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Usinas Siderurgicas de Minas (DE:U1S0)
FRANKFURT:U1S0

Usiminas (U1S0) Price & Analysis

1 Followers

U1S0 Stock Chart & Stats

€0.68
-€0.01(-1.39%)
At close: 4:00 PM EST
€0.68
-€0.01(-1.39%)

Bulls Say, Bears Say

Bulls Say
Improved Cash GenerationFree cash flow recovery and a sharp rise in operating cash flow provide durable internal funding for working capital, maintenance and priority projects. Strong cash conversion reduces refinancing risk and supports investment in efficiency projects even while earnings remain volatile.
Manageable Leverage / LiquidityA modest debt-to-equity ratio and reported net-cash position give the company financial flexibility to absorb cyclicality, sustain capex for strategic upgrades, and complete the PCI project without aggressive external funding, lowering medium-term solvency risk.
Efficiency Projects And Strategic Mix ShiftNear-term completion of the PCI plant, maintenance-related savings (~$15/ton) and a deliberate shift toward higher‑value automotive/coated products and exports create structural margin upside. These operational levers reduce reliance on purchased coke and improve cost competitiveness over months.
Bears Say
Persistent Weak ProfitabilityMargins remain severely compressed and the company posts recurring operating and net losses, which can erode equity and limit reinvestment capacity. Even with cash flow improvements, sustained low profitability raises the risk that operational gains may not translate into durable returns.
Import Surge And Inventory OverhangA large, persistent influx of imports creates structural oversupply in the domestic market, pressuring pricing and margins for local producers. Elevated inventories reduce commercial leverage, complicate efforts to prioritize higher‑margin sales, and can prolong margin recovery over multiple quarters.
Rising Input And Freight Cost ExposureMaterial cost and freight inflation directly pressure steel margins and are partly outside management control. Pass‑through to customers is uncertain amid import competition; sustained higher input costs could offset efficiency gains and impede margin recovery for several quarters.

Usiminas News

U1S0 FAQ

What was Usinas Siderurgicas de Minas’s price range in the past 12 months?
Usinas Siderurgicas de Minas lowest stock price was €0.54 and its highest was €1.98 in the past 12 months.
    What is Usinas Siderurgicas de Minas’s market cap?
    Usinas Siderurgicas de Minas’s market cap is €2.23B.
      When is Usinas Siderurgicas de Minas’s upcoming earnings report date?
      Usinas Siderurgicas de Minas’s upcoming earnings report date is Jul 31, 2026 which is in 55 days.
        How were Usinas Siderurgicas de Minas’s earnings last quarter?
        Usinas Siderurgicas de Minas released its earnings results on Apr 24, 2026. The company reported €0.108 earnings per share for the quarter, beating the consensus estimate of €0.02 by €0.089.
          Is Usinas Siderurgicas de Minas overvalued?
          According to Wall Street analysts Usinas Siderurgicas de Minas’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Usinas Siderurgicas de Minas pay dividends?
            Usinas Siderurgicas de Minas does not currently pay dividends.
            What is Usinas Siderurgicas de Minas’s EPS estimate?
            Usinas Siderurgicas de Minas’s EPS estimate is 0.04.
              How many shares outstanding does Usinas Siderurgicas de Minas have?
              Usinas Siderurgicas de Minas has 547,752,000 shares outstanding.
                What happened to Usinas Siderurgicas de Minas’s price movement after its last earnings report?
                Usinas Siderurgicas de Minas reported an EPS of €0.108 in its last earnings report, beating expectations of €0.02. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Usinas Siderurgicas de Minas?
                  Currently, no hedge funds are holding shares in DE:U1S0
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Usiminas Stock Smart Score

                    6
                    Neutral
                    1
                    2
                    3
                    4
                    5
                    6
                    7
                    8
                    9
                    10

                    Technicals

                    SMA
                    Positive
                    20 days / 200 days
                    Momentum
                    19.30%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    -13.68%
                    Trailing 12-Months
                    Asset Growth
                    -6.25%
                    Trailing 12-Months

                    Company Description

                    Usinas Siderurgicas de Minas

                    Usinas Siderúrgicas de Minas Gerais S.A. manufactures and markets flat steel products in Brazil and internationally. The company operates through four segments: Mining and Logistics, Steel Metallurgy, Steel Transformation, and Capital Assets. It extracts and process iron ore, such as pellet and sinter feed and, granulated iron ore; develops steel product solutions; and operates as a distribution center and trading company. The company manufactures and installs equipment for various industries; and engages in the provision of services related to road cargo transportation. It also offers stamped steel parts for the automobile industry; and products for the construction and capital goods industry, as well as engages in logistics business and produces hot-rolled galvanized steel sheets and coils. In addition, the company provides technology transfer services for steel industry; project management and services for civil construction and capital goods industry; road transportation of flat steel; hot-dip galvanizing services; and texturing and chrome plating of cylinders. Usinas Siderúrgicas de Minas Gerais S.A. was founded in 1950 and is headquartered in Belo Horizonte, Brazil.

                    Usiminas (U1S0) Earnings & Revenues

                    U1S0 Company Deck

                    U1S0 Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The quarter showed a clear operational recovery in profitability with a 56% QoQ EBITDA increase, improved revenue per ton (~5%), export mix gains and positive cash generation. However, material headwinds remain: a sharp YoY/quarterly rise in imports creating inventory overhang, a 21% drop in mining volumes due to seasonal rains, declining steel sales volumes (~7% QoQ), and looming cost pressure from higher slabs, coke, coal and freight. Additionally, a substantial portion of net income improvement came from noncash FX/deferred tax effects tied to real appreciation. Management is focused on efficiency, prioritizing value over volume and progressing key projects (PCI, coke retrofits) that should support margins over time. Overall, the operational improvements are meaningful but balanced by significant external risks and some one-off accounting gains, leaving the tone cautious.View all DE:U1S0 earnings summaries
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