thyssenkrupp AG (TKAMY) Q4 2025 Earnings Call Transcript
The earnings mark the end of a challenging year for Thyssenkrupp as it remains in the middle of a restructuring push.
Jindal Steel International sees government subsidies in Europe as "an important factor" in its strategy for a potential takeover of Thyssenkrupp's steel division (TKSE), the head of its European business told WirtschaftsWoche on Friday.
Thyssenkrupp's steel division head, Marie Jaroni, estimates a restructuring deal that will cut or outsource about 11,000 jobs will cost the company a three-digit million-euro amount, she told the Frankfurter Allgemeine Zeitung newspaper.
The appointment comes a few weeks after Thyssenkrupp Steel's parent company received an offer for the business from Jindal Steel.
TKMS is to start trading on the German stock exchange on Oct. 20, concluding the spinoff of a minority stake of the company.
TKMS, the defence division to be spun off by German conglomerate Thyssenkrupp , plans a payout ratio of 30 to 50% of net profit and wants to distribute its first dividend to shareholders in 2027, according to presentation slides.
Thyssenkrupp Nucera is in intensive discussions with stakeholders in its U.S. projects and is abandoning those no longer deemed feasible due to tax and spending changes initiated by U.S. President Donald Trump, its CEO said on Wednesday.
I invested in thyssenkrupp AG due to deep undervaluation despite its restructuring challenges, targeting a multi-year recovery for significant upside. My conviction in the bullish thesis paid off, with a 176% return since purchase, far outperforming the broader market. After triple-digit gains, further upside is much harder, and the stock's momentum has slowed since its recent peak.
Thyssenkrupp Nucera agreed to acquire technology assets from Danish company Green Hydrogen Systems for an undisclosed sum to boost its position in the global green hydrogen market.
U.S. tariffs on steel have only a limited direct effect on Thyssenkrupp Steel Europe, the company said on Wednesday, but the increase in import duties brings with it pressure on trade relations more broadly, it warned.
The industrial group wants to make all of its divisions independent and open to outside investment.