thyssenkrupp nucera AG & Co (FRA:NCH2)

Q1 2026 thyssenkrupp nucera AG & Co KgaA Earnings Call Transcript

Feb 11, 2026 / 08:00 AM GMT

Release Date Price: €9.18 (-1.08%)

Transcript

Key Points

Positve

thyssenkrupp nucera AG & Co (THYKF) confirmed its full-year financial guidance based on strong Q1 performance.
The company signed a significant alkali electrolyzer contract in the Middle East, expected to boost order intake in Q2.
In green hydrogen, thyssenkrupp nucera AG & Co (THYKF) is advancing its pipeline with engineering contracts for 1.7 gigawatts of electrolyzer capacity in Europe.
The strategic partnership in India with GIZ aims to accelerate green hydrogen and power-to-X markets, strengthening their position in a key growth region.
Despite a sales decline, profitability was supported by an improved project mix and disciplined cost containment, indicating effective marginal improvement measures.

Negative

Order intake in the GH2 segment was impacted by project shifts and delayed market ramp-up, resulting in a 21% decline compared to the prior year.
Sales declined by 44% year-on-year to €147 million, with both segments witnessing a decrease.
EBIT fell to €-4 million, primarily due to lower sales volume and negative derivative effects from raw material hedging.
The project pipeline in the US has shrunk significantly, with only a few projects remaining that do not require funding.
The timeline for realizing projects in India remains uncertain, with most projects expected to take longer to reach final investment decisions.

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

NCH2.DE - thyssenkrupp nucera AG & Co KgaA
Q1 2026 thyssenkrupp nucera AG & Co KgaA Earnings Call
Feb 11, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone.

Thank you for standing by.

This is Henrik Finger from Investor relations. I wish you a very warm welcome to Thyssenkrupp Nocera's Joint Press and Analysts and Investor conference on the results of the first quarter of our fiscal year 25-26.

We are very pleased that you have taken the time to join us today.

Our CEO Werner Konnika and our CEFO Stefan Hahn will walk you through the presentation.

They will highlight the latest business developments and provide an overview of the financial figures for the past quarter.

In the room with us this morning are my colleagues from the communication and investor relations teams as

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