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Alfen N.V. (ABHBY) Q2 2026 Earnings Call Transcript
Alfen N.V. (ABHBY) Q1 2026 Earnings Call Transcript
Alfen N.V. (ABHBY) Q4 2025 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 N.V. (OTCPK:ALFNF) Q2 2025 Earnings Conference Call August 21, 2025 3:00 AM ET Company Participants Marco Roeleveld - CEO & Member of the Management Board Onno Krap - CFO & Member of the Management Board Conference Call Participants David Kerstens - Jefferies LLC, Research Division Jeremy Kincaid - Unidentified Company Luuk Van Beek - Banque Degroof Petercam S.A., Research Division Maarten Verbeek - The Idea-Driven Equities Analyses Company Nikita Lal - Deutsche Bank AG, Research Division Ruben Devos - Kepler Cheuvreux, Research Division Thibault Leneeuw - KBC Securities NV, Research Division Thijs Berkelder - Unidentified Company Operator Hello.
Enphase and SolarEdge face short-term headwinds from unfavorable regulations and higher rates, but long-term structural tailwinds remain strong. Both companies are innovating with distributed energy solutions—AI, battery storage, microgrids, and EV integration—positioning themselves as future leaders in energy distribution. Long-term drivers, such as electrification, rising electricity demand and prices, declining battery costs, and the decentralization of energy networks could significantly boost growth and resilience.
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. (OTCPK:ALFNF) Q1 2025 Results Conference Call May 13, 2025 3:00 AM ET Company Participants Marco Roeleveld - Chief Executive Officer Onno Krap - Chief Financial Officer Conference Call Participants Nikita Lal - Deutsche Bank David Kerstens - Jefferies Ruben Devos - Kepler Cheuvreux Paul De Froment - Bryan Garnier & Company Thijs Berkelder - ABN AMRO-ODDO BHF Thibault Leneeuw - KBC Securities Tijs Hollestelle - ING Jeremy Kincaid - Lanschot Kempen Maarten Verbeek - The Idea Operator Hello, and welcome to the Alfen 2025 Q1 Trading Update Call. Today's call is being recorded.
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