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Investor Relations14 Oct 2025
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Acerinox (ACX) investor relations material
Acerinox Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary24 Jul, 2025
Executive summary
Q2 EBITDA rose 10% sequentially to €112M, with H1 EBITDA at €214M, despite geopolitical conflicts, tariff wars, and USD depreciation impacting performance and strategy.
H1 sales increased 10% year-over-year to €3.1B, reflecting recovery from prior-year strike impacts.
Net financial debt increased to €1.2B, mainly due to USD depreciation effects.
A €48M impairment of tax credits was recognized due to poor European market performance, resulting in a Q2 net loss.
Diversification into the U.S. and high-performance alloys, plus ongoing integration of Haynes, support stability and growth.
Financial highlights
Q2 revenue was €1,507M, up 16% year-over-year; H1 revenue totaled €3,058M, up 10% year-over-year.
Q2 EBITDA: €112M (7% margin), H1 EBITDA: €214M (7% margin).
Q2 EBIT: €64M; H1 EBIT: €116M, both down year-over-year.
H1 operating cash flow: €148M; Q2 free cash flow: €49M.
Net financial debt at €1.2B at end of Q2, with increase mainly due to FX effects.
Outlook and guidance
Q3 EBITDA expected to be in line with Q2, reflecting stable but subdued market conditions and seasonality.
No significant price recovery anticipated in Europe; U.S. prices stable with attempts to increase in select segments.
High-performance alloys outlook mixed: aerospace improving, CPI and O&G projects delayed.
CapEx for the year expected around €300M, with net financial debt to remain at current levels barring major FX changes.
Strategic focus remains on Haynes integration and operational excellence initiatives.
Assess impact of US tariffs on European market.
Elaborate on Haynes synergies with VDM, NAS.
Explain the impairment of tax credits in Europe.
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Q3 202531 Oct, 2025
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Frequently asked questions
Acerinox, S.A., through its subsidiaries, manufactures, transforms and markets stainless steel products. The company operates through three segments: Flat Products, Long Products and Stainless Wire. The Flat Products segment comprises flat products made of stainless steel and manufactured by rolling, sheeting or extrusion. The Long Products segment is involved in the manufacture of welded tubes, pipes, bars and sections from billets and plates. The company is based in Madrid, Spain.
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