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1. Company Snapshot

1.a. Company Description

Greencoat UK Wind PLC specializes in renewables infrastructure investments in energy, wind generation assets and onshore and offshore wind farm projects with a capacity of over 10 megawatt.For offshore wind farms, the fund seeks to invest 40% of the Gross Asset Value at acquisition and where a utility company retains an equity interest for a lock-up period.The fund ensures that the total of short-term acquisition financing and long-term debt is between zero and 40% of Gross Asset Value at any time, with average total debt being between 20% and 30% in the longer term.


It prefers to invest in projects and assets based in the United Kingdom.The fund seeks to acquire 100%, majority, or minority interests in individual wind farms.

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1.b. Last Insights on UKW

Greencoat UK Wind PLC's recent earnings release highlighted strategic moves to counter market challenges. Despite showcasing robust financial strategies, the company faces headwinds. Debt refinancing efforts may be offset by rising interest rates, potentially increasing borrowing costs. Additionally, the market challenges mentioned in the earnings call may impact the company's ability to generate stable cash flows, which could negatively affect its dividend growth and share buyback program.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Wind farm subsidy cuts will push up energy bills, says green investment giant

Nov -11

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Paratus bolsters leadership team with appointment of Chief Commercial Officer

Jul -15

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BayWa r.e. to manage Greencoat Wind UK’s 406MW energy portfolio

Mar -27

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Greencoat UK Wind PLC (LSE:UKW) Full Year 2024 Earnings Call Highlights: Strategic Moves and ...

Feb -28

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How to minimise a capital gains tax impact on your investments

Oct -04

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Jul -23

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May -10

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Apr -26

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.90%)

6. Segments

Wind Farm Assets

Expected Growth: 9.9%

Greencoat UK Wind PLC's 9.9% growth in Wind Farm Assets is driven by increasing demand for renewable energy, UK government's commitment to net-zero emissions, and declining wind energy costs. Additionally, the company's strategic acquisitions, efficient operations, and favorable wind resources contribute to its growth momentum.

7. Detailed Products

Onshore Wind Farms

Greencoat UK Wind PLC develops and operates onshore wind farms across the UK, generating clean and renewable energy for thousands of homes and businesses.

Offshore Wind Farms

The company invests in and operates offshore wind farms in UK waters, harnessing the power of the sea to generate electricity.

Solar Energy

Greencoat UK Wind PLC also invests in solar energy projects, generating clean electricity from sunlight.

Energy Storage

The company develops and operates energy storage facilities, enabling the efficient storage and release of renewable energy.

Grid Services

Greencoat UK Wind PLC provides grid services, including frequency response, reserve power, and grid balancing.

8. Greencoat UK Wind PLC's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes is low for Greencoat UK Wind PLC as the company operates in a niche market with high barriers to entry. The cost of switching to alternative sources of renewable energy is high, making it unlikely for customers to switch.

Bargaining Power Of Customers

The bargaining power of customers is medium for Greencoat UK Wind PLC as the company operates in a competitive market with several large customers. However, the company's strong relationships with its customers and the lack of alternative suppliers mitigate the bargaining power of customers.

Bargaining Power Of Suppliers

The bargaining power of suppliers is low for Greencoat UK Wind PLC as the company has a diversified supplier base and is not heavily reliant on any one supplier. The company's strong relationships with its suppliers also reduce the bargaining power of suppliers.

Threat Of New Entrants

The threat of new entrants is low for Greencoat UK Wind PLC as the company operates in a highly regulated industry with high barriers to entry. The cost of entering the market is high, and new entrants would need to invest heavily in infrastructure and technology.

Intensity Of Rivalry

The intensity of rivalry is high for Greencoat UK Wind PLC as the company operates in a competitive market with several established players. The company needs to continuously innovate and improve its operations to maintain its market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 37.64%
Debt Cost 3.95%
Equity Weight 62.36%
Equity Cost 5.12%
WACC 4.68%
Leverage 60.36%

11. Quality Control: Greencoat UK Wind PLC passed 1 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
GBL

A-Score: 6.1/10

Value: 5.8

Growth: 3.9

Quality: 3.4

Yield: 7.5

Momentum: 6.0

Volatility: 10.0

1-Year Total Return ->

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VZ Holding

A-Score: 6.1/10

Value: 2.4

Growth: 6.8

Quality: 8.1

Yield: 3.1

Momentum: 7.5

Volatility: 8.7

1-Year Total Return ->

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Stock-Card
Ninety One

A-Score: 6.0/10

Value: 5.2

Growth: 2.0

Quality: 7.5

Yield: 8.8

Momentum: 6.0

Volatility: 6.7

1-Year Total Return ->

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Tikehau

A-Score: 5.7/10

Value: 4.3

Growth: 5.4

Quality: 7.1

Yield: 6.2

Momentum: 2.0

Volatility: 9.0

1-Year Total Return ->

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Stock-Card
Greencoat UK Wind

A-Score: 5.7/10

Value: 7.3

Growth: 2.9

Quality: 4.4

Yield: 8.8

Momentum: 1.0

Volatility: 9.7

1-Year Total Return ->

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Stock-Card
Eurazeo

A-Score: 3.8/10

Value: 5.8

Growth: 0.1

Quality: 3.7

Yield: 6.2

Momentum: 1.5

Volatility: 5.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

0.98$

Current Price

0.98$

Potential

-0.00%

Expected Cash-Flows