Enel SpaMIL: ENEL

Operating data (.xlsx) (1h 2026 quarterly bulletin deflsx)

· Issued by Enel Spa
Watch Enel Spa explain itEnel Spa Unsp/Adr (ENLAY) Q2 2026 Earnings Call · Replay · Jul 30
Cover
INDEX
OPERATIONS
1. Pro-forma overview
2. Installed capacity
3. Net production
NETWORK & CUSTOMERS
4. Grids
5. Enel Commercial
Quarters Overview
6. Quarters Overview
CORPORATE
6. Main events
7. Disclaimer
8. Contact us

&"Arial"&8&K000000INTERNAL&1#

H1 2026 Quarterly Bulletin

Pro forma overview
Pro forma overview 1
Generation - Installed Capacity (GW)
Managed Consolidated
H1 2026 H1 2025 ∆% yoy H1 2026 H1 2025 ∆% yoy
Total 92.1 91.0 +1.2% 86.0 84.4 +1.8%
Total Emission Free 70.3 69.2 +1.6% 64.2 62.7 +2.5%
Renewables 67.0 65.9 +1.7% 60.9 59.3 +2.6%
Nuclear 3.3 3.3 - 3.3 3.3 -
Thermal 21.8 21.8 -0.1% 21.8 21.8 -0.1%
of which regulated* 10.4 10.4 - 10.4 10.4 -
Generation - Renewable Flexible Capacity (GW)
Managed Consolidated
H1 2026 H1 2025 ∆% yoy H1 2026 H1 2025 ∆% yoy
Renewables Flexible Capacity 24.5 24.3 +0.6% 24.4 24.3 +0.2%
Hydro Basin 12.8 12.8 +0.0% 12.8 12.8 -0.1%
Hydro Pumping 8.1 8.1 n.m. 8.1 8.1 n.m.
BESS 3.5 3.4 +4.5% 3.4 3.4 +2.5%
% on Total Capacity 26.6% 26.7% -0.2pp 28.4% 28.8% -0.5pp
Generation - Production (TWh)
Managed Consolidated
H1 2026 H1 2025 ∆% yoy H1 2026 H1 2025 ∆% yoy
Total 102.5 99.1 +3.4% 96.2 92.0 +4.6%
Total Emission Free 84.5 84.1 +0.5% 78.3 77.0 +1.7%
Renewables 71.9 72.0 -0.2% 65.7 64.9 +1.2%
Nuclear 12.6 12.1 +4.5% 12.6 12.1 +4.5%
Thermal 17.9 15.0 +19.5% 17.9 15.0 +19.5%
*It includes generation capacity with multiannual regulated remuneration schemes
Grids - Electricity distributed (TWh) H1 2026 H1 2025 ∆% yoy
Italy 103.6 101.3 +2.3%
Iberia 72.6 69.6 +4.2%
Latin America 63.2 61.1 +3.6%
Total 239.4 231.9 +3.2%
Grids - End Users (mln) H1 2026 H1 2025 ∆% yoy
Italy 31.3 31.2 +0.4%
Iberia 12.8 12.7 +0.7%
Latin America 25.3 25.0 +1.4%
Total 69.4 68.9 +0.8%
Italy/Iberia Market energy sold (TWh) H1 2026 H1 2025 ∆% yoy
Liberalized Market 53.6 58.6 -8.4%
End to End integrated* 22.7 22.1 +2.5%
Index, Wholesale, B2B, B2G 31.0 36.4 -15.0%
Retail Liberalized Market - Volumes H1 2026 H1 2025 ∆% yoy
Total Market energy sold (TWh) 70.4 77.6 -9.4%
Italy/Iberia Market energy sold 53.6 58.6 -8.41%
Italy 22.0 25.8 -14.86%
of which index price (% on Total) 47.9% 59.1% -11.2pp
of which fixed price (% on Total) 52.1% 40.9% +11.2pp
of which fixed price B2C + SME 10.3 9.4 +10.5%
of which fixed price T&L 1.1 1.2 -7.73%
Iberia 31.7 32.7 -3.31%
of which index price (% on Total) 30.1% 29.9% +0.2pp
of which fixed price (% on Total) 69.9% 70.1% -0.2pp
of which fixed price B2C + SME 12.3 12.8 -3.34%
of which fixed price T&L 9.8 10.2 -3.87%
Latam market energy sold 16.7 19.1 -12.27%
Italy/Iberia market gas sold (bcm) 3.0 3.3 -8.72%
Italy 1.8 1.8 +0.7%
of which index price (% on Total) 45.5% 56.3% -10.8pp
of which fixed price (% on Total) 54.5% 43.7% +10.8pp
of which fixed price B2C + SME 0.9 0.7 +26.0%
of which fixed price T&L 0.0 0.0 +14.3%
Iberia 1.2 1.5 -19.80%
of which index price (% on Total) 33.9% 66.3% -32.5pp
of which fixed price (% on Total) 66.1% 33.7% +32.5pp
of which fixed price B2C + SME 0.33 0.3 +6.6%
of which fixed price T&L 0.47 0.2 +137%
Retail Liberalized Market - Customers H1 2026 2025 YE ∆% yoy
Liberalized power customers (mn) 17.2 17.3 -0.5%
Italy 10.9 11.1 -1.5%
Iberia 6.3 6.2 +1.3%
Gas customers (mn) 5.7 5.7 -0.1%
Italy 4.0 4.0 -0.6%
Iberia 1.7 1.7 +1.1%
1.Pro-forma numbers are net of Chocon, Arroyto & Tarapaca and include JV and Stewardship capacity and production; 2025 restated figures. *Include B2C + SME Italy & Iberia

&"Aptos,Grassetto"Enel Quarterly Bulletin - Pro Forma Overview

Renewables 65.653318986170859 Nuclear 12.635604910770001 Thermal 17.923358589159001 Total 96.212000000000003 Total Emission Free 78.288923896940858 1 Renewables 71.904626564546476 Nuclear 12.635604910770001 Thermal 17.923358589159001 Total 102.46359006447548 Total Emission Free 84.540231475316475 Managed Renewables Nuclear Thermal 67.007621130000004 3.3279926973 21.767863000000002 Grids - Electricity distributed (TWh) Italy Iberia Latin America 103.57478999999999 72.555250000000001 63.225275314540895 Grids - End Users (mln) Italy Iberia Latin America 31.321835 12.761309000000001 25.329803999999999

Thermal

Nuclear

Renewables

102.5 TWh +3.4% vs 2025

Total Managed Production

92.1 GW +1.2% vs 2025

Total Net installed Capacity

Total Electricity Distributed

69.4 mn +0.8% vs 2025

Total End Users

Rest of the world

Iberia

Italy

239.4 TWh +3.2% vs 2025

Total Consolidated Production

96.2 TWh +4.6% vs 2025

Installed Capacity
Installed Capacity
Group Installed Capacity (MW) H1 2026 H1 2025 ∆% yoy
Hydro 26,961 26,993 -0.1%
Wind 16,184 15,739 +2.8%
Geothermal 860 860 -
BESS 3,445 3,362 +2.5%
Solar & Others 13,443 12,373 +8.6%
Total Renewables 60,893 59,327 +2.6%
Nuclear 3,328 3,328 -
Total Consolidated Emission Free (a) 64,221 62,655 +2.5%
Coal 4,627 4,627 -
CCGT 12,420 12,420 -
Oil & Gas 4,721 4,747 -0.5%
Total Thermal (b) 21,768 21,794 -0.1%
Total Consolidated (a+b) 85,988 84,449 +1.8%
JV and Stewardship (c) 6,115 6,585 -7.1%
Total Emission Free (a+c) 70,336 69,240 +1.6%
Total Installed Capacity (a+b+c) 92,103 91,033 +1.2%
Consolidated Capacity by Country (MW)
Italy H1 2026 H1 2025 ∆% yoy
Hydro 12,963 12,995 -0.2%
Wind 874 874 -
Geothermal 776 776 -
BESS 1,767 1,688 +4.7%
Solar & Others 447 437 +2.1%
Total Renewables 16,827 16,772 +0.3%
Coal 4,160 4,160 -
CCGT 5,507 5,507 -
Oil & Gas 1,633 1,633 -
Total Thermal 11,300 11,300 -
Total 28,127 28,072 +0.2%
Iberia H1 2026 H1 2025 ∆% yoy
Hydro 5,368 5,369 -0.0%
Wind 3,001 2,893 +3.7%
Solar & Others 3,068 2,536 +21.0%
Total Renewables 11,438 10,798 +5.9%
Nuclear 3,328 3,328 -
Total Emission Free 14,766 14,126 +4.5%
Coal 241 241 -
CCGT 5,445 5,445 -
Oil & Gas 2,293 2,293 -
Total Thermal 7,979 7,979 -
Total 22,744 22,104 +2.9%
Latin America1 H1 2026 H1 2025 ∆% yoy
Hydro 8,630 8,629 +0.0%
Wind 5,301 5,301 -
Geothermal 83 83 -
BESS 210 210 -
Solar & Others 5,714 5,181 +10.3%
Total Renewables 19,939 19,405 +2.8%
Coal 226 226 -
CCGT 1,468 1,468 -
Oil & Gas 477 497 -4.0%
Total Thermal 2,171 2,191 -0.9%
Total 22,110 21,596 +2.4%
North America2 H1 2026 H1 2025 ∆% yoy
Wind 6,581 6,296 +4.5%
BESS 1,457 1,457 -
Solar & Others 3,867 3,867 -
Total 11,905 11,620 +2.5%
Other Countries3 H1 2026 H1 2025 ∆% yoy
Wind 426 375 +13.6%
Solar & Others 357 357 -
Total Renewables 784 733 +7.0%
Oil & Gas 318 325 -1.9%
Total Thermal 318 325 -1.9%
Total 1,102 1,057 +4.3%
JV and Stewardship Capacity (MW)
Group 4 H1 2026 H1 2025 ∆% yoy
Wind 3,700 4,348 -14.9%
Solar & Others 2,415 2,237 +8.0%
Total 6,115 6,585 -7.1%
Additional Capacity (MW)
Group Hydro Solar Q2 2026 YTD
Italy 1.0 0.1 0.7 1.1
Iberia - 128.0 128.0 128.0
North America - - - -
Latin America - 256.0 99.0 256.0
Total 1.0 384.0 227.7 385.0
1.2026 & 2025 restated figures: Latin America excludes Chocon, Arroyto & Tarapaca 2.2025 restated figures: North America does not include Mexico 3.2025 restated figures: Other countries include Perù, Germany, South Africa, Zambia and India 4.JV and Stewardship capacity includes Italy, Mexico, US, Greece, South Africa, Morocco, Australia and India

&"Aptos,Grassetto"Enel Quarterly Bulletin - Installed Capacity

Net Production
Net Production
Group Net Production (GWh) H1 2026 H1 2025 ∆% yoy
Hydro 28,071 30,376 -7.6%
Wind 24,408 22,427 +8.8%
Geothermal 2,609 2,665 -2.1%
Solar & Others 10,624 9,423 +12.7%
Total Renewables 65,711 64,891 +1.3%
Nuclear 12,636 12,087 +4.5%
Consolidated Emission Free (a) 78,347 76,978 +1.8%
Coal 380 784 -51.5%
CCGT 14,871 11,521 +29.1%
Oil & Gas 2,672 2,694 -0.8%
Total Thermal (b) 17,923 14,999 +19.5%
Total consolidated (a+b) 96,270 91,977 +4.7%
JV and Stewardship (c) 6,251 7,131 -12.3%
Total Emission Free (a+c) 84,598 84,109 +0.6%
Total Net Production (a+b+c) 102,522 99,108 +3.4%
Consolidated Production by Country (GWh)
Italy H1 2026 H1 2025 ∆% yoy
Hydro 7,882 8,970 -12.1%
Wind 745 659 +13.0%
Geothermal 2,557 2,608 -2.0%
Solar & Others 316 322 -1.8%
Total Renewables 11,500 12,560 -8.4%
Coal 183 547 -66.6%
CCGT 4,671 2,518 +85.5%
Oil & Gas 39 56 -30.4%
Total Thermal 4,893 3,121 +56.8%
Total 16,393 15,681 +4.5%
Iberia H1 2026 H1 2025 ∆% yoy
Hydro 5,401 5,201 +3.8%
Wind 3,342 2,950 +13.3%
Solar & Others 2,235 1,702 +31.4%
Total Renewables 10,978 9,852 +11.4%
Nuclear 12,636 12,087 +4.5%
Total Emission Free 23,614 21,940 +7.6%
Coal - 89 n.m.
CCGT 7,008 6,082 +15.2%
Oil & Gas 2,086 2,026 +3.0%
Total Thermal 9,094 8,198 +10.9%
Total 32,708 30,137 +8.5%
Latin America1 H1 2026 H1 2025 ∆% yoy
Hydro 14,788 16,205 -8.7%
Wind 7,721 7,906 -2.3%
Solar & Others 4,745 4,035 +17.6%
Total Renewables 27,253 28,146 -3.2%
Coal 197 147 +33.8%
CCGT 3,192 2,921 +9.3%
Oil & Gas 387 479 -19.2%
Total Thermal 3,776 3,548 +6.4%
Total 31,029 31,694 -2.1%
North America2 H1 2026 H1 2025 ∆% yoy
Wind 12,174 10,516 +15.8%
Solar & Others 3,160 3,171 -0.4%
Total 15,334 13,687 +12.0%
Other Countries3 H1 2026 H1 2025 ∆% yoy
Wind 426 396 +7.8%
Solar & Others 220 250 -12.2%
Total Renewables 646 646 +0.1%
Oil & Gas 160 132 +21.0%
Total Thermal 160 132 +21.0%
Total 806 778 +3.6%
JV and Stewardship Production (GWh)
Group 4 H1 2026 H1 2025 ∆% yoy
Wind 5,280 6,359 -17.0%
Solar & Others 971 772 +25.9%
Total 6,251 7,131 -12.3%
1. 2026 & 2025 restated figures: Latin America excludes Chocon, Arroyito & Tarapaca 2. 2025 restated figures. North America does not include Mexico 3. 2024 restated figures. Other countries include Perú, Germany, South Africa, Zambia and India 4. JV and Stewardship production includes US, Greece, South Africa, Marocco, Australia and India

&"Aptos,Grassetto"Enel Quarterly Bulletin - Net Production

Grids
Grids
Electricity distributed (TWh) H1 2026 H1 2025 ∆% yoy
Italy 103.6 101.3 +2.3%
Iberia 72.6 69.6 +4.2%
Latin America 63.2 61.1 +3.6%
Brazil 39.2 37.5 +4.6%
Chile 7.3 7.2 +1.4%
Argentina 8.9 8.8 +1.6%
Colombia & CAM 7.8 7.6 +2.8%
Total 239.4 231.9 +3.2%
End users (mn) H1 2026 H1 2025 ∆% yoy
Italy 31.3 31.2 +0.4%
Iberia 12.8 12.7 +0.7%
Latin America 25.3 25.0 +1.4%
Brazil 16.3 16.0 +1.4%
Chile 2.2 2.2 +1.6%
Argentina 2.7 2.7 -0.0%
Colombia & CAM 4.1 4.0 +2.4%
Total 69.4 68.9 +0.8%

&"Aptos,Grassetto"Enel Quarterly Bulletin - Grids

Enel Commercial
Enel Commercial
Italy/Iberia Market energy sold (TWh) H1 2026 H1 2025 ∆% yoy
Liberalized Market 53.6 58.6 -8.4%
End to End integrated* 22.7 22.1 +2.5%
Index, Wholesale, B2B, B2G 31.0 36.4 -15.0%
Total energy sold (TWh) H1 2026 H1 2025 ∆% yoy
Liberalized Market 70.4 77.6 -9.4%
Italy 22.0 25.8 -14.9%
Iberia 31.7 32.7 -3.3%
Brazil 7.5 9.3 -19.4%
Chile 7.4 7.5 -1.8%
Colombia & Central America 1.9 2.3 -17.6%
Regulated Market 45.3 46.1 -1.9%
Italy 1.8 2.0 -11.1%
Iberia 3.8 3.6 +6.4%
Latin America 39.6 40.5 -2.2%
Total 115.6 123.8 -6.6%
Total power customers (mn) H1 2026 2025 YE ∆% yoy
Liberalized Market 17.2 17.3 -0.5%
Italy 10.9 11.1 -1.5%
Iberia 6.3 6.2 +1.3%
Regulated 31.1 31.0 +0.2%
Italy 2.4 2.6 -5.8%
Iberia 3.3 3.4 -2.0%
Latin America 25.3 25.1 +1.1%
Total 48.2 48.3 -0.2%
Gas sold (bcm) H1 2026 H1 2025 ∆% yoy
Italy 1.8 1.8 +0.7%
Iberia 1.3 1.6 -18.2%
Latin America 0.1 0.1 -7.1%
Total 3.2 3.5 -8.4%
Gas customers (mn) H1 2026 2025 YE ∆% yoy
Italy 4.0 4.0 -0.6%
Iberia 1.7 1.7 +1.1%
Total 5.7 5.7 -0.1%
*Include B2C + SME Italy & Iberia

&"Aptos,Grassetto"Enel Quarterly Bulletin - Enel Commercial

Quarter Overview

&"Arial"&8&K000000INTERNAL&1#

H1 2026 Quarter Overview Bulletin

Quarter Pro forma overview
Pro forma overview 1
Generation - Installed Capacity (GW) - Managed
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Total 92.1 91.0 +1.2% 91.9 89.4 +2.8%
Total Emission Free 70.3 69.2 +1.6% 70.1 68.4 +2.5%
Renewables 67.0 65.9 +1.7% 66.8 65.1 +2.6%
Nuclear 3.3 3.3 - 3.3 3.3 -
Thermal 21.8 21.8 -0.1% 21.8 21.0 +3.6%
of which regulated* 10.4 10.4 - 10.4 9.8 +6.9%
Generation - Installed Capacity (GW) - Consolidated
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Total 86.0 84.4 +1.8% 85.8 83.1 +3.2%
Total Emission Free 64.2 62.7 +2.5% 64.0 62.1 +3.1%
Renewables 60.9 59.3 +2.6% 60.7 58.8 +3.3%
Nuclear 3.3 3.3 - 3.3 3.3 -
Thermal 21.8 21.8 -0.1% 21.8 21.0 +3.6%
of which regulated* 10.4 10.4 - 10.4 9.8 +6.9%
*It includes generation capacity with multiannual regulated remuneration schemes
1.Pro-forma numbers are net of Chocon, Arroyto & Tarapaca and include JV and Stewardship capacity and production; 2025 restated figures.
Generation - Renewable Flexible Capacity (GW) - Managed
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Renewables Flexible Capacity 24.5 24.3 +0.6% 24.5 23.8 +2.7%
Hydro Basin 12.8 12.8 +0.0% 12.9 12.8 +0.1%
Hydro Pumping 8.1 8.1 n.m. 8.1 8.1 n.m.
BESS 3.5 3.4 +4.5% 3.4 2.8 +20.9%
% on Total Capacity 26.6% 26.7% -0.2pp 26.6% 26.7% -0.0pp
Generation - Renewable Flexible Capacity (GW) - Consolidated
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Renewables Flexible Capacity 24.4 24.3 +0.2% 24.4 23.8 +2.5%
Hydro Basin 12.8 12.8 -0.1% 12.8 12.8 +0.0%
Hydro Pumping 8.1 8.1 n.m. 8.1 8.1 n.m.
BESS 3.4 3.4 +2.5% 3.4 2.8 +20.9%
% on Total Capacity 28.4% 28.8% -0.5pp 28.5% 28.7% -0.2pp
Generation - Production (TWh) - Managed
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Total 51.4 49.4 +4.0% 51.1 49.7 +2.8%
Total Emission Free 42.7 42.3 +1.0% 41.8 41.8 +0.0%
Renewables 36.9 37.4 -1.2% 35.0 34.7 +1.0%
Nuclear 5.8 5.0 +17.4% 6.8 7.1 -4.4%
Thermal 8.7 7.1 +22.0% 9.2 7.9 +17.2%
Generation - Production (TWh) - Consolidated
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Total 48.5 45.8 +5.8% 47.7 46.1 +3.5%
Total Emission Free 39.8 38.7 +2.8% 38.5 38.3 +0.6%
Renewables 34.0 33.8 +0.6% 31.7 31.1 +1.8%
Nuclear 5.8 5.0 +17.4% 6.8 7.1 -4.4%
Thermal 8.7 7.1 +22.0% 9.2 7.9 +17.2%
Grids - Electricity distributed (TWh)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Italy 50.3 49.5 +1.6% 53.3 51.8 +2.9%
Iberia 36.8 35.2 +4.4% 35.8 34.4 +4.0%
Latin America 31.4 29.8 +5.3% 31.9 31.2 +1.9%
Total 118.5 114.5 +3.4% 120.9 117.4 +3.0%
Grids - End Users (mln)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Italy 31.3 31.2 +0.4% 31.2 31.1 +0.3%
Iberia 12.8 12.7 +0.7% 12.7 12.7 +0.7%
Latin America 25.3 25.0 +1.4% 25.3 24.9 +1.5%
Total 69.4 68.9 +0.8% 69.2 68.6 +0.8%
Italy/Iberia Market energy sold (TWh)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Liberalized Market 26.0 28.1 -7.5% 27.6 30.4 -9.2%
End to End integrated * 10.6 10.6 +0.1% 12.1 11.6 +4.8%
Index, Wholesale, B2B, B2G 15.5 17.6 -12.1% 15.5 18.9 -17.8%
*Include B2C + SME Italy & Iberia
Retail Liberalized Market - Volumes
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Total Market energy sold (TWh) 34.2 37.6 -8.91% 36.1 40.0 -9.77%
Italy/Iberia Market energy sold 26.0 28.1 -7.54% 27.6 30.4 -9.21%
Italy 10.5 12.3 -14.77% 11.5 13.5 -14.95%
of which index price (% on Total) 47.2% 59.0% -11.8pp 48.5% 59.1% -10.6pp
of which fixed price (% on Total) 52.8% 41.0% +11.8pp 51.5% 40.9% +10.6pp
of which fixed price B2C + SME 4.9 4.4 +12.3% 5.4 5.0 +9.0%
of which fixed price T&L 0.6 0.7 -5.9% 0.5 0.5 -10.0%
Iberia 15.5 15.8 -1.91% 16.1 16.9 -4.61%
of which index price (% on Total) 31.8% 28.2% +3.6pp 28.4% 31.4% -3.0pp
of which fixed price (% on Total) 68.2% 71.8% -3.6pp 71.6% 68.6% +3.0pp
of which fixed price B2C + SME 5.7 6.2 -8.55% 6.7 6.6 +1.6%
of which fixed price T&L 4.9 5.2 -4.61% 4.9 5.0 -3.11%
Latam market energy sold 8.2 9.5 -12.98% 8.5 9.6 -11.58%
Italy/Iberia market gas sold (bcm) 0.8 0.9 -11.60% 2.2 2.4 -7.66%
Italy 0.4 0.3 +10.8% 1.4 1.4 -1.70%
of which index price (% on Total) 51.7% 61.3% -9.6pp 43.9% 55.1% -11.3pp
of which fixed price (% on Total) 48.3% 38.7% +9.6pp 56.1% 44.9% +11.3pp
of which fixed price B2C + SME 0.2 0.1 +38.2% 0.8 0.6 +23.7%
of which fixed price T&L 0.0 0.0 +43.1% 0.0 0.0 +1.2%
Iberia 0.4 0.6 -25.14% 0.8 0.9 -16.69%
of which index price (% on Total) 38.6% 70.4% -31.8pp 31.4% 63.9% -32.6pp
of which fixed price (% on Total) 61.4% 29.6% +31.8pp 68.6% 36.1% +32.6pp
of which fixed price B2C + SME 0.1 0.1 -8.17% 0.3 0.2 +10.6%
of which fixed price T&L 0.2 0.1 +99% 0.3 0.1 +173%
Retail Liberalized Market - Customers
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Liberalized power customers (mn) 17.2 17.8 -3.5% 17.3 18.1 -4.1%
Italy 10.9 11.4 -4.2% 10.9 11.5 -4.9%
Iberia 6.3 6.4 -2.10% 6.4 6.6 -2.5%
Gas customers (mn) 5.7 5.7 +0.4% 5.7 5.7 -0.6%
Italy 4.0 3.9 +1.1% 3.9 4.0 -0.3%
Iberia 1.7 1.7 -1.0% 1.7 1.8 -1.3%

&"Aptos,Grassetto"Enel Quarterly Bulletin - Quarter Pro forma Overview

1 1
Quarter Installed Capacity
Installed Capacity
Group Installed Capacity (MW)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Hydro 26,961 26,993 -0.1% 26,994 26,993 +0.0%
Wind 16,184 15,739 +2.8% 16,184 15,739 +2.8%
Geothermal 860 860 - 860 860 -
BESS 3,445 3,362 +2.5% 3,441 2,847 +20.9%
Solar & Others 13,443 12,373 +8.6% 13,216 12,331 +7.2%
Total Renewables 60,893 59,327 +2.6% 60,694 58,770 +3.3%
Nuclear 3,328 3,328 - 3,328 3,328 -
Total Consolidated Emission Free (a) 64,221 62,655 +2.5% 64,022 62,098 +3.1%
Coal 4,627 4,627 - 4,627 4,627 -
CCGT 12,420 12,420 - 12,420 11,622 +6.9%
Oil & Gas 4,721 4,747 -0.5% 4,720 4,758 -0.8%
Total Thermal (b) 21,768 21,794 -0.1% 21,768 21,007 +3.6%
Total Consolidated (a+b) 85,988 84,449 +1.8% 85,790 83,106 +3.2%
JV and Stewardship (c) 6,115 6,585 -7.1% 6,066 6,291 -3.6%
Total Emission Free (a+c) 70,336 69,240 +1.6% 70,088 68,389 +2.5%
Total Installed Capacity (a+b+c) 92,103 91,033 +1.2% 91,856 89,397 +2.8%
Consolidated Capacity by Country (MW)
Italy
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Hydro 12,963 12,995 -0.2% 12,995 12,995 +0.0%
Wind 874 874 - 874 874 -
Geothermal 776 776 - 776 776 -
BESS 1,767 1,688 +4.7% 1,763 1,174 +50.2%
Solar & Others 447 437 +2.1% 447 436 +2.4%
Total Renewables 16,827 16,772 +0.3% 16,856 16,256 +3.7%
Coal 4,160 4,160 - 4,160 4,160 -
CCGT 5,507 5,507 - 5,507 4,709 +16.9%
Oil & Gas 1,633 1,633 - 1,633 1,633 -
Total Thermal 11,300 11,300 - 11,300 10,502 +7.6%
Total 28,127 28,072 +0.2% 28,156 26,758 +5.2%
Iberia
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Hydro 5,368 5,369 -0.0% 5,368 5,369 -0.0%
Wind 3,001 2,893 +3.7% 3,001 2,893 +3.7%
Solar & Others 3,068 2,536 +21.0% 2,941 2,498 +17.7%
Total Renewables 11,438 10,798 +5.9% 11,310 10,760 +5.1%
Nuclear 3,328 3,328 - 3,328 3,328 -
Total Emission Free 14,766 14,126 +4.5% 14,638 14,088 +3.9%
Coal 241 241 - 241 241 -
CCGT 5,445 5,445 - 5,445 5,445 -
Oil & Gas 2,293 2,293 - 2,293 2,304 -0.5%
Total Thermal 7,979 7,979 - 7,979 7,990 -0.1%
Total 22,744 22,104 +2.9% 22,616 22,078 +2.4%
Latin America1
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Hydro 8,630 8,629 +0.0% 8,630 8,629 +0.0%
Wind 5,301 5,301 - 5,301 5,301 -
Geothermal 83 83 - 83 83 -
BESS 210 210 - 210 210 -
Solar & Others 5,714 5,181 +10.3% 5,616 5,178 +8.4%
Total Renewables 19,939 19,405 +2.8% 19,840 19,402 +2.3%
Coal 226 226 - 226 226 -
CCGT 1,468 1,468 - 1,468 1,468 -
Oil & Gas 477 497 -4.0% 477 497 -4.0%
Total Thermal 2,171 2,191 -0.9% 2,171 2,191 -0.9%
Total 22,110 21,596 +2.4% 22,011 21,593 +1.9%
North America2
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Wind 6,581 6,296 +4.5% 6,581 6,296 +4.5%
BESS 1,457 1,457 - 1,457 1,457 -
Solar & Others 3,867 3,867 - 3,867 3,867 -
Total 11,905 11,620 +2.5% 11,905 11,620 +2.5%
Other Countries3
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Wind 426 375 +13.6% 426 375 +13.6%
Solar & Others 357 357 - 357 357 -
Total Renewables 784 733 +7.0% 784 733 +7.0%
Oil & Gas 318 325 -1.9% 318 325 -2.0%
Total Thermal 318 325 -1.9% 318 325 -2.0%
Total 1,102 1,057 +4.3% 1,102 1,057 +4.2%
JV and Stewardship Capacity (MW)
Group 4
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Wind 3,700 4,348 -14.9% 3,700 4,129 -10.4%
Solar & Others 2,415 2,237 +8.0% 2,366 2,162 +9.4%
Total 6,115 6,585 -7.1% 6,066 6,291 -3.6%
1.2026 & 2025 restated figures: Latin America excludes Chocon,Arroyto & Tarapaca 2.2025 restated figures: North America does not include Mexico 3.2025 restated figures: Other countries include Perù, Germany, South Africa, Zambia and India 4.JV and Stewardship capacity includes Italy, Mexico, US, Greece, South Africa, Morocco, Australia and India

&"Aptos,Grassetto"Enel Quarterly Bulletin - Quarter Installed Capacity

Quarter Net Production
Net Production
Group Net Production (GWh)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Hydro 14,288 16,345 -12.6% 13,783 14,032 -1.8%
Wind 12,503 11,015 +13.5% 11,905 11,412 +4.3%
Geothermal 1,302 1,333 -2.3% 1,307 1,331 -1.9%
Solar & Others 5,871 5,061 +16.0% 4,753 4,363 +9.0%
Total Renewables 33,964 33,753 +0.6% 31,748 31,138 +2.0%
Nuclear 5,818 4,953 +17.4% 6,818 7,134 -4.4%
Consolidated Emission Free (a) 39,781 38,707 +2.8% 38,566 38,272 +0.8%
Coal 257 306 -16.0% 123 478 -74.2%
CCGT 7,050 5,434 +29.7% 7,821 6,087 +28.5%
Oil & Gas 1,381 1,376 +0.4% 1,291 1,318 -2.0%
Total Thermal (b) 8,688 7,115 +22.1% 9,235 7,883 +17.1%
Total consolidated (a+b) 48,470 45,822 +5.8% 47,801 46,155 +3.6%
JV and Stewardship (c) 2,940 3,600 -18.3% 3,312 3,531 -6.2%
Total Emission Free (a+c) 42,721 42,307 +1.0% 41,877 41,803 +0.2%
Total Net Production (a+b+c) 51,409 49,422 +4.0% 51,113 49,686 +2.9%
Consolidated Production by Country (GWh)
Italy
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Hydro 4,133 5,239 -21.1% 3,749 3,731 +0.5%
Wind 266 271 -2.0% 479 388 +23.5%
Geothermal 1,270 1,306 -2.7% 1,286 1,303 -1.3%
Solar & Others 219 230 -4.8% 97 92 +5.7%
Total Renewables 5,888 7,045 -16.4% 5,612 5,514 +1.8%
Coal 70 292 -76.1% 113 255 -55.7%
CCGT 1,864 790 +136% 2,807 1,727 +62.5%
Oil & Gas 0 26 -99.2% 39 30 +28.9%
Total Thermal 1,934 1,108 +74.5% 2,959 2,013 +47.0%
Total 7,822 8,154 -4.1% 8,571 7,527 +13.9%
Iberia
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Hydro 2,770 2,873 -3.6% 2,631 2,328 +13.0%
Wind 1,172 1,214 -3.5% 2,170 1,736 +25.0%
Solar & Others 1,505 1,090 +38.1% 730 612 +19.3%
Total Renewables 5,447 5,177 +5.2% 5,531 4,675 +18.3%
Nuclear 5,818 4,953 +17.4% 6,818 7,134 -4.4%
Total Emission Free 11,265 10,130 +11.2% 12,349 11,809 +4.6%
Coal - -0.0 n.m. - 89 n.m.
CCGT 3,465 3,092 +12.1% 3,543 2,990 +18.5%
Oil & Gas 1,079 976 +10.5% 1,007 1,050 -4.1%
Total Thermal 4,544 4,068 +11.7% 4,550 4,129 +10.2%
Total 15,808 14,198 +11.3% 16,900 15,939 +6.0%
Latin America1
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Hydro 7,385 8,233 -10.3% 7,403 7,973 -7.1%
Wind 4,788 4,377 +9.4% 2,933 3,528 -16.9%
Solar & Others 2,301 1,788 +28.7% 2,443 2,247 +8.8%
Total Renewables 14,474 14,398 +0.5% 12,779 13,748 -7.0%
Coal 187 14 +1254% 10 134 -92.5%
CCGT 1,721 1,552 +10.9% 1,471 1,370 +7.4%
Oil & Gas 216 316 -31.7% 171 163 +4.9%
Total Thermal 2,124 1,881 +12.9% 1,652 1,667 -0.9%
Total 16,598 16,280 +2.0% 14,432 15,414 -6.4%
North America2
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Wind 6,039 4,925 +22.6% 6,134 5,591 +9.7%
Solar & Others 1,789 1,869 -4.3% 1,371 1,303 +5.2%
Total 7,828 6,793 +15.2% 7,505 6,894 +8.9%
Other Countries3
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Wind 239 228 +5.0% 188 168 +11.6%
Solar & Others 87 112 -21.7% 132 138 -4.5%
Total Renewables 326 339 -3.8% 320 306 +4.3%
Oil & Gas 87 58 +49.7% 74 75 -1.3%
Total Thermal 87 58 +49.7% 74 75 -1.3%
Total 413 397 +4.0% 393 381 +3.2%
JV and Stewardship Production (GWh)
Group 4
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Wind 2,497 3,273 -23.7% 2,783 3,086 -9.8%
Solar & Others 442 327 +35.5% 529 445 +18.8%
Total 2,940 3,600 -18.3% 3,312 3,531 -6.2%
1. 2026 & 2025 restated figures: Latin America excludes Chocon, Arroyto & Tarapaca 2. 2025 restated figures. North America does not include Mexico 3. 2024 restated figures. Other countries include Perú, Germany, South Africa, Zambia and India 4. JV and Stewardship production includes US, Greece, South Africa, Marocco, Australia and India

&"Aptos,Grassetto"Enel Quarterly Bulletin - Quarter Net Production

Quarter Grids
Grids
Electricity distributed (TWh)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Italy 50.3 49.5 +1.6% 53.3 51.8 +2.9%
Iberia 36.8 35.2 +4.4% 35.8 34.4 +4.0%
Latin America 31.4 29.8 +5.3% 31.9 31.2 +1.9%
Brazil 19.4 18.2 +6.7% 19.8 19.3 +2.6%
Chile 3.6 3.6 +0.0% 3.7 3.6 +2.8%
Argentina 4.4 4.3 +3.3% 4.5 4.5 -
Colombia & CAM 3.9 3.8 +3.1% 3.9 3.8 +2.6%
Total 118.5 114.5 +3.4% 120.9 117.4 +3.0%
End users (mn)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Italy 31.3 31.2 +0.4% 31.2 31.1 +0.3%
Iberia 12.8 12.7 +0.7% 12.7 12.7 +0.7%
Latin America 25.3 25.0 +1.4% 25.3 24.9 +1.5%
Brazil 16.3 16.0 +1.4% 16.2 16.0 +1.2%
Chile 2.2 2.2 +1.6% 2.2 2.2 +0.9%
Argentina 2.7 2.7 -0.0% 2.8 2.7 +0.7%
Colombia & CAM 4.1 4.0 +2.4% 4.1 4.0 +2.5%
Total 69.4 68.9 +0.8% 69.2 68.6 +0.8%

&"Aptos,Grassetto"Enel Quarterly Bulletin - Quarter Grids

Quarter Enel Commercial
Enel Commercial
Italy/Iberia Market energy sold (TWh)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Liberalized Market 26.0 28.1 -7.5% 27.6 30.4 -9.2%
End to End integrated* 10.6 10.6 +0.1% 12.1 11.6 +4.8%
Index, Wholesale, B2B, B2G 15.5 17.6 -12.1% 15.5 18.9 -17.8%
Total energy sold (TWh)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Liberalized Market 34.2 37.6 -8.9% 36.1 40.0 -9.8%
Italy 10.5 12.3 -14.8% 11.5 13.5 -15.0%
Iberia 15.5 15.8 -1.9% 16.1 16.9 -4.6%
Brazil 3.7 4.7 -20.6% 3.8 4.6 -18.2%
Chile 3.6 3.7 -2.1% 3.8 3.9 -1.6%
Colombia & Central America 0.9 1.1 -16.4% 0.9 1.1 -18.7%
Regulated Market 22.1 22.4 -1.1% 23.1 23.8 -2.6%
Italy 0.8 0.9 -8.1% 1.0 1.2 -13.3%
Iberia 1.7 1.6 +7.1% 2.1 2.0 +5.9%
Latin America 19.6 19.9 -1.4% 20.0 20.6 -2.9%
Total 56.4 60.0 -6.0% 59.3 63.8 -7.1%
*Include B2C + SME Italy & Iberia
Total power customers (mn)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Liberalized Market 17.2 17.8 -3.5% 17.3 18.1 -4.1%
Italy 10.9 11.4 -4.2% 10.9 11.5 -4.9%
Iberia 6.3 6.4 -2.1% 6.4 6.6 -2.5%
Regulated 31.1 31.0 +0.2% 31.0 31.0 +0.2%
Italy 2.4 2.7 -9.3% 2.5 2.7 -9.2%
Iberia 3.3 3.5 -3.8% 3.4 3.5 -3.8%
Latin America 25.3 24.9 +1.8% 25.2 24.8 +1.7%
Total 48.3 48.8 -1.1% 48.4 49.1 -1.4%
Gas sold (bcm)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Italy 0.4 0.3 +10.9% 1.4 1.4 -0.7%
Iberia 0.4 0.6 -25.6% 0.9 1.1 -14.1%
Latin America 0.1 0.1 -1.0% 0.0 0.1 -14.4%
Total 0.9 1.0 -11.6% 2.4 2.5 -6.6%
Gas customers (mn)
Quarter Q2 Q1
Year 2026 2025 ∆% yoy 2026 2025 ∆% yoy
Italy 4.0 3.9 +1.1% 3.9 4.0 -0.3%
Iberia 1.7 1.7 -1.0% 1.7 1.8 -1.3%
Total 5.7 5.7 +0.4% 5.7 5.7 -0.6%

&"Aptos,Grassetto"Enel Quarterly Bulletin - Quarter Enel Commercial

Main Events
Main Events in Q2
Rome, May 18th, 2026 - Enel signed agreement for the acquisition of a portfolio of around 270 MW of solar plants in USA (https://www.enel.com/media/explore/search-press-releases/press/2026/05/enel-signed-agreement-for-the-acquisition-of-a-portfolio-of-around-270-mw-of-solar-plants-in-usa)

&"Aptos,Grassetto"Enel Quarterly Bulletin - Main Events

Disclaimer
Disclaimer
The information contained in this presentation does not purport to be comprehensive and has not been independently verified by any independent third party. Some historical figures in the document may have been subject to restatement following the use of a different calculation method. This presentation does not constitute a recommendation regarding the securities of the Company. This presentation does not contain an offer to sell or a solicitation of any offer to buy any securities issued by Enel S.p.A. or any of its subsidiaries.

&"Aptos,Grassetto"Enel Quarterly Bulletin - Disclaimer

Contact us
Contact us

Omar Al Bayaty Head of Group Investor Relations Federico Baroncelli - Fixed Income and ESG Investors and Ratings Alessia Accili Bianca Brancati Jaime Andres Rodrigues Perez Emanuele Toppi Serena Carioti - Equity Market and Financial Analysis Esteci Yamil Medina Luciano Paolo Germiniani - Equity Investors and Reporting Davide Abete Danielle Ribeiro da Encarnação Alessandro Taddei

Contacts Email investor.relations@enel.com Phone +39 06 8305 7975

Website

Enel.com

iOS

Android

Investor Relations App

Earlier from Enel Spa

All Enel Spa news releases