Transelectrica is trading at RON 95.10, up 4.05%; no clear direct catalyst for the gain was verified.
- The October 2 move came ahead of an October 6 shareholder vote on the revised 2026 budget, which forecasts RON 294.4 million in gross profit, 38% above the May plan. Available reporting does not establish that the vote caused the gain.
- A confirmed headwind: the system-services procurement tariff fell effective October 1 from RON 14.70 to RON 12.72/MWh, down 13.47%.