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Eramet (ERA) investor relations material
Eramet Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary30 Oct, 2025
Executive summary
Adjusted turnover for Q3 2025 was €720m, down 10% year-over-year, mainly due to lower prices and adverse currency effects despite higher sales volumes, especially in nickel and manganese ore.
Safety performance aligned with CSR roadmap, though a fatal subcontractor accident occurred in Indonesia.
A comprehensive operational and financial performance improvement program was launched, focusing on safety, operational excellence, and financial resilience.
Cash generation remained negative, with ongoing macroeconomic uncertainty weighing on demand and prices.
Financial highlights
Adjusted turnover (excluding SLN) for Q3 2025 was €720m, down 10% from Q3 2024; for the first nine months, it was €2,248m, down 8% year-over-year.
Manganese segment turnover fell 26% to €421m; nickel turnover rose 122% to €142m; mineral sands turnover dropped 32% to €51m; lithium turnover reached €7m, up from zero.
Negative price effect (-25%) and currency effect (-6%) offset a positive volume effect (+22%).
Outlook and guidance
2025 guidance for transported manganese ore volumes revised down to 6.1–6.3 Mt (from 6.5–7.0 Mt); FOB cash cost now expected at $2.3–2.4/dmtu.
Nickel ore external sales target confirmed at 36–39 Mwmt; lithium carbonate production target confirmed at 4–7 kt-LCE.
Capex plan for 2025 reduced to €400–425m.
Market consensus for Q4 2025: manganese ore at $4.4/dmtu, LME nickel at $15,400/t, lithium carbonate at $8,800/t-LCE.
Gearing covenant waiver: Liquidity plan?
Manganese rail logistics: Long-term fix?
PT WBN forestry probe: Supply impact?
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Frequently asked questions
Eramet SA is a France-based integrated mining and metallurgical company engaged in the production and processing of various metals and minerals. The company's activities are structured into three primary divisions: Nickel, Manganese, and Alloys. In its Nickel division, Eramet is involved in mining nickel ore in New Caledonia and processing it into ferronickel and high-purity nickel, among other products. The Manganese division focuses on the production of manganese ore and sinter, processing ore to produce manganese alloys, and recycling metal content from used catalysts. In the Alloys division, Eramet manufactures closed-die forged parts made from titanium, aluminum, steels, and nickel-based alloys, primarily for the aerospace, power, medical, and automotive industries. The company is headquartered in Paris, Ile-de-France, and its shares are listed on the Euronext Paris.
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