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Thyssenkrupp nucera: green hydrogen targets withdrawn

(CercleFinance.com) - Thyssenkrupp nucera announced on Friday evening that it was unable to maintain its targets for green hydrogen by 2025, a warning that caused its share price to fall sharply in Frankfurt on Monday morning.


The German group, which specialises in the manufacture of electrolyzers, explains that current market conditions force it to withdraw its sales and earnings forecasts for its AWE alkaline electrolysis technology branch for the 2024/2025 financial year.

Nucera justifies its decision by citing regulatory difficulties and financing constraints that are leading its customers to delay their investment projects.

In a reaction note, Berenberg analysts highlight the 'slow' progress being made in the sector, which is posing problems for groups such as thyssenkrupp nucera.

In Q3 2023/2024, the company claims to have exceeded market expectations, increasing sales by 26% to E236m.

Its operating profit before non-recurring items (Ebit) came to E1m, compared with E7m a year ago.

thyssenkrupp nucera thus confirms its annual sales target, still expected between E820m and E900m, for an anticipated Ebit loss of around E50m.

Sales of E500m to E550m for the AWE division are also maintained for the current 2023/2024 financial year.

Following these announcements, the thyssenkrupp nucera share lost more than 8% on the Frankfurt Stock Exchange on Monday morning.

The share has now lost some 55% of its value since its IPO last summer, based on an IPO price of E20.


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