ITM Power Gestione
Criteri Gestione verificati 2/4
ITM Power Il CEO è Dennis Schulz, nominato in Dec2022, e ha un mandato di 3.67 anni. la retribuzione annua totale è £ 1.17M, composta da 40.6% di stipendio e 59.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.028% delle azioni della società, per un valore di £ 197.36K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.3 anni e 1.2 anni.
Informazioni chiave
Dennis Schulz
Amministratore delegato
UK£1.2m
Compenso totale
| Percentuale dello stipendio del CEO | 40.64% |
| Mandato del CEO | 3.7yrs |
| Proprietà del CEO | 0.03% |
| Durata media del management | 4.3yrs |
| Durata media del Consiglio di amministrazione | 1.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.
Nuova narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Oct 31 2025 | n/a | n/a | -UK£31m |
| Jul 31 2025 | n/a | n/a | -UK£38m |
| Apr 30 2025 | UK£1m | UK£476k | -UK£46m |
| Jan 31 2025 | n/a | n/a | -UK£43m |
| Oct 31 2024 | n/a | n/a | -UK£41m |
| Jul 31 2024 | n/a | n/a | -UK£34m |
| Apr 30 2024 | UK£1m | UK£432k | -UK£27m |
| Jan 31 2024 | n/a | n/a | -UK£44m |
| Oct 31 2023 | n/a | n/a | -UK£60m |
| Jul 31 2023 | n/a | n/a | -UK£81m |
| Apr 30 2023 | UK£872k | UK£212k | -UK£101m |
Compensazione vs Mercato: La retribuzione totale di Dennis ($USD 1.58M ) è circa la media per le aziende di dimensioni simili nel mercato UK ($USD 1.57M ).
Compensazione vs guadagni: La retribuzione di Dennis è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Dennis Schulz (44 yo)
3.7yrs
Mandato
UK£1,171,167
Compensazione
Mr. Dennis Schulz serves as Chief Executive Officer for ITM Power Plc since December 1, 2022 and also serves as its Director since December 01, 2022. Mr. Schulz joined ITM Power as Chief Executive Officer...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 3.7yrs | UK£1.17m | 0.028% £ 197.4k | |
| CFO & Director | 1.6yrs | UK£392.57k | 0.015% £ 105.4k | |
| CTO & Executive Director | no data | UK£456.00k | 0.095% £ 675.9k | |
| Vice President of Strategy | 1.6yrs | UK£450.19k | Nessun dato | |
| Vice President of Operations | 5.6yrs | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel & Company Secretary | 2.5yrs | Nessun dato | Nessun dato | |
| Head of Marketing & Communications | 4.9yrs | Nessun dato | Nessun dato | |
| Managing Director of ITM Motive | 12.8yrs | Nessun dato | Nessun dato | |
| Head of Grant Partnership Funding | 4.9yrs | Nessun dato | Nessun dato | |
| Head of Corporate Affairs | no data | Nessun dato | Nessun dato |
4.3yrs
Durata media
47yo
Età media
Gestione esperta: Il team dirigenziale di ITM è considerato esperto (durata media dell'incarico 4.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 3.7yrs | UK£1.17m | 0.028% £ 197.4k | |
| CFO & Director | 1.6yrs | UK£392.57k | 0.015% £ 105.4k | |
| CTO & Executive Director | 16.8yrs | UK£456.00k | 0.095% £ 675.9k | |
| Non-Executive Director | less than a year | Nessun dato | 0.025% £ 177.0k | |
| Independent Non-Executive Chair | less than a year | Nessun dato | Nessun dato | |
| Senior Independent Non-Executive Director | 6.9yrs | UK£71.00k | 0.025% £ 179.1k | |
| Non-Executive Director | less than a year | Nessun dato | Nessun dato | |
| Non-Executive Director | less than a year | Nessun dato | Nessun dato |
1.2yrs
Durata media
50yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di ITM non è considerato esperto (durata media del mandato 1.2 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/05 06:08 |
| Prezzo dell'azione a fine giornata | 2026/08/05 00:00 |
| Utili | 2025/10/31 |
| Utili annuali | 2025/04/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ITM Power Plc è coperta da 25 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Tom McColm | Allenby Capital Limited |
| Jesús Gómez Dominguez | Banco Santander |
| Anthony Plom | Berenberg |