Nel Asa (NLLSF) Q3 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Nel Asa.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.149 -- 00:00:03.577 Good morning from Oslo. 00:00:03.577 -- 00:00:09.552 We are ready to announce NEL's third quarter 2025 00:00:09.552 -- 00:00:12.454 results presentation. 00:00:12.840 -- 00:00:16.208 My name is Håkon Voldahl. 00:00:16.208 -- 00:00:19.671 Sorry, the microphone is on, Vilhelm. 00:00:19.775 -- 00:00:22.741 My name is Håkon Woldahl. I am the CEO of Nell. 00:00:22.741 -- 00:00:28.772 With me today, I have our CFO, Kjell Christian Bjørnsen, and also 00:00:28.772 -- 00:00:34.258 Vilhelm Flinders, our Head of IR, Communication and Marketing. 00:00:36.927 -- 00:00:41.375 We have the following agenda. Nell in brief, highlights from the third quarter. 00:00:41.375 -- 00:00:46.651 a short commercial update, a short political update, and a short technology update. 00:00:46.651 -- 00:00:53.005 And we will, as always, end the session with questions and hopefully answers. 00:00:54.031 -- 00:00:57.756 Nell is a fully dedicated electrolyzer technology company. 00:00:57.756 -- 00:01:02.041 We have been listed on the Oslo Stock Exchange since 2014. 00:01:02.041 -- 00:01:07.127 We have sold more than 7,000 electrolyzer stacks across the 00:01:07.127 -- 00:01:11.572 world. I think if we do the count, it's now more to more than 80 countries. 00:01:11.572 -- 00:01:15.958 And we have been in business since 1927. We 00:01:15.958 -- 00:01:18.120 have 1.5 00:01:18.120 -- 00:01:22.027 gigawatts of manufacturing capacity. 00:01:22.027 -- 00:01:28.055 one gigawatt here in Norway and half a gigawatt in the US for PEMP. 00:01:28.055 -- 00:01:31.477 We are about 350 employees. 00:01:31.579 -- 00:01:37.607 At the moment, we are investing heavily in R&D to develop next generation platforms. 00:01:37.607 -- 00:01:39.850 We have a global sales and office network. 00:01...