Here’s a quick update on ITM Power based on the latest available public notes.
- Recent activity: ITM Power has posted trading updates noting strong momentum in continental Europe (notably Germany) and continued progress on major projects, with revenue in H1 2025/26 reported and cash position described as robust. This reflects the company’s ongoing focus on NEPTUNE V deployments and large-scale electrolyser projects [Investegate trading update; HL news roundup].[1][2]
- 2025 developments: The company announced several contract wins and project milestones in 2025, including partnerships and the advancement of large-scale hydrogen projects (e.g., REFHYNE II-related activity) and a subsidiary launch to accelerate hydrogen adoption in industrial sectors. These items illustrate its strategy to scale through integrated project delivery and regional deployments [HL summary of 2025 news; HL articles].[4][1]
- Financials and outlook: Management reiterated guidance for FY26 with revenue expectations in the mid-range and continued deficit guidance on EBITDA, while highlighting a healthy liquidity buffer. The narrative points to strong project backlog and a diversified European pipeline offset by policy uncertainty in some markets. [Investegate trading update; MarketScreener summaries].[2][4]
- Where to monitor next: Check ITM Power’s official news page and reputable market news outlets for interim results, FEED contracts, and large-scale project announcements (e.g., UK/Europe hydrogen hubs). [ITM official news; major outlets].[5]
If you’d like, I can:
- Pull a concise, date-stamped digest of the latest ITM Power press releases.
- Create a quick snapshot table of recent contracts, projected revenue impact, and current cash position.
- Set up alerts for new RNS/press releases from ITM Power.
Sources
) · Record contract backlog to date of £135.3m, up from £43.7m two years ago · First-half highlights: o Contract signed for REFHYNE II 100MW project for Shell o 500MW and 8MW capacity reservations secured o Commissioned a 4MW pilot plant for … o FEED contract signed for a 10MW standard plant configuration for several projects to be deployed in the UK o Further 40% iridium loading reduction, lowering costs o Sales pipeline stronger than ever, including high customer demand for NEPTUNE V ·...
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itm-power.comITM designs and manufactures world-class hydrogen energy solutions to enhance the utilisation of renewable energy.
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www.hl.co.ukItm Power Regulatory News. Live ITM RNS. Regulatory News Articles for Itm Power Plc Ord 5p
www.lse.co.ukITM Power Plc: News, information and stories for ITM Power Plc London S.E.: ITM London S.E.
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