thyssenkrupp nucera

thyssenkrupp nucera is leasing a hall of more than 7,500 m² in Portugal and is building a central assembly centre for electrolyser cells there; construction is planned to start in winter 2026 and cell assembly is to begin in 2028. The investment is stated at €10–14 million, and the Portuguese government is supporting the project with around €3.7 million. Partially automated processes are intended to shift assembly from the customer to the manufacturer, with expected throughput and time advantages; the company has not yet given concrete capacity figures. The share reacted positively on the stock market and reached its highest level since June, technical indicators show strength, but accompanying volumes remained moderate. » Altro su finanzen.net

Thyssenkrupp nucera recorded incoming orders of €471m (+96%) in the first nine months, but suffered a sharp drop in revenue to €354m and an EBIT of -€69m. Drivers included large orders such as the 300-megawatt project from Moeve and market entry to India via a partnership with BHEL, while the green hydrogen segment saw revenue declines after completion of major reference projects. Management is discontinuing its series production for high-temperature electrolysis, causing one-off charges of around €30m in the fourth quarter and cutting the full-year EBIT guidance to -€105m to -€75m; the revenue forecast is now €450–500m. The strong chlor-alkali business and a net cash position of €627m are positive factors, but cash flow remains strained and further uncertainties persist. » Altro su finanzen.net

The share of thyssenkrupp nucera fell about 3.3% to 7.78 EUR after exiting the SOEC program and cutting its forecast. The exit will lead to one‑off charges to EBIT of roughly 30 million EUR, mainly due to impairments and capitalized development costs. In the third quarter revenue was 145 million EUR, above expectations, and order intake grew by 29%. Nevertheless, the company lowered its full‑year EBIT forecast to -155 million to -135 million EUR and reduced the revenue guidance for green hydrogen, which pushed the positive quarterly performance into the background. » Altro su de.investing.com