thyssenkrupp AG (CHIX:TKAd)
€ 11.12 +0.033 (+0.29%) Market Cap: 6.91 Bil Enterprise Value: 4.07 Bil PE Ratio: 0 PB Ratio: 0.70 GF Score: 50/100
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Q2 2025 thyssenkrupp AG Earnings Call Transcript

May 15, 2025 / 09:00 AM GMT
Release Date Price: €10.2

Key Points

Positve
  • thyssenkrupp AG (TKAMY) reported strong sales growth and resilient EBIT performance, supported by active cost management.
  • The company has a strong financial foundation with net financial assets of almost €680 million, positioning it well for future growth.
  • The alkali segment showed positive commercial development with new orders in the service business and new build projects globally.
  • thyssenkrupp AG (TKAMY) has a substantial pipeline of over 150 green hydrogen projects, with 40 actively pursued, offering significant market opportunities.
  • The company is confident in achieving the upper half of its group sales and EBIT guidance range for the current financial year.
Negative
  • Order intake in the green hydrogen segment remained soft due to project volatility and postponements.
  • The US market for green hydrogen projects faces regulatory uncertainties, potentially impacting project final investment decisions.
  • There is a decline in order backlog due to project execution progress and a lack of large new green hydrogen orders.
  • The company faces potential financial risks from US tariffs, which could lead to project postponements.
  • Some projects, particularly large ones in regions like Oman, are progressing slower due to complexities in financing and execution.


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

TKAG.DE - Thyssenkrupp AG
Q2 2025 thyssenkrupp AG Earnings Call
May 15, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you and good morning, everyone. Welcome to our Q2 earnings call and thank you for joining us. We appreciate your interest in Terra. With me today are our CEO Anna Ponikar, and for the first time, our new CFO.

They will guide you through today's presentation.

Before we start, let me briefly mention the usual formalities. First, this conference call will be recorded and the replay will be available on our website later today. Secondly, don't forget that today's presentation and possibly some of the answers to your questions may contain forward-looking statements.

Please refer to the disclaimer for further information.

And with that, I would like to hand you over to our CEO Verna Ponybo.

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