Engie shares jump on upbeat earnings outlook and growth plans

Published 27/02/2025, 12:54
© Reuters.

Investing.com -- Engie shares jumped over 6% Thursday after the company released an updated, strong earnings forecast

Analysts at Jefferies said that the French energy group’s new guidance for 2025-2027 implies a notable upside, driven primarily by lower financing costs and a reduced tax burden.

The company reported broadly in-line earnings for fiscal year 2024, with an EBIT (excluding nuclear operations) of €8.9 billion. 

While there were underwhelming results in its renewables and energy solutions divisions, Engie outperformed in its networks and nuclear segments. 

Net income forecasts for 2025 and 2026 were revised upward by approximately 12% at the midpoint, with expectations now set between €4.4 billion and €5 billion for 2025 and between €4.2 billion and €4.8 billion for 2026. 

The adjustments stem partly from a reassessment of financial costs, which are now projected at €2.1-2.4 billion for the 2025-2027 period—lower than the previously assumed range of €2.4-2.7 billion. 

Additionally, the company revised its expected effective tax rate down to 22-25%, compared to the earlier estimate of 25-27%.

Engie also outlined a growth investment plan of €21-24 billion through 2027, with around 75% allocated to renewables, battery storage, and power networks. 

This long-term strategic shift aligns with broader industry trends favoring cleaner energy solutions.

Despite the positive outlook, Jefferies maintains a "hold" rating on the stock, citing risks such as project delays, potential regulatory challenges, and fluctuations in power prices. 

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