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Iberdrola (IBE) investor relations material
Iberdrola CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary24 Sep, 2025
Strategic Investment Focus and Capital Allocation
EUR 58 billion investment planned for 2025–2028, with two-thirds allocated to the U.K. and U.S., and over 85% in A-rated countries, targeting stable, high-return markets with strong regulatory frameworks.
70% of total investment directed to networks, emphasizing regulated distribution and transmission assets, with a selective approach to renewables focused on projects under construction and secured revenues via PPAs or CFDs.
Networks investment to reach EUR 37 billion, aiming for a 40% increase in regulated asset base by 2028, with significant growth in the U.K. and U.S.
No major M&A planned; growth is fully organic, with financial resources secured and no need for additional equity raises through the decade.
Acquisition of a larger stake in Neoenergia, increasing presence in Brazilian distribution networks.
Financial Guidance and Shareholder Returns
Adjusted net profit expected to rise by EUR 2 billion to EUR 7.6 billion by 2028, with high single-digit annual growth, exceeding previous guidance.
EBITDA forecasted at EUR 18–18.5 billion by 2028, with 55% from regulated networks, up from 40% in 2024.
Dividend policy reaffirmed with a floor of EUR 0.64/share and payout ratio between 65% and 75% of EPS.
Financial structure remains robust: net debt to increase moderately, with 73% fixed-rate debt and a BBB+ rating target, supported by capital increase, asset rotation, and partnerships.
Plan is almost fully funded, with no additional equity needed until at least 2030.
Business Model, Risk Management, and Sustainability
Business model emphasizes predictable, profitable growth with a regulated and long-term contracted profile, targeting 75% of EBITDA from these activities by 2028-2030.
Asset rotation and partnerships attract Tier 1 investors, supporting funding and risk mitigation.
90% of the investment plan aligned with EU taxonomy, with over EUR 30 billion in new green financial instruments planned.
Sustainability targets include carbon neutrality by 2030 (Scope 1 and 2), over 15,000 new hires, over EUR 40 billion tax contribution, and over EUR 400 million annual R&D investment.
Supply chain secured for 80% of strategic equipment, minimizing price and availability risks.
Network investments: affordability drivers?
How are macro risks impacting Net Profit?
Renewable investment strategy beyond current projects?
What regulatory shifts enable UK/US network growth?
Post-2028 offshore wind strategy?
Quantify demand growth upside to net profit.
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Q3 202528 Oct, 2025
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Frequently asked questions
Iberdrola, S.A. engages in the generation, transmission, distribution, and supply of electricity in Spain and internationally. The company operates through five business units: Spain, Noriega, Central America and Brazil, Windpower and Renewable Projects, Dominican Republic, and Corporate. The Spain business unit operates in Spain and provides electricity to customers through two networks: Iberdrola Comercial, which offers industrial, commercial and residential areas; and Iberdrola Industrial. Iberdrola, S.A. was founded in 1840 and is headquartered in Bilbao, Spain.
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