Companies

Companies 2nd October 2025

Laboratorios Rovi’s Acquisition of CDMO plant in US provides attractive opportunity for profitable growth

Banc Sabadell | From the meeting held by the management of Laboratorios Rovi (ROVI) to explain the acquisition of a CDMO plant in the United States, we highlight the following messages: They do not expect the CDMO plant to be accretive to earnings for a couple of years, but they do expect a significant increase in profitability with the entry of new customers in the pre-filled syringe line. In any…

Companies 2nd October 2025

Murtra says Europe must establish solid roadmap for AI to be relevant global player

Alphavalue/DIVACONS | The president of the Spanish telecommunications company, Marc Murtra, commented that Europe must establish a solid roadmap to consolidate itself as a relevant global player in the field of Artificial Intelligence (AI). In his view, there is a dichotomy in that ‘in Europe, we have very ethical AI, but we are regulating nothing,’ while powers such as the United States and China are making ‘astronomical investments’ in this…

Companies, Relevant News Item 2nd October 2025

ACS, Acciona and Ferrovial jump on defence investment bandwagon: involved in projects worth around €25 billion

Bankinter | Spanish construction companies have managed to enter military investment programmes with projects valued at around €25 billion in the last three years and are aiming for new contracts, according to Expansión. The forecast is that spending on military infrastructure will grow annually to reach €130 billion in 2035. The main projects at the moment are focused on the renovation and expansion of shipyards, naval bases and other military…

Companies 1st October 2025

Iberdrola strengthens alliance with Norway’s sovereign wealth fund with addition of 708 MW of renewable capacity

Alphavalue/DIVACONS | Iberdrola (IBE) strengthens its joint venture with Norway’s sovereign wealth fund, managed by Norges Bank Investment Management, by adding an additional 708 MW of renewable capacity, corresponding to the Ceclavín (328 MW) and Tagus XL (380 MW) photovoltaic facilities, both located in Extremadura (Spain). As in previous additions, Iberdrola will maintain a majority stake of 51% in these assets. This new agreement consolidates the strategic alliance of 2,500…

Companies, Relevant News Item 1st October 2025

Moody’s raises Aena’s credit rating to A2 due to recent improvement in Spain’s sovereign rating

Intermoney | Aena (AENA) (Hold, PO €24) announced on Tuesday after the market closed that Moody’s rating agency has raised its long-term debt rating to A2 from A3. The agency states that this move is explained by the recent improvement in Spain’s sovereign rating, in which Aena remains one notch above due to stronger credit fundamentals, demonstrated by its access to foreign banking markets. Moody’s adds that Aena benefits, among…

Companies 1st October 2025

Airtificial closes H1 2025 with losses of €8.6 million in financial year marked by impact of amortisation

Alphavalue / Divacons | The Spanish engineering company yesterday revealed its H1 2025 figures, which were down 4.16% at the close of trading. Airtificial closed the first half of 2025 with a turnover of €46.1 million, practically in line with the same period last year. On the other hand, the company maintains a positive EBITDA of €1 million, in a year marked by the impact of amortisation. Losses in the…

Companies 1st October 2025

Endesa signs agreement with Masorange to purchase energy marketing company Energía Colectiva

Link Securities | Endesa (ELE), Spain’s largest electricity company in terms of power distribution lines, has signed an agreement with Masorange to purchase its energy marketing company, Energía Colectiva, according to a report in Wednesday’s edition of the newspaper Expansión. The value of the transaction has been estimated at €90 million. Energía Colectiva has 350,000 electricity and gas customers. The transaction is part of a broader agreement that includes the…

Companies, Relevant News Item 1st October 2025

Sabadell recommends rejecting BBVA’s improved takeover bid, but third-largest shareholder David Martínez accepts it

Bankinter | Banco Sabadell’s (SAB) main arguments are: (1) BBVA’s (BBVA) offer is less attractive than the original because, with the current share exchange (no cash payment), Sabadell shareholders would hold 15.3% of the merged entity (as opposed to 16.2% proposed in May 2024), (2) BBVA’s offer does not reflect Sabadell’s potential value on its own, which would be between €3.8/share and €4.0/share according to its estimates, and (3) the…

Companies 30th September 2025

Leon-Castile project, involving Repsol, achieves first oil production off Louisiana coast

Renta 4 | According to the company itself, the consortium of Repsol, LLOG Exploration Offshore, and O.G. Oil & Gas has achieved its first oil production in the Leon-Castile deepwater fields off the coast of Louisiana in the United States. Specifically, production has begun at a well in the Leon field, and two other wells are expected to come on stream this year in Leon and the adjacent Castile field,…

Companies, Relevant News Item 30th September 2025

BBVA to pay cash dividend of €0.32 per share on 7 November, once takeover bid for Banco Sabadell settled

Link Securities | BBVA’s Board of Directors has agreed to pay an interim dividend for the 2025 financial year in the gross amount of €0.32 per share in cash, setting the payment date for this amount as 7 November 2025. The main characteristics of the agreed payment are detailed below: • Gross amount per share: €0.32• Last trading date for BBVA shares with the right to participate in the distribution:…

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