Full Year 2025 Alfen NV Earnings Call Transcript

Feb 11, 2026 / 08:00 AM GMT
Release Date Price: $11.15

Key Points

Positve
  • Alfen NV (WBO:ALFE) maintained a stable adjusted EBITDA margin at 5.8% of revenue despite challenging market conditions.
  • The company introduced two innovative EV chargers with advanced features, enhancing its product portfolio.
  • Alfen NV (WBO:ALFE) achieved significant commercial wins in its energy storage systems business, including a major project with NOP Agro wind.
  • The company demonstrated strong cost control, reducing personnel costs by 15.2% and other operating expenses by 21.1% in 2025.
  • Alfen NV (WBO:ALFE) is embarking on a comprehensive transformation to align organizational capabilities with a focus on customer-centricity, product excellence, and digitalization.
Negative
  • Revenue for 2025 declined by 10% compared to 2024, primarily due to lower EV charging revenues and smart grid solutions.
  • The EV charging business faced significant headwinds, with revenue declining from $153 million in 2024 to $120 million in 2025.
  • The adjusted gross margin for energy storage systems decreased from 29% in 2024 to 22% in 2025 due to revenue recognition timing effects and lower-margin projects.
  • Alfen NV (WBO:ALFE) anticipates a decline in the EV charging segment for 2026 while the product portfolio is being renewed.
  • The company expects 2026 to be a transformational year with potential inefficiencies and additional costs, impacting EBITDA margins.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALFEN.AS - Alfen NV
Full Year 2025 Alfen NV Earnings Call
Feb 11, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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All right.

Hello. Welcome to the Elephant 2025 full year results conference call hosted by Michael Collein, CEO and Onno Krop, CFO.

For the first part of this call, all participants will be in listen-only mode, and afterwards, there will be a Q&A session. If you wish to ask a question, please press pound 5 on your telephone keypad. I would like to now hand the call over to Michael Collein. Mr. Collain, please go ahead.

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Unidentified_2 [2]
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Thank you, Maria. Good morning and welcome to ALFIN's full year 2025 earnings call.

Thank you all
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