reports
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Thibault Leneeuw
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Livio Luyten
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Hilde Van Boxstael
- Wim Lewi
- Thomas Couvreur
EnergyVision 1H25 Results: Successful start amid market challenges
EnergyVision's 1H results were in line with our expectations. Overall EBITDA came in at €15.2m, up 47% YoY. This is short of our expected €38m for FY25, but the company confirmed the mid-term outlook of the prospectus. For 2H25, higher valorization of energy flows are expected as the model picks up speed (€2.7m 1H25 vs €0.4m 1H24). The core ABE business' REBITDA was up 70% at €10.8m, on track beating our FY25 €21.1m target. Also note that the radiation was exceptionally low in January-March, and...
- Luuk Van Beek
EnergyVision - Profitable green energy with a sunny growth outlook
Unique model with stable high marginsStable return by matching production and consumption. EnergyVision has developed a unique model based on green solar energy, where it matches production and consumption to create attractive stable returns. Its long-term contracts with consumers give it good visibility on the prices at which it sells its solar energy. Customers benefit from attractive prices and lower vulnerability to future price hikes.EV chargers bring even better matching. With the launch o...
- Wim Lewi
EnergyVision It's a beautiful day, don't let it slip away
We initiate on EnergyVision 40 days after its successful IPO. We believe that the positive vibe from the stock market entry will reflect in its future business development. Credibility and brand recognition are key for an energy supplier. We also like its focus on the energy transition. This segment recovers from an over-excitement period (2021-22). Today's market is all about AI and Defence, while climate change is becoming more apparent with every wild fire or glacier collapse. Their customer...
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