Overview
German hybrid energy firm's 2025 sales missed analyst expectations
Company's adjusted EBITDA and EBIT remained stable despite challenging conditions
Shift towards defense and public security sectors to drive 2026 growth
Outlook
SFC Energy expects 2026 sales to grow to EUR 150 – 160 mln
Company anticipates 2026 adjusted EBITDA of EUR 20 – 24 mln
SFC Energy sees defense business share rising to 15 – 20% in 2026
Result Drivers
DEFENSE AND SECURITY SHIFT - Co accelerated shift towards defense and public security sectors, accounting for 50% of sales
INTERNATIONAL EXPANSION - Co established production in U.S. and developed hydrogen fuel cell business in Denmark
PRODUCT DEVELOPMENT - New Power Management platform for drone defense and EFOY Pro Shelter for Arctic conditions contributed to sales
Company press release: ID:nEQ15M0Wka
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Sales
Miss
EUR 143.27 mln
EUR 150.06 mln (5 Analysts)
FY Adjusted EBITDA
EUR 16.65 mln
FY Adjusted EBIT
EUR 8.91 mln
FY Adjusted EBITDA Margin
11.60%
FY Adjusted EBIT Margin
6.20%
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the renewable energy equipment & services peer group is "buy"
Wall Street's median 12-month price target for SFC Energy AG is €19.00, about 47.7% above its February 23 closing price of €12.86
The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 27 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(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.)