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verbio Vereinigte BioEnergie (0NLY) AI Stock Analysis

11 Followers
GB:0NLY

verbio Vereinigte BioEnergie

(LSE:0NLY)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
Record production and biomethane growthRecord production and rising biomethane output indicate improving asset utilization and increasing operating scale. Continued Nevada ramp-up can support volume growth, while broader facility efficiency should help absorb fixed costs and strengthen Verbio’s position in renewable-fuel markets.
Negative Factors
High earnings cyclicalityThe sharp swing from losses in 2025 to positive results in 2026 shows that profitability remains sensitive to market spreads and operating conditions. Earnings that have not remained consistent across cycles make future cash generation and returns less predictable.

verbio Vereinigte BioEnergie (0NLY) vs. iShares MSCI United Kingdom ETF (EWC)

-25%0%25%50%75%100%125%150%175%GB:0NLY+52.33%EWC+21.06%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
EUR 1.67B
Dividend Yield
―
Average Volume (3M)
3,751
Price to Earnings (P/E)
26.2
Beta (1Y)
0.28
Revenue Growth
18.54%
EPS Growth
―
Country
UK
Employees
1,394
Sector
General
Sector Strength
55
Industry
Chemicals - Specialty

verbio Vereinigte BioEnergie Business Overview & Revenue Model

Company Description

VERBIO Vereinigte BioEnergie AG operates as a prominent producer and supplier of sustainable biofuels throughout Germany and the broader European market. The firm's diverse portfolio features products such as biodiesel, bioethanol, biomethane, bioste...

verbio Vereinigte BioEnergie Earnings Call Summary

Earnings Call Date:Sep 24, 2026(Q4-2026)|% Change Since:-16.70%|Next Earnings Date:Nov 12, 2026
Earnings Call SentimentPositive

The call was strongly positive overall. Verbio reported a substantial EBITDA recovery, record production, strong cash generation, lower net debt, improved returns, a significantly stronger fourth quarter, and positive EBITDA guidance for 2026/2027. Management also highlighted supportive regulation, continued biomethane demand, and strategic growth projects. The main challenges were lower expected biodiesel contribution, pressure on benchmark biodiesel spreads, quota-market uncertainty, a high tax rate, and the fact that potential 45Z benefits are not included in guidance.

Positive Updates

Full-Year EBITDA Recovery
Group EBITDA increased to EUR 193.9 million for financial year 2025/2026, primarily driven by normalization of the greenhouse gas quota market, improved bioethanol market spreads, higher utilization rates in North America, the reversal of impairments on greenhouse gas quota inventories, and the absence of negative one-off effects recorded in 2024/2025.

Negative Updates

Lower Expected Biodiesel Contribution
Verbio expects a somewhat lower contribution from the Biodiesel segment in financial year 2026/2027. Planning is based on market spreads below the levels seen in the past financial year and reflects remaining uncertainty around market developments and the effectiveness of anti-fraud measures.

Company Guidance

For financial year '26, '27, Verbio expects group EBITDA to increase to between EUR 210 million and EUR 250 million, with the increase primarily volume-driven, supported by greenhouse gas earnings, higher production volumes in North America, particularly from Nevada, and continued growth in biomethane production; year-end greenhouse gas inventories at a group level are planned to be around 5% lower than at the beginning of the financial year, most purchasing of the '26 compliance year should take place during financial year '26, '27, a significant share of the related result should be recognized in the third quarter, and a large part of the earnings potential from surplus volumes in the '27 compliance year should be realized in financial year '27, '28. Greenhouse gas quota prices for calendar year 2027 were stated at approximately EUR 420, EUR 440 per tonne CO2, and the Biodiesel segment is expected to make a somewhat lower contribution than in financial year '25, '26, based on market spreads below the levels seen in the past financial year; investment spending is expected to decline, supporting strong cash generation and a further reduction in net debt. The planning includes the contribution from the ethenolysis plant, while 45Z is not reflected in the planning.

verbio Vereinigte BioEnergie Peers Comparison

Overall Rating

UnderperformOutperform
Sector (55)

Financial Indicators

GB:0NLY against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
DE:FPEDE:FPE69NeutralEUR 5.28B15.8117.37%3.26%12.08%21.84%
DE:EVKDE:EVK64NeutralEUR 9.68B55.362.16%4.77%1.98%83.13%
DE:BNRDE:BNR62NeutralEUR 8.89B23.588.30%3.20%0.32%-8.91%
Sector *55Neutral$6.65B3.83-15.92%6.20%10.91%7.18%
DE:WCHDE:WCH54NeutralEUR 3.99B-15.25-6.82%3.11%――
DE:LXSDE:LXS43NeutralEUR 1.13B-1.68-18.99%0.77%-3.63%-172.43%

* General Sector Average

Performance Comparison

0%50%100%150%GB:0NLYDE:BNRDE:EVKDE:FPEDE:LXSDE:WCHDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
GB:0NLY and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
GB:0NLYverbio Vereinigte BioEnergie26.148.7049.89%
DE:BNRBrenntag AG (UK)59.4211.2123.25%
DE:EVKEvonik Industries AG20.967.7058.07%
DE:FPEFuchs Petrolub37.457.5725.34%
DE:LXSLanxess (OTC)12.92-4.95-27.68%
DE:WCHWacker Chemie Ag (OTC)82.6516.5525.04%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.