• In the gH2 segment, thyssenkrupp nucera now expects EBIT to range between EUR –125 million and EUR –90 million (2024/25: EUR –56 million). Previously, thyssenkrupp nucera had anticipated an EBIT of between EUR –80 million and EUR –55 million. The reason for the adjustment are higher-than-expected expenses related to specific optimization measures for modules that have already been delivered, in the run-up to the imminent completion and commissioning of the first electrolysis plants, as well as the termination of a contract for a 20 MW pilot plant, which the U.S. customer will not finalize and commission due to return expectations no longer being sufficient. The resulting costs, in combination, amount to a low double-digit million euro figure and will be recognized in the second quarter of 2025/26.
• The higher costs described in connection with new build projects in the gH2 segment lead – pursuant to the revenue recognition methods applied in the Group (IFRS 15) – to an accounting reduction in the percentage of completion. This results in a technical, negative sales effect in the low double-digit millions of euros, which will be recognized in the second quarter of 2025/26. This is expected to result in the gH2 segment reporting total sales of around 0 million euros in the second quarter of 2025/26. Due to these primarily accounting-related effects, the sales expectation for the gH2 segment for the full year 2025/26 is reduced to EUR 120 million to EUR 170 million (2024/25: EUR 459 million). Previously, thyssenkrupp nucera had assumed gH2 sales of EUR 150 million to EUR 220 million.
• In the CA segment, given the positive performance in the current fiscal year, the EBIT range is specified at EUR 45 million to EUR 65 million (2024/25: EUR 58 million). Previously, thyssenkrupp nucera had expected EBIT of between EUR 40 million and EUR 65 million for fiscal year 2025/26. The sales outlook remains unchanged and is expected to be between EUR 320 million and EUR 400 million (2024/25: EUR 387 million).
• At Group level, the sales outlook is reduced overall to EUR 450 million to EUR 550 million (2024/25: EUR 845 million). Previously, thyssenkrupp nucera had expected Group sales of between EUR 500 million and EUR 600 million. The EBIT range for the Group for fiscal year 2025/26 is adjusted to EUR –80 million to EUR –30 million (2024/25: EUR 2 million). Previously, thyssenkrupp nucera had assumed Group EBIT between EUR –30 million and EUR 0 million.

2293114  17-March-2026 CET/CEST