ITM Power Plc (ITM) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to the IT Empower PLC investor presentation. Throughout this recorded meeting, investors will be in listen-only mode. Questions can be submitted at any time by the Q&A tab situated in the right-hand corner of your screen. Just simply type in your question and press send. The company may not be in a position to answer every question received during the meeting itself. However, the company can review all questions submitted today and publish responses where it's appropriate to do so. Before we begin, I'd like to submit the following poll. I'd now like to hand you over to the team at IT Empower PLC. This year IDM has turned 25 and I am proud that we can present you a strong set of results, reflecting continued growth, commercial momentum and disciplined capital management. Over the past 25 years we have evolved into a leader in electrolyser technology. We are known for high performing and reliable solutions with our stack technology at the very core of our success. In March this year the Financial Times has confirmed us as the fastest growing manufacturing company in the UK. Simon Born, Amy Gray and I will give you a comprehensive update today, with special emphasis on real-world projects and actual initiated product performance data, a level of transparency you will rarely see in our industry. We will also dedicate time to Kronos, our next step generation, and Hydroponics, our recently launched business model. Before going into more detail, let me provide you an overview. First, on the market and competition. Our pipeline of project opportunities is healthy and growing, and we are securing more than just our fair share in the market. Whether in refineries transitioning to green hydrogen or energy companies optimizing excess renewable power gene...