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ITM Power Plc (ITM) Fair Value & Analysis

Industrials · GB · Market cap 1.3B GBX

IP ITM Power Plc ITM · LSE
Price£1.26
Fair Value£1.46
Upside+15.6%
Quality95/100
Evidence: Low Range £1.10 – £1.83

Fair value as of: Jun 24, 2026

From 2 valuation models · updated 5 days ago

Share price −41.2% over the past month.

Price vs Fair Value (12 months)

£2.31 £0.6425 Fair Value £1.46 Jun 2025 Jun 2026

12‑month range £0.6425 – £2.31 · fair‑value band £1.10 – £1.83 · the £1.26 price screens below the £1.46 fair value. As of Jun 24, 2026.

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Analysis

ITM Power Plc (ITM) currently trades at £1.26, while our model-based Fair Value estimate is £1.46 — implying the stock looks roughly 15.6% undervalued today. We read business quality at 95/100 (high quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low) — always confirm before acting.

Trailing-twelve-month revenue stands at £28.5M. Revenue grew 16.0% year over year. It earns a return on equity of -13.7%. The balance sheet holds a net cash position of £195M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 28.5M GBX
Revenue growth (YoY) +16.0%
Net margin -108%
Return on equity -13.7%
Free cash flow −32.9M GBX FY2025
Operating margin -96.7%
More key figures
EPS (TTM) £-0.0500
Net cash 195M GBX FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

ITM Power Plc designs and manufactures proton exchange membrane (PEM) electrolysers in the United Kingdom, Germany, rest of Europe, the United States, Australia, and internationally. Its product portfolio comprises TRIDENT, an PEM electrolysers stack technology; NEPTUNE, a 2MW plug and play electrolyser for small to mid-size projects; and POSEIDON, a 20 MW electrolysis process module for large-scale projects. ITM Power Plc was founded in 2000 and is headquartered in Sheffield, the United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

ITM Power Plc reported revenue of £26.0M in FY2025 versus £4.3M in FY2021, a compound +57.1%/yr. Reported net income was −£45.5M in FY2025.

Revenue +57.1%/yr
FY21 £4.3M
FY22 £5.6M
FY23 £5.2M
FY24 £16.5M
FY25 £26.0M
Net income
FY21 −£27.7M
FY22 −£46.7M
FY23 −£101M
FY24 −£27.2M
FY25 −£45.5M

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Frequently asked questions

Is ITM Power Plc (ITM) undervalued?
As of Jun 24, 2026, our model estimates a fair value of £1.46 versus a price of £1.26 — about +16% (undervalued). Model-based estimate, not financial advice.
What is the fair value of ITM?
Our 21-model fair value for ITM Power Plc is £1.46 (as of Jun 24, 2026), built from audited fundamentals. The current price is £1.26.
What is the quality score of ITM?
ITM Power Plc has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of ITM Power Plc (ITM)?
ITM Power Plc reported trailing-twelve-month revenue of about £28.5M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of ITM?
The net profit margin of ITM Power Plc is about -108.0%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.