Romania Capital Market Review 30.04.25

Romanian capital market

MARKET MOVING NEWS

ECONOMY

Romanian authorities issued 7,630 residential building permits in the first quarter of 2025, marking a 2.8% increase compared to the same period in 2024, according to data released by the National Institute of Statistics (INS) on April 30.

FINANCE

-BCR Group, the Romanian subsidiary of Erste Group, posted a net profit of RON742 million (€149 million) in Q1 2025, a 19.8% increase year-over-year. The rise was driven by improved operating results and a significant uptick in customer business.

-BRD, Romania’s fifth-largest bank by assets, recorded a net profit of RON350 million, up 7.2% from Q1 2024. Both retail and corporate lending showed strong double-digit growth.

-OMV Petrom, the country’s only oil and gas producer, reported sales of RON9 billion in Q1 2025, up 5% from the year-earlier period. However, net profit declined 24% to RON1.07 billion, reflecting cost pressures and global market volatility.

DIVIDEND HIGHLIGHTS FROM LISTED COMPANIES

Purcari: Plans to distribute RON0.65/share (4.2% yield).

Romgaz (SNG): Approved a gross dividend of RON0.1568/share, totaling nearly RON604 million.

Premier Energy (PE.RO): Will pay EUR15 million (RON75 million) in dividends, equal to EUR0.12 (RON0.6)/share.

Sphera Franchise Group (SFG): Shareholders approved a RON1.09/share dividend for financial years 2023–2024.

Hidroelectrica (H2O): Will distribute over RON4 billion in dividends from 2024 net profit.

EVERGENT Investments (EVER): Approved dividends, a share repurchase plan, and their 2025 budget.

Biofarm (BIO.RO): Shareholders greenlit the distribution of RON74.4 million from the 2024 net profit.

Aquila Part Prod (AQ.RO): Will distribute approximately RON60 million in dividends on June 6, following shareholder approval on April 29. The company remains a key player in distribution and logistics for Romania and Moldova.

COMPANIES

-Eight in 10 executives of Romanian companies plan to expand internationally within the next five years, according to Forvis Mazars Group’s latest C-suite Barometer.

-ENGIE Romania has acquired a 54 MW wind energy project located in Mereni, Constanta County, reinforcing its renewable energy portfolio.

TODAY’S MARKET DATA

EXCHANGE RATE OF THE NATIONAL LEU CURRENCY

EUR 4.9775GBP 5.8518
USD 4.3787CHF 5.3042
BGN 2.5449MDL 0.2543

(Source: National Bank of Romania BNR)

BUCHAREST STOCK EXCHANGE (BVB) INDICES

BET -1.60% BET-TR -1.60% BET-FI -0.60% BET-NG -2.25% BET-EF -1.72%
BET-XT -1.44%, BET-BK -1.55% BET AeRO -0.38% ROTX -1.65%
(Source: BVB)

CAPITAL MARKET COMMENTARY

Bucharest stocks traded in the red on Wednesday bucking the trend across Europe. The benchmark BET index fell 1.60%. Energy giant Transgaz led blue-chip decliners as its shares plunged 3.58%.

BET Index Constituents

CompanyPriceChange (%)
ANTIBIOTICE S.A.2.0350-1.21
AQUILA PART PROD COM1.4000-1.82
BANCA TRANSILVANIA S.A.28.1600-0.14
BRD – GROUPE SOCIETE GENERALE S.A.18.4800-1.07
C.N.T.E.E. TRANSELECTRICA43.8000-0.57
Digi Communications N.V.66.0000-0.15
FONDUL PROPRIETATEA0.3735-2.99
MedLife S.A.6.2200-0.32
OMV PETROM S.A.0.7160-3.50
ONE UNITED PROPERTIES17.9200-0.44
Premier Energy PLC18.5000-1.60
PURCARI WINERIES PUBLIC COMPANY LIMITED15.0600-0.92
S.N. NUCLEARELECTRICA S.A.40.3000-0.62
S.N.G.N. ROMGAZ S.A.5.9500-0.34
S.N.T.G.N. TRANSGAZ S.A.28.2500-3.58
S.P.E.E.H. HIDROELECTRICA S.A.118.1000-2.56
SOCIETATEA ENERGETICA ELECTRICA S.A.13.0200-2.11
Sphera Franchise Group42.2000-0.94
TERAPLAST SA0.3645-0.41
TTS (TRANSPORT TRADE SERVICES)4.0200-0.74