solaria

Companies 17th March 2026

Ongoing role for carbon in electricity pricing would benefit renewables such as Acciona Energía and Solaria

Morgan Stanley | Rob Pulleyn (analyst) believes that concerns about drastic changes to the EU ETS and carbon policy are overblown. He does not expect the ETS to be cancelled, suspended or materially watered down, despite market concerns ahead of the Council of Ministers meeting on 19–20 March and the review of Phase V of the ETS in July. He anticipates modest reforms, likely focused on slowing down the CBAM…

Companies 20th February 2026

Acciona Energía and Solaria among companies most affected by Meloni’s plan to lower electricity prices

Bankinter | Giorgia Meloni is considering a plan to lower electricity prices that could have a negative impact on the sector. The plan being considered by Italian Prime Minister Giorgia Meloni consists of intervening in the functioning of the electricity market to eliminate the impact of CO2 costs from bills. The marginal cost of generation from a combined cycle gas plant is what sets the price of electricity on many…

Companies 4th February 2026

Solaria’s Q4 figures could reflect 4% year-on-year decline in production and let-up in impact of Genería transaction

Intermoney | Results for December on 26 February; EBITDA up 28% to €258 million (Intermoney estimate); we confirm our estimates. Solaria (Buy, TP €16) will announce its 2025 annual results on Thursday, 26 February, holding a conference call at 6 p.m. The main figures in our estimates are shown in the attached table and should reflect: 1) a year-on-year decline in production of 4%, as the new capacity had a…

Companies 21st October 2025

Solaria 9M25 preview: revenue and EBITDA growth around 30% and 40%, respectively

Intermoney | Solaria (Buy, PO €13) will announce its 9M25 results on 17 November, holding its AGM in London on the same day. The main figures from our estimates are shown in the table below and should reflect: 1) a year-on-year decline in production of 6%, as Solaria has the same installed capacity and following a mediocre first half in terms of weather; and 2) the impact of the Genería…

Companies, Relevant News Item 4th September 2025

Solaria to install 1,100 MWh of batteries in Spain, potentially generating annual EBITDA of around €11-13 million

Intermoney | Solaria (Buy, PO £13) announced yesterday after the market closed that it has agreed to purchase batteries with a total energy capacity of 1,102 MWh, involving an investment of around £80 million. The company reports that installation will begin progressively from December. The equipment will be operated automatically using AI-based energy management software. Assessment: According to data provided by Solaria, the investment in batteries represents a ratio of…

Companies 6th August 2025

Stoneshield Holding fund reveals 9.321% stake in Solaria’s capital

Link Securities | Stoneshield Holding, the investment fund founded by Felipe Morenés Botín-Sanz de Sautuola and Juan Pepa, has disclosed a 9.321% stake in Solaria (SLR), becoming the company’s second largest shareholder, according to elEconomista. According to National Securities Market Commission (CNMV) records, the firm has declared control over a block of 11.64 million shares in the renewable energy company, representing 9.321%. Specifically, Stoneshield owns 2.797% of Solaria’s capital acquired…

Spanish economy 18th December 2023

Solaria acquires 500 MW of photovoltaic modules for €0.093/W, a price at historic lows

Renta 4| Solaria (SLR), through a CNMV (National Securities Market Commission) filing, has announced the acquisition of 500MW of photovoltaic modules at a price of €0.09.3 per watt from a Tier 1 manufacturer, which represents a 62% decrease compared to last year’s prices. Assessment: Positive. After 2 years of inflation, the main materials that make up the photovoltaic parks have resumed the downward trend in costs. The price paid by…

Ibex, Markets, Spanish economy 8th October 2020

The Ibex Has 35 Stocks Again With The Entry Of Solaria

Bankinter | The Ibex 35’s Technical Advisory Committee has decided to integrate Solaria to the index. It announced the exclusion of MasMovil last September before the takeover bid launched on the company. With this move, the Ibex, which has been temporarily composed of 34 companies, is now complete. Solaria comfortably meets the minimum capitalization criteria and presents very high levels of negotiation. The firm covers the entire solar energy value chain from wafer production to solar parks management.

Companies 7th June 2012

Solaria develops a €60-milion 60MW plant in Toledo in Spain

Recently Broke Up But Want To Get Back Together What Do I Do MADRID | Solaria Energía, the only solar company listed in the Spanish stock market, announced it will begin the development of a 60 MW photo-voltaic field plant in the area of Calera y Chozas, in the province of Toledo in Spain. The plant will dump its output into the local grid at the corresponding market tariff, with no…