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Investor Relations14 Oct 2025
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Sif Holding (SIFG) investor relations material
Sif Holding H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary29 Aug, 2025
Executive summary
Long-term stability and safety prioritized over short-term profit, with management actions and staff changes addressing performance and ramp-up issues at Maasvlakte 2.
H1 2025 revenue increased to €258.2m, with a record contribution margin of €941 per ton and total production of 80 Kton, reflecting a shift to larger, more complex monopiles.
Adjusted EBITDA dropped to €12.9m from €26.1m in H1 2024, mainly due to ramp-up costs at Maasvlakte 2, resulting in a net loss of €25.9m.
Order book remains robust at 625 Kton, including a 200 Kton exclusive contract for 2027, with strong governmental and customer support.
Strategy to accelerate the energy transition in the EU and UK remains unchanged, with a positive medium- to long-term outlook.
Financial highlights
Revenues rose 11.7% year-over-year to €258 million in H1 2025, with contribution margin per ton up to €941.
Adjusted EBITDA for H1 2025 was €12.9m, down 50% from H1 2024, reflecting ramp-up and startup costs.
2025 adjusted EBITDA guidance reduced to €45m due to delayed ramp-up at Maasvlakte 2.
Minimum adjusted EBITDA for 2026 set at €135m, with a target of €160m, contingent on successful ramp-up.
Net working capital remained strongly negative at -€181m, reflecting structurally negative working capital requirements.
Outlook and guidance
2025 full-year adjusted EBITDA expected at €45m, with upside possible if ramp-up stabilizes sooner.
2026 minimum EBITDA guidance at €135m, with a target of €160m, depending on ramp-up success.
Ramp-up to full production at Maasvlakte 2 now expected in H1 2026, a 6–9 month delay from the original plan.
Order book covers production through 2028, providing stability post-ramp-up.
Medium- to long-term market outlook remains positive, supported by energy transition ambitions and robust demand.
What drives the revised 2025 EBITDA guidance?
How will H2 2025 advanced factory payments impact cash?
What is the status of the 200 Kton exclusive project?
What specific equipment issues hinder ramp-up?
What is the bank's flexibility on solvency covenant?
How does Sif compete against Chinese pricing?
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Next Sif Holding earnings date
Q3 2025 TU7 Nov, 2025
Next Sif Holding earnings date
Q3 2025 TU7 Nov, 2025
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Frequently asked questions
Sif Holding N.V. is an industrials sector company specializing in the manufacturing and sale of tubular steel foundations primarily for offshore wind farms, as well as various metal structures for the offshore industry. Operating globally with a strong presence in the Netherlands and internationally, the company is organized into three main segments: Wind, Marshalling, and Other. Its product portfolio includes monopiles, parts of metal structures, pipes, pipe structures, and components such as cans and cones, transition pieces, pin piles, jacket legs, and pile sleeves. Sif Holding N.V. also provides logistical area rentals, logistical services to the offshore wind industry, engineering services, and corrosion protection services. The company caters to energy companies, developers, fabricators, and engineering, procurement, construction, and installation contractors. Sif Holding N.V. is headquartered in Roermond, the Netherland and the company's shares are listed on the Euronext Amsterdam.
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