ITM Power Plc

AIM:ITM Lagerbericht

Marktkapitalisierung: UK£791.0m

ITM Power Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 0/6

Die Gewinne von ITM Power sind mit einer durchschnittlichen Jahresrate von -1.3% zurückgegangen, während die Gewinne der Branche Electrical um 0.5% pro Jahr zurückgingen. Die Umsätze sind gewachsen mit einer durchschnittlichen Jahresrate von 41.6%.

Wichtige Informationen

-1.26%

Wachstumsrate der Gewinne

2.05%

EPS-Wachstumsrate

Electrical Wachstum der Industrie8.55%
Wachstumsrate der Einnahmen41.62%
Eigenkapitalrendite-14.63%
Netto-Marge-108.00%
Letzte Ertragsaktualisierung31 Oct 2025

Jüngste Aktualisierungen vergangener Leistungen

Recent updates

Narrative-Update Jul 15

ITM: Future Hydrogen Contracts And Execution Risks Will Shape Balanced Outlook

Analysts have lifted their price target on ITM Power to £2.00 from £1.10, citing updated assumptions around fair value, discount rate, profit margin and future P/E that support a higher valuation range for the stock. Analyst Commentary Recent research on ITM Power highlights a mix of optimism around the new £2.00 price target and some caution around delivery risks, with analysts focusing on how execution, profitability and valuation assumptions fit together.
Narrative-Update Jun 30

ITM: Future Hydrogen Projects And Execution Risks May Balance Recent Optimism

ITM Power's analyst price target has been revised higher, with the updated fair value estimate moving from £1.19 to £1.31. Analysts cite recent target increases and upgrades in Street research as support for this change.
Narrative-Update Jun 16

ITM: Upgrades And Projects Will Still Fail To Justify Share Price

Analysts have raised their fair value estimate for ITM Power from £0.55 to £0.60, citing updated assumptions around revenue growth, profit margin and future P/E that align with recent research arguing for a higher price target. Analyst Commentary on ITM Power Recent Street research around ITM Power highlights a mix of optimism and caution, with some reports pointing to improved assumptions on revenue and margins, while others stress that the path to justifying higher valuation metrics is still uncertain.
Narrative-Update Jun 02

ITM: Future Profit Hurdles Could Undermine Recent Upgrade Optimism

Analysts have raised their price target on ITM Power stock from £0.95 to about £1.19, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples following recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target and recent upgrade as support for a more constructive stance on ITM Power’s long term earnings potential, even with conservative assumptions on revenue growth and margins.
Narrative-Update May 11

ITM: Recent Contract Wins And Funding Support Will Drive Repricing

Analysts have raised their price targets for ITM Power by £0.26, reflecting updated views on fair value, risk, and earnings potential following recent research updates. Analyst Commentary Recent research updates on ITM Power show a cluster of bullish analysts revisiting their models, with both rating and price target changes pointing to a more constructive stance on the stock.
Narrative-Update Apr 25

ITM: Giga PtX Progress And 2026 Execution Will Still Likely Disappoint

Analysts have nudged their price target for ITM Power higher to £0.55, reflecting updated assumptions around discount rates, revenue growth and future P/E, along with a £0.10 price target increase in recent Street research. Analyst Commentary Recent Street commentary around ITM Power sits on a mixed footing, with the headline price target of £0.55 shaped by both more constructive and more cautious inputs.
Narrative-Update Apr 10

ITM: Milford Haven Progress And 2026 Outlook Will Still Likely Disappoint

Analysts have modestly lowered their price target on ITM Power to £0.55, with the unchanged fair value reflecting small tweaks to assumptions around discount rate, revenue growth and future P/E rather than a shift in the core outlook. What's in the News ITM Power confirmed that the 20 MW Notice to Proceed announced in February 2026 relates to MorGen Energy's West Wales Hydrogen project in Milford Haven.
Narrative-Update Mar 27

ITM: FID Backlog And 2026 Guidance Will Still Likely Disappoint

Analysts have kept their fair value target for ITM Power steady at £0.55, citing only slight tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E that do not materially shift their overall valuation view. What's in the News ITM Power confirmed that the previously announced 20 MW Notice to Proceed relates to MorGen Energy's West Wales Hydrogen project in Milford Haven, which has now reached Final Investment Decision, with commissioning targeted for 2028 and expected output of around 2,000 tonnes of hydrogen per year (Key Developments).
Narrative-Update Mar 12

ITM: Raised 2026 Guidance Will Still Likely Underdeliver

Analysts have kept their £0.55 fair value estimate for ITM Power essentially unchanged, with only very small tweaks to assumptions around discount rate, revenue growth, profit margins and future P/E filtering into their updated price target rationale. What's in the News ITM Power raised earnings guidance for fiscal 2026, now expecting revenue between £40 million and £43 million, an 11% midpoint increase from the prior £35 million to £40 million range (Corporate guidance).
Narrative-Update Feb 25

ITM: Raised 2026 Guidance And New Contracts Will Still Likely Underdeliver

Analysts have kept their fair value estimate for ITM Power steady at £0.55, reflecting only small tweaks to assumptions around discount rate, revenue growth and future P/E, rather than a shift in their overall view of the shares. What's in the News ITM Power raised earnings guidance for fiscal 2026, now expecting revenue between £40 million and £43 million, an 11% midpoint increase from the prior £35 million to £40 million range (Corporate Guidance).
Narrative-Update Feb 11

ITM: Expanding Electrolyser Contract Wins Will Still Likely Underdeliver

Analysts have slightly lifted their fair value estimate for ITM Power from £0.53 to £0.55. This reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations.
Narrative-Update Jan 28

ITM: Expanding Hydrogen Contract Pipeline Will Still Likely Underdeliver

Analysts have adjusted their price target on ITM Power, keeping fair value steady at £0.53 while fine tuning discount rate, revenue growth and profit margin assumptions. This reflects updated views on risk, earnings potential and a slightly lower future P/E multiple.
Narrative-Update Jan 10

ITM: Large Hydrogen Project Pipeline Will Likely Underdeliver Despite New Contract Wins

Analysts have maintained their fair value estimate for ITM Power at £0.53, making only modest adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E. This reflects fine tuning of their views rather than a major shift in outlook.
Narrative-Update Dec 27

ITM: Future Revenue From Large Hydrogen Projects Will Likely Disappoint

Analysts have nudged their price target for ITM Power slightly higher to reflect marginally improved revenue growth expectations and a modestly lower discount rate, while keeping fair value estimates broadly unchanged. What's in the News Signed a major contract with Octopus Energy Generation to deploy NEPTUNE V green hydrogen systems at Kimberly Clark's Northfleet plant, with the goal of decarbonising Andrex product manufacturing by 2027 (client announcement).
Narrative-Update Dec 12

ITM: Future Multiple Expansion Will Likely Outrun Moderating Revenue Outlook

Analysts have lifted their price target for ITM Power from 0.40 to 0.53, citing a higher fair value assessment despite moderating revenue growth expectations and a richer future earnings multiple. What's in the News Reaffirmed fiscal 2026 revenue guidance at £35 million to £40 million, with expected half year revenue of £18 million.
Analyseartikel Oct 04

Why Investors Shouldn't Be Surprised By ITM Power Plc's (LON:ITM) 25% Share Price Surge

Those holding ITM Power Plc ( LON:ITM ) shares would be relieved that the share price has rebounded 25% in the last...
Narrative-Update Aug 26

EU Renewable Hydrogen Demand Will Spur Electrolyzer Capacity Expansion

The analyst price target for ITM Power has increased, primarily reflecting a higher future P/E multiple rather than any meaningful change in revenue growth forecasts, with the new fair value now at £0.945. What's in the News ITM Power expects fiscal 2026 revenue of £35–40 million, representing approximately 50% year-on-year growth and over 600% increase in three years, predominantly from its contracted order backlog.
User avatar
Neues Narrative Apr 01

EU Renewable Hydrogen Demand Will Spur Electrolyzer Capacity Expansion

EU hydrogen strategy could boost ITM's revenues due to increased demand for their technology as electrolyzer capacity expands.
Analyseartikel Aug 17

ITM Power Plc (LON:ITM) Just Reported And Analysts Have Been Cutting Their Estimates

Last week saw the newest annual earnings release from ITM Power Plc ( LON:ITM ), an important milestone in the...
Analyseartikel Dec 12

Calculating The Intrinsic Value Of ITM Power Plc (LON:ITM)

Key Insights ITM Power's estimated fair value is UK£0.62 based on Dividend Discount Model Current share price of...
Analyseartikel Oct 14

Is It Time To Consider Buying ITM Power Plc (LON:ITM)?

ITM Power Plc ( LON:ITM ), is not the largest company out there, but it received a lot of attention from a substantial...
Analyseartikel Aug 23

Companies Like ITM Power (LON:ITM) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Analyseartikel May 13

We Think ITM Power (LON:ITM) Needs To Drive Business Growth Carefully

We can readily understand why investors are attracted to unprofitable companies. For example, although...

Aufschlüsselung der Einnahmen und Ausgaben

Wie ITM Power Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.


Gewinn- und Umsatzhistorie

AIM:ITM Einnahmen, Ausgaben und Erträge (GBP Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Oct 2529-3160
31 Jul 2527-38120
30 Apr 2526-46180
31 Jan 2525-43240
31 Oct 2423-41290
31 Jul 2420-34240
30 Apr 2417-27180
31 Jan 2414-44190
31 Oct 2312-60200
31 Jul 239-81190
30 Apr 235-101180
31 Jan 234-95180
31 Oct 224-88190
31 Jul 225-67190
30 Apr 226-47190
31 Jan 227-39171
31 Oct 219-31161
31 Jul 217-29122
30 Apr 216-2893
31 Jan 214-3093
31 Oct 202-32103
31 Jul 204-3193
30 Apr 205-3082
31 Jan 206-2272
31 Oct 197-1462
31 Jul 196-1262
30 Apr 195-962
31 Jan 194-962
31 Oct 183-952
31 Jul 183-752
30 Apr 183-652
31 Jan 184-552
31 Oct 174-452
31 Jul 173-442
30 Apr 172-442
31 Jan 172-432
31 Oct 162-332
31 Jul 162-432
30 Apr 162-432
31 Jan 162-432
31 Oct 152-532
31 Jul 152-533

Qualität der Erträge: ITM ist derzeit unrentabel.

Wachsende Gewinnspanne: ITM ist derzeit unrentabel.


Analyse von freiem Cashflow und Gewinn


Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: ITM ist unrentabel, und die Verluste haben in den letzten 5 Jahren mit einer Rate von 1.3% pro Jahr zugenommen.

Beschleunigtes Wachstum: Das Gewinnwachstum des letzten Jahres kann nicht mit dem 5-Jahres-Durchschnitt von ITM verglichen werden, da das Unternehmen derzeit nicht profitabel ist.

Erträge im Vergleich zur Industrie: ITM ist unrentabel, was einen Vergleich des Gewinnwachstums des letzten Jahres mit der Branche Electrical (17.9%) erschwert.


Eigenkapitalrendite

Hohe Eigenkapitalrendite: ITM hat eine negative Eigenkapitalrendite (-14.63%), da es derzeit unrentabel ist.


Kapitalrendite


Rendite auf das eingesetzte Kapital


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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/15 13:44
Aktienkurs zum Tagesende2026/07/15 00:00
Gewinne2025/10/31
Jährliche Einnahmen2025/04/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

ITM Power Plc wird von 25 Analysten beobachtet. 9 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Tom McColmAllenby Capital Limited
Jesús Gómez DominguezBanco Santander
Anthony PlomBerenberg