contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


kempower-product-leadership-towards-scale-leadership

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Pauli Lohi

Kempower operates in the industrial sector. The company is a developer of charging solutions and services aimed at the automotive sector. The range mainly includes charging posts, stations, sockets, and associated electronic equipment. In addition to the main business, various after-sales services and technical support are offered. The largest operations are found in the Nordic region and parts of Europe.

Tom Moloughney’s Alpitronic is out and there’s some sweet news. The HYC1000 isn’t even in production yet. Pilots this year and production won’t start until 2027!  Less power, worse power distribution accuracy, fewer charging points, and production at the earliest in 8 months. I’m enjoying it!               Regarding the price vs. HYC400, he said that after 5 plugs, the HYC1000 is CapEx sensible. So, practically 2.5 HYC400 chargers. Which I somewhat doubt. And since the HYC1000 system only supports 8 cables, there won’t be much adjustment anyway. Mike Doucleff, Alpitronic America’s director, also seemed a bit nervous and wasn’t very confident in the HYC1000’s success.

The Q1 results will be interesting, as March sales will still be included. If the situation remains uncertain, the global push to switch to electric power could be a relatively strong catalyst for Kempower. It’s great that you’re digging these up.

France is also joining the MCS group. At this stage, seven charging stations for trucks will be opened, with power outputs of 400-1200 kW. Each station will offer at least 4 charging points that can be expanded as needed. In the illustrative image, Kempower and several Kempower employees have liked the post, and Kempower’s account has commented.                   LinkedIn              #spie #transitionénergétique #mobilitéelectrique | SPIE France    Bornes de recharge : SPIE lance e-Vadea Truck et accélère la transition bas carbone du transport routier longue distance. 🚚⚡  SPIE CityNetworks, filiale française de #SPIE France, déploie son réseau e-Vadea Truck sur les aires de service APRR en...

Partially a recap of old news, but worth sharing because it’s on Ekoenergetyka’s turf. Especially if all of these are implemented with Kempower chargers. In which case, an operator using Kempower instead of Eko would be Poland’s largest independent operator. The same as if Neste installed Ekoenergetyka chargers instead of Kempower. Decathlon has chosen Powerdot as a strategic partner for EV charging solutions in Poland! There will be 28 stores to be equipped with more than 250 charging points by the end of 2027 and that will contribute to the consolidation of our position as the largest independent operator in the country. As with Carrefour, Intermarché, Action or CBRE (and many other partners), this is another example in which the initial success of a partnership in a given country leads us to accompany the brand in cross-border projects - in Portugal there are already 18 Decathlon stores with which we work today! Q1 2026 ends as one of the most active and important quarters in our history!                   LinkedIn              🇵🇱 ⚡️A Decathlon escolheu a Powerdot  como parceiro estratégico para soluções...    🇵🇱 ⚡️A Decathlon escolheu a Powerdot  como parceiro estratégico para soluções de carregamento para VEs na Polónia! Serão 28 lojas a serem equipadas com mais de 250 pontos de carregamento até finais de 2027 e que contribuirão para a consolidação da...

This is excellent news and worth asking about in connection with the Q1 results if it’s not specifically mentioned in the call! This is certainly not a bad thing for Kempower in any way.

A few weeks ago, the Higher Regional Court in Düsseldorf issued a ruling stating that the expansion of EV charging on the premises of Tank&Rast, which dominates Germany’s manned fuel distribution and service stations on motorways, was illegal because T&R, which held a near-monopoly position, had selected charging operators without proper competitive tendering. https://www.electrive.com/2026/03/06/dusseldorf-court-rules-charging-infrastructure-at-german-motorway-service-areas-must-be-tendered/ Due to the failure to tender, the expansion and improvement of EV charging facilities at T&R service areas were almost stalled for years. In the summer of 2024, Alpitronic cited the ongoing legal dispute as the reason for the decline in sales of its high-power chargers and the cut in its production. Autobahn GmbH should now arrange an EU-wide tender, or perhaps dozens or hundreds of tenders, for EV charging in T&R’s areas. In my opinion, the tenders should be organized and resolved in a decentralized manner to prevent regional monopolies from forming and to ensure that bidders can install the equipment within the required timeframe. To ensure continuity of competition and security of supply, it would also be justified to select two operators and/or chargers from two different equipment manufacturers for the large T&R service areas within the motorway network. A condition could be set that each T&R service station area should have chargers from at least two equipment manufacturers. Kempower could have a good opportunity to improve its market share in Germany in cooperation with some charging operators. The products have differentiating factors that Kempower should emphasize to operators intending to participate in the tenders. These include Kempower’s satellite system, modularity and dynamic power management, design, suitability for various parking areas, operational reliability, and maintainability.

An interesting review of the depot introduced last autumn in Australia, which is now experiencing a diesel shortage and much talk about electrifying buses and trucks:                   LinkedIn              Electrifying Brookvale Bus Depot | JET Charge    Australia’s first pantograph-down bus depot ⚡️🚌   Charging one bus is easy. Charging more than 200 every day in a live depot? That’s different.   At Brookvale Bus Depot, the usual plug-in approach wouldn’t work. So the solution went...                             The depot is designed to serve a total of 229 electric buses. Currently, 13–16 charging points have been installed as part of the first phase.  Full Electrification: Brookvale’s entire 229-bus diesel fleet is planned to be replaced with electric buses by 2028. Expansion Elsewhere: Similar technology is currently being installed in other Sydney depots, such as Leichhardt and Kingsgrove, which are scheduled for completion during 2026. New Depot: A completely new, purpose-built electric bus depot is being planned for Macquarie Park.  As the cherry on top, toilet paper is being transported in Australia by Windrose faster and more affordably than by diesel, thanks to a new logistics company that operates 100% on electricity. (480km, 36t, 12% faster because diesel slows down on inclines, 87% battery remained.)              Not directly related to Kempower, but it gives an idea of how the industry is shifting to electric.

Kempower

With one of the most competitive EV fast charging solutions on the market, Kempower is becoming one of the largest manufacturers. In the long term, the company could thus become one of the most cost-competitive players in the sector. The weakening investment cycle will weigh on near-term growth prospects, but Kempower's competitiveness and the long-term market outlook remain strong.

<p>With one of the most competitive EV fast charging solutions on the market, Kempower is becoming one of the largest manufacturers. In the long term, the company could thus become one of the most cost-competitive players in the sector. The weakening investment cycle will weigh on near-term growth prospects, but Kempower's competitiveness and the long-term market outlook remain strong. </p> 

	2022	23e	24e
Revenue	103.6	298.4	411.7
growth-%	278.1 %	188.0 %	38.0 %
EBIT (adj.)	6.7	54.5	66.9
EBIT-% (adj.)	6.5 %	18.3 %	16.2 %
EPS (adj.)	0.07	0.80	0.94
Dividend	0.00	0.00	0.00
Dividend %
P/E (adj.)	283.3	16.9	14.5
EV/EBITDA	117.9	11.1	8.1

Kempower: From product leadership towards scale leadership

Key Estimate Figures2023-10-31

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