Companies

Grifols

Calls in Canada for closure of Grifols centres following deaths of two people who went to donate plasma

Banc Sabadell | Following the deaths of two customers who visited a Grifols (GRF) plasma centre in Canada, there are calls for the closure of the company’s centres there, according to Bloomberg. A third person is reportedly suing Grifols for liver damage, and the Canadian health service has reportedly stated that there are at least four Grifols centres in the country that do not meet medical standards. Assessment: Negative news…


Aena nuevo

Aena moves to final stage of tender process to manage Rio de Janeiro-Galeão International Airport

Alphavalue/Divacons | Aena (AENA) has advanced to the final stage of the tender to manage Rio de Janeiro-Galeão International Airport (GIG), consolidating its expansion in Brazil. The company is competing with Vinci (buy, target price €190/share) and Zurich Airport for this second Rio airport, seeking to strengthen its network, which already includes 17 airports in the country. Meanwhile, Aena’s airport network expects to handle 70,505 flights between this Friday and…


Acciona depuradora

Acciona wins €111 million contract—one of largest in Italy—to modernise Naples wastewater treatment plant

Link Securities | Acciona (ANA), through its water division, has strengthened its position in Italy with one of its largest contracts in the country, according to the newspaper elEconomista. Acciona leads the consortium that has been awarded the contract to modernise the Naples East wastewater treatment plant in Campania. The project is worth €111 million. Acciona heads the winning consortium, which includes its local partners Fisia Italimplanti and Ottogas. The…


enagas

New draft regulatory framework expected to result in €80 million increase in Enagás’s average annual revenue

Deutsche Bank | Attractive draft regulatory framework. Forecasts have been revised significantly upwards; the recommendation is changed from ‘Sell’ to ‘Hold’, with a Target Price of between €12 and €16.30. Last close: €17.14. James Brand: The Spanish regulator has published a draft of the new regulatory framework for Enagas (ENG). This will determine its revenues for the 2027–2032 period. The proposals are much better than both we and the market…


Santander Junta 2026 2

Santander says Q1 2026 results in line with targets and approves dividend of €0.24 per share

Link Securities | At Banco Santander’s (SAN) Annual General Meeting held last Friday, Ana Botín, Santander’s Chair, noted that the strong Q1 2026 results support the full-year targets: “In Q1 2026, we have continued the positive trend of previous years, growing in terms of customer numbers and revenue, whilst costs are expected to fall year-on-year in constant euros, resulting in an improvement in efficiency of approximately 250 basis points. Consequently,…


Seresco

Seresco’s new Strategic Plan aims to achieve revenue of between €84 million and €92 million in 2028

Renta 4 | Seresco has presented its new 2026–2028 Strategic Plan, in which it sets a target of achieving revenue in 2028 of between €84 million and €92 million, alongside an EBITDA margin of 17.5% and an EBIT margin of 15%. The plan is based on three main pillars: i) sustained organic growth (8–10% CAGR), driven by penetration into higher value-added verticals (cybersecurity, digital transformation) and cross-selling to the existing…


ecoener salida bolsa

Ecoener wins two 15-year PPAs in Guatemala’s largest-ever electricity auction

Link Securities | Ecoener (ENER) has informed the National Securities Market Commission (CNMV) that it has been awarded two power purchase agreements (PPAs) with a duration of fifteen years as part of the largest electricity auction in Guatemala’s history, organised by the Guatemalan Government under the Generation Expansion Plan. These contracts will enable the construction of the Cocales photovoltaic plant, with a capacity of 140 MWp, and La Hulera, with…


grenergy

Grenergy establishes independent Sustainability Committee within Board of Directors

Alphavalue/Divacons | The renewable energy company notified the National Securities Market Commission (CNMV) on Thursday of the establishment ofan independent Sustainability Committee within its Board of Directors. This new structure aims to strengthen oversight of policies, risks and opportunities relating to ESG (environmental, social and governance) issues.


central nuclear de asco

Iberdrola and Endesa seeking to extend Ascó nuclear power station operating life until 2034

Banco Sabadell | According to press reports, both companies are set to apply imminently for authorisation to extend the closure date of the two reactors at the Ascó nuclear power station in Tarragona, at least until 2034, compared to the initially planned dates of 2030 and 2032. Assessment: News of little impact for now, which would be in line with the sector’s stance of wanting to extend the closure of…


Vidrala

Vidrala increases share buyback programme to maximum of 700,000 shares for €66 million

Norbolsa | Vidrala (VID) has increased its share buyback programme to a maximum of 700,000 shares (around 2.1% of the share capital), for a maximum cash amount of €66 million (compared to the previous €33 million), without changing the maximum duration of twelve months from the programme’s initial announcement. To date, Vidrala has purchased 318,473 shares, representing 45% of the current buyback plan.