Enerside Energy Sa · BME:ENRS
Enerside Energy Sa — Foro MedCap 2022 Discovery Meeting
22 slides from Enerside Energy Sa's conference presentation, May 25, 2022
Slide 1: Otra Información Relevante - Foro MedCap 2022 filing notice
Barcelona, 24 de mayo de 2022 ENERSIDE ENERGY, S.A. (la “Sociedad”), en cumplimiento con lo previsto en el artículo 17 del Reglamento (UE) nº 596/2014 sobre abuso de mercado y en el artículo 227 del texto refundido de la Ley del Mercado de Valores, aprobado mediante el Real Decreto Legislativo 4/201
Slide 2: Discovery Meeting: Profitable Energy, Sustainable World
Discovery Meeting PROFITABLE ENERGY SUSTAINABLE WORLD May 25, 2022
Slide 3: Legal Disclaimer
LEGAL DISCLAIMER This document may contain forward-looking statements and information (hereinafter, the “Information”) relating to Enerside Energy, S.A or Enerside Group (hereinafter “Enerside”, the “Company” or the “Enerside Group”). The Information reflects the current view of Enerside with respec
Slide 4: Index
INDEX 1. HIGHLIGHTS 2. GROWTH PILLARS 3. CONCLUSIONS
Slide 5: 1. Highlights: A fully integrated platform of PV Solar
1. HIGHLIGHTS A fully integrated platform of PV Solar Enerside is a fully integrated PV solar platform, focused on the development, construction, operation and maintenance of photovoltaic solar plants in high-growth markets such as Spain, Italy, Brazil or Chile
Slide 6: A Fully Integrated Platform
1. HIGHLIGHTS A Fully Integrated Platform Enerside is a fully integrated PV Platform with strong industrial know-how founded in 2007 DEVELOPMENT DISPOSAL CONSTRUCTION OPERATION DISPOSAL AT RTB IPP AT COD Creating value as a fully integrated platform 3 Business lines 1 2 3 Development EPC / BOS IPP 8
Slide 7: An industry veteran – Key milestones
1. HIGHLIGHTS An industry veteran – Key milestones 2007-2012 2012-2017 2018-2020 2021 2021: A TRANSFORMATIONAL YEAR 1. Development > +1.1 GW of new projects added to the pipeline > Disposal of first project in Brazil (280 MW) 2. EPC / BOS > 126 MW of EPC and BOS awarded ENTRANCE INTEGRATED INCEPTION
Slide 8: Experienced and Highly Dedicated Management Team
1. HIGHLIGHTS Experienced and Highly Dedicated Management Team Management team with over 100 years of collective experience, deep industry knowledge and a proven track record Joatham Grange Antoni Gasch Álvaro Escrivá Founder & CEO VP Engineering & Operations VP Sales & Corporate Development Busines
Slide 9: Track-record creating value for our shareholders
1. HIGHLIGHTS Track-record creating value for our shareholders The company has a clear value creation strategy based on organic and inorganic growth Strong Value Creation in Equity Value Sector tailwinds x10 Platform Value: 204 Organic Growth: 1GW IPP 170 Inorganic Growth 120 50 20 7/2020 12/2020 7/
Slide 10: Strong growth of the development pipeline
1. HIGHLIGHTS Strong growth of the development pipeline + 4.5 GW of pipeline diversified among 5 geographies RTB Total A Under • Project Finance financing secured 2021 construction SPAs with third parties signed 26 42 - - - 68 68 MW • 2022 B • Control over the building site is signed High visibility
Slide 11: Corporate Governance and ESG rating
1. HIGHLIGHTS Corporate Governance and ESG rating Enerside has defined 15 sustainability programs that will be implemented during the 2022-25 business plan “For Enerside’s Board of Directors, sustainability is a priority, and we take care to ensure that all of our decisions as Board Members incorpor
Slide 12: Sustainability programs
1. HIGHLIGHTS 15 Sustainability programs Enerside has made significant progress during 2021 in ESG and has 59 ambitious targets for 2025 ENVIRONMENTAL SOCIAL GOVERNANCE Renewable Energy production Talent & Employee satisfaction Reliable business model 1 6 11 5 MW in 2021 -> 1,027 MW in 2025 Be a Gre
Slide 13: Highly experienced and committed management board
1. HIGHLIGHTS Highly experienced and committed management board Enerside is committed with the best international practices in Corporate Governance and ESG Tomàs Casanovas Pedro Nueno Increase of Independents and Diversity Chairman Vice-Chairman at Enerside’ s Board of Directors Independent Board Me
Slide 14: 2. Growth Pillars
2. GROWTH PILLARS A strong investment case 1) Organic Growth / New Developments 2) EPC / BOS 3) IPP 4) Inorganic Growth / New Opportunities
Slide 15: Enerside has a clear strategy to future value creation
2. GROWTH PILLARS Enerside has a clear strategy to future value creation The company has a proven value creation strategy based on organic and inorganic growth Future value creation: >1 Development: 1 GW per annum ➢ 2 Construction for third parties EPC / BOS 3 ➢ IPP / Independent Power Producer 4 ➢
Slide 16: 1 GW per annum of new developments
2. GROWTH PILLARS 1 GW per annum of new developments Enerside is working to increase its development pipeline by 850 MW Enerside’s business plan aims to increase 1 GW per annum its A D D I TI ONA L 8 5 0 M W A T E A R L Y - STA G E S T A T U S development pipeline: Italia > Local offices and teams a
Slide 17: EPC / BOS Backlog increased to 156MW
2. GROWTH PILLARS EPC / BOS Backlog increased to 156MW New awarded projects during Q1 increases the Backlog to 156MW and €45mn Awarded 156 MW 2022 19% Increased Backlog 126 MW > 30MW awarded in Q1 2022 Under Awarded construction 2021 4/22 12/21 52% > €15m of additional revenues to be added 29% New i
Slide 18: IPP: 330MW of capacity addition by 2023
2. GROWTH PILLARS IPP: 330MW of capacity addition by 2023 Sizeable pipeline provides good visibility on business plan targets Sizeable pipeline provides good visibility on business plan targets ENERSIDE’S IPP TARGET (MW) > 6 projects in Chile have been declared under construction already > 130MW wil
Slide 19: Generation of new opportunities through inorganic growth
2. GROWTH PILLARS Generation of new opportunities through inorganic growth Proven capacity to source new opportunities through M&A >3,000 MW OF NEW OPPORTUNITIES UNDER ANALYSIS PIPELINE EVOLUTION SINCE 2017 (GW) By country Main characteristics: +4,5 Other EU > 145 MW in operation +2.1 10% > Wind dev
Slide 20: 3. Conclusions
3. CONCLUSIONS
Slide 21: A strong investment case
3. CONCLUSIONS A strong investment case 1 Unique growth dynamics in the Renewables industry with the consolidation of Solar PV as a key technology 2 Pure solar integrated player with presence across the entire value chain and with a clear asset rotation strategy 3 High quality +4.5 GW pipeline with
Slide 22: Thank You
THANK YOU investors@enerside.com