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PE RO: Q1 2026 First look | OUTLOOK NEUTRAL

by Stoian Cosmin 05/29/2026

PE RO: Q1’26 IFRS miss overshadows resilient underlying performance * PE reported Q1’26 net profit of EUR 13.1m, down 53% Y/Y and 31% below our estimate, mainly due to a larger-than-expected Moldova tariff deviation, combined with adverse FX impact and …

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05/29/2026

TGN RO: Q1 2026 Results | NEGATIVE

by Stoian Cosmin 05/29/2026

* TGN RO: Transgaz posted for Q1 2026 a standalone net profit of RON 312m, 31% lower Y/Y and 18% below our estimates, mainly due to lower-than-expected transmission revenues, higher D&A expenses and a weaker financial result. EBITDA came in …

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05/29/2026

ONE RO: EUR 80.5m Facility Agreement, with Accordion Option up to EUR 140m

by Stoian Cosmin 05/29/2026

* ‎ONE RO: One United Properties announced the signing of a new financing agreement with UniCredit Bank for an initial EUR 80.5m term facility, with an accordion option allowing the total facility size to increase to up to EUR 140m. …

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05/29/2026

FP RO: Q1 2026 Results

by Stoian Cosmin 05/29/2026

* ‎FP RO: Fondul Proprietatea published Q1 2026 results. * Fondul Proprietatea reported a net loss of RON 10.9m in Q1 2026, compared to a net loss of RON 2.4m in Q1 2025. The weaker result was primarily driven by …

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05/29/2026

EAI RO: Q1 2026 Results | NEUTRAL

by Stoian Cosmin 05/29/2026

* EAI RO: The company reported Q1 2026 net profit of RON 6.2m, up 2.9% Y/Y and 2% above our forecast, mainly due to a stronger-than-expected financial result, partly offset by a higher effective tax rate. Revenues increased by 12.2% …

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05/29/2026
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