21st Austria weekly - RBI, AMAG, Kontron (30/10/2025)

RBI: Raiffeisen Bank International (RBI) generated a consolidated profit of EUR 1.027 billion (up 21 per cent compared to the same period in 2024) in its core group (excluding Russia) in the first nine months of 2025. Net interest income remained virtually unchanged compared with the same period last year despite declining interest rates in most of RBI's markets. Net feeand commission income rose significantly by 9 per cent. Loans to customers in the core group rose by 3 per cent to around EUR 98.5 billion compared to the end of 2024. "The positive development in our core business continued in the third quarter. We achieved a very good result in view of the interest rate cuts and the challenging macroeconomic environment," said RBI CEO Johann Strobl. Risk costs and the quality of the loan portfolio showed a positive development in the first nine months of 2025. Risk costs amounted to EUR 120 million, down around 23 per cent on the same period in 2024. The number of loan defaults remained at a very low level. The NPE ratio improved to 1.7 per cent, which is a historically low level.
RBI: weekly performance: 8.16%

Kontron: According to preliminary calculations, revenue in the first nine months of 2025 amounted to EUR 1,182 million compared to EUR 1,208 million in the same period of the previous year and takes the discontinuation of the COM business into account. According to preliminary data, EBITDA for the first nine months increased to EUR 194 million, which corresponds to an increase of 37% compared to the previous year's figure of EUR 141 million. This includes a one-off effect of around EUR 46 million from the deconsolidation of the COM business. On an operating basis, EBITDA in the first nine months of the current financial year amounted to around EUR 148 million. Revenue for the full year 2025 is affected by the discontinuation of the COM business and the focus on business with higher margins and is currently expected to be EUR 1.7 billion (previously EUR 1.8 billion). Management expects EBITDA to remain unchanged at around EUR 270 million. This includes approximately EUR 220 million in operating EBITDA as well as preliminary one-off income of around EUR 46 million from the portfolio adjustment.
Kontron: weekly performance: -9.88%

AMAG: The revenues of the AMAG Group grew by +5.4% to EUR 1,137.0 million in the first three quarters of 2025 (Q1-Q3/2024: EUR 1,078.7 million). The increase is primarily attributable to a +6.7% higher aluminium price (in USD). At 320,800 tonnes, the AMAG Group's total shipments were slightly below the previous year's level (323,300 tonnes). At 293,400 tonnes, external shipments were at a similar level compared to the previous year (295,700 tonnes). At over EUR 114 million, the lower limit of the communicated EBITDA range for the full year was already exceeded after nine months. At the same time, free cash flow more than doubled to over EUR 94 million. Helmut Kaufmann, Chief Executive Officer of AMAG Austria Metall AG: “The wide-ranging stabilisation measures we have intensified in recent months are already bearing fruit. Through productivity increases at the Ranshofen site, consistent liquidity management and a clear focus on cost efficiency, we were able to largely offset the increasingly negative market influences in the third quarter. In addition, working capital optimisations and targeted investment cuts have significantly strengthened cash flow development.”
Amag: weekly performance: 2.52%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (30/10/2025)

Christian Drastil: Wiener Börse Plausch

kapitalmarkt-stimme.at daily voice: Frequentis setzt sich beim Jugendwort des Jahres gegen Andritz und Verbund durch, Schade um 6B47

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1. - Episode 57/365 der kapitalmarkt-stimme.at daily voice auf audio-cd.at. Jeder zehnte Arbeitsplatz und jeder zehnte Euro der Wertschöpfung in Österreich ist mit den börsenotierten AGs verknüpft. Das ist das Fazit einer IWI-Studie bereits aus 2013. Ulrike Haidenthaller, damals Geschäftsführerin Aktienforum, sagte, solche Studien würde es sonst nirgendwo geben, weil man nur in Österreich die Bedeutung vom Kapitalmarkt überhaupt hervorstreichen müsse. Spannend ist jedenfalls, wie gross die Vielfalt der angebotenen Jobs im Kapitalmarkt ist. In diesem Podcast erwähne ich mehr als ein Dutzend toller aktueller Jobangebote bei u.a. Wiener Börse, FACC, Telekom, Immofinanz, wikifolio, OeKB, Kontron, wienerberger, RBI, Erste ... . Hören: https://audio-cd.at/page/podcast/6873 bzw. http://www.boerse-social.com/karriere    >> Öffnen auf photaq.com

Aktien auf dem Radar:VIG, UBM, Zumtobel, Pierer Mobility, Flughafen Wien, Rosenbauer, ATX, ATX TR, ATX NTR, Erste Group, RBI, OMV, AT&S, CA Immo, Lenzing, Andritz, Porr, BKS Bank Stamm, Oberbank AG Stamm, Warimpex, Amag, Österreichische Post, Strabag, Telekom Austria.

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