Half Year 2026 thyssenkrupp nucera AG & Co KgaA Earnings Call Transcript
Key Points
- thyssenkrupp nucera AG & Co (THYKF) reported a significant increase in order intake, reaching over EUR 300 million, the highest since their IPO.
- The company secured a major 300 megawatt green hydrogen project in Spain, marking a significant milestone in Southern Europe.
- thyssenkrupp nucera AG & Co (THYKF) is expanding its geographical reach with a new contract for a green hydrogen project in India.
- The chlor-alkaline business segment continues to perform well, with strong project execution and increased order intake.
- The company maintains a strong financial position with a positive free cash flow and a solid net financial asset base of EUR 655 million.
- The second quarter saw a decline in sales by 77% year-on-year, largely due to technical accounting effects in the green hydrogen segment.
- The company reported a negative EBIT of EUR 65 million, impacted by one-time costs in the green hydrogen projects.
- Higher project costs in the green hydrogen segment led to a temporary reduction in revenue realization.
- The company's financial performance was significantly affected by higher project costs, which are linked to the first-of-its-kind nature of their large green hydrogen projects.
- There is uncertainty regarding the timeline for final investment decisions on several green hydrogen projects, which could impact future order intake.
&-
Good morning, everyone.
Thank you for standing by. This is Henrik Finger from Investor Relations.
&-
I would also like to welcome you. My name is Evelyn Feit, and I'm the Head of Communications at TusenKruppenocerra. We wish you a warm welcome to TusenKruppenocerra's Joint Press and Analyst and Investor Conference on the results of the second quarter and first half year of our fiscal year '25-'26. We are very pleased that you have taken the time to join us today.
Our management board is here with us this morning to walk you through the presentation and to discuss our latest business technology and financial developments.
Now, before we start the presentation, some housekeeping.
First, this call will be recorded and a replay will be made available on our website later.
Second, today's presentation and potentially some answers
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
