Lechwerke (LEC) Analystenkonferenz 2025 presentation summary

Strategic direction and sustainability

• Focus on expanding renewable energy, regional partnerships, and digital innovation to drive CO2 reduction and local value creation.

• Operates 36 hydropower plants providing about 200 MW, with solar capacity set to reach 60 MW in 2026.

• Aims to triple solar capacity in the grid area by 2030, supporting Bavaria's climate neutrality goal by 2040.

• Implements smart grids, digital infrastructure, and increased use of AI technologies for supply security.

Key projects and digital transformation

• Pilot project "Einspeisesteckdose" integrates renewables with an 80 MVA transformer, enhancing grid flexibility.

• LEW Green Data Center in Augsburg, operational from May 2025, uses 100% renewable energy and offers high security.

• Hybrid systems combine hydropower and battery storage for grid stability, with up to 12 MW battery capacity at Gersthofen.

• Digital initiatives include smart meter rollout, online grid connection checks, and network-oriented control of local consumers.

Investment and financial performance

• Investment volume increased to €269 million in 2024, with a five-year plan totaling €1.6 billion.

• €1.3 billion earmarked for grid expansion by 2030, reflecting a 22% increase in annual network investment.

• LEW Natur GmbH established to bundle infrastructure solutions, with €150 million planned for modern energy infrastructure.

• 76% of 2024 investments directed to renewables, supporting long-term growth and sustainability.