Fastned stock falls after revenue growth misses consensus expectations

Published 14/08/2025, 11:56
 Fastned stock falls after revenue growth misses consensus expectations

Investing.com -- Fastned stock dropped 2% after the electric vehicle charging company reported first-half 2025 revenue that fell short of analyst expectations, despite showing solid growth.

The company posted revenue of €54.3 million for the first half of 2025, representing a 44% increase YoY but missing the consensus estimate of €57.0 million. The revenue growth was driven by a 30% increase in charging volume to 81.4 GWh, which outpaced the broader battery electric vehicle fleet growth of 28%, along with an 11% higher average selling price of €0.67.

Fastned’s gross profit rose 38% to €41.0 million, with gross profit margin improving to €0.50/kWh from €0.47 in the first quarter, reflecting lower energy costs. However, network operating costs jumped 54% to €23.2 million due to team expansion and increased grid fees.

Operational EBITDA increased 21% to €17.9 million, though the EBITDA margin contracted by 6 percentage points. The company’s underlying EBITDA decreased 56% to €1.4 million after accounting for 50% higher network expansion costs of €16.3 million.

Despite the revenue miss, Fastned confirmed its fiscal year 2025 guidance, maintaining its target of 400-425 operational stations by year-end compared to 363 stations at the end of the first half. The company expects revenues of more than €325,000 per station and an operational EBITDA margin of 35%-40%.

During the first half, Fastned opened 17 new stations and secured 37 new locations, keeping it on track toward its goal of 1,000 stations by 2030. The company previously announced plans to increase headcount by more than 50% this year to support accelerated network expansion of over 100 stations annually.

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