Ferroglobe’s recent Q4 earnings call revealed a challenging 2025 but outlined strategies for a stronger 2026, driven by trade protections, furnace conversions, and a long-term energy deal in France. While silicon metal faces significant pressure from imports, the company reported momentum in silicon-based and manganese alloys, with strong volume and margin improvements. Ferroglobe is also returning cash to shareholders through dividends and buybacks, and investing in EV battery materials for future growth despite a collapse in EBITDA for 2025.
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Ferroglobe Earnings Call Maps Painful 2025, Brighter 2026
Ferroglobe’s recent Q4 earnings call revealed a challenging 2025 but outlined strategies for a stronger 2026, driven by trade protections, furnace conversions, and a long-term energy deal in France. While silicon metal faces significant pressure from imports, the company reported momentum in silicon-based and manganese alloys, with strong volume and margin improvements. Ferroglobe is also returning cash to shareholders through dividends and buybacks, and investing in EV battery materials for future growth despite a collapse in EBITDA for 2025.