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 PRESS RELEASE

Designated person notification

Designated person notification 11 February 2026, 16:30 CET With reference to Article 19(3) of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (Market Abuse Regulations), ArcelorMittal announces that notification of share transaction by a Designated Person (i.e. Directors or Executive Officers) is available in the Luxembourg Stock Exchange’s electronic database OAM on and on ArcelorMittal’s web site under Investors > Share Transactions by Management: ENDS About ArcelorMittal ArcelorMittal is one of the world’s leading integrat...

Carole Braudeau
  • Carole Braudeau

Credit Morning 02/11/2026

Imerys: French State is investing in the Emili Lithium Project|Downgrade from BB-/negative CW to B/negative outlook by Fitch|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 11/02/2026

Imerys : l’Etat entre au capital du projet EMILI (lithium)|Downgrade de la note de 'BB-' CW négatif à B/outlook négatif par Fitch|

Research Department
  • Research Department

IBERIAN DAILY 11 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ENDESA, INDRA, INSURANCE SECTOR, SANTANDER, 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 4Q’25 results to be released over the coming days in Spain. Ibex remains at 18,100 points Stock markets fell in a transition session, waiting the employment data to be released today in the US. In the STOXX 600, the best-performing sectors were Chemicals and Aut...

Research Department
  • Research Department

INFORME DIARIO 11 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, INDRA, SANTANDER, SECTOR SEGUROS, TELEFÓNICA. EUROPA: AHOLD DELHAIZE, BAYER. 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. 4T’25 que se publicarán en España y Europa en los próximos días. El Ibex mantiene los 18.100 puntos Ligeras caídas en los mercados en una jornada de transición a la espera de l...

Suvi Platerink Kosonen
  • Suvi Platerink Kosonen

European banks/Larger banks lead in the non-bank sector

The substantial growth in non-bank assets has outpaced that of bank assets globally. Larger European banks are very much involved in this sector. In addition to the growth potential, this involvement comes with potential risks should the sector see a more substantial weakening.

 PRESS RELEASE

ArcelorMittal confirms the construction of an electric arc furnace in ...

ArcelorMittal confirms the construction of an electric arc furnace in Dunkirk, France: a €1.3 billion investment supporting an important step in its decarbonisation 10 February 2026, 12:15 CET ArcelorMittal today confirms the construction of an electric arc furnace (EAF) at its steelmaking site in Dunkirk – a strategic €1.3 billion investment which marks a major step in the decarbonisation of ArcelorMittal’s steel production in France. ArcelorMittal is delighted to welcome the French President, Emmanuel Macron, to its Dunkirk site today. President Macron, accompanied by Roland Lescure, Mi...

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Rabobank and Barclays earnings, EBA consults on credit ris...

Rabobank hit by higher credit costs. Barclays: higher earnings and lower supply ahead in 2026. EBA opens consultation on credit risk framework simplification. Santander UK returns in EUR covered with a 3.25yr and 7yr

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Rabobank and Barclays earnings, EBA consults on credit ris...

Rabobank hit by higher credit costs. Barclays: higher earnings and lower supply ahead in 2026. EBA opens consultation on credit risk framework simplification. Santander UK returns in EUR covered with a 3.25yr and 7yr

Carole Braudeau
  • Carole Braudeau

Credit Morning 02/10/2026

NIH: SNCF ordered to pay € 270m in compensation in the Gare du Nord case|Clarifications from Eramet on the temporary exemption of duty of its CFO|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 10/02/2026

NIH : la SNCF condamnée à verser une indemnité de 270 m EUR dans le dossier de la Gare du Nord|Clarifications d’Eramet sur la dispense d’activité temporaire de son CFO|

Research Department
  • Research Department

INFORME DIARIO 09 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: MAPFRE, TALGO. EUROPA: DANONE, 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. 4T’25 que se publicarán en España y Europa en los próximos días. Continúa la volatilidad en las bolsas Semana de volatilidad en las bolsas europeas tras los vaivenes en las materias primas y las dudas sobre las valoraci...

Research Department
  • Research Department

IBERIAN DAILY 09 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS (ANÁLISIS BANCO ...

NEWS SUMMARY: MAPFRE, 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 4Q’25 results to be released over the coming days in Spain. Stock markets remain volatile It was a volatile week on European stock markets after the ups and downs in basic materials and doubts about the valuation of AI companies. In the STOXX 600, the best-performing sectors were Food and Telecoms (tra...

Oscar Rodriguez
  • Oscar Rodriguez

ARCELORMITTAL: 4Q’25 RESULTS AND T.P. INCREASE (ANÁLISIS BANCO SABADEL...

4Q'25 vs. 4Q'24 Results EBITDA: US$ 1.59 Bn (-3.7% vs. -8.6% BS(e) and -7.6% consensus); Net Profit: US$ 654 M (+61.9% vs. -24.0% BS(e) and -21.0% consensus); FY2025 vs. FY2024 Results EBITDA: US$ 6.54 Bn (-7.3% vs. -8.4% BS(e) and -8.2% consensus); Net Profit: US$ 3.15 Bn (+135.4% vs. +109.5% BS(e) and +110.4% consensus).

Research Department
  • Research Department

INFORME DIARIO 06 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T'25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENCE, INDRA, RDOS. ESPAÑA, TELEFONICA. EUROPA: RDOS. EUROPA, SOCIETE GENERAL, VINCI. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Las dudas no desaparecen Jornada de números rojos en las bolsas europeas, arrastradas por las caídas en Estados...

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