Enlight Renewable Energy Ltd · TASE:ENLT
Enlight Renewable Energy — Investor Presentation (May 2025)
9 slides from Enlight Renewable Energy's investor presentation, May 2025
Slide 1: Enlight and the IRA Transition
Enlight and the IRA Transition May 2025
Slide 2: Legal disclaimer
Legal disclaimer This presentation contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. We elimination or expiration of government incentives or benefits for, or regulations mandating the use of, renewable energy; our ability to intend
Slide 3: Enlight is well prepared for the IRA transition
Enlight is well prepared for the IRA transition The U.S. Congress is reviewing the renewable energy tax credits policy under the IRA, and the House of Representatives has passed a bill which is now advancing to the Senate for debate1 The new policy reflects a growth potential for Enlight by the end
Slide 4: Proposed tax credit policy enables significant growth in the coming years
Proposed tax credit policy enables significant growth in the coming years Annual recurring revenues & income run rate 2,3,4 Global operating capacity roadmap2,3,4 roadmap1,3,4 FGW The new policy provides tax credit $bn eligibility for 2028 capacity 4 42% 2% 1.9-2.2 41 41% % 11-13 CAGR CAGR 1.4 8.6 0
Slide 5: Robust U.S. growth in 2029 and beyond
Robust U.S. growth in 2029 and beyond The Company continues to develop a 15 FGW1 pipeline of U.S. projects for 2029 and beyond, and believes that the new criteria Attractive renewables production costs in the U.S. will drive growth while maintaining comparable project return LCOE - Levelized Cost of
Slide 6: U.S. demand for electricity drives PPA pricing higher
U.S. demand for electricity drives PPA pricing higher Dramatic demand growth for power in the US1 PPA pricing in the U.S.2 U.S. 10-Year Annual Load Growth Forecast 2.0% Solar $70 +84% 64.22 1.5% $65 Q1 25 Q1 21- Q1 $60 60.6 1.0% $55 57.04 $50 0.5% $45 $40 0.0% $35 1990 1995 2000 2005 2010 2015 2020
Slide 7: G@nlight sz
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Slide 8: Appendix
@nlight Appendix
Slide 9: Expansion plan assumptions
Expansion plan assumptions According to the House bill currently in legislative process, renewable energy projects will be eligible for tax credits provided they meet both the following criteria: Safe Harbor secured no later than 60 days after enactment Commercial operation achieved no later than th
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