Link Securities | The company is bidding for three major rolling stock and maintenance contracts in the United Kingdom worth around £4 billion (approximately €4.5 billion) as part of tenders being launched by several operators to renew and expand their rolling stock, according to Expansión newspaper. As CAF CEO Javier Martínez Ojinaga explained to Expansión, these tenders are expected to be put out to tender in the short term, and…

Bankinter | CAF (CAF) announced on Wednesday contracts to supply 150 electric buses worth over €110 million. This includes 55 electric buses to Transldev Nederland, 50 to Warsaw and 42 charging infrastructure units, also in Poland. Bankinter analysis team’s view: The bus division (Solaris) is standing out for its high level of orders, which brought the division’s order book at the end of Q2 2025 to €2.055 billion (2.2x 2024…

Renta 4 | CAF has announced the planned inclusion of the company in the UN database of companies for its participation in the Jerusalem light rail project. This document includes companies that participate, directly or indirectly, in some of the activities listed in the annual report of the United Nations High Commissioner for Human Rights. It should be noted that the project, awarded in 2019 through a 50-50 joint venture…

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…

Link Securities | As announced yesterday by the company, Nobina Sverige AB, one of Scandinavia’s largest public transport operators, has confirmed a new contract with its subsidiary Solaris for the delivery of 180 zero-emission Urbino electric buses that will operate in the Swedish city of Malmö. The contract is worth around €150 million. CAF notes in its statement that this is one of the largest orders for electric buses in…