Added to YB: 2025-12-22
Pitch date: 2025-12-18
NCH2.DE [neutral]
thyssenkrupp nucera AG & Co. KGaA
+1.4%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
Company Info
thyssenkrupp nucera AG & Co. KGaA engages in the development, engineering, procurement, commissioning, and licensing of high-performance electrolysis technologies in Germany, Italy, the Middle East, Africa, South America, Asia, and internationally.
Market Cap
EUR 1.1B
Pitch Price
EUR 8.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.56
P/E
212.25
EV/Sales
0.51
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.
Read full article (2 min)