcing arrangements could become attractive managed services or licensing opportunities.

Growth channels Large revenue scale with potential demand for ongoing security feature development, digital authentication stamps, and supply chain resilience solutions across printers, banks, and government authorities seeking trusted currency partners.