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Norsk Hydro (NHY) investor relations material
Norsk Hydro Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary22 Jul, 2025
Executive summary
Adjusted EBITDA for Q2 2025 reached NOK 7.8 billion, with free cash flow of NOK 5 billion and adjusted RoaCE at 12%, reflecting strong results amid volatile markets.
Capital expenditure target for 2025 reduced by NOK 1.5 billion to NOK 13.5 billion, with a hiring freeze and workforce review to enhance efficiency.
Significant progress on improvement programs, especially in automation, procurement, and greener product sales, which rose nearly 50% year-over-year.
Compensation of up to EUR 90 million received for termination of a Nordic wind power PPA, highlighting risks in the wind market.
Safety performance improved, with a continued downward trend in injuries and high-risk incidents.
Financial highlights
Q2 2025 revenue was NOK 53,116 million, up 4% year-over-year but down 7% from Q1.
Adjusted EBITDA for Q2 2025 was NOK 7,790 million, up from NOK 7.1 billion in Q2 2024 but down from NOK 9.5 billion in Q1 2025.
Adjusted net income for Q2 2025 was NOK 3,998 million, with adjusted EPS at NOK 1.68.
Free cash flow for Q2 2025 was NOK 5 billion.
Net debt increased by NOK 0.4 billion during Q2, ending at NOK 23 billion, mainly due to shareholder distributions.
Outlook and guidance
2025 CapEx guidance reduced by NOK 1.5 billion to NOK 13.5 billion, mainly impacting recycling and extrusion projects.
Extrusions full-year EBITDA margin guidance maintained at 3.5%–4.5%, with uncertainty due to demand and economic conditions.
Q3 expected to see higher sales volumes in Extrusions, positive metal effect of NOK 200–300 million if Midwest premium stays elevated.
Lower raw material costs and stable sales volumes expected in Aluminum Metal for Q3.
Energy segment expects lower production and prices in Q3 2025, with continued price and volume uncertainty.
Assess the impact of Swedish wind market risks.
How will Hydro address grid constraints in Brazil?
Explain the drivers behind Metal Markets' EBITDA.
How will the white-collar review impact Hydro?
What's driving the Metal Markets guidance change?
Explain Brazil energy asset impairment drivers.
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Next Norsk Hydro earnings date
Q3 202524 Oct, 2025
Next Norsk Hydro earnings date
Q3 202524 Oct, 2025
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Frequently asked questions
Norwegian Aluminum and Renewable Energy
Norsk Hydro is a Norwegian multinational corporation primarily engaged in aluminum production and related activities. The company operates across the entire aluminum value chain, from bauxite extraction to the production of primary aluminum, rolled and extruded products, and aluminum recycling. Norsk Hydro is one of the largest aluminum companies worldwide, with operations in more than 50 countries. In addition to its aluminum business, the company has a significant presence in the renewable energy sector, particularly in hydroelectric power generation. The company is headquartered in Oslo, Norway, and its shares are listed on OSE.
Nitrogen-based Fertilizers
The company was founded in 1905 and initially focused on utilizing a new technique to produce nitrogen-based fertilizers. However, Hydro expanded into other sectors over the decades and has grown into a truly global company. The 1960s marked a significant shift as Hydro ventured into oil and gas, becoming a key player in the North Sea oil fields. Later, in the 1980s, Hydro started focusing on light metals, particularly aluminum, evolving into one of the largest aluminum producers worldwide. Today, the company is focused on the production of both aluminum and generating renewable energy. Some companies operating in the same industry include Alcoa and Kaiser Aluminum.
Hydro Aluminum
Norsk Hydro is a prominent figure in the global aluminum industry, with its involvement dating back to the 1980s. The company operates across the entire value chain, from bauxite extraction to the production of primary aluminum and rolled products. Notably, Hydro has mining operations in Brazil (acquired by Vale in the early 2010s), where it extracts bauxite, the primary raw material for aluminum production. These are then processed into alumina before being transformed into primary aluminum. The company is known for its extensive recycling efforts, emphasizing sustainability in its production processes. Norsk Hydro also uses renewable energy in its aluminum production, further reducing its environmental impact
Hydro Energy
While aluminum and metal markets represent the bulk of the company’s revenue, it’s also active in power generation. Norsk Hydro's renewable energy segment extends beyond its internal use, as the company also supplies renewable energy to other businesses. Hydro's energy division, Hydro Energi, plays a crucial role in this aspect. It manages numerous hydroelectric power plants, primarily in Norway, and the energy generated is not only used for Hydro's aluminum production but also sold to other companies.
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