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Talgo Reports Negative EBITDA as Takeover Hinges on December Financing Vote

Shareholder approval of a €1.27 billion SEPI-backed package would unlock guarantees, restoring liquidity for new bids.

Overview

  • Through September, revenue fell 11% to €443.1 million and EBITDA was −€3.3 million, with the decline tied to an adjustment on a Deutsche Bahn project and the impact of closing a Los Angeles legal case.
  • A shareholder meeting on 13 December will decide on a €1.27 billion financing plan made up of €500 million in guarantees, €650 million in loans and a €120 million working-capital line.
  • Approval of the plan is required for José Antonio Jainaga’s Sidenor-led group to formalize control of Trilantic’s 29.7% stake, with backing from Finkatuz, BBK and Vital.
  • The package includes SEPI subscribing a €45 million capital increase for about 7.87% and supporting €30 million in convertible debt, alongside €75 million in additional convertibles from investors authorized by the Council of Ministers.
  • On 12 November, Jainaga testified before the Audiencia Nacional in a probe over steel sales to an Israeli company, stating he halted deliveries in July and that no restrictions applied at the time of the transactions.