thyssenkrupp nucera AG & Co. KGaA Overview
Pro stress-test →thyssenkrupp nucera is a German electrolysis technology provider specializing in the engineering, procurement, and construction of electrochemical plants. The company delivers green hydrogen solutions, chlor-alkali solutions, and hydrochloric acid solutions for industrial applications. A key focus is alkaline water electrolysis technology that converts renewable energy and water into green hydrogen.
Strategic Profile
Pro stress-test →The company has demonstrated 43% revenue CAGR over two years with a projected 29% CAGR through 2029. Wall Street analysts project a 12-month price target of €18.71 EUR compared to recent trading around €9.16 EUR. Q4 2025 results showed mixed signals: 2% YoY revenue decline while EBIT improved; green hydrogen segment sales fell 12% but chlor-alkali achieved record 14% growth.
Competitive Landscape
Pro stress-test →thyssenkrupp nucera competes in high-tech electrolysis solutions for industrial decarbonization with offerings spanning green hydrogen water electrolysis and chlor-alkali/HCl solutions. Main competitors include ITM Power, Plug Power, and other hydrogen technology providers, though the company is a specialized EPC (engineering, procurement, construction) player rather than equipment manufacturer, giving it a distinct market position in turnkey industrial plant delivery.
Industry Context
thyssenkrupp nucera AG & Co. KGaA operates in Industrial Electrolysis Technology & Green Hydrogen Solutions.
Key facts
Founded: 1960 · Headquarters: Dortmund, Germany · Revenue: €845M (Q4 2025) · Market cap: €2.29B