21st Austria weekly - Verbund, Semperit, Bawag (18/03/2026)

Verbund: Due to the significantly lower electricity generation from hydropower and the negative effects of the extended windfall tax in Austria, VERBUND’s results for financial year 2025 were lower than in the previous year, but remained at a high level. EBITDA fell by 21.3% year-on-year to €2,737.5m. The Group result was down 20.6% to €1,489.4m, and the Group result after adjustment for non-recurring effects amounted to €1,472.1m, down 25.5% on 2024. At 0.79, the hydro coefficient for the run-of-river power plants was 30 percentage points below the previous year’s level (1.09) and 21 percentage points below the long-term average. Generation from the annual storage power plants declined by 5.9% year-on-year in 2025. As a result, total generation from hydropower plants was down 8,078 GWh, or 24.2%, to 25,370 GWh. Due to lower wind supply and lower global radiation, electricity generation from wind power and photovoltaic installations – and therefore new renewable electricity generation facilities on the whole – also declined.
Verbund: weekly performance: 4.08%

Semperit: The Semperit Group continued to build on its positive momentum throughout 2025, clearly stepping up its pace in the second half of the year. Semperit generated revenue of EUR 662.4 million (-2.1%) in the full year of 2025. EBITDA amounted to EUR 79.5 million (-6.4%) or EUR 83.6 million (-3.2%) before project costs for digitalization, thus exceeding the forecast. Despite negative FX effects of EUR 4.5 million mainly from the weakening of the dollar, the Group achieved slightly positive earnings after tax of EUR 0.4 million. “The second half of 2025 clearly demonstrated Semperit’s operating potential. Through consistent cost discipline, stronger sales initiatives and a clear strategic focus, we were able to increase our EBITDA margin from 9.6% to 14.3%, exceeding our forecast,” says Semperit CEO Manfred Stanek. Further, B&C Holding Österreich GmbH on 18 March 2026 announced, that it will make a voluntary public bid to the shareholders of Semperit Aktiengesellschaft Holding. The takeover bid is aimed at the acquisition of all outstanding shares of Semperit at a price of EUR 15.00 per share that are not already held by the B&C Group.
Semperit: weekly performance: 24.66%

Bawag: BAWAG Group AG confirmed today that its subsidiary BAWAG P.S.K has submitted a non-binding proposal to acquire all shares of Permanent TSB Group Holdings plc for cash as part of a formal sales process. The Austrian banking group stated no decision has been made regarding whether to proceed with an offer or at what price. The company emphasized there is no certainty that any offer will be made or the terms such an offer might include. BAWAG is participating in the formal sales process that Permanent TSB announced on October 30, 2025.
Bawag: weekly performance: 5.40%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (18/03/2026)

Christian Drastil: Wiener Börse Plausch

Wiener Börse Party #1121: ATX etwas fester, Flughafen Wien gesucht, Take my breath away Research und European Lithium feat. Trump

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1. Episode 29/365 der kapitalmarkt-stimme.at daily voice auf audio-cd.at . Die Politik behandelt den Kapitalmarkt stiefmütterlich, schröpft PrivatanlegerInnen, wo es nur geht. Wenn aber Branchen gerade gut laufen und man von relativ hohen Kursen und Gewinnen liest, dann schlägt man Chuck-Norris-mässig genau dort zu; so passiert beim Verbund, so droht es jetzt bei Banken. Dabei machen die Banken ihre Gewinne nicht im Inland und vielleicht machen Unternehmen ihre Gewinne auch durch ausgabenseitige Massnahmen ... Hören: https://audio-cd.at/page/podcast/6733   >> Öffnen auf photaq.com

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