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Signature(s)

Amount
€ 300,000,000
Countries
Sector(s)
Portugal : € 300,000,000
Credit lines : € 300,000,000
Signature date(s)
21/06/2024 : € 300,000,000

Summary sheet

Release date
27 December 2023
Status
Reference
Signed | 21/06/2024
20230287
Project name
Promoter - financial intermediary
BPI LOAN TO SMES & MIDCAPS AND GREEN INITIATIVES
BANCO BPI SA
Proposed EIB finance (Approximate amount)
Total cost (Approximate amount)
EUR 300 million
not applicable
Location
Sector(s)
Description
Objectives

The proposed loan of up to EUR 300m will be used for financing small and medium-sized enterprises (SMEs), as well as Public Sector Entities, located in Portugal and will have a special focus on Climate Action and Environmental Sustainability projects.

The aim is to enhance access to finance for small and medium-sized enterprises (SMEs), as well as Public Sector Entities with a dedication of at least 20% to Climate Action and Environmental Sustainability projects. The loan will target small and medium-sized enterprises (SMEs) and Public Sector Entities located in Portugal with a special focus on subprojects located in cohesion regions. The loan will be intermediated by Banco BPI, a known and financially solid promoter with a positive track record in allocating EIB funds and fully owned by CaixaBank SA, a repeat counterpart of the EIB.

Additionality and Impact

The proposed transaction consists of an MBIL with Banco BPI ("BPI"), a financially solid promoter and repeat counterpart of the EIB. The operation will enable BPI to finance small and medium-sized investment projects in eligible sectors carried out by SMEs, MidCaps and Public Sector Entities ("PSEs") operating in Portugal.

The loan aims to promote and accelerate private sector investments as well as facilitating access to finance for SMEs and Midcaps, a backbone in terms of growth and employment for the Portuguese economy. The operation will help address the working capital, liquidity needs and investment constrains of SMEs, Midcaps, as well as of Public Sector Entities, segments that were particularly affected by the pandemic, and that still remains vulnerable.

The economic impacts in the economy have been widespread, as value chains have been disrupted and consumer demand has slowed down due to the high inflation rates. SMEs and Midcaps are facing financial stress and bankruptcies and without continuing to address their investment needs, the adverse economic effect of the pandemic could be long-lasting also considering the recent war in Ukraine and the additional challenges for SMEs and Midcaps in the form of increased input costs, which cannot be fully passed to end customers, thus creating pressure on margins.

Environmental aspects
Procurement

Final beneficiaries will be requested to comply with applicable national and EU legislation, as appropriate.

Final beneficiaries will be requested to comply with applicable national and EU legislation, as appropriate.

Milestone
Under appraisal
Approved
Signed
21 February 2024
21 June 2024

Disclaimer

Before financing approval by the Board of Directors, and before loan signature, projects are under appraisal and negotiation. The information and data provided on this page are therefore indicative.
They are provided for transparency purposes only and cannot be considered to represent official EIB policy (see also the Explanatory notes).

General enquiries and comments

The EIB is committed to open communication and encourages constructive stakeholder input regarding its activities.
Enquiries and comments concerning the EIB’s involvement in a project or the financing facilities, activities, organisation and objectives of the EIB, can be sent to the EIB Infodesk.
Alternatively, the EIB can be contacted through its external offices.
Queries regarding details of a specific project, in particular when it is under appraisal by the EIB, should preferably be addressed directly to project promoters.

Media enquiries

Media-related enquiries can be addressed to the EIB Press Office. Please also visit our Media information section.

Complaints mechanism

Any complaint regarding alleged maladministration can be lodged via the EIB Complaints Mechanism. The European Ombudsman acts as an independent external accountability mechanism of the EIB.

Zero tolerance against fraud and corruption

The EIB has a zero tolerance policy on fraud or corruption. To report allegations of fraud and corruption relating to EIB-financed projects, please contact the Fraud and Investigation division. All complaints will be treated as strictly confidential and handled in line with the EIB investigation procedures and the Anti-Fraud Policy.

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