Transelectrica stock gained 4.05 percent as budget vote nears

Published on 10/04/2026 at 21:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Transelectrica stock heads into an October 6 vote on a RON 7.59 billion budget and RON 294.4 million gross profit. The system tariff fell 13.47 percent to RON 12.72 per MWh on October 1.

Transelectrica, ROTSELACNOR9, Illustration mit AI erstellt.

Transelectrica stock (ISIN ROTSELACNOR9) gained 4.05 percent to RON 95.10 on the Bucharest Stock Exchange on October 2, 2026, as shareholders prepared to vote on a revised 2026 budget. The proposal sets revenue at RON 7.59 billion and gross profit at RON 294.4 million, giving the stock a concrete earnings and capital-allocation checkpoint for October.

Budget vote sets the next checkpoint

According to Goldring on September 7, 2026, the revised plan lifts projected total revenue to RON 7.59 billion and gross profit to RON 294.4 million. Gross profit is RON 81.4 million above the budget approved in May, while the planned investment program reaches RON 1.01 billion.

The proposed budget also assigns RON 238.6 million of net profit to reserves and internal financing, rather than dividends, according to Goldring. For shareholders, the October 6 vote therefore links the higher revenue plan with a clear decision to retain the projected profit.

Lower tariff changes the earnings mix

Transelectrica's regulated system-services tariff fell from RON 14.70 per MWh to RON 12.72 per MWh on October 1, 2026. The reduction is 13.47 percent, according to the company's current report published through Bucharest Stock Exchange on September 30, 2026.

The revised revenue plan depends partly on interconnection-capacity allocation, ITC revenue and emergency assistance for operators in Ukraine, Moldova and Serbia, according to Orange. That mix makes the budget more sensitive to cross-border electricity flows than the regulated tariff alone suggests.

Stock gained 4.05 percent

Transelectrica stock was last at RON 95.10 on the Bucharest Stock Exchange on October 2, 2026, after gaining 4.05 percent during that session. The shares also rose 10.32 percent across the week ending October 2, according to the market recap reported by Money.ro.