Alfen N.V. (ABHBY) Q1 2026 Earnings Call Transcript
Alfen N.V. (OTCPK:ABHBY) Q3 2025 Sales Call November 5, 2025 3:00 AM EST Company Participants Michael Colijn Onno Krap - CFO & Member of the Management Board Conference Call Participants Nikita Lal - Deutsche Bank AG, Research Division Luuk Van Beek - Banque Degroof Petercam S.A., Research Division Presentation Operator Hello.
Alfen faces near-term revenue and margin headwinds, mainly from EV Charging, but Smart Grids and Energy Storage remain resilient and promising long-term. Recent contract wins and a robust backlog, especially in Energy Storage, provide strong revenue visibility and support optimism for 2026 and beyond. Valuation is compelling at current levels, with significant upside if growth and margins recover, especially compared to European clean energy peers.
Alfen N.V. shares have declined significantly due to short-term headwinds, presenting a potential entry point for patient long-term investors. The company operates in Smart Grid Solutions, Energy Storage Systems, and EV Charging, with synergy benefits and a strong presence in Europe. Despite weak FY2024 results, Alfen's balance sheet remains solid, and management is optimistic about long-term growth driven by clean energy trends.