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    Why Aurubis (XTRA:NDA) Is Down 8.1% After Net Income Nearly Doubles Year on Year

    Simply Wall St·08/13/2026 09:32:47
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    • Aurubis AG recently reported earnings for the nine months ended June 30, 2026, with sales rising to €17.80 billion from €13.82 billion a year earlier and net income increasing to €954 million from €497 million, lifting basic earnings per share from continuing operations to €21.85 from €11.38.
    • This sharp increase in profitability, with net income almost doubling year on year, highlights how strongly Aurubis has been converting higher sales into earnings over the period.
    • We’ll now examine how this near-doubling of net income reshapes Aurubis’ pre-existing investment narrative and expectations for future performance.

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    Aurubis Investment Narrative Recap

    To own Aurubis, you need to believe in its role as a large-scale copper and recycling processor, benefiting from long-term electrification and recycling trends while managing heavy capital spending and regulatory pressures. The latest nine month results, with net income almost doubling year on year to €954 million, reinforce the near term earnings momentum but do not fundamentally change that the key short term catalyst remains execution at new and upgraded sites, while the biggest risk is still large project and regulatory cost overruns.

    The inauguration of the Complex Recycling Hamburg facility in July 2026 looks especially relevant here, as it connects directly to the stronger earnings Aurubis is reporting today. This €190 million project increases high margin recycling volumes and fits into the broader Performance 2030 program, which also includes emission reduction and efficiency upgrades in Hamburg and Bulgaria. Together, these projects form the backbone of the catalyst investors are watching most closely: higher returns from the recent investment wave.

    Yet behind these strong numbers, investors should be aware of the risk that intensive expansion spending could still...

    Read the full narrative on Aurubis (it's free!)

    Aurubis’ narrative projects €26.1 billion revenue and €331.9 million earnings by 2029.

    Uncover how Aurubis' forecasts yield a €180.84 fair value, a 3% upside to its current price.

    Exploring Other Perspectives

    XTRA:NDA 1-Year Stock Price Chart
    XTRA:NDA 1-Year Stock Price Chart

    While consensus focused on steady gains, the most optimistic analysts were already assuming revenue of about €27.9 billion by 2029 and over €500 million in earnings, which makes the latest €17.80 billion in nine month sales and €954 million net income a potentially important test of those views. If you think execution risk on major projects is higher than they assumed, this upbeat narrative may feel too aggressive, so it is worth comparing several viewpoints before you decide how you see Aurubis.

    Explore 7 other fair value estimates on Aurubis - why the stock might be worth less than half the current price!

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.