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EDP (EDP) investor relations material
EDP ESG presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.ESG performance and progress
Achieved over 90% renewable generation by 1H26, with emissions intensity reduced to 29 gCO2/kWh, and coal revenue share down to 0.3%.
Zero fatal accidents in 2024, 2025, and 1H26, with a 38% YoY decrease in accidents and a 23% reduction in days lost.
95% of employees received training, and 77% of purchases underwent ESG due diligence by 1H26.
96% of total waste recovered along the asset life cycle in 1H26, reflecting a 32pp YoY increase.
Recognized as a top employer and among the world's most ethical and sustainable companies.
Decarbonization and climate strategy
Reduced Scope 1+2 emissions intensity by 67% and Scope 3 by 45% from 2020 to 2025, targeting Net Zero by 2040.
Transitioned from 80% thermal to over 90% renewables in 20 years, with major coal asset divestments and plant conversions.
Embedded climate adaptation plans for infrastructure at material climate risk, with rapid response to severe weather events.
Main decarbonization levers include closing coal plants, increasing renewables, and reducing supply chain emissions.
Published a Climate Transition Plan and aligned with SBTi-approved targets.
Strategic commitments and financial outlook
Committed €12bn gross and €7bn net investments for 2026-28, with €1bn in disposals and €1bn net debt reduction.
Targeting €5.2bn EBITDA and €1.3bn net income by 2028, with 80% of EBITDA from A-rated, regulated, or contracted markets.
Flat OPEX across the business plan horizon and a DPS floor of €0.21 by 2028.
Focused on value creation, business optimization, and leveraging digital and AI capabilities.
Maintaining a diversified, resilient portfolio with predictable growth and strong balance sheet.
- €12bn investment plan targets US renewables and Iberian networks, driving low-risk growth.EDP
Investor presentation - Upgraded 2026 guidance after strong H1 EBITDA and renewables growth, with flat net profit.EDP
H1 2026 - 2026 EBITDA and net profit guidance upgraded by 5% after resilient Q1 and renewables growth.EDP
Q1 2026 - Dividend raised to €0.205/share as strong results and €12bn investment drive growth.EDP
AGM 2026 presentation - Resilient growth driven by renewables, disciplined investment, and strong ESG performance.EDP
Investor presentation - 2025 beat guidance with €5.03bn EBITDA, €1.3bn net profit, and strong renewables growth.EDP
H2 2025 - €12bn investment through 2028 targets US renewables, Iberian networks, and strong ESG focus.EDP
CMD 2025 - Net profit up 27% YoY and EBITDA up 7%, with 2025 guidance upgraded.EDP
H1 2025 - Accelerating renewables growth, targeting coal-free by 2025, and maintaining robust financials.EDP
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