21st Austria weekly - Verbund, Semperit, Bajaj Mobility, Polytec, wienerberger, Vienna Stock Exchange, Asta Energy (13/05/2026)

Verbund: Due to poor water supply and declining sales prices, VERBUND’s results for quarter 1/2026 were well below the prior-year level. EBITDA was down 26.1% year-on-year to €534.6m and the Group result fell 32.0% to €269.8m. The hydro coefficient for the run-of-river power plants stood at 0.78, down 5 percentage points on the previous year (0.83) and 22 percentage points lower than the long-term average.
Verbund: weekly performance: 3.27%

Semperit: In the first quarter of 2026, the Semperit Group seamlessly built on the strong momentum of the second half of 2025 and significantly improved its key performance indicators quarter on quarter. Revenue rose to EUR 163.7 million (+7.9%) in the first quarter, and EBITDA more than doubled to EUR 26.8 million. Accordingly, Semperit improved its EBITDA margin from 7.3% to 16.4% – also against the backdrop of an exceptionally weak comparable quarter in 2025. Operating EBITDA (before project costs) amounted to EUR 27.8 million (previous year: EUR 11.9 million).
Semperit: weekly performance: 0.00%

Bajaj Mobility: Bajaj Mobility AG (formerly PIERER Mobility AG) made a successful start to the 2026 financial year. The sales trend in the first quarter of 2026 showed the strong demand for motorcycles of KTM, Husqvarna and GASGAS. Overall, motorcycle unit sales rose from 17,915 to 40,332 motorcycles (+125.1% vs. Q1/25). Group revenue increased by +70.2% to EUR 331.3 mn. Revenue for the first quarter of 2026 also includes EUR 1.0 mn (vs. Q1/25: EUR 26.8 mn) from the sale of remaining stocks in the bicycle segment. EBITDA is positive at EUR 5.5 mn (vs. Q1/25: EUR -55.8 mn).
Bajaj Mobility AG: weekly performance: 5.67%

Polytec: The POLYTEC GROUP's consolidated sales revenues in the first three months of 2026 amounted to EUR 143.7 million. Compared to the first quarter of 2025, Group sales revenues decreased significantly by 20.8% or EUR 37.7 million (Q1 2025: EUR 181.4 million). The Group's considerably lower total sales compared to the same quarter of the previous year are due to the divestment of the operational business in the United Kingdom as of 31 December 2025 and lower sales revenues in the Smart Plastic & Industrial Applications market area. In the first three months of 2026, EBITDA of the POLYTEC GROUP increased by 5.8% from EUR 10.8 million to EUR 11.5 million compared to the same period of the previous year.
Polytec Group: weekly performance: 4.60%

wienerberger: Wienerberger presented its Q1 2026 results, revealing a challenging start to the year as weather conditions drove revenue down 7% year-over-year to EUR 1,025 million.  Operating EBITDA fell 26% to EUR 97 million, with margins compressing from 11.8% to 9.4%.
Wienerberger: weekly performance: -11.70%

Vienna Stock Exchange: The Austrian Traded Index (ATX) is being celebrated by investors with new record highs in its 35th anniversary year. On 13 May 1991, Austria’s benchmark index made its public debut and flickered across TV screens for the first time.
ATX: weekly performance: -0.40%

Asta Energy: ASTA China has successfully completed a comprehensive capacity expansion project at its Baoying site. With the “Legacy Capacity Expansion” project, the company is increasing its annual production capacity by more than 30 percent, thereby further strengthening its competitiveness in one of the world’s most important energy markets.

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (13/05/2026)

Christian Drastil: Wiener Börse Plausch

Wiener Börse Party #1175: ATX wieder über 6000, Do&Co und AT&S sehr fest, Unterschied zwischen Semperit und Kontron

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Aktien auf dem Radar:Semperit, AT&S, Polytec Group, RHI Magnesita, Austriacard Holdings AG, UBM, Bawag, VIG, Wienerberger, Addiko Bank, FACC, Flughafen Wien, DO&CO, BKS Bank Stamm, Amag, EuroTeleSites AG, CPI Europe AG, Österreichische Post, Telekom Austria.

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