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Visual21 Nov 2025
Data center suppliers
TotalEnergies (TTE) investor relations material
TotalEnergies M&A Announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A Announcement summary17 Nov, 2025
Deal rationale and strategic fit
Acquisition aligns with integrated power strategy, focusing on major deregulated European markets and gas-to-power integration, supporting energy transition goals.
Expands flexible generation portfolio to over 14 GW across Italy, UK, Ireland, Netherlands, and France, supporting electrification and data center demand.
Leverages synergies with renewables and LNG supply, enhancing value creation along the gas value chain.
Enhances ability to offer clean firm power and strengthens trading and marketing capabilities across Europe.
Financial terms and conditions
€5.1 billion all-stock transaction for a 50% stake, valuing the JV at €10.6 billion enterprise value (95.4 million shares at ~€53.94/share, 4.1% of share capital).
Transaction multiple is 7.6x 2026 EBITDA, with projected available cash flow of $750 million per year from 2026.
Transaction is immediately cash-accretive and reduces annual net Capex guidance to €14-16 billion for 2026-2030.
JV will be financed mainly through debt, minimizing equity injection.
Synergies and expected cost savings
Integration with existing gas supply and trading operations expected to unlock additional value and boost Clean Firm Power sales.
Scales up asset-based and cross-border trading, leveraging LNG-to-power integration.
Accelerates free cash flow positivity in integrated power by one year, now expected in 2027.
Integrated Power's ROACE to rise from 10% to 12% over five years.
How does Capex reduction impact other segments?
EPH's long-term shareholder role in TotalEnergies
Diversify LNG value creation between US and Europe
How does the deal firm up dividend growth?
Identify remaining European CCGT capacity gaps.
Most valuable gas value chain integration aspects?
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Next TotalEnergies earnings date
Q4 202511 Feb, 2026
Next TotalEnergies earnings date
Q4 202511 Feb, 2026
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Frequently asked questions
TotalEnergies SE engages in the exploration and production of oil, gas, liquefied natural gas, solar energy, biofuels and carbon storage. It operates through the Upstream and Downstream segments. The Upstream segment develops oil and gas assets. The Downstream segment includes refining and marketing operations. The company was founded in 1924 and is headquartered in Paris, France.
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