Lhyfe S.A.S (LHYFE) | News Based Sentiment Analysis

• On September 3, 2025, Lhyfe began its first deliveries of renewable green hydrogen to Essent in the Netherlands, a significant milestone marking the company’s commercial debut in a key strategic market. This hydrogen will power Essent’s station in Deventer and Nefit Bosch’s testing center under a multi-year contract, demonstrating Lhyfe’s ability to secure long-term revenue.
• As of August 31, 2025, Lhyfe disclosed its share structure, reporting a total of 47,990,348 shares in its share capital. The company reported 80,927,431 theoretical voting rights and 80,899,494 exercisable voting rights, with 27,937 shares held in treasury and not carrying voting rights, providing transparency into its ownership structure.
• Investors should be aware that Lhyfe entered a quiet period on September 15, 2025, which will last through September 29, 2025, in preparation for its Half-Year 2025 Results release scheduled for September 30, 2025. This standard practice means no major announcements are expected during this timeframe.
• Looking ahead, Lhyfe is planning a substantial 200 MW project in the Delfzijl industrial cluster in the northern Netherlands, with the first 120 MW phase targeted for operation by 2030. This ambitious project demonstrates Lhyfe’s commitment to long-term growth and expansion in a strategically important region for green hydrogen production.
• The Half-Year 2025 results are scheduled to be released on September 30, 2025, before the stock market opens, as announced on September 30, 2025. This release will follow the quiet period from September 15, 2025, to September 29, 2025, inclusive.

The Investment Story: September 2025 was a month of strategic progress for Lhyfe, highlighted by the commencement of green hydrogen deliveries in the Netherlands and continued planning for future expansion, all while preparing for a crucial earnings release.

What It Means for Investors: The deliveries to Essent validate Lhyfe’s business model and demonstrate its ability to secure contracts in a growing market. The planned expansion in Delfzijl suggests confidence in long-term demand, but investors will need to assess the financial implications and execution risks during the upcoming earnings call.

Looking Ahead: The Half-Year 2025 results on September 30th will be critical. Investors should focus on revenue growth, project timelines, and any updates on the Delfzijl project to gauge the company’s trajectory.

The Bottom Line: Lhyfe is demonstrating tangible progress in its core market, but the upcoming earnings report will be a key test of its ability to translate these developments into financial success. Investors should closely monitor the H1 2025 results for a clearer picture of the company’s future prospects.