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IMPORTANT

You must read the following legal notice before proceeding.

The following legal notice relates to the information contained on this website (the “Information”) regarding the tender offer for the shares of Ercros, S.A. (the “Offer”), and you are advised to read this entire legal notice carefully before clicking the “I Accept” button below and accessing or viewing the information contained herein.

Access to this website and/or to the Information from certain jurisdictions may be restricted by law or regulation, and persons seeking to access this website and/or the Information should inform themselves about and comply with any such restrictions. By accessing this website, you represent that you are a person who, under applicable laws and regulations, is permitted to receive information of the kind contained in this transmission.

By clicking the “I Accept” button below, I acknowledge and agree to the following:

  1. I undertake to refrain from using the Information for any purpose other than assessing my interest in accepting the Offer as a shareholder of Ercros, S.A.;
  2. I will not attempt to circumvent any of the site’s security features and I will not enable or allow other persons to access the site using my authorization for the site;
  3. I acknowledge and agree on my own behalf, and/or on behalf of the institution I represent:
    • that the Information does not constitute an “investment recommendation” or a “financial analysis” as envisaged in Regulation (EU) No 596/2014 on market abuse and related regulations, is not intended to form the basis of any credit assessment or other evaluation and should not be considered legal, tax, or investment advice, and therefore should not serve as a basis for, or be taken into account in relation to, nor constitute any inducement to, any investment decision, which should be made solely on the basis of the prospectus of the offer authorized by the CNMV;
    • that the Information is not intended to be exhaustive or complete, and some or all of it has not been independently verified; and
    • that I am responsible for seeking independent professional advice and for conducting my own assessment of the Information, of Ercros, its current situation, and of the Offer.

By clicking the “I Accept” button below, I acknowledge that I have read, understand, and accept the foregoing terms and conditions.

Bondalti has tabled an offer of 3.505* euros per Ercros share

The opening price represents a premium of 40.6 % over the market closing price on the day before the announcement. (including dividends paid)

Bondalti is offering 3.505 euros per Ercros share

100% in cash

Final days!

The acceptance period for the delisting takeover bid runs from 24 July 2026 to 10 September 2026, both dates inclusive

The initial price (€3.60 per share) represented a premium of 40,6 % over the share price on the day prior to the announcement of the takeover bid. The current price reflects an adjustment of €0.095 per share for the dividend distributed in July 2024. The Offer is conditional upon the acceptance of at least 50% of Ercros' effective voting rights. Bondalti intends to delist Ercros' shares from the stock exchange and will therefore launch a delisting offer, provided that its price does not exceed that of this takeover bid.
*This price results from the adjustment of the original price of 3.6 euros following the dividend distribution by Ercros
Key aspects

About the Offer

Participate in the Bondalti Offer and receive €3.505 per Ercros share.
The offer price, 3.505 euros per share in cash – the same price as in the Previous Voluntary Offer – meets the requirements for a fair price for the purposes of Royal Decree 1066/2007 and is based on an independent expert report by Kroll
The Offer is not subject to any conditions
The acceptance period will run from 24 July 2026 to 10 September 2026, both dates inclusive
Bondalti already owns 77.23 % of Ercros’s share capital
If (i) following the outcome of the offer, Bondalti holds 90 % of Ercros’s share capital carrying voting rights and (ii) the offer is accepted by holders of shares representing at least 90 % of the voting rights in Ercros to which the offer is directed, Bondalti will exercise its right to a compulsory sell-out (squeeze-out) of the remaining shares
Once the acceptance period for the Offer has ended, trading in Ercros shares will be suspended until their definitive delisting
Shareholders who decide not to participate, unless the requirements for a compulsory sale and purchase, as mentioned above, are met, will retain their stake in an unlisted company with no market liquidity and no prospect of dividend payments in the short term
Bondalti will maintain employment levels and working conditions. Furthermore, Bondalti reiterates that it has no plans to change the activities carried out by Ercros or the location of its sites. Bondalti intends to keep its registered office in Barcelona
Bondalti is an Iberian industrial group that has been established in Spain for over 20 years and is backed by a leading family-owned group, the José de Mello Group, which has a history stretching back more than 125 years.
The delisting and the launch of the offer were approved at Ercros’s Annual General Meeting, which took place on 30 June
The offer has obtained all the relevant regulatory and government approvals

Key data

Last week

Delisting Takeover Bid
July
September
24
-
10
Acceptance period
Finished
77,23%
Of shareholders have accepted the takeover bid
70.615.637
Shares
3,505€
Per share
40,6%
Premium on the share price on the day prior to the announcement of the takeover bid with respect to the initial price of €3.60
100%
In cash

Offer premium

Notwithstanding that the premiums have changed and will continue to vary due to changes in the Ercros share price, the initial price (€3.60 per share) represented a premium of:

40,6%

Over the closing market price on the day prior to the announcement of the takeover bid.

51,29%

Over the weighted average share price for the last month prior to the announcement of the takeover bid.

43,70%

On the weighted average share price for the last three months prior to the announcement of the takeover bid.

34,81%

On the weighted average share price for the last six months prior to the announcement of the takeover bid.

Offer Prospectus and Bondalti’s Letter to Shareholders

See the offer prospectus authorised by the CNMV
See Bondalti's letter to Ercros shareholders

Related news

Prospectus for the delisting offer
Publication of the prospectus for the takeover bid for Ercros launched by Bondalti with a view to delisting the company.
Approval of the delisting takeover bid by the CNMV
The CNMV has authorised the delisting takeover bid for Ercros launched by Bondalti
22
.
07
.
2026
Acceptance of the application for authorisation of the offer for processing
Acceptance for processing of Bondalti’s application for authorisation to launch a delisting takeover bid for 22.77 per cent of Ercros’s shares
03
.
07
.
2026
Bondalti’s application to the CNMV for authorisation of a delisting takeover bid
Submission by Bondalti of the application to launch a delisting takeover bid for Ercros shares
01
.
07
.
2026
Approval by Ercros’ General Shareholders’ Meeting of the delisting takeover bid
Statement regarding the approval of the delisting takeover bid at the Ercros Annual General Meeting of Shareholders
30
.
06
.
2026
Press release from Bondalti regarding the outcome of the initial takeover bid
Statement issued by Bondalti regarding the publication of the results of the transaction by the CNMV
19
.
03
.
2026
Results of the Preliminary Voluntary Offer
CNMV announcement regarding the outcome of Bondalti’s offer for 100% of the shares in Ercros
19
.
03
.
2026

See the valuation report prepared by the independent expert, Kroll Advisory.

In relation to this report, it should be noted (i) that it has not been reviewed by CNMV, (ii) Kroll has not had access to the Ercros management team or to information that is not public knowledge and (iii) this report has not been prepared to comply with any aspect of Royal Decree 1066/2007 on Public Tenders for Acquisition.
How to accept the Offer

The acceptance period for the delisting takeover bid runs from 24 July 2026 to 10 September 2026, both dates inclusive

Ercros shareholders who wish to accept the Offer must contact the entity where their shares are deposited and submit their declaration of acceptance in writing, either in person, electronically or by any other means accepted by the depositary entities.

FAQ

Find quick answers to the most common questions. If you can’t find your question here, please consult the Offer Prospectus or contact us.
01
.
What is the price of the offer?

The offer price is 3.505 euros in cash per Ercros share.

02
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How can I accept the offer?

The offer may be accepted between 24 July and 10 September 2026, inclusive.

Ercros shareholders wishing to accept the offer must contact the institution with which they hold their shares and submit their declaration of acceptance in writing to that institution, either in person, electronically or by any other means accepted by the custodian institutions.

03
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Will Ercros remain listed on the stock exchange?

No, the launch of the delisting offer will result in Ercros’s shares being delisted from the stock exchange.

04
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What happens if I don’t sell my shares and Ercros is delisted?

Shareholders who decide not to participate, unless the requirements for a compulsory sale and purchase set out in question 5 are met, will retain their stake in an unlisted company with no market liquidity and no prospect of a dividend distribution.

05
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What is compulsory sale?

Compulsory buy-outs are a legal mechanism provided for in Article 116 of the LMVSI and in Article 47 of Royal Decree 1066/2007, which grants reciprocal rights to both the Offeror and the minority shareholders when certain acceptance thresholds are reached. Specifically, they will be triggered if (i) following the outcome of the offer, Bondalti holds 90 per cent of Ercros’s share capital carrying voting rights and (ii) the offer is accepted by holders of shares representing at least 90 per cent of the voting rights in Ercros to which the offer is directed. On the one hand, Bondalti has the right to compel minority shareholders to sell their shares at the offer price and has stated in the Prospectus its intention to exercise this right of compulsory sale. On the other hand, minority shareholders may also require the purchaser to buy their shares on those same terms.

06
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Why isn’t a higher price possible for the offer?

The price of 3.505 euros per share meets the CNMV’s fair price requirements, for the purposes of Royal Decree 1066/2007, and is based on an independent expert report by Kroll.

07
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Who is Kroll, and what is an independent report?

Kroll is an independent global provider specialising in valuation.

An independent valuation report is a technical and professional document, prepared by an external expert not affiliated with the company, which determines the fair market value of a company.

Bondalti has engaged Kroll to carry out a valuation of Ercros so that Bondalti can offer Ercros’s shareholders a price in line with that valuation.

08
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What happens if I don’t accept the offer?

Shareholders who decide not to accept the offer will retain their Ercros shares and will not receive any payment. Unless, as mentioned above, the requirements for compulsory purchase are met.

Once Ercros is delisted at the end of the offer process, shareholders who have not accepted the offer will retain their shares in an unlisted company, with no market liquidity and no prospect of dividend payments in the short term.

09
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When will I receive the money after accepting the offer?

The offer will be settled and shareholders will receive the price for the shares they have tendered within approximately two working days of the date on which the successful outcome of the offer is published.

Receipt of the payment is subject to stock market settlement procedures, which are regulated and beyond Bondalti’s control.

10
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How long do I have to accept the offer?

The offer may be accepted between 24 July and 10 September 2026, inclusive.

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When will the result of the tender be announced?

Within a period not exceeding 7 working days from the end of the acceptance period.

12
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Do I have to pay any commission for accepting the offer?

The offer may be accepted free of charge via Banco Santander, S.A.

Shareholders who accept the offer through a bank other than Banco Santander should check for any additional fees or charges that may be levied and will be responsible for paying these.

13
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What are the tax implications of accepting the offer and receiving payment in cash?

Each shareholder should consult their tax adviser regarding the individual tax implications of transferring their shares under the offer.

14
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Where can I find the brochure about the offer?

The electronic version of the prospectus is available on the CNMV website, in the ‘Key Documents’ section, as well as on the Ercros website. Bondalti has made hard copies of the Prospectus available at the offices of Bondalti, Ercros and the CNMV in Madrid and Barcelona, as well as at the offices of the governing bodies of the Spanish stock exchanges.

15
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Does Ercros agree with the delisting?

At the ordinary general meeting held on 30 June 2026, the General Meeting of Shareholders of Ercros approved the delisting takeover bid by a majority, with 70,692,993 shares voting in favour, representing 88.59 per cent of the capital present and represented and 77.31 per cent of Ercros’s share capital.

16
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Why does Bondalti want to delist Ercros?

Bondalti stated its intention to acquire 100 per cent of Ercros and delist it in the Preliminary Voluntary Offer. The aim is to enable the company to become more agile and transform itself in order to restore profitability and, with it, competitiveness in a particularly complex industrial environment. Delisting will enable Ercros to save on certain financial and administrative costs incurred as a result of its status as a listed company. Furthermore, the Offeror considers that it is beneficial for Ercros and its management team for the company to be delisted at this stage, as it will enable them to focus on implementing initiatives with a long-term perspective, avoiding the impact of fluctuations in share prices and without the need to meet the short-term expectations of the capital markets.

About Bondalti

Bondalti is an Iberian industrial group that has been established in Spain for over 20 years and is backed by a leading family-owned group, the José de Mello Group, which has a history stretching back more than 125 years. The group has a turnover of around 1.5 billion euros. It is one of Portugal’s leading business groups, with a solid shareholder base and a track record of long-term investment, focused on creating sustainable value, skilled employment and a positive impact on society.

Bondalti is committed to contributing to a better world through integrated chemistry, in which the energy transition plays a key role. Bondalti ranks in the top 1 % of the most sustainable companies in the chemical sector according to the EcoVadis 2025 global ranking; it is Portugal’s largest industrial chemicals company, the largest producer of chlorine in the Iberian Peninsula and the European leader in aniline sales.

In addition, Bondalti has a division specialising in water treatment and recycling. In terms of its geographical presence, the company operates industrial sites in Estarreja (Portugal) and Cantabria (Spain), logistics facilities in Aveiro, Barreiro (Portugal) and Vigo (Spain), operational facilities for the water division in La Rioja (Spain), Sintra (Portugal) and Luanda (Angola), and offices in Lisbon (head office, Portugal), Madrid, Pontevedra, Seville and Logroño (Spain).
Following this industrial transaction, and once its tradable shares have been excluded, Ercros will become part of an industrial group with a solid financial position and shareholding structure. This will create a group with first-class scale and technical capabilities, and the potential to compete with the leading players, whilst expanding the strategic potential and growth opportunities of the resulting company with a long-term vision.

Bondalti will retain jobs and its presence in the communities where Ercros operates, as well as its headquarters in Barcelona.

For further information on the transaction, please visit opa-ercros.bondalti.com
For more information

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Please consult the Offer Prospectus, which has been authorised by the CNMV, available at www.cnmv.es and on this website.
Retail Shareholders
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Monday to Friday, from 9:00 a.m. to 6:00 p.m.
Ercros Shareholder Office
Telephone service hours for institutional investors
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