Stif unveiled its annual 2025 revenue figures last night, beating both market expectations and its own forecasts thanks to continued growth in the battery energy storage system (BESS) explosion risk protection sector.
The Angers-based group reported consolidated revenue of €90.5 million last year, marking a 48% increase compared to the 2024 fiscal year.
This performance exceeded the targets presented last October, which had anticipated annual revenue of €86.6 million, as well as the market consensus, which was set at €87.5 million.
In its press release, Stif stated that it had "entered a new league" in 2025, achieving revenue of over €100 million on a pro forma basis.
By factoring in the full-year impact of the recent acquisitions of Stuvex and Boss Products, revenue would have reached €104 million, representing a 70% increase.
On a like-for-like basis, excluding acquisitions, revenue would stand at €76 million, up 24%, again outperforming the €74 million target communicated last October.
This strong growth continues to be driven by the Explosion Energy (BESS) segment, which now accounts for more than 45% of total revenue.
Last year, the division generated revenue of €41.4 million, compared to €29.3 million in 2024—a 41% increase—fueled by sustained demand from major market players such as Tesla, Fluence, and CATL.
The group's traditional businesses, which include bulk material handling equipment, posted revenue of €19.6 million, barely changed from 2024 (€19.4 million). These now represent less than 22% of total activity, down from 32% a year earlier.
Following the publication, Stif shares soared 14% to €66.5 on Friday morning on the Paris Stock Exchange, though still well below their record highs above €88 last summer.
In their reaction notes, analysts covering the stock said they expect profitability in 2025 to be better than previously forecast, following these stronger-than-expected revenue numbers.
"The stronger-than-anticipated revenue growth should mechanically improve the group's profitability," commented the Euroland teams this morning, reiterating their buy recommendation with a price target of €95.2.
"Like revenue, the 2025 Ebitda target (€19.4 million) should, in our view, be comfortably exceeded," added Portzamparc, which is targeting operating profit of €21.3 million.
"This release strengthens our conviction in the group's ability to maintain strong growth and high margins in its BESS segment over the medium term," echoed the research firm, which reiterated its "buy" rating while raising its target from €79 to €81.7.
STIF is an industrial group with 3 areas of activity:
- manufacture of dust explosion protection equipment and 'BESS' battery energy storage systems (65.5% of net sales);
- manufacture of bulk handling components (31.7%): lift buckets, compression fittings and bends, etc.;
- other (2.8%).
Net sales break down by source of revenue, mainly between sales of products (99%) and services (0.1%).
At the end of 2024, the group had 4 production sites located in France (2), China and the United States.
Net sales are distributed geographically as follows: France (13%), Europe (24%), North America (49%), Asia (12%) and other (2%).
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