The earnings call reflects a company demonstrating resilience through strategic investments, increased sales, and operating cash flow despite challenging market conditions and geopolitical uncertainties. While there are significant achievements in sustainability and strategic growth, the impact of geopolitical factors, market challenges in Europe, and increased financial debt pose notable challenges.

Company Guidance -

Q3 2025

During the second quarter of 2025, Acerinox navigated a challenging landscape marked by geopolitical uncertainties and tariff wars, which impacted global markets. Despite these adversities, the company achieved a 10% increase in sales compared to the first semester of the previous year and a 10% improvement in EBITDA from the first quarter, reaching EUR 214 million for the first half of the year. Operating cash flow was robust at EUR 148 million, even amid a EUR 76 million negative effect due to U.S. dollar depreciation. The strategic focus on high-performance alloys (HPA) and geographical diversification, notably in the U.S. market, positioned Acerinox favorably. The company is advancing its CapEx program, allocating EUR 125 million in the first half, with plans to increase capacity in its Kentucky plant and in VDM. Despite the uncertainties, the company maintains a strategy of resilience and sustainability, with an 8% improvement in health and safety metrics and a 25% reduction in carbon emission intensity from its base year. Looking ahead, Acerinox projects Q3 EBITDA to align with Q2 results, considering the seasonal slowdown and ongoing market conditions.

Increased Sales and EBITDA

Sales increased by 10% compared to the previous first year semester. Q2 EBITDA improved by 10% compared to Q1, achieving a first half semester EBITDA of EUR 214 million.

Strong Operating Cash Flow

Generated EUR 148 million of operating cash flow in the first half of the year, demonstrating resilience amid uncertainty.

CapEx and Strategic Investments

Devoted EUR 125 million to CapEx in the first half, focusing on organic growth and strategic investments in Kentucky, VDM, and Haynes.

EcoAcerinox and Sustainability Achievements

Launched EcoAcerinox with more than six types of stainless steel produced using 100% renewable energy and over 90% recycled material, achieving a 50% reduction in CO2 intensity.

Beyond Excellence Plan Progress

Achieved EUR 23 million in savings in the first half of the year, reaching 50% of the EUR 45 million target for 2025.

Safety and Environmental Targets

Improved safety by 8% and reduced carbon emissions by 25% intensity from the base year 2021.

Acerinox SA (ANIOY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ANIOY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2025 (Q3)	0.10 / -	0.103	―	―	―
Jul 24, 2025	2025 (Q2)	0.10 / -0.07	0.136	-147.79% (-0.20)
May 08, 2025	2025 (Q1)	0.08 / 0.02	0.112	-78.57% (-0.09)
Feb 28, 2025	2024 (Q4)	0.15 / 0.14	-0.257	154.86% (+0.40)
Oct 29, 2024	2024 (Q3)	0.11 / 0.10	0.15	-31.33% (-0.05)
Jul 24, 2024	2024 (Q2)	0.12 / 0.14	0.298	-54.36% (-0.16)
Apr 25, 2024	2024 (Q1)	0.11 / 0.11	0.287	-60.98% (-0.17)
Feb 29, 2024	2023 (Q4)	0.11 / -0.26	-0.383	32.90% (+0.13)
Nov 03, 2023	2023 (Q3)	0.14 / 0.15	0.265	-43.40% (-0.12)
Jul 26, 2023	2023 (Q2)	0.30 / 0.30	0.643	-53.65% (-0.35)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ANIOY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$6.32	$6.04	-4.43%
May 08, 2025	$5.73	$5.49	-4.19%
Feb 28, 2025	$5.68	$5.78	+1.76%
Oct 29, 2024	$4.73	$4.48	-5.29%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Acerinox SA (ANIOY) report earnings?

Acerinox SA (ANIOY) is schdueled to report earning on Oct 31, 2025, Before Open (Confirmed).

What is Acerinox SA (ANIOY) earnings time?

Acerinox SA (ANIOY) earnings time is at Oct 31, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ANIOY EPS forecast?

ANIOY EPS forecast for the fiscal quarter 2025 (Q3) is 0.1.

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