Eramet and Indonesian sovereign wealth fund: Investing in the future together!

Eramet and Indonesian sovereign wealth fund: Investing in the future together!

On May 28, 2025, the global mining and metallurgy group Eramet announced a remarkable partnership: an investment platform will be founded together with Indonesia's sovereign wealth fund. This initiative aims to strengthen cooperation in various sectors and promote the growth potential of both parties. The current price of Eramet on Euronext Paris is EUR 50.70, which corresponds to a price change of +0.60%.

Despite the positive price development of +2.47% in the last five days, Eramet has suffered a decline of -6.37% since the beginning of the year. The company's main revenue comes from manganese production, 70.3%, while mineralized sands and nickel account for 10.8% and 4.8% of net revenue, respectively. The geographical distribution of sales shows strong dependencies, with 26.1% from Europe and 23.7% from China.

Strategic alignment and resilience

The year 2024 presented a challenge for Eramet. An unfavorable market environment combined with production constraints meant that the company had to adapt its production methods and control costs. Despite these adversities, Eramet completed the full takeover of its lithium assets in Argentina and successfully commenced production at the Centenario plant. This is a clear indication of the company's commitment to becoming more robust and competitive.

Eramet has proven not only to be financially stable, but also as a company characterized by high-quality mining assets and a strong commitment to responsible mining. The positive impact of the “Act for Positive Mining” roadmap continues to be emphasized, especially with regard to the energy transition, which will bring with it increasing demand for metals. The focus for 2025 is on increasing production capacity in Centenario and operational performance at all locations.

Change in leadership and future prospects

A significant event occurred on May 27, 2025, when Paulo Castellari took over the executive functions of Eramet. During this transition phase, Christel Bories will remain on board as the company's chairwoman to support the strategic transformation. The average price target for Eramet is currently EUR 61.40, which corresponds to a distance of +21.83% to the current price.

The combination of strategic investments, adjustments to production and a clear focus on sustainable mining positions Eramet well for future challenges and opportunities in an ever-changing market environment. These developments will be closely monitored as they have the potential to contribute significantly to the stability and growth of the company. For further information about the partnership with the Indonesian sovereign wealth fund and the current corporate strategy, please refer to the reports from Market screener and Eramet.