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Eolus Vind (EOLU) investor relations material
Eolus Vind ABGSC Investor Days summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic positioning and market outlook
Positioned for long-term growth in renewable energy demand, leveraging a 25 GW diversified portfolio across markets, technologies, and project maturity.
Market analysis projects a doubling of electricity demand in core markets by 2050, driven by economic growth, electrification, and decarbonization policies.
Renewables now outperform fossil fuels on cost in most scenarios due to scaling effects and technological improvements.
Asset-light business model enables value creation at every stage, from origination to asset management.
35 years of reliable project execution and profitable growth underpin industry credibility.
Portfolio and project pipeline
Total portfolio stands at 25,523 MW, diversified by technology (onshore wind, offshore wind, solar, storage) and geography (notably Sweden, US, Poland, Finland, Spain, Norway, Estonia, Latvia).
1,180 MW under asset management and over 250 projects completed.
1.5 GW of portfolio value lined up, with several late-stage projects in Sweden, Latvia, and Finland progressing toward construction or commercial agreements.
Recent project sales include a 100 MW/400 MWh battery storage project in San Diego, sold for $230–235.5 million, with COD expected in Q2 2025.
Stor-Skälsjön onshore wind project in Sweden (260 MW) under asset management, with a PPA offtake by Hydro and buyer MEAG.
Financial performance and goals
Q1 2025 net sales reached 1,975 MSEK, operating profit 164 MSEK, and earnings per share 3.60 SEK; equity/assets ratio at 61%.
EBIT is highly sensitive to timing of project divestments and revenue recognition, leading to large fluctuations between reporting periods.
Cumulative EBIT goal for 2025–2027 is 1,400 MSEK, with a target ROE above 15% and equity/assets ratio above 30%.
Dividend policy targets 20–50% of profit after tax, subject to investment needs and financial position.
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