Corporacion Acciona Energias Renovables Sa · BME:ANE
Corporacion Acciona Energias Renovables Sa — ACCIONA Energía — Investor Presentation (April 2026)
19 slides from Corporacion Acciona Energias Renovables Sa's investor presentation, April 2026
Slide 1: ACCIONA Energía Company Overview
April 2026 ACCIONA Energía Company Overview
Slide 2: Disclaimer
DISCLAIMER This document has been prepared by Corporación Acciona Energías Renovables. S.A. (“ACCIONA Energía” or the “Company” and, together with FORWARD-LOOKING STATEMENTS its subsidiaries, “ACCIONA Energía Group”) exclusively for use as support material for the introduction of ACCIONA Energía’s a
Slide 3: ACCIONA Energía at a Glance
ACCIONA ENERGÍA AT A GLANCE A renewable energy & sustainability pioneer with >30 years track-record LEADING INDEPENDENT RENEWABLE ENERGY PURE-PLAY › Pioneer in the large-scale deployment and operation of renewables across the globe › Large, efficient & cashflow generative operating fleet, exclusivel
Slide 4: Sustainable Finance
SUSTAINABLE FINANCE Live Total (1) 2025 new 2025 new Types of financing instruments amount instruments (#) amount (€m) (#) (€m) Green UoP (type I) 2 418 8 2,697 Green Finance - - 6 1,910 Green UoP + Local Impact (type II) Sustainability-Linked (type III) - - - - Sustainable Finance Sustainability-Li
Slide 5: Operating Figures FY 2025 at a Glance
OPERATING FIGURES FY 2025 AT A GLANCE (1) 14.6 GW (2) 27.6 TWh 72% contracted output (3) INSTALLED CAPACITY TOTAL PRODUCTION 9 years average residual contracted life 14.6 GW Total installed capacity FY 2025 operating figures Consolidated Avoided emissions Contracted energy Multi-technology Multi-geo
Slide 6: Fully Integrated Across the Value Chain
FULLY INTEGRATED ACROSS THE VALUE CHAIN PROJECT ENGINEERING & O&M AND ASSET ENERGY SUPPLY CHAIN MANAGEMENT DEVELOPMENT CONSTRUCTION MANAGEMENT ▪ Local hubs with global reach ▪ In-house capabilities ▪ Large scale – purchasing power ▪ Higher availability than market ▪ Energy management with a team of
Slide 7: Value Creation Strategy
VALUE CREATION STRATEGY Key value drivers: Life extension, asset rotation & profitable growth 1 2 3 Increase maximum value from existing asset base Value crystallization through Asset Rotation Growth in capacity additions ▪ Life extension & operational excellence ▪ Most efficient source of capital t
Slide 8: Delivering on Asset Rotation Strategy 2024-25
DELIVERING ON ASSET ROTATION STRATEGY 2024-25 ~€2.1bn ✓ ~€3bn €3.2bn closed during 2024-25 value of transactions Asset Rotation Target for (EV) agreed 2024-2025 during 2024-25 ~€1.1bn expected to be closed in 2026 Rotation Implicit Capacity gains multiple sold €0.9bn €1.2m/MW 2.6 GW › Successful ass
Slide 9: Building a Strong Pipeline of Investments for 2026-27
BUILDING A STRONG PIPELINE OF INVESTMENTS FOR 2026-27 IMPROVING OUTLOOK FOR RENEWABLE ENERGY INVESTMENTS Capacity additions Expected project IRRs 1.3 GW Secured (FID) embedded in this portfolio of projects 685 MW 655 MW Pedro Corto (PV, Dom. Republic) Senda y Camino (Wind, Spain) Benante (PV, Italy)
Slide 10: Investment Grade Rating as Cornerstone of Our Investment Case
INVESTMENT GRADE RATING AS CORNERSTONE OF OUR INVESTMENT CASE Provide full credibility to our growth plan and optimize the cost of finance in order to maximize value creation Agency Long-term Short-term Trend Last revision INVESTMENT GRADE RATINGS Fitch Ratings BBB- F3 Negative 23-Dec-25 DBRS Mornin
Slide 11: Net Financial Debt – FY 2025
NET FINANCIAL DEBT – FY 2025 Average Average debt Av. maturity Net financial debt breakdown (€m) cost of debt maturity (years) Credit Lines (years) Project Debt Corporate Debt Debt breakdown by nature Gross financial debt – Level Gross financial debt – Currency Gross financial debt – Interest rate C
Slide 12: Debt Maturity & Liquidity – FY 2025
DEBT MATURITY & LIQUIDITY – FY 2025 Liquidity and debt principal maturity schedule (€m) 2,902 Available facilities 1,292 553 593 590 615 407 Cash 107 12
Slide 13: Outlook 2026
OUTLOOK 2026 EBITDA 2026 NET FINANCIAL DEBT ~€1,200m <€3bn Asset Rotation proceeds ~€2bn (€0.9bn from transactions agreed in 2025 & ~€1bn from further asset sales) AVERAGE CAPTURED PRICE CONSOLIDATED OUTPUT NEW INSTALLED CAPACITY INVESTMENT ~€55/MWh ~26 TWh ~0.7 GW ~€0.9bn Spanish pool price 2026 ex
Slide 14: 2026 Opportunities & Priorities
2026 OPPORTUNITIES & PRIORITIES Accelerating profitable growth Priorities for 2026 ➢ Acceleration in growth, with improving returns, driven by auctions and ➢ Committed to regaining Fitch Stable outlook during 2026 geographic diversification across different markets (Chile, South-East ➢ Securing ~€2b
Slide 15: Emblematic Energy Projects
EMBLEMATIC ENERGY PROJECTS MACINTYRE WIND FARM ALDOGA PV PLANT FORTY MILE WIND FARM 486 MW 923 MW 279 MW ACCIONA Energía’s first PV investment in ACCIONA Energía's largest plant to date ACCIONA Energía's largest wind farm in Australia, one of the largest in the and one of the biggest in APAC North A
Slide 16: Appendix
APPENDIX
Slide 17: Key Highlights FY 2025
KEY HIGHLIGHTS FY 2025 €1,546M TOTAL EBITDA WITH LOWER OUTPUT, HIGHER PRICES, AND SUBSTANTIAL ROTATION GAINS › EBITDA target achieved (€1,546m), with EBITDA from Operations delivering €932m and Asset Rotation contributing €614m in line with plan › Strong year in terms of disposals and progress in se
Slide 18: FY 2025 Results Highlights
FY 2025 RESULTS HIGHLIGHTS FY 2025 % Chg. % Chg. FY 2025 (€m) vs FY 2024 vs FY 2024 Revenues 2,925 -4% Total capacity (MW) 14,604 -5% Generation Revenues 1,510 -8% Consolidated capacity (MW) 12,882 -5% EBITDA 1,546 38% Total production (GWh) 27,648 4% EBITDA from Operations 932 -11% Consolidated pro
Slide 19: FY 2025 ESG Highlights
FY 2025 ESG HIGHLIGHTS Key ESG indicators ESG highlights Environmental FY 2025 FY 2024 Chg. ENVIRONMENTAL CAPEX aligned with the low-carbon taxonomy (%) (1) 100% 100% - › 100% of the company’s CAPEX is aligned with the European Taxonomy for Sustainable Activities Renewable production (GWh) 27,648 26