ITM Power Plc

AIM:ITM Rapport sur les actions

Capitalisation boursière : UK£680.0m

ITM Power Résultats passés

Passé contrôle des critères 0/6

Les bénéfices de ITM Power ont diminué à un taux annuel moyen de -1.3%, tandis que le secteur Electrical a vu ses bénéfices augmenter de en baisse à 0.5% par an. Les revenus ont augmenté de en à un taux moyen de 41.6% par an.

Informations clés

-1.26%

Taux de croissance des bénéfices

2.05%

Taux de croissance du BPA

Electrical Croissance de l'industrie8.55%
Taux de croissance des recettes41.62%
Rendement des fonds propres-14.63%
Marge nette-108.00%
Dernière mise à jour des bénéfices31 Oct 2025

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit Jul 29

ITM: Major UK Funding And Partnerships Will Drive Repricing

Analysts have raised their price target on ITM Power to £2.00 from £1.10, reflecting updated assumptions on fair value, discount rate and growth that contribute to a higher projected valuation range. What's in the News for ITM Power ITM Power received a formally awarded grant of £46.5 million from the UK Department for Energy Security and Net Zero, alongside a £40 million equity investment from Great British Energy, to support manufacturing of the next generation Chronos electrolyser stack in Sheffield.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
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Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Ventilation des recettes et des dépenses

Comment ITM Power gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

AIM:ITM Recettes, dépenses et bénéfices (GBP Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
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

Des revenus de qualité: ITM n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: ITM n'est actuellement pas rentable.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: ITM n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 1.3% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de ITM au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: ITM n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Electrical ( 18.2% ).


Rendement des fonds propres

ROE élevé: ITM a un retour sur capitaux propres négatif ( -14.63% ), car il n'est actuellement pas rentable.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/29 08:44
Cours de l'action en fin de journée2026/07/29 00:00
Les revenus2025/10/31
Revenus annuels2025/04/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

ITM Power Plc est couverte par 25 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Tom McColmAllenby Capital Limited
Jesús Gómez DominguezBanco Santander
Anthony PlomBerenberg