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Lhyfe (LHYFE) investor relations material
Lhyfe Trading Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading Update summary19 Dec, 2025
Revenue growth and strategic focus
2025 revenues are expected to double year-on-year, reaching approximately €10 million, reflecting strong market demand and operational capacity expansion.
Sales increased from €1 million in 2023 to €5 million in 2024, with a robust customer base across nine European countries.
Production capacity stands at 22 MW, with a planned 70% increase in 2026, supported by a highly integrated supply chain and over 1,000 deliveries achieved.
Strategic priorities and operational adjustments
Focus is shifting to strengthening commercial and operational activities, prioritizing projects in mature European markets, and targeting mobility, UK industry, and European refineries.
Engineering will be refocused on core expertise, with EPC activities outsourced for future projects, leveraging industry maturity and internal experience.
Cost reduction of approximately 30% is targeted from 2026, with a leaner project development process and more targeted resource allocation.
Market context and sustainability
The European regulatory framework for green hydrogen is developing slowly, but the value chain is mature and some markets have stable frameworks.
The company aims to demonstrate both ecological and economic sustainability, safeguarding industrial assets and technological expertise.
Continued investment will focus on projects with the strongest customer impact and contribution to local energy sovereignty and decarbonization.
Adaptability, revenue growth, and cost management are emphasized to achieve profitability and long-term value.
Why outsource EPC for future projects
Detail 2026 cost reduction strategy
How does EU regulatory delay shape Lhyfe's strategy?
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Frequently asked questions
Lhyfe SA is a French renewable energy company specializing in the production of green hydrogen through electrolysis powered by renewable energy sources, such as wind and solar. The company develops hydrogen production facilities that enable the decarbonization of industries, transportation, and energy sectors by providing an alternative to fossil fuels. Lhyfe focuses on producing hydrogen in a sustainable, environmentally-friendly manner, aiming to reduce carbon emissions and support the transition to cleaner energy solutions. The company serves clients across Europe, working closely with partners in the renewable energy sector. The company is headquartered in Nantes, France, and its shares are listed on Euronext Paris.
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