21st Austria weekly - Verbund, Erste Group, Andritz (30/07/2026)

Andritz: Andritz presented its second-quarter 2026 financial results on July 30, 2026, showcasing accelerating revenue growth, improved profitability, and a record order backlog. Revenue reached €2.1 billion in Q2 2026, representing 8% growth compared to the same period in 2025. More significantly, comparable EBITA increased 15% to €182 million, with the margin expanding 50 basis points to 8.9% from 8.4% in the prior-year quarter. This margin expansion reflects improved project execution, the phasing out of low-margin legacy projects particularly in the Hydropower segment, and ongoing restructuring benefits. Net income for the quarter totaled €109 million, up 7% year-over-year, while the net income margin remained relatively stable at 5.3%. The order backlog reached a record €12.6 billion, up 21% from Q2 2025, providing strong revenue visibility for future periods.
Andritz: weekly performance: 5.05%

Verbund: VERBUND’s results for quarters 1–2/2026 saw a marked year-on-year decline due to poor water supply and falling sales prices. EBITDA fell by 24.9% year-on-year to €1,061.5m. The Group result was down 35.4% to €518.1m, and the Group result after adjustment for non-recurring effects amounted to €537.8m, a decrease of 31.4% on last year. The hydro coefficient for the run-of-river power plants stood at 0.68, down 8 percentage points on the previous year (0.76) and 32 percentage points lower than the long-term average. The utility company  expects EBITDA of between around €2,100m and €2,400m and a reported Group result of between around €1,000m and €1,150m in financial year 2026. The adjusted Group result is expected to be between €1,050m and €1,200m.
Verbund: weekly performance: 0.59%

Erste Group: Erste Group reported a net profit increase to €2.0 billion in the first half of the year (including Erste Bank Polska and one-off effects), representing a rise of 18.6 percent (H1 2025: €1.7 billion). Despite the effects of the initial consolidation of its Polish subsidiary, Central Europe remained the clear driver of the Group's earnings, contributing two-thirds of the total net profit. Operating income rose by 4 percent to €7,959 million, with Poland's share amounting to €1,821 million. Impairment losses on financial instruments totaled €-583 million (compared to €-182 million in the same period of the previous year). According to Erste Group, this increase was primarily due to allocations to loan loss provisions in accordance with IFRS 9 for the initial inclusion of the Polish portfolio. The non-performing loan (NPL) ratio improved slightly to 2.3 percent (2.4 percent). Customer loans rose by 21.9 percent to €282.7 billion (vs. €232.0 billion), primarily due to the Polish portfolio amounting to €41.4 billion. Increases were also recorded in the other core markets, particularly in the Czech Republic, Hungary, Croatia, and Austria.
Erste Group: weekly performance: -2.00%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (30/07/2026)

Christian Drastil: Wiener Börse Plausch

Wiener Börse Party #1211: ATX fester, starke Andritz überholt Do&Co (war mehr als 1100 Tage vorne) in unserer 25-Jahres-Wertung

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1. Salzachkraftwerk Stegenwald feierlich eröffnet: v.l.n.r COO VERBUND Achim Kaspar, CEO VERBUND Michael Strugl, Bundesminister Wolfgang Hattmannsdorfer, Landeshauptfrau Karoline Edtstadler, CEO Salzburg AG Michael Baminger, VD Salzburg AG Herwig Struber ©VERBUND/Wiedl   >> Öffnen auf photaq.com

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