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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.
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H2 2025 TU earnings summary3 Feb, 2026

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.

Detail the 2026 cost reduction plan's impact
How does RFNBO certification drive market share?
Impact of EPC outsourcing on large-scale projects?
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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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