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Basque Consortium Seals €156.7 Million Deal for 29.76% of Talgo

Completion hinges on a shareholder vote approving a new financing structure with required agreements signed before January 31, 2026.

Overview

  • Clerbil, Finkatuz and Fundación BBK will each hold 8.5% of Talgo, with Fundación Bancaria Vital taking 4.24%, according to filings with the CNMV.
  • The agreed price is €4.25 per share for 36,864,848 shares, totaling €156,675,604, transferring the stake previously held by Pegasus/Trilantic.
  • Talgo will convene an extraordinary general meeting to vote on the new financing architecture needed to execute the transfer of shares.
  • Talgo’s refinancing remains pressing, with debt reported above €400 million, a €116 million Renfe penalty, and banks calling for a €150 million capital injection to maintain credit lines.
  • State investor SEPI is not part of this share purchase despite prior authorization to invest, and a legal probe of consortium leader José Antonio Jainaga has introduced additional uncertainty.