Overview
Germany battery materials producer expects 2026 revenue of EUR 37-39 mln, with battery segment driving growth
2030 revenue forecast at EUR 120-140 mln, nearly triple 2025 levels
Milestone payments from PowerCo SE expected in 2026, not recognized as revenue
Outlook
IBU-tec forecasts 2026 EBITDA margin of 7-10%, rising to 13-15% by 2030
Result Drivers
BATTERY MATERIALS GROWTH - Significant revenue and profitability improvement in 2025 and medium-term outlook driven by expansion in battery materials segment, supported by contracts with PowerCo SE
CAPACITY EXPANSION - Measures for planned capacity expansion at Bitterfeld site in 2026 to support PowerCo SE agreement, with resource allocation aligned accordingly
HIGH-MARGIN PRODUCT FOCUS - Improved 2025 profitability also driven by focus on high-margin products at subsidiary BNT
Company press release: ID:nEQ4CMmt8a
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Miss
EUR 44.30 mln
EUR 45 mln (2 Analysts)
Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the electrical components & equipment peer group is "buy."
Wall Street's median 12-month price target for IBU-tec advanced materials AG is €27.70, about 48.9% above its March 13 closing price of €18.60
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)