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Verbio SE
DUS:VBK

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Verbio SE
DUS:VBK
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Price: 30.8 EUR -0.84%
Market Cap: €2B

Verbio SE
Investor Relations

Verbio SE makes renewable fuels from agricultural feedstocks and residues. Its main products are biodiesel, bioethanol, biomethane, and related co-products such as animal feed ingredients and renewable chemicals. The company sits in the middle of the fuel supply chain: it takes biomass, processes it in industrial plants, and turns it into substitutes for fossil diesel, gasoline blending components, and natural gas. Its customers are mainly fuel distributors, oil companies, gas suppliers, industrial users, and logistics firms that need lower-carbon energy. Verbio also sells byproducts to agricultural and industrial buyers. It makes money by selling these fuels and co-products, with demand tied to transport energy, heating, and emissions-cutting requirements. What makes Verbio different is that it is not just a fuel marketer; it is a manufacturer that converts farm-based raw materials into usable energy products. That gives it a role in both the energy and agricultural value chains. The business depends on access to biomass, efficient plant operations, and regulations that support renewable fuels.

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Last Earnings Call
Fiscal Period
Q3 2026
Call Date
May 13, 2026
AI Summary
Q3 2026

Strong quarter: Verbio said Q3 was very strong, with group EBITDA jumping to EUR 60.2 million from EUR 8.2 million a year ago and EUR 30.1 million in the prior quarter.

Guidance: Management now expects full-year EBITDA to land at the upper end of its EUR 100 million to EUR 140 million range and net financial debt to finish below EUR 140 million.

Regulatory tailwinds: The company highlighted the final implementation of RED III in Germany and the recently finalized U.S. RVOs for 2026 and 2027 as major positives for the business.

Bioethanol strength: Bioethanol/biomethane was the main earnings driver, helped by a recovering GHG quota market, strong seasonal demand and higher biomethane sales.

Biodiesel mixed: Biodiesel production in Europe hit a record, but revenue and EBITDA were lower sequentially because of lower sales volumes and reduced use of third-party molecules.

Outlook: Management said Q4 should not match Q3 EBITDA because Q3 benefited from unusually strong quota trading volumes, though current market margins still look healthy.

Key Financials
Group EBITDA
EUR 60.2 million
Biodiesel production
458,000 tonnes
Ethanol production
431,000 tonnes
Biomethane production
more than 1 terawatt hour
Operating cash flow
EUR 96.4 million
Capital expenditures
EUR 63.4 million
Free cash flow
EUR 33 million
Net debt
EUR 126.8 million
Equity ratio
59.3%
Q3 Biodiesel revenue
EUR 203 million
Q3 Biodiesel EBITDA
EUR 18.5 million
Q3 Bioethanol/Biomethane EBITDA
EUR 34.2 million
GHG quota sensitivity
EUR 40 million to EUR 80 million
GHG quota price
EUR 470
Earnings Call Recording
Other Earnings Calls

Management

Contacts

Address
SACHSEN-ANHALT
Zoerbig
Thura Mark 18
Contacts
+493413085300
www.verbio.de