The Hamburg-based wind turbine manufacturer has reinforced its market standing by securing two major contracts within a 48-hour period. This follows an operationally record-breaking 2025 fiscal year and adds over 328 megawatts of new capacity in its domestic German market. The sustained operational momentum is providing fresh impetus for the company’s equity.
Record Performance Fuels Investor Confidence
These latest orders build upon a substantial foundation. In the concluded 2025 fiscal year, Nordex reported a record order intake of 10.2 gigawatts. The company also increased its EBITDA margin to 12.1% in the final quarter. The capital market has rewarded this fundamental strength impressively. On a year-to-date basis, the stock has advanced by approximately 178%, currently trading at €43.08. This places it just shy of the 52-week high established only days ago.
For the current year, management is targeting revenue of up to €9.0 billion. Furthermore, the group plans to return a minimum of €50 million annually to shareholders via dividends or share buybacks starting in 2027. The upcoming quarterly report on April 27, 2026, will provide the first practical test for these ambitious annual targets and the continuation of margin acceleration.
Should investors sell immediately? Or is it worth buying Nordex?
Service Contracts Anchor Long-Term Strategy
The recent announcements highlight a strategic focus on coupling project deals with long-term service agreements, which generate predictable, recurring revenue. This high-margin segment serves as a crucial counterbalance to the cyclical fluctuations inherent in pure equipment manufacturing, thereby stabilizing overall results.
The two significant contract wins in Germany, each containing lucrative, long-term service components, are:
- March 10: A major order from repeat customer wpd for 40 turbines (279.2 MW), including a 15-year premium service agreement.
- March 12: A contract award for the Heek-Strönfeld citizen wind park in North Rhine-Westphalia for seven installations (49 MW), coupled with a 25-year service contract.
Delivery and installation of the systems on hybrid towers are scheduled for 2027.
Ad
Nordex Stock: Buy or Sell?! New Nordex Analysis from June 21 delivers the answer:
The latest Nordex figures speak for themselves: Urgent action needed for Nordex investors. Is it worth buying or should you sell? Find out what to do now in the current free analysis from June 21.
Nordex: Buy or sell? Read more here...
