ERAMET
Eramet is a French mining and metals group specializing in the extraction and processing of metals and minerals, including nickel, lithium, and manganese.
Price history of ERAMET
Price history of ERAMET
Performance & Momentum
ERAMET plunges after heavy 2025 loss announced
ERAMET reported a net loss of €477 million for 2025, triggering a sharp 23% drop in its stock this morning on the Paris Stock Exchange. The internal situation is also turbulent with the departure of the CEO and suspension of the CFO, heightening investor concerns. To stabilize the company, management plans a recapitalization supported by key shareholders including the State and the Duval family.
Strategic Analysis
ERAMET • 2026
Eramet is a mining and metals player specializing in critical metals, with significant exposure to nickel, lithium, and manganese. Its positioning is based on the industrial raw materials value chain, with a key supply role for uses linked to the energy transition and heavy industry.
- Exposure to strategic metals driven by decarbonization and electrification needs
- Integrated player profile spanning extraction and processing, which can strengthen value captured along the chain
- French base and presence in niche markets that are difficult to replicate quickly
- High sensitivity to commodity cycles and fluctuations in metal prices
- Choppy share price history, reflecting limited visibility on profitability and medium-term prospects
Momentum appears mixed, with a recently broadly satisfactory but still irregular trend. The stock has shown an ability to rebound over one year, without fully offsetting a more fragile underlying trend over several years, suggesting a name that is more tactical than pure momentum. In this context, the strategic appeal remains tied to the critical metals theme, but with volatility that calls for selectivity.
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Recent News
ERAMET
Eramet Hit by Kepler Cheuvreux Downgrade
11 months agoEramet's share price came under notable pressure this week, directly linked to Kepler Cheuvreux's downgrade, with the broker cutting its target price from EUR 72 to EUR 52 and urging caution despite solid fundamentals. The more cautious review reflects lowered expectations for the mining group's outlook, helping explain the market's negative reaction.
Eramet adapts to Gabon’s 2029 ban
11 months agoThe Gabonese government has announced it will ban exports of raw manganese from 2029 in a bid to strengthen its local industry. Eramet, the majority co-owner of Comilog, has taken note of the decision and said it remains committed to working with the Gabonese state. The move could weigh on future supply and help explain the stock’s recent sharp decline, reflecting investor concerns over the long-term impact.
Eramet praised by Macron as strategic pillar
1 year agoEramet stands out as a major player in battery metals, recently highlighted by Emmanuel Macron in his speech, marking a significant gain in recognition for the group. This presidential praise may be seen as a sign of growing government confidence in Eramet's ability to support France's green transition. Such visibility could also improve investor perception of the company's security and long-term strategy.
Eramet Hit by Downgrade
1 year agoEramet shares fell nearly 4% after Oddo BHF downgraded the stock from 'outperform' to 'underperform'. The move was driven by concerns over an unattractive product mix and a worsening financial structure.
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