SFC Energy sets Capital Markets Day: what it means for SFC Energy stock

Published on 10/01/2026 at 14:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Adjusted EBITDA rose to EUR 18.40 million from EUR 8.50 million. SFC Energy stock costs EUR 20.60 on October 1, 2026 after EUR 20.48.

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SFC Energy stock (ISIN DE0007568578) was trading at EUR 20.60 at Lang & Schwarz on October 1, 2026 at 2:34 p.m. CEST, up 0.59 percent from the EUR 20.48 prior close. The company is preparing a Capital Markets Day for October 7, 2026, with third-quarter results expected in early November, according to Aktiencheck on September 30, 2026.

First-half profit sets the baseline

SFC Energy entered the event with a sharper operating profile. In the first half of 2026, adjusted EBITDA rose to EUR 18.40 million from EUR 8.50 million in the first half of 2025, while revenue increased 11.90 percent to EUR 82.40 million, GoingPublic reported on September 9, 2026.

The comparison matters because the earnings improvement was faster than the sales expansion. GoingPublic also reported that first-half order intake rose to EUR 108.70 million from EUR 43.70 million a year earlier, supporting management's 2026 outlook.

Guidance leaves room for execution

The company expects 2026 revenue of EUR 166.00 million to EUR 175.00 million and adjusted EBITDA of EUR 31.50 million to EUR 34.00 million, according to GoingPublic. The upper half of that range would require the second half to sustain the first-half margin improvement while the company manages delivery and customer concentration risks.

The event therefore has a measurable test. Investors can compare new medium-term ambitions with the existing 2026 revenue range, the EUR 108.70 million order intake and the sharp adjusted EBITDA gain. The Ukraine project remains an important operating factor, but the next evidence will be whether demand broadens across defense, security and international markets.

Target remains above the quote

Berenberg raised its target for SFC Energy to EUR 27.50 while maintaining a Buy rating on August 17, 2026, according to Marketscreener. At EUR 20.60, the Lang & Schwarz price lies 25.09 percent below that target, making the October presentation a concrete reference point for the valuation debate.