Greencoat Renewables swings to €68 mln loss but lifts cash flow, trims debt

Published 15/09/2025, 08:20
Updated 16/09/2025, 05:42
© Reuters

Investing.com -- Greencoat Renewables Plc (LON:GRPG) on Monday reported a post-tax loss of €68 million for the six months ended June 30, 2025, compared with a €34.6 million profit a year earlier, as weaker wind resources hit output and lower power prices weighed on valuations.

The Dublin-listed renewable energy investor generated gross cash of €68.7 million and net cash of €64.8 million after project-level debt repayments. 

That equated to dividend cover of 1.8 times gross and 1.7 times net, according to the company’s interim report. Revenue totaled €160.2 million, while implied EBITDA came in at €89.8 million.

Electricity production was 1,830 gigawatt hours, 15% below budget, which the company described as “one of the weakest Northern European wind resource periods on record.” Solar output, however, performed in line with expectations.

Dividends declared for the period amounted to 3.41 cent per share, or €37.9 million, keeping the company on track to meet its 2025 target of 6.81 cent. 

As of June 30, Greencoat reported a net asset value of €1.12 billion, equal to 101.0 cent per share, down from €1.23 billion, or 110.5 cent per share, at the end of 2024. The group’s gross asset value was €2.48 billion.

The company completed the agreed sale of a 116-megawatt portfolio of six Irish assets, including a 50% stake in Knockacummer, for €156.2 million, representing a 4% premium to its last reported book value. 

Proceeds of €139 million received in July were allocated to debt repayment, reducing gearing to about 52% on a pro forma basis.

Total group debt stood at €1.35 billion, equivalent to 55% of gross asset value, prior to the disposal-linked repayment. 

The company had cash of €140.8 million at period end, including €89.1 million in unrestricted cash.

Chairman Rónán Murphy said the portfolio “delivered gross dividend cover of 1.8x whilst decisive action resulted in material progress on a range of strategic initiatives.” 

He flagged the disposal, new power purchase agreements, and an additional Johannesburg Stock Exchange listing among steps taken to strengthen the balance sheet.

The company extended its €350 million revolving credit facility to 2028 and entered into swaps to lock in a 3.9% cost of debt through 2030. 

From October, the weighted average cost of debt is expected to be about 3.4%, compared with 2.9% at midyear.

Greencoat said it would continue pursuing asset recycling, having raised more than €200 million through disposals since late 2024. 

“Our strategy continues to adapt to evolving sector and capital market dynamics,” Murphy said, noting that the European Union’s binding 2030 target for 42.5% renewable generation has reinforced demand for clean energy.

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