Spain · Delayed Price · Currency is EUR Solaria Energía y Medio Ambiente Earnings Call Transcripts
Fiscal Year 2026
-
Record H1 2026 results with 51% production growth, 50% EBITDA increase to €210M, and net debt/EBITDA down to 3.9x. Strong outlook for H2 driven by higher energy prices, expanded battery storage, and reaffirmed multi-year EBITDA targets.
-
Q1 saw over 50% growth in EBITDA and net profit year-over-year, with €130 million EBITDA and strong infrastructure and data center contributions. €300 million in new capital will fund expansion in batteries, data centers, and AI, supporting a confident outlook for 2026.
Fiscal Year 2025
-
Surpassed EBITDA guidance with €266M, expanded to 3 GW solar capacity, and secured long-term PPAs and data center deals, ensuring strong cash flow visibility. Rapid growth in battery storage and European expansion, especially in Italy, are key priorities.
-
Net profit nearly doubled year-over-year, with 300 MW added and EBITDA at €140 million for H1 2025. Battery and data center businesses are expanding, and 3 GW capacity is on track for year-end. Strong CAPEX discipline and new joint ventures support growth.
-
Q1 saw over 100% growth in net profit and EBITDA, with major investments in solar, wind, and batteries underway. A 10% share buyback was launched, and guidance for 2025 EBITDA is reaffirmed, with potential for upward revision after H1.
Fiscal Year 2024
-
EBITDA surpassed €200 million in 2023, with a 2025 target of €245–255 million and major capacity expansions underway. Growth in real estate, data centers, and hybrid renewables is supported by strong project finance and regulatory changes.
-
Resilient financial performance in H1 2024, with strong EBITDA and cash generation driven by new data center and infrastructure businesses. Strategic expansion into wind, batteries, and land assets, with significant growth expected in 2024–2025 from new contracts and asset rotation.