Aurubis sees EBITDA of €580-680 mln, strong cash flow in 2025-26

Published 08/10/2025, 08:22
© Reuters.

Investing.com -- Aurubis AG (ETR:NAFG) forecast operating EBITDA of €580 million to €680 million for fiscal year 2025-26 and net cash flow of €640 million to €740 million, the company said on Wednesday at its Capital Market Day in London. 

The outlook accompanies a revised corporate strategy aimed at expanding Aurubis’ position in multimetal production and recycling.

The company said its strategy will guide its operations in the coming years. CEO Dr. Toralf Haag said the plan focuses on expanding market presence while improving operational efficiency in processing complex raw materials and recovering metals.

Aurubis said the global demand for copper and other metals is increasing, driven by developments in electrification, advanced technologies, energy infrastructure, and changing geopolitical conditions. 

The company noted it is able to recover 20 different metals and elements from a wide range of raw materials, supported by an integrated smelter network across Europe and the United States.

A significant part of the company’s strategy is its expansion in North America. Aurubis highlighted the commissioning of its Richmond facility in Georgia, the company’s largest investment outside Europe at about €740 million. 

The plant, described as the first greenfield smelter built in the United States in more than a century, is designed for multimetal recycling and to increase capacity. Aurubis said the facility positions the company for growth in the North American market.

The company’s guidance for fiscal year 2025/26 includes operating EBT of €300 million to €400 million and operating ROCE between 7% and 9%. Aurubis said it expects free cash flow to break even before dividend payments.

Aurubis also outlined its mid-term financial outlook, including a target of a maximum net leverage of 3.0, an equity ratio above 40%, and a long-term ROCE target of 15%. 

The company introduced a mid-term dividend payout ratio of up to 30% of operating consolidated net income after taxes. For fiscal year 2024/25, the payout ratio is expected to be 25%, reflecting investment activity.

Steffen Hoffmann, chief financial officer, said Aurubis plans to combine cash generation with continued targeted growth, supported by its smelter network and technical expertise.

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