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Ercros SA (ES:ECR)
BME:ECR
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Ercros SA (ECR) AI Stock Analysis

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ES:ECR

Ercros SA

(BME:ECR)

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Neutral 48 (OpenAI - 5.2)
Rating:48Neutral
Price Target:
€3.50
▲(0.57% Upside)
Action:Reiterated
Date:08/06/26
The score is held back primarily by weak financial performance (recent revenue decline and losses, alongside a weakening balance sheet), partially offset by positive but volatile cash generation. Technicals are mildly supportive with the price above key moving averages and a slightly positive MACD, but valuation is challenged due to loss-driven negative P/E and no dividend yield data.
Positive Factors
Cash Generation Capacity
Recurring positive operating and free cash flow across multiple years shows that Ercros can convert operations into liquidity through parts of the cycle, supporting investment and debt servicing despite recent volatility.
Negative Factors
Revenue Decline
Sustained revenue contraction signals weaker demand, pricing or volumes across the portfolio. If the decline persists, lower plant utilisation could reduce fixed-cost absorption and constrain the company’s ability to rebuild margins.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash Generation Capacity
Recurring positive operating and free cash flow across multiple years shows that Ercros can convert operations into liquidity through parts of the cycle, supporting investment and debt servicing despite recent volatility.
Read all positive factors

Ercros SA (ECR) vs. iShares MSCI Spain ETF (EWP)

Ercros SA Business Overview & Revenue Model

Company Description
Ercros, S.A. is a Spanish industrial group primarily engaged in the production and distribution of basic chemicals, intermediate chemical products, and pharmaceuticals. The company also extends its market reach through export activities. Its diver...
How the Company Makes Money
Ercros makes money primarily by manufacturing chemical products and selling them to industrial customers under supply contracts and spot/short-term orders. Revenue is generated mainly from (1) sales volume (tonnage) of its chemical products and (2...

Ercros SA Financial Statement Overview

Summary
Income statement trends are weak with revenue declining from the 2022 peak and profitability deteriorating into larger losses by 2025 (negative operating profit). The balance sheet has weakened as leverage increased and equity declined, though debt remains below equity. Cash flow is a partial offset with positive operating and free cash flow in 2025, but volatility (negative FCF in 2024) and instability keep the overall financial picture cautious.
Income Statement
28
Negative
Balance Sheet
46
Neutral
Cash Flow
54
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue791.38M626.82M667.41M725.29M998.53M772.32M
Gross Profit210.33M58.99M200.63M230.62M305.94M246.80M
EBITDA9.23M6.25M25.91M43.27M121.71M90.85M
Net Income-40.18M-53.59M-11.66M27.59M62.99M43.30M
Balance Sheet
Total Assets768.68M694.30M699.19M683.32M746.55M709.96M
Cash, Cash Equivalents and Short-Term Investments70.55M96.03M31.49M39.15M55.48M50.30M
Total Debt226.18M223.06M172.34M131.25M135.43M120.00M
Total Liabilities485.35M396.07M358.03M320.20M385.84M378.34M
Stockholders Equity283.33M287.25M341.16M363.12M360.71M331.61M
Cash Flow
Free Cash Flow22.04M20.04M-4.04M17.30M35.80M47.42M
Operating Cash Flow38.91M49.19M9.51M51.14M62.99M60.32M
Investing Cash Flow-16.86M-29.15M-26.67M-33.84M-52.81M-34.24M
Financing Cash Flow-13.21M40.04M14.33M-35.91M-21.45M-14.68M

Ercros SA Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Outperform
€3.02B16.5227.84%1.63%3.21%39.34%
69
Neutral
€30.19B9.0314.10%4.07%10.40%396.76%
60
Neutral
€5.95B14.798.43%0.85%-0.33%51.93%
58
Neutral
€1.42B10.5018.19%4.89%31.88%-20.09%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
51
Neutral
€221.48M31.762.01%0.74%-0.42%4.56%
48
Neutral
€320.03M-5.90-22.86%-3.31%33.30%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ES:ECR
Ercros SA
3.50
0.73
26.13%
ES:FAE
Faes Farma
4.57
0.44
10.59%
ES:GRF
Grifols
9.91
-2.24
-18.41%
ES:RJF
LABORATORIO REIG JOFRE
2.69
-0.20
-6.82%
ES:ROVI
Laboratorios Farmaceuticos Rovi
59.80
2.31
4.02%
ES:REP
Repsol
27.99
14.57
108.63%

Ercros SA Corporate Events

Ercros Board Certifies True and Fair View in First-Half 2026 Report
Jul 29, 2026
Ercros, S.A. has released its first semianual financial report for 2026 covering the period ended June 30, 2026. The company’s board, including the chairman and chief executive officer, formally signed the half-year report on July 28, 2026, ...
Ercros Posts First-Half Loss as Bondalti Tender Offer Follows Delisting Decision
Jul 29, 2026
Ercros SA reported first-half 2026 product sales of 339.22 million euros, up 1.4% year-on-year, driven by higher prices despite a 2.8% decline in volumes. The company generated a contribution of 130.4 million euros and adjusted EBITDA of 22.7 mill...
Spanish Regulator Clears Bondalti’s Delisting Bid for Ercros
Jul 23, 2026
Spain’s securities regulator has authorized a delisting tender offer for Ercros, S.A. launched by Bondalti Iberica, S.L.U., covering the company’s entire share capital of 91,436,199 shares, although the bid effectively applies to 22.77...
Bondalti Iberica Seeks Full Control and Delisting of Ercros
Jul 2, 2026
Bondalti Iberica has moved to secure full control of Ercros by filing for CNMV approval of a public tender offer aimed at acquiring all outstanding shares and delisting the company from Spain’s main stock exchanges. The bid is backed by the ...
Ercros Overhauls Governance as Shareholders Approve Board Resolutions
Jul 1, 2026
Ercros’ general shareholders’ meeting has approved all resolutions tabled, paving the way for a refreshed governance structure and confirming broad investor backing for the board’s proposals. The votes formalized changes to the c...
Ercros Calls June 30 Meeting to Approve Delisting and Board Overhaul
May 28, 2026
Ercros has called a general shareholders’ meeting for June 30, 2026 in Barcelona, with a key agenda item being the proposed delisting of its shares from the stock exchange and a related public tender offer by Bondalti Iberica at 3.505 euros ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 06, 2026