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RecMag updated the narrative for AGFB

Update shared on 19 Oct 2025

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1Y
-6.7%
7D
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The old ship’s new engines are revving up, steering through a necessary overhaul.

Agfa 3Q 2025: November 12, 2025 – notable.

Agfa 4Q + FY 2025: March 12, 2026 – key date.

  1. Agfa-Gevaert is running Zirfon membrane production at full capacity.
  2. Zirfon membranes can produce up to 4× more green hydrogen than traditional membranes.
  3. With an annual capacity of 1 million m², Zirfon boosts hydrogen output by 15–20% using the same electricity, making green hydrogen cheaper and attractive to industries struggling to reduce CO₂ emissions.
  4. According to Belga, Zirfon membranes are one of its potential future golden opportunities, and revenue from the membrane technology division could “grow exponentially.”

Source articles (in Dutch):

  • Agfa-Gevaert Mortsel breidt membranenfabriek uit: "Goed voor klimaat en jobs” reports factory expansion, climate benefits, and job creation.
  • Agfa-Gevaert laat productie van Zirfon-membranen op volle toeren draaien reports full-capacity production of Zirfon membranes.

(language Dutch)

"This is not financial advice. All views expressed are personal interpretations of publicly available information and are not predictions or recommendations."

Disclaimer

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