Critical Materials & Supply Chain▼
ERAMET Reports Mixed Production as Lithium Output Rises Sharply
ERAMET has reported second quarter and half year 2026 production figures that show weaker volumes in several key commodities alongside a sharp rise in lithium carbonate output. The company's share price stands at €43.12, with a year-to-date decline of 30.00% and a 1-year total shareholder return down 9.11%. ERAMET is flagged as trading at good value with a price-to-sales ratio of 0.4x, compared to the European Metals and Mining industry average of 1.1x and a peer group average of 1.4x. A discounted cash flow model estimates the stock is trading 68.9% below an estimated future cash flow value of €138.54. The company faces risks from current losses of €520 million and exposure to cyclical demand in regions such as China and Other Asia.