HydrogenPro ASA (FRA:R6Z)

Q3 2025 Hydrogenpro ASA Earnings Call Transcript

Nov 14, 2025 / 09:00 AM GMT

Release Date Price: €0.224 (+10.62%)

Transcript

Key Points

Positve

HydrogenPro ASA (HYPRF) reported a significant improvement in gross margin, increasing from 22% in Q2 to 55% in Q3.
The company is involved in two of the largest hydrogen projects globally, a 220 MW project and a 100 MW project, showcasing its capability in large-scale operations.
HydrogenPro ASA (HYPRF) has successfully reduced its cost base by 20%, excluding project-related costs, demonstrating effective cost management.
The company is making progress in establishing a foothold in the Middle East and India, regions expected to have the lowest cost for producing green hydrogen by 2030.
The partnership with Longi is progressing well, with ongoing discussions on consolidating manufacturing capacity in China and technology sharing.

Negative

The growth in the hydrogen market has been slower than expected, with only 30% of green hydrogen projects advancing.
90% of the 2023 and 2024 CODs projects are delayed by more than a year, impacting project timelines.
The company's order backlog decreased from NOK 284 million to NOK 252 million, with no new order intake in the quarter.
There has been a significant reduction in staff, particularly in China, with employee numbers dropping from 147 to 89.
Insider stock purchases are limited due to insider trading regulations and expired option programs, raising concerns about insider confidence.

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

HYPRO.OL - Hydrogenpro ASA
Q3 2025 Hydrogenpro ASA Earnings Call
Nov 14, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to Hydrogen Pros 3rd quarter presentation. As usual, I'm accompanied by my excellent CFO Martin Holte, who will present the financial results.

I will take you through the highlights and our recent developments, market updates, and our partnership strategy.

For those of you who do not know us yet, Hydropo is an OEM company focusing on core technology which is well suited for renewable energy sources.

Our products are pressurized alkaline electrolyzers and a gas separation unit skit.

Addressing market for decarbonization of selected large scale industry segments.

Which are already using gray hydrogen or where decarbonization is hard to achieve through electrification.

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