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Virginia Romero
  • Virginia Romero

IBERDROLA: MENSAJES DE LA CONFERENCE CALL RDOS. 1T’26 (ANÁLISIS BANCO ...

De la conference call de Rdos. 1T’26 destacamos:  Dinámica operativa 2026: se muestran confiados en el nuevo guidance dado (

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Virginia Romero
  • Virginia Romero

IBERDROLA: 1Q’26 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'26 vs. 1Q'25 Results EBITDA: € 4.067 Bn (+2.3% vs. +0.2% BS(e) and +2.1% consensus); Net Profit: € 1.865 Bn (+11.4% vs. +8.0% BS(e) and +2.1% consensus);

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Virginia Romero
  • Virginia Romero

IBERDROLA: RDOS. 1T’26 (ANÁLISIS BANCO SABADELL)

Rdos. ajustados 1T'26 vs 1T'25: EBITDA: 4.067 M euros (+2,4% vs +0,2% BS(e) y +2,1% consenso); BDI: 1.865 M euros (+11,6% vs +8,0% BS(e) y +2,1% consenso);

Research Department
  • Research Department

INFORME DIARIO 28 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA. EUROPA: AIR LIQUIDE Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’26 que se publicarán en España y Europa en los próximos días. Sesión de transición a la espera de catalizadores Las bolsas europeas consolidaron niveles, confiadas en la vuelta a las negociaciones entre EE.UU. e Irán en una sem...

Research Department
  • Research Department

IBERIAN DAILY 28 APRIL + 1Q’26 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...

NEWS SUMMARY: IBERDROLA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’26 results to be released over the coming days in Spain. Transitional session awaiting drivers European stock markets consolidated levels, confident in the resumption of talks between the US and Iran in a week full of business results and central bank decisions. In the STOXX 600, Banks and Media led th...

Research Department
  • Research Department

INFORME DIARIO 23 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, REPSOL, SECTOR INMOBILIARIO, TELEFÓNICA. EUROPA: ESSILORLUXOTTICA, L’OREAL, NOKIA, SAFRAN, SANOFI Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’26 que se publicarán en España y Europa en los próximos días. Un mercado con mucha incertidumbre A pesar de la prórroga del alto al fuego las bolsas ...

Research Department
  • Research Department

IBERIAN DAILY 23 APRIL + 1Q’26 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...

NEWS SUMMARY: BANKINTER, REAL ESTATE SECTOR, REPSOL, TELEFÓNICA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’26 results to be released over the coming days in Spain. Stock markets are facing significant uncertainty European stock markets were disappointed by the uncertainty surrounding the talks between Iran and the US and despite the extension of the ceasefire, with th...

Research Department
  • Research Department

IBERIAN DAILY 21 APRIL + 1Q’26 RESULTS. PREVIEWS (ANÁLISIS BANCO SABAD...

NEWS SUMMARY: ELECTRICITY SECTOR, ENAGAS, INDRA, NEINOR, PUIG BRANDS, TALGO. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’26 results to be released over the coming days in Spain. Corrections ahead of the end of the truce European stock markets fell in view of the new blockade of the Strait of Hormuz and the lack of progress in negotiations. Thus, the STOXX 600 saw correc...

Research Department
  • Research Department

INFORME DIARIO 21 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, INDRA, NEINOR HOMES, PUIG BRANDS, SECTOR ELÉCTRICO, TALGO. EUROPA: UNICREDIT. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’26 que se publicarán en España y Europa en los próximos días. Caídas antes del final de la tregua El nuevo bloqueo del estrecho de Ormuz y la falta de avances en las negoc...

Iberdrola S.A.: Update following ratings affirmation

Our credit view of this issuer reflects its large scale, with substantial regulated and contracted earnings, offset by the execution risks associated by its large capital expenditure.

Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Luis de Toledo Heras
Ahmed Ben Salem
  • Ahmed Ben Salem
Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Luis de Toledo Heras
Ahmed Ben Salem
  • Ahmed Ben Salem
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