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ezentis antenas

Companies 30th September 2025

Ezentis acquires additional 5% stake in EDA Instalaciones y Energía S.L. for €900,000, total stake now 60%

Link Securities | Grupo Ezentis (EZE), through its subsidiary Ezentis Instalaciones y Mantenimiento, S.L.U., has acquired an additional 5% of the share capital of EDA Instalaciones y Energía, S.L. (EDA), formalising today by public deed the first forward sale contemplated in the contract signed on 21 March 2025. With this transaction, Ezentis increases its stake in EDA to 60%, strengthening its position in the comprehensive installation and maintenance business, one…

Rovi 300x154 1

Companies 30th September 2025

Rovi acquires pharmaceutical manufacturing plant in Arizona from Bristol Myers Squibb

Bankinter | The company is acquiring a drug manufacturing plant in the United States. The seller of the plant is Bristol Myers Squibb, and it is located in Phoenix, Arizona. Rovi has signed a manufacturing agreement with Bristol Myers Squibb for an initial term of five years and a minimum payment of $50 million for each year of the contract. The purchase price has not been disclosed, but according to…

lefties

Companies 30th September 2025

Inditex considering leveraging supply chain and logistics to open Lefties stores in London and compete directly with Primark

Alphavalue/ Divacons | The Spanish fashion company plans to bring Lefties to London to compete directly with Primark. Although Zara continues to pursue a more premium positioning, the group is diversifying with low-cost brands, and Lefties fits into this segment, which has benefited from tight consumption. After growing in Spain, Portugal and Mexico, it is now expanding into France and the United Kingdom. Its great advantage over Shein, Temu and…

Grenergy

Companies 29th September 2025

Grenergy’s capex in battery storage projects to stabilise due to lower battery costs – down almost 50% in last two years

Singular Bank | Last week, Grenergy presented its Q2 2025 results with an EBITDA of €24 million, up 218% on the previous year, in line with consensus. Net profit was €3 million, compared to losses of €6 million a year earlier, although this was 12% below consensus. Net debt reached €815 million, up 12% quarter-on-quarter, following investments of €165 million, which increased by 124% year-on-year. The company maintains a solar…

Talgo building

Companies 29th September 2025

Talgo presents results for first half of year tomorrow

Banco Sabadell| Railway manufacturer Talgo will present its first-half results on Tuesday, 30 September, which were initially due to be published on 1 August, once they had undergone a ‘limited’ review by external auditors as part of the capital increase it is planning to strengthen its balance sheet.

grifols edificio

Companies 29th September 2025

Neither Grifols, Rovi nor Almirall to be significantly affected by tariffs on pharmaceutical sector

Banc Sabadell | Trump said on social media that, starting on 1 October, all branded or patented pharmaceutical products will be subject to a 100% tariff, unless the company has begun to build a manufacturing facility in the United States. Assessment: Negative news due to the noise it may generate. However, details remain to be finalised, as we do not know whether companies that already had a presence in the…

Indra novedad

Companies 29th September 2025

Indra possibly considering purchase of Tecnobit from Oesía

Bankinter | The terms of the transaction have not been made public and are currently only rumours in the press. Tecnobit is a subsidiary of Oesía and is dedicated to the development and manufacture of intelligent vision, simulation and tactical communications technology. The main figures available for Tecnobit in 2024 are: Revenue €105 million, order book €194 million, EBITDA €15 million. Bankinter analysis team’s view: Limited impact on the session,…

aena barajas3CM

Companies 29th September 2025

Aena rules out sharing airport management with autonomous communities

Link Securities | In relation to the considerations publicly expressed by one of the company’s major shareholders (TCI Fund), as well as the myriad of news items published in the media in recent weeks, regarding the possible participation of the autonomous communities in the management of airports of general interest owned by Aena (AENA), the latter recalls and emphasises that it has closely, constantly and thoroughly monitored the possible decisions…

Sabadell BBVA

Companies 26th September 2025

CNMV authorises BBVA’s improved Sabadell takeover bid, acceptance period extended until 10 October

Link Securities | On 25 September 2025, the National Securities Market Commission (CNMV) has agreed to authorise the modification of the characteristics of the voluntary takeover bid for Banco Sabadell shares made by BBVA, which was authorised by the CNMV on 5 September 2025. In accordance with the content of the registered documentation, the modification of the offer consists of an improvement in the mixed consideration offered, with a change…