BKW (BKW) Investor presentation summary

Strategic vision and market positioning

• Pursuing the "BKW Solutions 2030" strategy, focusing on growth, excellence, and sustainability across energy, infrastructure, and buildings segments.

• Well-diversified portfolio with strong Swiss roots and selective international expansion, especially in DACH and core European markets.

• Addressing megatrends: rising energy demand, resource efficiency, and accelerated energy system transformation.

• Emphasizing resilience, robust governance, and best-in-class risk management.

• Rebranding business segments to reflect market focus: Energy Solutions, Power Grid, and Infrastructure & Buildings.

Financial targets and investment plan

• Targeting CHF 1 bn EBIT by 2030, with CHF 4 bn in total investments from 2025–2030.

• Over CHF 5 bn operating cash flow expected for 2025–2030, with CHF 2 bn investments in Switzerland.

• Ambition to maintain an A credit rating and equity ratio above 50%.

• Dividend policy aims for a payout ratio of 35–50% of operating net profit, maintaining stable and attractive dividends.

• Investments allocated: CHF 2.5 bn to Energy Solutions, CHF 1 bn to Power Grid, CHF 0.5 bn to Infrastructure & Buildings.

Business segment strategies

• Energy Solutions: Expand tailored solutions, scale flexibility management, and grow renewables; target CHF 650 m EBIT by 2030.

• Power Grid: Gradual grid expansion and modernization, cost efficiency, and innovative products; target CHF 150 m EBIT by 2030.

• Infrastructure & Buildings: Selective growth in planning, construction, and building technology; target CHF 200 m EBIT by 2030.

• All segments focus on profitability, customer-centricity, and leveraging digitalization and innovation.