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thyssenkrupp nucera
thyssenkrupp nucera (NCH2) investor relations material
thyssenkrupp nucera Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary29 Sep, 2026
Strategic vision and business model
Focused on driving sustainable industrial transformation through cutting-edge electrolysis technologies for green hydrogen and chlor-alkali markets.
Operates an asset-light business model with a strong balance sheet to support future growth.
Supports customers' transition to climate neutrality with innovative, scalable solutions.
Maintains a global presence with over 1,000 employees across 10 locations.
Business segments and technology leadership
Two main segments: Green Hydrogen (gH2) and Chlor-Alkali (CA), with gH2 accounting for 54% and CA for 46% of FY 2024/25 sales.
Leading provider of industrial-scale alkaline water electrolysis (AWE) for green hydrogen, leveraging decades of CA expertise.
CA business holds ~50% global market share, with over 600 projects and >10 GW capacity installed.
Continuous innovation in electrolyzer design, including modular 20 MW scalumⓇ units and advanced cell concepts.
Financial performance and outlook
FY 2024/25 sales reached €845mn, with resilient profitability from CA offsetting temporary EBIT loss from gH2 ramp-up.
Order intake impacted by delayed gH2 market ramp-up, but CA orders increased 15% YoY.
EBIT improved due to better gH2 project mix and cost discipline; net financial assets remain strong at €673mn.
Adjusted FY 2025/26 outlook: group sales €550–670mn, EBIT -€155 to -€135mn, with continued investment in R&D and technology.
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Latest events from thyssenkrupp nucera
- Order intake surged, but sales and EBIT fell amid SOEC costs and green hydrogen volatility.NCH2
Q3 2026 - All agenda items passed as the company reported solid results and advanced its hydrogen strategy.NCH2AGM 2026
- Industrial-scale electrolysis leader with strong growth, innovation, and ESG focus.NCH2Investor presentation
- Q2 order intake soared while sales and EBIT fell; outlook and liquidity remain robust.NCH2Q2 2026
- Order intake guidance raised to €550–850m, but sales and EBIT guidance lowered for FY 2025/26.NCH2Status update
- Q1 sales and EBIT declined, but guidance and order momentum remain strong.NCH2Q1 2026
- Record chlor-alkali sales and improved margins offset green hydrogen softness; outlook cautious.NCH2Q4 2025
- Record sales and robust backlog, but AWE outlook clouded by regulatory and market delays.NCH2Q3 2024
- Q2 sales up 31% YoY, EBIT and net income improved, FY guidance confirmed.NCH2Q2 2025
Next thyssenkrupp nucera earnings date
Q4 202616 Dec, 2026
thyssenkrupp nucera
Next thyssenkrupp nucera earnings date
Q4 202616 Dec, 2026
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Frequently asked questions
thyssenkrupp nucera AG & Co. KGaA is a German company specializing in electrolysis technology, focusing on the design, engineering, and procurement of these technologies and the associated plants. The company is recognized for its expertise in producing green hydrogen, Chlor-alkali, and hydrochloric acid solutions, providing sustainable and efficient solutions for various industries. The company is headquartered in Dortmund, Germany, and its shares are listed on the Frankfurt Stock Exchange.