ALRO Group’s consolidated revenues were 2.4 billion lei in H1 2026, up by approximately 20% compared to 2 billion lei in H1 2025, the Group announced.

At the same time, ALRO’s EBITDA profit before depreciation was 327 million lei, compared to 95 million lei in H1 2025, marking an increase of approximately 243%. Net profit amounted to 101 million lei, compared to 17 million lei in the same period in 2025.

ALRO expanded its commercial presence on international markets, including in North Asia, especially in India, Vietnam and South Korea, with total exports representing over 84% of revenues, which confirms the company’s role in balancing Romania’s external balance of payments.

The company expanded its production volumes, so that primary aluminum production increased to 139,658 tons, from 132,604 tons. Sales of processed aluminum increased to 69,696 tons, from 67,392 tons, and sales of primary aluminum – to 43,890 tons, from 42,256 tons.

At the same time, ALRO continues to strengthen its position in the segment of sophisticated products: in H1 2026 it advanced in the qualification of alloys and products for the aerospace and defense industry.

ALRO’s investment program for 2026 amounts to about USD 26 million, of which about USD 18 million is intended for investment projects in technology and increasing energy efficiency. Energy remains a critical variable for the industry, which is why ALRO continued to direct resources to increase energy independence by supporting the Ișalnța CCGT project, as well as by developing its own production and storage capacities. Over the past 20 years, the value of the Group’s investments has exceeded 930 million USD.

“The results of the first half of 2026 confirm ALRO’s resilience and the efficiency of our strategic direction in an international context marked by volatility and pressures on European industry. The 20% increase in revenues, the improvement in operational profitability and the 84% share of exports reflect the company’s competitiveness and the consistent orientation towards products with high added value. Investments in technology, operational efficiency and energy projects strengthen the premises for sustainable development and increased resilience in the long term. We look to the future with confidence and remain consistent with the objective of consolidating ALRO’s position as one of the most important European aluminum producers and a strategic partner for the industries of the future,” says Marian Năstase, Chairman of the ALRO Board of Directors.

In the first half of 2026, the aluminum market was influenced by limited supply, the production cap in China, the introduction of CBAM in Europe and geopolitical tensions in the Middle East. In this context, aluminum prices exceeded the threshold of 3,000 USD/ton in the first half of this year, compared to the maximum of 2,990 USD/ton recorded by ALRO in 2025, on December 31. Starting from 3,011 USD/tonne in January 2026, LME quotations followed an upward trend, reaching a high of 3,753 USD/tonne on 2 June 2026, before falling to 3,112 USD/tonne on 30 June 2026, the lowest level recorded in Q2 2026. The 3-month average LME quotation for H1 2026 was 3,359 USD/tonne, 32% above the level of 2,545 USD/tonne recorded in H1 2025.

The Group’s consolidated sales in the first half of 2026 were RON 2.4 billion, 20% higher compared to those recorded in the first half of 2025 (RON 2 billion). In the first half of 2026, EBITDA was RON 327 million, up 243% compared to the same period in 2025, and net profit increased to RON 101 million, compared to RON 17 million in H1 2025. This financial performance was supported by increased revenues, improved operational profitability and strengthened margins, which offset the impact of the unfavorable evolution of certain cost categories. In the first half of 2026, ALRO continued its strategy of focusing on high value-added products, recording an increase in primary aluminum production to 139,658 tons, from 132,604 tons in H1 2025. The Primary Aluminum Division reported total revenues of RON 844 million, representing an increase of almost 33% compared to the same period of the previous year, as a result of the increase in the volume of wire sold and favorable LME quotations.

In H1 2026, ALRO continued to strengthen its green recycling activities, gradually increasing its melting capacity from 112,000 tons to 124,000 tons in 2026, after increasing it from 100,000 tons in the previous year. In the first half of 2026, the Laminated Plate Products Division recorded a better sales performance compared to the corresponding period in 2025, while continuing to improve the structure of its product portfolio. The production of laminated flat products increased by 3%, respectively by 1,300 tons, mainly due to the production of plates, and revenues increased by 14% in H1 2026 compared to H1 2025, reaching RON 1.6 billion. This performance reflects the efficient commercial strategy by improving sales volumes and pricing policy, as well as strengthening customer relationships. In the context of the volatility of the energy market and the need to reduce exposure to energy price fluctuations, the Group continued to direct resources to increase energy independence by supporting the Ișalnița CCGT project, as well as by developing its own production and storage capacities. In H1 2026, the Group continued to invest in the development of production capacities and in expanding the portfolio of high-value-added products. Among the main projects are the purchase of a brushing machine, with an estimated value of RON 24 million, the completion of which is planned for 2027, as well as the commissioning of a band saw for cutting slabs, an investment started in 2024, for which the cumulative expenses reached RON 14 million. At the same time, the Group continues the project to acquire high-precision equipment for longitudinal cutting and milling of plates, estimated at RON 33.5 million, with completion scheduled for 2026, in order to develop complex products with very high added value.