According to Rubis' press release, the energy distribution sector saw a 6% growth in volumes in Retail & Marketing, although the overall revenue decreased by 3% compared to the third quarter of 2024. Distributed volumes increased from 1,494 thousand cubic meters to 1,581 thousand, while total revenue dropped from 1,633 million euros to 1,580 million. The unit margin improved, particularly in the LPG segment in Europe. Renewable power generation also saw progress with installed capacity up by 23% from 2024, reaching 633 MWc. Revenue in this segment rose by 24% to 21 million euros.
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Rubis stated that its ability to pass on oil price fluctuations to its customers is a key component of its business model, sustaining its performance. The company observed strong momentum in the bitumen segment, with an increase in demand and a 33% improvement in gross margin from the previous year. In the Caribbean, trading activity advanced with a volume increase of 7% and a margin increase of 31%. In Africa, bitumen transport experienced a decline due to maintenance on some ships. For renewable power production, the secured portfolio grew by 25% to reach 1.3 GWc.
Firm Goals for 2025 and Beyond
The company reaffirmed its targets for 2025, projecting an EBITDA between 710 and 760 million euros. According to Rubis, the impact of hyperinflation (IAS 29) remains stable compared to 2024. The company's ESG results show an MSCI rating of AA, a Sustainalytics score of 29.2, and an ISS ESG rating of C. The group specifies that its ambitions for 2027 remain unchanged, aiming for a secured portfolio exceeding 2.5 GWc and a consolidated EBITDA of 50 to 55 million euros for its Photosol division.
Au niveau mondial, le Groupe anticipe que le maintien de prix du pétrole élevés pèsera sur la demande au second semestre
La demande au Nigéria devrait être plus modérée au second semestre
En Europe, la montée en puissance des activités bitume devrait continuer de soutenir une forte croissance des volumes, quoique à des marges plus faibles
Opportunities identified
Photosol a franchi une étape clé avec la mise en service complète du parc solaire de Creil
Les développements dans la production d'électricité renouvelable devraient s'accélérer au second semestre
En Afrique, la performance devrait continuer de bénéficier de l'amélioration des conditions de marché et de la croissance des volumes de bitume
Outlook / guidance
Expected EBITDA: 800 millions d'euros
Management commentary: l'EBITDA du Groupe est désormais attendu entre 775 M€ et 825 M€ en 2026, à taux de change EUR/USD constant (1,13) et en supposant un impact IAS 29 - hyperinflation inchangé par rapport à 2025.
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
