Companies

Companies 8th September 2025

Telefónica considering selling Distrito C in Las Tablas, but with long-term lease agreement to continue using site

Link Securities | The company is reportedly considering selling its corporate headquarters, known as District C, as part of the strategic review that the group will unveil in the coming weeks, according to elEconomista.es. According to the newspaper, the company is considering a real estate transfer that includes the 15 buildings (between five and eleven storeys) in Las Tablas, located in the north-east of Madrid. Market sources estimate that the…

Companies, Relevant News Item 8th September 2025

Iberdrola offers Trump mega investment plan to save its US offshore wind farms

Bankinter | The company wants to maintain the US as its main investment focus. It has made this clear to the American government. However, everything will depend on key projects not being blocked or, if some of them are shut down, such as offshore wind farms – against which Trump is waging a personal crusade – being compensated with new opportunities, especially in the development of electricity grids. The group’s…

Companies 5th September 2025

Acciona Energía moves forward with asset sales and maintains operating guidance

Bankinter | The group maintains its operating EBITDA guidance for the year as a whole at €1 billion (similar to 2024) with an average price of €60/MWh (down 13%) and production of 26 GW (up 9%). In terms of asset sales, it confirms its target of new transactions worth between €1.5 billion and €1.7 billion. It has already agreed transactions worth €750 million this year. The assets that have left…

Companies, Ibex 5th September 2025

Inditex underperforming Ibex by 41% since December, worst performance in group’s history

Renta 4 | On Thursday, it will present its quarterly results in an important technical situation. Since April last year, it has been forming a demand and support zone at €41, with a filter down to €39.60, where it presents the closing of a significant bullish gap. Technical indicators are reversing from exceeded levels, which favours a recovery process in the coming months, although the price would have to confirm…

Companies 5th September 2025

CAF faces pressure from Basque government to abandon projects in Israel

Alphavalue / Divacons | CAF’s contract in Israel opens another front in the battle for control of Talgo with the Basque government. The manufacturer is facing pressure from the Lehendakari to abandon its projects in Israeli territory. A blow that comes as the takeover of its competitor is being finalised. Lehendakari Imanol Pradales has admitted that the company ‘should perhaps reflect on the ethics’ of this project. SNCB in Belgium…

Companies, Relevant News Item 4th September 2025

Solaria to install 1,100 MWh of batteries in Spain, potentially generating annual EBITDA of around €11-13 million

Intermoney | Solaria (Buy, PO £13) announced yesterday after the market closed that it has agreed to purchase batteries with a total energy capacity of 1,102 MWh, involving an investment of around £80 million. The company reports that installation will begin progressively from December. The equipment will be operated automatically using AI-based energy management software. Assessment: According to data provided by Solaria, the investment in batteries represents a ratio of…

Companies 4th September 2025

Trump could revoke Iberdrola’s permits to develop two offshore wind farms off Massachusetts coast, €6.86 billion investment

Bankinter | The US government could withdraw authorisation to build and operate the New England Wind 1 and 2 offshore wind farms off the coast of Massachusetts, threatening the continuity of projects involving Avangrid, Iberdrola’s US subsidiary. Together, they could represent investments of $8 billion (€6.86 billion). According to the White House, this measure is part of the need to ‘ensure that the United States can maintain a strong fishing…

Companies 4th September 2025

Aena forecasts new record number of scheduled seats for winter season, with 2.1% increase

Norbolsa | The public company has announced a new record for scheduled seats for the coming winter season, with 2.1% more seats than in the previous season. The company has also reported that the June-August period was the best ever in terms of passengers, operations and cargo. Between June and August, Spanish airports recorded more than 89 million passengers, an increase of 3.3% compared to 2024. In the same period,…

Companies 4th September 2025

Airbus delivers estimated 60 aircraft in August compared to 67 in July, total deliveries for 2025 down 3%

Banco Sabadell | According to Reuters, Airbus delivered around 60 aircraft in August (compared to 47 in August 2024 and 67 in July 2025). If this figure is confirmed, it would bring the total number of deliveries in 2025 to around 433 aircraft compared to 447 aircraft in the same period in 2024; down 3%). Assessment: pending confirmation of the final number of deliveries in the coming days, the preliminary…

Companies 3rd September 2025

ACS plans major restructuring to reduce costs and simplify structure

Alphavaue / Divacons | The Spanish construction company has hired an international consulting firm to design a reorganisation that could cut head office expenses by up to 30%. For years, ACS and its German subsidiary Hochtief have maintained high administrative costs compared to their profits, leading investors to apply discounts when valuing the group. Management is now seeking a more agile configuration to deal with global uncertainty, although the share…

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