Acciona beats first-half operating profit estimates, backs outlook; shares slip

Published 29/07/2025, 08:58
© Reuters.

Investing.com -- Acciona (BME:ANA) reported first-half 2025 (1H25) results on Monday that exceeded analyst expectations and confirmed its outlook for the year. 

Still, shares in the Spanish infrastructure and renewable energy firm slid 1.5% Tuesday following the market open. 

EBITDA rose 57.3% year-on-year to €1.557 billion, beating Bloomberg consensus of €1.333 billion. The figure includes an €86 million provision reversal at Nordex (ETR:NDXG).

Net income surged to €526 million from €116 million a year earlier, also ahead of consensus estimates of €479 million.

Net debt stood at €7.714 billion at the end of the period.

The company maintained its full-year 2025 guidance, including EBITDA of €2.7–3.0 billion, with operations contributing €2.20–2.25 billion and asset rotations €500–750 million.

Investment cash flow is expected at approximately €2.8 billion, including €1.3 billion from Acciona Energia, with a net debt to EBITDA ratio below 3.5x.

Acciona Energia also announced the €530 million sale of 440MW of wind assets in Spain to Opdenergy, owned by Antin. The transaction is expected to generate gains of €190 million.

"We estimate Acciona Energia is getting below €1.2m/MW of onshore wind assets which looks low to us," RBC Capital Markets analysts said.

They said that an "uneventful 1H25 and asset rotation [are] unable to explain year-to-date outperformance" in Acciona shares. The stock has gained more than 56% since the start of the year. 

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