Stock Markets April 16, 2026 04:09 AM

Fastned Posts 40% Revenue Gain in Q1 as Charging Volumes Rise

Dutch EV charging network reports higher volumes, stronger margins and affirms station rollout targets for the year

By Derek Hwang FAST
Fastned Posts 40% Revenue Gain in Q1 as Charging Volumes Rise
FAST

Fastned reported first-quarter revenue of €39.2 million, a 40% year-on-year increase, driven by a 32% rise in charging volume to 55.6 gigawatt hours and a 6% increase in average selling price to €0.71 per kilowatt hour. The company expanded its network by eight sites and upgraded four others, lifting annualized revenue per station and delivering a 63% jump in gross profit to €32.1 million.

Key Points

  • Q1 revenue reached €39.2 million, up 40% year-on-year, driven by a 32% increase in charging volume to 55.6 GWh and a 6% rise in average selling price to €0.71/kWh.
  • Network expansion continued with eight new stations added in Denmark, Italy, France and the UK, taking total stations to 414; four stations were also expanded or upgraded.
  • Gross profit increased 63% to €32.1 million and gross margin per kWh rose 23% to €0.58; full-year guidance for station openings (70-100), revenue per station (€350,000-€400,000) and EBITDA margin (35%-40%) was maintained.

Fastned BV reported first-quarter revenue of €39.2 million, a 40% increase compared with the same period last year, according to its trading update published on Thursday. The Dutch electric vehicle charging operator attributed the top-line expansion to simultaneous gains in charging volume and realized prices.

Charging volume rose 32% to 55.6 gigawatt hours in the quarter, while the company recorded a 6% increase in average selling price, which reached €0.71 per kilowatt hour. Fastned highlighted that its volume growth outpaced the 27% rise in battery electric vehicle registrations over the same quarter.

Operationally, Fastned added eight new charging stations across four European markets - Denmark, Italy, France and the United Kingdom - bringing its nationwide network to 414 stations at quarter end. The company also completed expansion or upgrade projects at four existing locations. Those moves contributed to a 19% increase in annualized revenue per station, which rose to €387,000.

Profitability measures improved markedly in the quarter. Gross profit climbed 63% to €32.1 million, and the gross margin measured on a per-kilowatt hour basis increased 23% to €0.58. These gains reflect both higher volumes and improved per-unit economics.

For the full year, Fastned reaffirmed its previously stated rollout guidance. The company expects to open between 70 and 100 new stations, targeting a network of 476 to 506 stations by year end. Management reiterated expectations for average revenue per station in a range of €350,000 to €400,000, against a prior fiscal year average of €335,000.

On margin guidance, Fastned projects its EBITDA margin to stay relatively stable in the 35% to 40% band. The company did not change its published full-year outlook and maintained the same ranges for station openings, revenue per station and EBITDA margin.


Contextual note: The results combine stronger usage of existing infrastructure with incremental capacity from new and upgraded sites. The company presented growth in both top-line and gross profitability measures while keeping full-year operational targets intact.

Risks

  • Execution risk tied to rolling out 70 to 100 new stations this year - failure to meet the target would affect network and revenue projections. This impacts the EV charging infrastructure sector.
  • Uncertainty around achieving the guided average revenue per station range of €350,000 to €400,000 - results could deviate depending on station performance and utilization. This impacts revenues in the charging and broader electric mobility markets.
  • Stability of the projected 35% to 40% EBITDA margin - margin performance may change if costs, utilization or pricing dynamics shift. This affects profitability in the EV charging and energy services sectors.

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