Investors Eye Growth: Glencore and Lion Finance Shine Bright

Investors are increasingly considering two growth shares, Glencore and Lion Finance, as promising options for their Stocks and Shares Individual Savings Accounts (ISAs). These companies have demonstrated potential for robust earnings growth, particularly in the context of shifting market dynamics.

Glencore’s Recovery and Growth Potential

Glencore (LSE: GLEN) has shown a remarkable recovery from multi-year lows recorded in April 2025. This rebound is largely attributed to positive developments in China’s demand for metals. The mining sector has gained momentum following China’s announcement of plans to construct a significant hydroelectric dam in Tibet. This initiative is part of a broader strategy to redevelop shantytowns across the country, signalling strong government support for infrastructure projects.

With tensions in U.S.-China trade relations easing, prospects for commodities stocks, including Glencore, appear more favorable than they did a few months ago. Nevertheless, risks remain. Changes in U.S. policy could negatively impact cyclical stocks like those in the mining sector. Moreover, investors must be mindful of the inherent unpredictability in metals mining.

Glencore, however, benefits from its vast scale, operating dozens of mining projects across more than 35 countries. This global footprint provides a buffer against localized challenges such as political instability or production disruptions. Additionally, unlike many pure-play mining companies, Glencore boasts a substantial marketing division that lessens its dependence on mining outcomes. In 2024, approximately 23% of the company’s adjusted earnings originated from its trading unit.

The diversified portfolio of commodities, including copper, cobalt, nickel, and aluminium, further safeguards earnings against downturns in specific markets. Analysts project that Glencore will return to profitability in 2025, following a loss per share in the previous year. They anticipate a remarkable 76% increase in earnings next year, followed by an additional 33% rise in 2027.

Lion Finance’s Growth in the Emerging Market

Similarly, Lion Finance (LSE: BGEO) has experienced notable fluctuations in share price throughout 2025. The FTSE 250 company has recently surged, buoyed by optimism surrounding the banking sector in Georgia. The demand for financial services in this emerging market is thriving, fueled by robust economic growth and increasing personal wealth. Despite political uncertainties, the potential for growth in the region remains significant.

Lion Finance is well-positioned to capitalise on this opportunity, having expanded its operations into Armenia, another burgeoning market. This strategic move has led to a remarkable 40.7% increase in pre-tax profit during the first quarter.

While established FTSE 100 banks like Lloyds and HSBC remain popular due to their operations in well-regulated markets, regulatory reforms in Georgia are making companies like Lion Finance more appealing to investors seeking long-term stability in banking. The bank has reported an annualised earnings per share (EPS) growth rate of 55% since 2020. Although a 15% decline in earnings is expected this year, projected increases of 10% in 2026 and 18% in 2027 highlight Lion Finance’s potential as a growth share.

As investors navigate the complexities of the market, both Glencore and Lion Finance present compelling options for those looking to diversify their ISA portfolios with high-growth potential. With their strategic positions and growth trajectories, these companies are attracting significant attention from investors seeking to benefit from emerging market trends.