Sodim consolidated Semapa control. Semapa stock gains 2.10 percent

Published on 10/14/2026 at 09:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Sodim holds 81.79 percent after the September 14, 2026 merger. Semapa stock costs EUR 19.48 on October 14, 2026, 2.10 percent above the Xetra close of EUR 19.08.

Control structure and operating results

Sodim directly held 81.79 percent of Semapa after the September 14, 2026 merger.
Semapa reported EUR 500.7 million of revenue in the second quarter of 2026.
Semapa stock trades at EUR 19.48 at 9:30 a.m. CEST at Lang & Schwarz on October 14, 2026, 2.10 percent above the Xetra close of October 13, 2026.

Semapa, PTSEM0AM0004, Illustration mit AI erstellt.

Semapa (ISIN PTSEM0AM0004) stock was trading at EUR 19.48 at Lang & Schwarz on October 14, 2026 at 9:30 a.m. CEST, 2.10 percent above the Xetra close of October 13, 2026 at EUR 19.08. The latest ownership event is the September 14, 2026 merger that put 81.79 percent of Semapa directly under Sodim, according to ECO.

Three milestones shape the story

The chronology links portfolio restructuring with a more concentrated shareholder base. On December 2025, Semapa agreed to sell 100 percent of Secil for an enterprise value of EUR 1.4 billion, according to ConnectSafely. On July 31, 2026, it published second-quarter and first-half results covering the six months ended June 30, 2026, as listed by MarketScreener. On September 14, 2026, the Sodim and CIMO holdings were combined, leaving Sodim with 81.79 percent of Semapa.

What does the ownership shift change?

The merger simplifies the control structure rather than changing Semapa's operating portfolio. ECO reported that the transaction covered 66,468,323 shares and was designed to centralize administrative and legal obligations in Sodim, while Semapa retained its investment exposure to Navigator and other businesses.

Operating figures provide the counterweight to the ownership story. TickerLandia lists revenue of EUR 500.7 million, net income of EUR 56.8 million and a net margin of 11.30 percent for the second quarter of 2026, with the figures shown for the latest quarter on its Semapa page. The mix matters because Semapa is an investment holding company with interests in paper, forestry, nutrition, metal structures and energy.

Next reporting date is November 4

TickerLandia identifies November 4, 2026 as the next quarterly results date. For investors, that date offers the next scheduled checkpoint for judging whether the second-quarter revenue and profit profile is continuing after the group's portfolio reshaping.

Stock trades above the Xetra close

At Lang & Schwarz, Semapa stock was trading at EUR 19.48 on October 14, 2026 at 9:30 a.m. CEST, up 2.10 percent versus the Xetra close of October 13, 2026 at EUR 19.08. The further course of trading is shown by the continuously updated real-time quote of Semapa stock.