Repsol stock rises following strategic asset sale

Published 26/03/2025, 13:20
© Reuters.

Investing.com -- Shares of Repsol (BME:REP) climbed 1.8% today after the company announced the sale of a 49% stake in its Spanish renewables portfolio to Schroders (LON:SDR) Capital.

The deal involves eight wind farms and two solar plants, with a combined capacity of 400MW, valued at €580 million. This transaction is part of Repsol’s broader divestment strategy to reach a €1 billion target by the end of the first quarter, as discussed in their fourth-quarter conference call.

The portfolio sale includes project financing of €350 million, leading to a gross equity value of €230 million. Repsol’s net proceeds from this transaction are expected to be €113 million. The company is on track with its divestment plans, having already accounted for the sale of its upstream assets in Colombia for €300 million.

Investors are now anticipating the potential sale of more than 50% in a 770MW US renewables portfolio, which is expected to be announced by April 30, aligning with the first-quarter results.

Jefferies analysts commented on the significance of the divestments for Repsol’s financial strategy: "In order to deliver the €1bn divestments by 1Q discussed on the 4Q call, Repsol will have to close the larger 770MW US asset sale in the coming weeks. This is a key area of debate for Repsol as the company relies on divestments in order to fund shareholder distributions."

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