Stock Markets February 26, 2026

Redeia Posts FY25 Results In Line With Forecasts as Net Debt Drops Below Estimates

EBITDA rises 4% to €1.3bn, capex climbs to €1.5bn and net debt falls to €5.5bn; company to outline 2026-2029 strategic plan in scheduled presentation

By Marcus Reed
Redeia Posts FY25 Results In Line With Forecasts as Net Debt Drops Below Estimates

Redeia reported FY25 EBITDA of €1.3 billion, matching analyst expectations and rising 4% from the prior year. Net income reached €506 million, in line with consensus and unchanged year-on-year. Capital spending jumped 40% to €1.5 billion and is expected to remain near that level in coming years. Net debt declined to €5.5 billion - 2% below analyst consensus - and the Net Debt to EBITDA ratio stood at 4.4x. The company will present results and its 2026-2029 strategic plan at a Thursday briefing at 11:30 CET.

Key Points

  • EBITDA of €1.3 billion matched analyst expectations and rose 4% year-on-year, affecting financial performance metrics for investors and lenders.
  • Capital expenditures increased to €1.5 billion, a 40% rise, signaling sustained investment that will impact construction, engineering and procurement activity in related sectors.
  • Net debt declined to €5.5 billion, about 2% below consensus, and the Net Debt to EBITDA ratio is 4.4x, which informs credit and financing assessments.

Redeia reported full-year results for FY25 that broadly matched market expectations and showed modest operational growth alongside higher investment spending.

Operational and earnings highlights

The company registered EBITDA of €1.3 billion for the year, a 4% increase compared with the prior year and in line with analyst forecasts. Net income for the period was €506 million, which also met consensus estimates and was unchanged from the prior year.

Investment and capital expenditure

Investment activity accelerated materially during the year. Redeia recorded capital expenditures of €1.5 billion, a 40% increase versus the previous year. Management indicated that capex is expected to remain at roughly €1.5 billion annually over the coming years.

Balance sheet and leverage

Net debt stood at €5.5 billion at year end, coming in about 2% below analyst consensus. This represented a reduction of €0.6 billion compared with the nine-month figure, largely influenced by a Hispasat-related payment of €0.7 billion recorded in the fourth quarter. The company reported a Net Debt to EBITDA ratio of 4.4x.

Upcoming presentation

Redeia has scheduled a results presentation for Thursday at 11:30 CET. The company is expected to provide further detail on its strategic plan spanning 2026 to 2029 during that briefing.


Summary of the numbers

  • EBITDA: €1.3 billion - up 4% year-on-year, matching analyst expectations.
  • Net income: €506 million - in line with consensus and flat versus prior year.
  • Capital expenditures: €1.5 billion - a 40% increase year-on-year; expected to remain about €1.5 billion annually.
  • Net debt: €5.5 billion - 2% below analyst consensus; down €0.6 billion from the nine-month level due in part to a €0.7 billion Hispasat-related payment in 4Q.
  • Net Debt to EBITDA: 4.4x.

Context and next steps

Investors and market participants will have access to the company presentation on Thursday at 11:30 CET, where Redeia is expected to outline the details of its 2026-2029 strategic plan.

Risks

  • Sustained high capital expenditures - continued annual capex around €1.5 billion may pressure cash flow and influence financing needs for Redeia and counterparties in construction and equipment supply.
  • Leverage level - a Net Debt to EBITDA ratio of 4.4x highlights exposure to interest-rate and refinancing risk that could affect credit conditions for the company.
  • Reliance on one-off or timing-related cash flows - the €0.7 billion Hispasat-related payment materially affected net debt movements, indicating that similar timing items could create volatility in reported leverage.

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