Solaria Energia y Medio Ambiente SA (XMAD:SLR)
€ 10.39 +0.015 (+0.14%) Market Cap: 1.30 Bil Enterprise Value: 2.43 Bil PE Ratio: 10.97 PB Ratio: 1.94 GF Score: 85/100

Q1 2025 Solaria Energia y Medio Ambiente SA Earnings Call Transcript

Jun 03, 2025 / 04:00PM GMT
Release Date Price: €8.39 (+9.44%)

Key Points

Positve
  • Solaria Energia y Medio Ambiente SA (XMAD:SLR) reported a significant increase in net profits, exceeding 100% growth.
  • The company is constructing over 1.4 gigawatts of solar capacity, with plans to add approximately 2 gigawatts more during the year.
  • Solaria is expanding into battery storage and wind energy, with a portfolio of over 20 gigawatt-hours of battery capacity in Europe.
  • The company is actively developing its data center business, with 1.2 gigawatts of consumption points for data centers in Iberia.
  • Solaria has secured a new financing agreement with Sabadel Bank for 175 megawatts linked to data centers, indicating strong financial backing for its expansion plans.
Negative
  • The company experienced an 8.4% decrease in electricity output, attributed to lower radiation levels rather than curtailments.
  • There is uncertainty regarding the impact of potential blackouts in Spain on renewable energy deployment.
  • Solaria's merchant revenue exposure is expected to decrease from 25% to 20% by the end of the year, which may impact revenue stability.
  • The company is undertaking a share buyback program, which could strain financial resources if not managed carefully.
  • There are concerns about the regulatory environment for battery installations, although recent changes have been favorable.
David Guengant
Solaria Energia y Medio Ambiente SA - Director - Investor Relations

Good afternoon everyone and welcome to Solaria 2025 1st quarter result webcast. My name is David Guengant, the head of IR of Solaria. I am joined today by Arturo Diaz Tegero laranaga, our Chief Executive Officer.

During this call, we will discuss our business outlook and make, forward-looking statements. These comments are based on our prediction expectation as of today.

Following, during this presentation, we will begin with an overview of the results and the main development during this period given by our CO, Arturo.

Following this, we'll move to the on to the QNation.

And I will also highlight that you have to submit all your questions via the web, so thank you very much again and I will now hand over the word to Arturo.

Jose Arturo Diaz;Tejeiro Larranaga
Solaria Energia y Medio Ambiente SA - Executive Vice Chairman of the Board, Chief Executive Officer

Thank you, David, and thank you to everyone joining this

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