Q4 2025 Nordex SE Earnings Call Transcript

Feb 25, 2026 / 01:00 PM GMT

Release Date Price: €41.53 (+16.99%)

Transcript

Key Points

Positve

Nordex SE (NRDXF) achieved record order intake of 10.2 gigawatts in 2025, demonstrating strong market demand.
The company exceeded its medium-term EBITA margin target, reaching 8.4% in 2025, showcasing improved profitability.
Nordex SE (NRDXF) generated a positive free cash flow of 863 million euros, strengthening its financial position.
The company maintained its #2 global market position and achieved a leadership position in Europe for the fourth consecutive year.
Nordex SE (NRDXF) introduced its first shareholder return policy, targeting a minimum annual return of 50 million euros, indicating a commitment to shareholder value.

Negative

The company faces potential risks from supply chain disruptions, which could impact production and delivery schedules.
There is uncertainty regarding the timing of permits in the US market, which could affect project execution and order intake.
Nordex SE (NRDXF) may need to negotiate turbine prices down in Germany due to changes in the support scheme for renewables, potentially impacting margins.
The company is exposed to market dynamics and needs to secure significant order intake in 2026 to meet its guidance.
Despite strong financial performance, Nordex SE (NRDXF) has not yet provided formal guidance on free cash flow for 2026, creating some uncertainty for investors.

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

NDXG.DE - Nordex SE
Q4 2025 Nordex SE Earnings Call
Feb 25, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the Q4 2025 results conference call. I'm Moraiokos call operator. I would like to remind you that all participants will be in listen-only mode, and the conference is being recorded. The presentation will be followed by a question-and-answer session. You can register for questions at any time by pressing and 1 on your telephone. For operator assistance, please press star and 0. The conference must not be recorded for publication or broadcast. At this time. It's my pleasure to hand over to Anya Sila. Please go ahead.

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Unidentified_2 [2]
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