thyssenkrupp nucera drops plans for its own solid-oxide electrolyser production and lowers guidance

thyssenkrupp nucera

After a strategic review, the company will not build its own mass production of high-temperature solid-oxide electrolysis cells, citing limited market readiness, at a one-off cost of about EUR 30M. Nine-month order intake nearly doubled to EUR 471M, but it cut its full-year order and profit outlook.

• Hydrogen segment EBIT EUR -107M for the first nine months of 2025/26.
• New full-year EBIT guidance: EUR -105M to -75M.
• Signed a strategic collaboration with India's BHEL, including electrolyser module production.
• Order backlog EUR 638M.