21st Austria weekly - Erste Group, AT&S (26/02/2026)

AT&S: Austrian high-tech company AT&S is strengthening its plant in Fehring with a comprehensive investment program. More than EUR 30 million will be invested in new technologies, sustainability and additional jobs. Funds will be allocated to specific future projects in Fehring through March 2027: around EUR 8.8 million will be invested in production for semiconductor test equipment. A further approximately EUR 10 million relates to a strategic project for innovative inverter solutions in the field of e-mobility, in which AT&S acts as the sole supplier for a German premium manufacturer. In addition, around EUR 7 million will be invested in new production technologies for technologically demanding applications. Approximately EUR 4 million will be used to implement sustainability measures.
AT&S: weekly performance: -0.39%

Erste Group: Erste Group posts a net profit of EUR 3,510 million in 2025 (+12.3%). Net interest income increased to EUR 7,788 million (+3.5%; EUR 7,528 million), primarily in the Czech Republic and Slovakia, on the back of loan growth and lower interest expenses on customer deposits. Net fee and commission income rose to EUR 3,191 million (+8.6%; EUR 2,938 million). Growth was registered across all core markets and income categories. The impairment result from financial instruments amounted to EUR -478 million or 21 basis points of average gross customer loans (EUR -397 million or 18 basis points). Allocations to provisions for loans and advances were posted primarily in Austria. The NPL ratio based on gross customer loans improved to 2.4% (2.6%). The NPL coverage ratio (excluding collateral) slipped to 69.7% (72.5%). Due to the full internal funding of the Erste Bank Polska acquisition, which required higher profit retention in 2025, Erste Group management will propose a reduced dividend payment of EUR 0.75 per share (2024: EUR 3.0) to the annual general meeting. 
Erste Group: weekly performance: -5.53%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (26/02/2026)

Christian Drastil: Wiener Börse Plausch

Wiener Börse Party #1117: ATX deutlich fester, FACC wieder im ATX-Rennen, Semperit ist Aktie des Tages, guter Verbund/Strugl-Sager

Bildnachweis

1. Wilhelm Brad , Erste Group   >> Öffnen auf photaq.com

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