Nuclearelectrica stock faces an EUR 800 million loan vote

Published on 10/08/2026 at 02:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nuclearelectrica stock was last at RON 59.4000 on October 5, 2026, after a 5.13 percent rise. First-half profit reached RON 1.08 billion.

Nuclearelectrica, ROSNNEACNOR8, Illustration mit AI erstellt.

Nuclearelectrica (ISIN ROSNNEACNOR8) was last at RON 59.4000 on the Bucharest Stock Exchange on October 5, 2026, up 5.13 percent from the RON 56.5000 reference price. The immediate company issue is a proposed EUR 800 million loan from the European Investment Bank for the refurbishment of Unit 1 at Cernavoda.

EUR 800 million financing plan

As Curs de Guvernare reported on October 7, 2026, the financing would support the Unit 1 refurbishment project and requires approval at the shareholder meeting scheduled for October 29, 2026. The proposed facility is split into two EUR 400 million contracts, with the first planned for 2026 and the second for early 2027.

The project is intended to extend Unit 1 operations after the major refurbishment phase. The same report said Nuclearelectrica had already secured a EUR 540 million loan in September 2025 for the preliminary stage, while major refurbishment work is planned for 2027 through 2030.

Profit grows while output falls

BusinessEdge reported that first-half 2026 consolidated net profit reached RON 1.08 billion, up 30.6 percent from the first half of 2025. Operating revenue stood at RON 2.81 billion, while electricity delivered to Romania's national grid fell 11.7 percent to 4.15 TWh.

That combination gives the financing vote a clear investor angle: earnings improved even as delivered production declined. The refurbishment therefore links near-term capital spending with the company's longer operating horizon rather than with a simple volume-growth story.

Analysts set targets below the stock

Simply Wall St listed a consensus target of RON 49.75 from two analysts, with a low target of RON 48.00 and a high target of RON 51.50. The target range sits below the October 5 market price, placing valuation and the execution of the refurbishment program at the center of the debate.

Stock remains below its yearly high

Nuclearelectrica stock was last at RON 59.4000 on October 5, 2026, on the Bucharest Stock Exchange. Its 52-week range was RON 46.3500 to RON 78.5000, while market capitalization stood at RON 17.0 billion on the same date.