November 7th, 2025 | 07:05 CET
BYD and Graphano Energy are driving the energy storage revolution - even Nordex is benefiting indirectly
The energy landscape is undergoing radical change. The key no longer lies solely in the generation of green electricity, but in its intelligent storage and use. Electric vehicles are mutating into rolling power tanks that can stabilize grids, while extensive stationary storage facilities compensate for the fluctuating feed-in from wind and solar power. This revolution opens up massive savings potential for consumers and reduces the need for expensive grid upgrades. We take a look at whether BYD, Graphano Energy, and Nordex can benefit from this booming ecosystem.
time to read: 4 minutes
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Author:
Armin Schulz
ISIN:
BYD CO. LTD H YC 1 | CNE100000296 , Graphano Energy Ltd. | CA38867G2053 , NORDEX SE O.N. | DE000A0D6554
Table of contents:
Author
Armin Schulz
Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.
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BYD – Energy storage as a beacon, e-mobility under pressure
BYD continues to focus on large-scale projects and technological leadership in the grid-connected energy storage market. One flagship project is the construction of what is currently the world's largest energy storage plant in Saudi Arabia, with a total capacity of 12.5 GWh. This project strengthens BYD's long-standing partnership with the Saudi Electricity Company. At the core of the technology is the Haohan battery storage system, which impresses with an outstanding volumetric energy density of 233 kWh per cubic meter, an increase of over 50% compared to industry standards. A standard container can thus store up to 10 MWh. BYD is simultaneously expanding into key markets such as Europe. Its largest European project is in Germany, featuring 103.5 MW of power and 238 MWh of capacity.
The picture is mixed in the core business of electromobility. Although BYD achieved its highest monthly figure of the year in October 2025 with 441,706 vehicles sold, it suffered a year-on-year decline of around 12%. The downturn in plug-in hybrids in particular is weighing on the balance sheet. The financial side underscores this challenge. In the third quarter, net profit fell by a good 33% to RMB 7.82 billion. Driven by aggressive price competition in the domestic market, the gross margin fell to just 17.6%, a decline of around 6 percentage points compared to the previous year.
BYD is responding to margin pressure with increased internationalization and diversification. The expansion of overseas production sites, for example, in Hungary, Thailand, and Brazil, is progressing. At the same time, technological innovation remains a key lever. Vertical integration from battery manufacturing to vehicle production is intended to secure cost advantages. The Company remains an important player and technological trendsetter, but competitive pressure is growing steadily. For investors, the development of margins and the pace of international expansion will be decisive in assessing the attractiveness of the stock in the coming quarters. The share is currently trading at EUR 10.945.
Graphano Energy - New drilling program confirms graphite potential
In the world of battery raw materials, there is hardly any way around graphite. As an essential component of the anode in lithium-ion batteries, the material is indispensable for electromobility and stationary energy storage. Graphano Energy is currently advancing the exploration of its 100% owned Black Pearl project in Québec. The property covers 4,149 ha and has proven graphite deposits over a width of 300 m and a strike length of 1,200 m. The first drilling program on the property aimed to evaluate the comprehensive potential of the deposit and to better understand the geological structure. The recently published final results provide promising indications in this regard.
The results of the nine-hole drill program show consistent near-surface mineralization along several conductive zones. For example, drill hole BP25-06 returned a grade of 4.81% graphitic carbon (Cg) over 12.25 m, including a zone of 6.63% Cg over 7.07 m at a depth of only about 25 m. The peak value was 15.95% Cg. The mineralization remains open in all directions, underscoring the deposit's potential for expansion. The drilling also confirmed that all tested conductive trends are attributable to graphite mineralization.
Black Pearl is located in close proximity to existing mining infrastructure. A key strategic advantage is the option to have the material processed by Northern Graphite, which operates the Lac-des-Iles mine. This mine is currently the only active graphite mine in North America with a functioning processing plant. This access to existing processing capacity could significantly reduce Graphano Energy's capital costs and significantly accelerate the path to potential production, a clear competitive advantage over projects in more remote regions. In addition to the Black Pearl project, the Company holds rights to two other projects, Lac Aux Bouleaux and Standard Property. The stock is currently trading at CAD 0.19.
Nordex – Why the wind power specialist benefits from the energy storage boom
Nordex is strategically expanding into projects that combine wind power with energy storage solutions. A flagship initiative is the collaboration with Vattenfall and the Competence Center for Renewable Energies and Energy Efficiency in northern Germany, testing the integration of lithium-ion battery storage directly into a wind farm. These systems enhance grid compatibility and make wind energy more attractive. For Nordex, this opens up new business areas and revenue streams beyond pure turbine construction.
The latest quarterly figures underscore Nordex's operational strength. In Q3, revenue reached approximately EUR 1.7 billion, nearly matching last year, while EBITDA nearly doubled to EUR 135.9 million with a margin of 8.0%. This significant jump in profitability enabled management to raise its annual forecast. The EBITDA margin for 2025 is now estimated at 7.5-8.5%, up from 5.0-7.0% previously. A solid free cash flow of EUR 149 million and a strong order intake of 2,170 MW, an increase of 25.7%, complete the picture of a fundamentally improving company.
The outlook for Nordex remains positive. The Company is expanding its service segment and integrating storage solutions, ensuring more stable earnings. Strategic partnerships, such as the extended framework agreement with EnBW AG, which for the first time includes the delivery of the powerful N175/6.X turbines, create long-term prospects. The global energy storage market is growing rapidly. Forecasts for 2025 expect global growth of 23% in new storage capacity. The share is currently trading at its annual high of EUR 27.88.
The energy transition will only be complete with high-performance storage systems. BYD is strengthening its leading position in the field of grid-connected energy storage with global large-scale projects such as in Saudi Arabia. Graphano Energy is confirming its potential as a future supplier of the essential battery raw material graphite with its promising drill program on the Black Pearl project in Québec. Nordex benefits indirectly, as storage solutions increase the grid compatibility of wind power and open up new business areas for the turbine manufacturer beyond pure plant construction.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.
In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
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