11/09/2026
Rubis delivered a strong H1, with Retail & Marketing volumes up 9%, unit gross margin up 7% and EBITDA up 22%, supported by broad product growth and a significant margin improvement in Africa. Management raised FY26 EBITDA guidance to €775–825m, with the midpoint allowing for some normalisation in volumes and margins in H2 after a strong first half. We upgrade our FY26 and FY27 EBITDA estimates by 4–5% and EPS by c 10%, while revised near-term solar capex assumptions also support our higher DCF valuation of €45.2/share, implying 30% upside.
12/05/2026
In this video, Marc Jacquot, managing director and CFO of Rubis, and Clémence Mignot-Dupeyrot, director of investor relations, discuss the company’s 2025 results and the operational trends shaping its energy distribution and renewable activities. They outline growth across LPG, fuel distribution and bitumen, highlighting positive momentum in Africa and the Caribbean, alongside continued expansion in photovoltaic electricity through Photosol. They also cover improving margins in Kenya, increasing demand for cleaner energy solutions and the company’s disciplined approach to investment, balance sheet management and cash generation. Finally, they explain how Rubis is positioning itself for long-term growth through infrastructure expansion, renewable projects and operational resilience across its international markets.
12/05/2026
In this video, Rubis outlines how it has spent more than 35 years expanding access to energy across Europe, Africa and the Caribbean while supporting customers through the energy transition. The company explains how it negotiates, transports, stores and distributes energy in regions that often present logistical and operational challenges, supported by a strong focus on safety and environmental standards. The company also highlights its growing role in lower-carbon solutions, including photovoltaic electricity, hybrid energy systems and rooftop solar installations for commercial customers. Finally, Rubis explores how innovation, including robotics and AI, could help shape a more efficient and sustainable energy future.