Added to YB: 2025-12-22
Pitch date: 2025-12-18
NCH2.DE [neutral]
thyssenkrupp nucera AG & Co. KGaA
-14.69%
current return
Author Info
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Company Info
thyssenkrupp nucera AG & Co. KGaA engages in the development, engineering, procurement, commissioning, and licensing of electrolysis technologies in Germany, Saudi Arabia, Sweden, the United States, and internationally.
Market Cap
EUR 960.6M
Pitch Price
EUR 8.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
-5.27
P/E
-14.17
EV/Sales
0.54
Sector
Construction and Engineering
Category
turnaround
Thyssenkrupp nucera (NCH2 Germany): holding the line through a hydrogen downturn while order optionality builds
NCH2.DE (update): H2 downturn continues w/ group sales -€845M, EBIT +€2M vs prior loss showing cost discipline. Chlor-alkali growth offsets gH2 decline. €0.6B backlog provides visibility. FY26 guide: €500-600M sales, -€30M to breakeven EBIT. Order intake €350-900M range reflects gH2 project timing uncertainty but upside optionality intact.
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