Companies

amper2

Amper wins main contracts—for undisclosed sum—to manufacture electrical infrastructure for Navantia’s future Combat Supply Ship

Banco Sabadell | Through its subsidiary Elinsa, it has been awarded the main contracts for the manufacture of the electrical infrastructure for Navantia’s future Combat Supply Ship. The value of the agreement has not been disclosed, but the contract for the new ship forms part of the Ministry of Defence’s Special Modernisation Programmes and is valued at a total of €703 million. Assessment: Positive news, difficult to quantify as the…


Acciona Energía nueva

Acciona Energía signs bilateral agreements to supply 800 GWh of renewable energy to energy-intensive industries in Italy

Link Securities | The company has signed bilateral agreements for a total of 800 GWh of renewable energy to support the decarbonisation of multiple energy-intensive industrial clients in Italy, including the steelmaker Acciaierie Venete, the digital portal Bolsamania.com reported yesterday. The company explained that the contracts have been signed under the Italian Energy Release 2.0 mechanism, managed by the public entity Gestore dei Servizi Energetici (GSE) and designed to accelerate…


Greening

Greening’s new strategy aims for structural transformation of group towards industrial segment

Banc Sabadell | Greening’s (GGR) new strategy aims for a structural transformation of the group towards the industrial segment, with a focus on Spain and, to a lesser extent, Italy. Activities will be streamlined towards self-consumption, generation – via SVP – and supply. The plan includes financial restructuring, asset rotation (with capital gains of €72 million) and a capital increase (up to €30 million; €15 million already committed). There would…


Naturgy will be able to undo the provisions for hyperinflation and devaluation of the peso

Iberdrola, Naturgy and Endesa face new competition: JP Morgan enters direct electricity retail market in Spain via Sonnedix

Norbolsa | The renewable energy platform controlled by JPMorgan Asset Management is finalising a new strategic plan under which it intends to enter the direct electricity retail market. In addition to developing and managing renewable energy facilities, it will now also market its own and third-party electricity, competing with major electricity companies such as Iberdrola, Naturgy and Endesa. Although it is an international platform with a presence in nine countries,Sonnedix…


iag iberia express

With 62% of fuel requirements for 2026 already secured, Iberia ‘softens’ immediate impact of Iran conflict

Alphavalue/ Divacons | Iberia’s Chairman and CEO, Marco Sansavini, explained that the airline has already secured 62% of its fuel for 2026, a hedging strategy that allows it to “mitigate” the immediate impact of the conflict in Iran. However, during his speech at the Wake Up, Spain! 2026 forum, Sansavini warned that if the crisis drags on, the price increase “will eventually become visible” in the company’s results. The executive…


Repsol

Repsol reaches agreement with Venezuela and will triple production in three years

Renta 4 | Repsol has signed an agreement with the Venezuelan Ministry of Hydrocarbons and the state-owned company Petróleos de Venezuela (PDVSA) to regain operational control and increase oil production at Petroquiriquire (60% PDVSA and 40% Repsol). The deal also aims to guarantee payment mechanisms and strengthen the operational framework for its activities in the country, under the Framework Agreement originally signed in 2023. We recall that this agreement, amended…


naturgy poetica

Naturgy commissions six new solar power plants in Andalusia, bringing renewable capacity in region to over 600 MW

Link Securities | Naturgy (NTGY) announced on Wednesday the commissioning of six new solar power plants in Andalusia, located in the provinces of Seville and Jaén, enabling it to double its renewable capacity in the region, according to Bolsamanía. The facilities, which can be integrated with battery storage, add an additional 300 MW to the group’s portfolio and increase Naturgy’s operational renewable capacity in the region to over 600 MW….


Indra novedad

Indra finalising details of agreement with Leonardo subsidiary Iveco to supply Spanish Navy with armoured vehicles under €374 million contract

Alphavalue/Divacons | The Spanish IT services and consultancy firm is finalising the details of an agreement with Iveco Defence Vehicles (IDV), a subsidiary of the Italian giant Leonardo (downgrade, Target Price €48.1/share), for the supply of amphibious armoured vehicles for the Spanish Navy. The contract, valued at €374 million, will be carried out through a joint venture (JV) formed by Indra and Escribano Mechanical & Engineering (EM&E). The project involves…


alta velocidad

ACS, Acciona and Ferrovial lead three consortia bidding for Poland’s largest public works project—major high-speed rail contract—worth €30 billion

Link Securities | The Polish subsidiaries of ACS, Acciona (ANA) and Ferrovial (FER) are leading three of the consortia bidding for the first major high-speed rail contract in Poland, a project linked to the new Warsaw International Airport (CPK) which makes it the country’s largest public works project and one of the largest in Europe, with a total budget of over €30 billion, of which around €18 billion will go…


iberdrola señalada

Iberdrola acquires 42 MW solar photovoltaic plant in Italy, bringing generation capacity in country to 400 MW

Link Securities | Iberdrola (IBE) has reached an agreement to acquire a solar photovoltaic plant with an installed capacity of 42 MW, located in Lazio (Italy), from the local developer CCE Holding, an international renewable energy company based in Austria, according to Bolsamanía. The facility, which came online less than six months ago, has long-term power purchase agreements that guarantee stable cash flows. The plant will form part of the…