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March 20th, 2025 | 07:10 CET

Steyr Motors, dynaCERT, and NEL – Growth drivers in defense and greentech

  • Hydrogen
  • GreenTech
  • renewableenergies
  • Defense
Photo credits: pixabay.com

Investors love companies that impress with fresh ideas and strong growth. In the greentech and defense sectors, three players are in focus: Steyr Motors AG is convincing in its 2024 annual report with a 9.2% increase in revenue. The defense sector is booming, and the Austrian company's expansion into Asia is making it a global player. A revenue jump of at least 40% is even expected for 2025. The Canadian greentech company dynaCERT is making waves with its HydraGEN™ technology. It is particularly attracting attention in Canada's oil and gas industry because it upgrades heavy-duty diesel engines with hydrogen technology, making it the ideal bridging technology. A new major order for over 140 units proves how dynaCERT combines innovation, efficiency, and ESG goals. Nel is cooperating with SAMSUNG E&A in the hydrogen sector: SAMSUNG is integrating Nel's electrolysers into its hydrogen plants and acquiring 10% of the shares. Three companies, three paths – what opportunities could arise for your portfolio?

time to read: 4 minutes | Author: Juliane Zielonka
ISIN: STEYR MOTORS AG | AT0000A3FW25 , DYNACERT INC. | CA26780A1084 , NEL ASA NK-_20 | NO0010081235

Table of contents:


    Jim Payne, CEO, dynaCERT Inc.
    "[...] We are committed to stay as the number one Canadian and global leader in the Hydrogen-On-Demand diesel technology [...]" Jim Payne, CEO, dynaCERT Inc.

    Full interview

     

    Steyr Motors: Impresses with strong growth and optimistic outlook

    Steyr Motors AG has published its 2024 annual report and impressively demonstrates why the Austrian company remains an exciting investment candidate for investors. Revenues increased by 9.2% to EUR 41.7 million, while adjusted EBIT reached a new high of EUR 10.1 million (previous year: EUR 3.6 million) and an EBIT margin of 24.3%. For 2025, the Management Board expects revenue growth of at least 40% with an EBIT margin of over 20%. This forecast is supported by an order backlog of almost EUR 200 million until 2027. These developments make Steyr Motors a growth company with high potential.

    In 2024, the defense sector was the biggest contributor to revenue, accounting for 61% of the total (EUR 25.6 million). This sector continues to be the backbone of the Company. In addition, demand is increasing for high-performance engines for defence-critical applications, such as tactical vehicles from Rheinmetall AG (Leopard 2) and also operational boats for the US Navy Seals. New business in Asia is also being expanded, including China, Taiwan, and Indonesia. In addition, there is a stronger presence in the MENA region (Middle East and North Africa) and with the US Navy Seals. Steyr Motors is clearly benefiting from the current geopolitical turning shift.

    "Our products are in demand, especially in the defense and maritime sectors," says CEO Julian Cassutti. Thanks to optimizations and price increases, the equity ratio has also improved to 62.6%, giving the Company a solid base for further growth. Steyr Motors remains an interesting candidate for investors.

    dynaCERT on the road to success: HydraGEN™ technology conquers the oil and gas industry

    The Canadian company for innovative hydrogen technologies, dynaCERT, and Simply Green Distributors are pleased to report strong growth: Sales of HydraGEN™ technology are increasing, particularly in the oil and gas and agriculture sectors. The HydraGEN™ technology developed by dynaCERT is an electrolysis technology that produces hydrogen and oxygen, which are then introduced in small quantities into diesel engines to reduce fuel consumption and CO₂ emissions.

    Simply Green Distributors is a Canadian distributor of dynaCERT that markets HydraGEN™ technology to industries such as oil, gas, and agriculture to help customers reduce operating costs and meet ESG targets. A major success is now the order from a leading Canadian oil and gas drilling company that has already deployed 140 units and plans to purchase more.

    The secret to success lies in Simply Green's transition program, which helps companies streamline their operations. As a result, customers benefit from reduced energy costs while meeting strict environmental, social and governance (ESG) requirements mandated by the government.

    This technology provides both environmental and economic benefits – a clear competitive advantage in industries under increasing pressure to become more sustainable. With the increasing demand for clean energy solutions, dynaCERT and Simply Green are increasingly positioning themselves as key players in the transformation process to sustainable energy. The stock market is responding positively to this development, as the Company is demonstrating how attractive growth can be achieved with a niche solution in the hydrogen sector. dynaCERT is therefore gaining further momentum thanks to its solid business model.

    Nel and SAMSUNG E&A join forces: A powerful future for hydrogen

    The hydrogen technology company Nel has entered into a groundbreaking collaboration with SAMSUNG E&A, a leading South Korean provider of energy solutions. As part of this EPC (engineering, procurement, construction) collaboration, SAMSUNG E&A will equip complete hydrogen systems with NEL's electrolysers. This partnership strengthens NEL's competitiveness and global presence in the booming hydrogen market – a clear signal that the Company is continuing to exploit its growth potential.

    The collaboration will focus on Nel's alkaline and PEM electrolysers, which SAMSUNG E&A will integrate. "We are focusing on our core competence – electrolyser technology – and need strong EPC partners like SAMSUNG E&A to increase our global reach," emphasizes Nel CEO Håkon Volldal. For investors, this clearly shows how Nel is increasing its market value through strategic alliances.

    SAMSUNG E&A is demonstrating the strength of this partnership by purchasing 10% of the newly issued Nel shares via a direct placement. This makes the Company the largest single shareholder, with 9.1% after the transaction. To do so, Nel is issuing 167.1 million shares at NOK 2.1125 (EUR 0.18) per share, totaling NOK 353 million (EUR 30.6 million). The transaction is still subject to the approval of the management board, but the message is clear: Nel is strengthening its position in the hydrogen business and remains an attractive proposition for private investors.


    Steyr Motors impresses with a 9.2% increase in revenue to EUR 41.7 million in 2024 and an adjusted EBIT of EUR 10.1 million – growth of at least 40% is expected in 2025, supported by an order backlog of almost EUR 200 million. dynaCERT reports a major order for its HydraGEN™ technology with over 140 units and demonstrates how the hybrid solution increases efficiency for customers and supports their ESG goals. The growing demand for clean energy offers the Company good opportunities. Nel is strengthening its position in the hydrogen market by partnering with SAMSUNG E&A, which offers complete hydrogen systems with Nel's electrolysers – the entry of SAMSUNG with 10% of the shares underpins the depth of this strategically valuable alliance.


    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.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author



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