Salzgitter AG: Forecasts are falling – analysts are divided into two camps!

Salzgitter AG: Forecasts are falling – analysts are divided into two camps!

Salzgitter AG, a heavyweight in the German steel industry, is currently in the focus of analysts and investors. Today, on August 14, 2025, Baader Bank rated the company with a buy recommendation and a price target of 45 euros. Analyst Christian Obst is optimistic about the company's net debt and also signals a slight improvement in operating profit (EBT) for the second half of the year. The following is also reported by Jefferies, which, based on the same business figures, rates Salzgitter AG as “Hold” and a price target of 26 euros.

However, there is also less good news. Salzgitter AG had to adjust its sales and earnings forecasts for 2025 downwards, which is due to surprisingly weak half-year figures. The new expected sales for 2025 are 9 to 9.5 billion euros, a decrease from the original forecast of 9.5 to 10.0 billion euros. In the first six months of 2025, the company achieved external sales of 4.7 billion euros, compared to 5.2 billion euros in the previous year.

Market development and forecasts

The situation in the steel industry remains tense. Analyst Cole Hathorn from Jefferies reports a weakening in the EU steel markets, and Salzgitter AG does not expect a noticeable recovery in the second half of 2025. EU steel prices are likely to bottom in the third quarter, although no significant upswing is forecast here either.

A similar picture emerges on global markets. According to the steel industry's statistical yearbook 2024/2025, which contains important key figures and structural data on the industry, structural shifts are currently being observed that are also important for developments in Germany. The yearbook highlights trends regarding sales, production, deliveries as well as foreign trade and market supplies.

The future of Salzgitter AG

The publication of further details at the end of the first half of the year on August 11, 2025 will certainly show how Salzgitter AG wants to get out of this difficult situation. Tobias Aldenhoff, Head of Economic and Trade Policy at WV Stahl, points out that such data is crucial not only for investors, but also for the entire industry in order to be able to correctly classify developments.

Overall, it remains to be seen whether Salzgitter AG's measures, coupled with a potential market recovery in the steel industry, will be enough to get the company back on track. The coming months are crucial and we will continue to report on them. Stay tuned!

Further information on current developments can be found in the reports from Wall Street Online, daily news and in Statistical yearbook of the steel industry.