Enlight Renewable Energy Ltd (NAS:ENLT)

Q4 2025 Enlight Renewable Energy Ltd Earnings Call Transcript

Feb 17, 2026 / 01:00 PM GMT

Release Date Price: $75.27 (+16.04%)

Transcript

Key Points

Positve

Enlight Renewable Energy Ltd (ENLT) reported a 46% year-over-year increase in revenue for both Q4 and the full year 2025, reaching $152 million for the quarter and $582 million for the year.
The company's adjusted EBITDA grew by 51% in 2025, reaching $438 million, with Q4 alone seeing a 51% increase to $99 million.
ENLT's total portfolio expanded by 26% in 2025, reaching 38 gigawatts, with significant growth in both mature and operating portfolios.
The company successfully commissioned two major US projects, Quil Ranch and Road Runner, ahead of schedule, doubling its US operating portfolio to 1.6 gigawatts.
ENLT's acquisition of Project Jupiter in Germany is expected to generate an unlevered return of about 15%, strengthening its position in the European renewable market.

Negative

The company faces potential risks and uncertainties related to regulatory developments and conflicts in Israel, which could impact operations and financial conditions.
There is a meaningful shortage of battery energy storage systems in Europe, which could pose challenges despite the opportunity for growth.
ENLT's expansion plans are heavily reliant on securing significant new funding, with $4.3 billion raised in 2025, indicating a dependency on external financing.
The company's growth strategy involves complex projects with long timelines, such as the COBar complex, which may face delays or increased costs.
ENLT's future growth is contingent on the successful safe harboring of projects for tax incentives, which could be impacted by changes in regulations or market conditions.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ENLT.TA - Enlight Renewable Energy Ltd
Q4 2025 Enlight Renewable Energy Ltd Earnings Call
Feb 17, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Enlighted Renewable Energy's 4th quarter and 4 year 2025 earnings call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Limo Zohar Megan, director of Investor relations. Please go ahead.

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Unidentified_2 [2]
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Thank you operator. Good morning everyone and thank you for joining the 4th quarter and full year 2025 earnings conference call for Enlighted renewable Energy.

Before beginning this call, I would like to draw

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