Overview
Swedish renewable energy developer's Q4 prelim operating loss at SEK 315 mln due to impairments
Company recognized SEK 240 mln impairments, mainly in offshore wind projects
Eolus revised financial goals, withdrawing 2025–2027 operating profit target
Outlook
Eolus withdraws financial goal of SEK 1,400 mln total operating profit for 2025–2027
Company sets new financial targets focusing on return on equity and equity/assets ratio
Eolus implements cost reduction program to lower annual operating costs by SEK 60 mln
Result Drivers
OFFSHORE WIND IMPAIRMENTS - Eolus recorded SEK 166 mln impairments in offshore wind projects due to unfavorable market conditions and regulatory barriers
COST REDUCTION PROGRAM - Eolus is implementing a cost reduction program to lower annual operating costs by SEK 60 mln
STRONG CASH FLOW - Despite impairments, Eolus reported a strong cash flow of SEK +500 mln for Q4 2025
Key Details
Metric
Q4 Operating loss
Beat/Miss
Actual
-SEK 315 mln
Consensus Estimate
Analyst Coverage
The one available analyst rating on the shares is "strong sell"
The average consensus recommendation for the construction & engineering peer group is "buy."
Wall Street's median 12-month price target for Eolus AB (publ) is SEK41.00, about 1.3% below its January 26 closing price of SEK41.55
The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 4 three months ago
Press Release:
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