Added to YB: 2026-06-16
Pitch date: 2026-06-11
F3C.DE [bullish]
SFC Energy AG
-1.44%
current return
Author Info
No bio for this author
Company Info
SFC Energy AG, together with its subsidiaries, develops, produces, and distributes systems and solutions for stationary and mobile off-grid power supply based on hydrogen and direct methanol fuel cells worldwide.
Market Cap
EUR 351.4M
Pitch Price
EUR 20.85
Price Target
24.82 (+21%)
Dividend
N/A
EV/EBITDA
19.74
P/E
-313.07
EV/Sales
2.32
Sector
Electrical Equipment
Category
growth
SFC Energy — Power Without a Signature
F3C.DE: German methanol fuel-cell maker pivoting to defense (~50% rev). Record EUR42.7M Ukraine order (~73% incremental margin) raised EBITDA guide 45%. Combat-proven, silent/no heat signature for radars/drones; LAPS-R laser power monopoly upside. At EUR19.40, ~28% to EUR25 weighted FV. Risks: single-order reliance, weak FCF, ~2x EV/sales, solid-state batteries 2028+.
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