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Lhyfe (LHYFE) investor relations material
Lhyfe H2 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
2025 revenue doubled to approximately €10m, in line with guidance, driven by expanded customer base and increased deliveries across Europe.
Over 55 customers supplied in 2025, with new multi-year offtake contracts in France, Germany, and the Netherlands.
More than 850 deliveries made in 2025, up 80% year-over-year, leveraging one of the largest hydrogen transport fleets in the EU.
Strategic refocus on core engineering, prioritization of mature European markets, and a 30% cost reduction plan starting in 2026.
Financial highlights
2025 revenue reached €9.8m, nearly double the €5.1m reported in 2024.
Revenue growth attributed to higher business volume and new customer contracts, with significant contributions from Buléon and Bessières sites.
Outlook and guidance
Commercial ramp-up of Buléon and Bessières sites to continue in 2026 and 2027.
30% cost reduction plan to be implemented from 2026, with targeted resource allocation and workforce reductions.
Impacts of reorganization and 2026 roadmap to be communicated with 2025 annual results in March 2026.
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Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position.
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