Stock Markets April 16, 2026 02:14 AM

Fastned Posts Strong Q1 with 40% Revenue Gain as Network Expands

Dutch EV charging operator reports higher volumes, pricing and profit margins while confirming 2026 rollout targets

By Marcus Reed FAST
Fastned Posts Strong Q1 with 40% Revenue Gain as Network Expands
FAST

Fastned BV reported first-quarter 2026 revenues of €39.2 million, a 40% year-over-year increase driven by a 32% rise in charging volume to 55.6 gigawatt-hours and a 6% rise in average selling price to €0.71 per kilowatt-hour. The company widened its European footprint, opened eight new stations, and raised annualized revenue per station to €387,000, while reaffirming guidance for a significant expansion in fiscal 2026.

Key Points

  • Q1 2026 revenues rose 40% to €39.2 million, 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 grew by eight new stations in Denmark, Italy, France and the United Kingdom, bringing the total to 414 stations; four existing stations were expanded or upgraded.
  • Gross profit increased 63% to €32.1 million; annualized revenue per station rose 19% to €387,000, and guidance confirms 70 to 100 new stations planned for fiscal 2026 with an EBITDA margin target of 35% to 40%.

Fastned BV reported a robust first quarter for 2026, with revenues of €39.2 million, an increase of 40% compared with the same quarter a year earlier. The company attributed the revenue rise to both higher charging volumes and a modest increase in the average selling price.

Volume grew 32% year over year to 55.6 gigawatt-hours, while the average selling price climbed 6% to €0.71 per kilowatt-hour. Management noted that the expansion in charging volume outpaced an estimated 27% rise in battery electric vehicle registrations during the quarter.

During the quarter Fastned introduced eight new public charging locations across four markets - Denmark, Italy, France and the United Kingdom - lifting its total station count to 414. The company also completed expansion or upgrade projects at four existing stations. Those network additions supported a 19% increase in annualized revenue per station, which rose to €387,000.

Profitability improved sharply. Gross profit increased 63% to €32.1 million, and margin per kilowatt-hour reached €0.58, a 23% uptick from the prior-year period.

Looking ahead, Fastned reaffirmed its fiscal 2026 targets. The company expects to open between 70 and 100 new stations, aiming for a year-end total of 476 to 506 stations. It foresees average revenue per station in the range of €350,000 to €400,000, compared with €335,000 reported for fiscal 2025. Fastned also expects to maintain an EBITDA margin between 35% and 40% for the year.


Operational context and drivers

  • Revenue growth in Q1 stemmed from a combination of higher charging volumes and a higher realized price per kilowatt-hour.
  • Network expansion and targeted upgrades contributed to higher revenue per station on an annualized basis.
  • Improved gross profit and per-kilowatt margins indicate stronger unit economics in the quarter.

Outlook and guidance

Fastned reaffirmed its 2026 rollout plan and financial targets, including a substantial increase in station count and guidance for average revenue per station and EBITDA margin. The company presented these ranges as its operating plan for the fiscal year.

Risks

  • Execution risk in delivering the planned 70 to 100 new stations for fiscal 2026, which is central to achieving the targeted station count of 476 to 506.
  • Uncertainty around hitting the projected range for average revenue per station of €350,000 to €400,000 compared with €335,000 in fiscal 2025.
  • Maintaining an EBITDA margin between 35% and 40% is subject to operational performance and cost dynamics tied to network expansion and station operations.

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