2G Energy

2G Energy is reporting incoming orders likely exceeding €1 billion thanks to several large contracts for containerized data-center power plants and is rapidly expanding production capacity. Alongside the data-center business, demand is also being driven by biogas, gas reserve power plants, electricity and heating projects in Ukraine, and electrification in mining. Despite a strong price rally followed by consolidation, the analysis considers the pullback overdone, since orders with large advance payments increase planning certainty and production can be flexibly shifted to other growth areas. » Altro su finanzen.net

2G Energy released preliminary figures for the first half-year and held a capital markets day where extensive growth opportunities were outlined. The first half was marked by a transition phase with accelerated activity, while the prior-year period was affected by unusually high deliveries from Ukraine orders. The company thus signals a strategic ramp-up of its business development. » Altro su finanzen.net

Production of containerized power plants for data centers is driving 2G Energy’s growth; a single 275‑MW order exceeds the company’s 2025 annual production and is part of a series of large orders totaling 675 MW, with deliveries scheduled through 2028. At the same time, 2G is winning orders in the mining industry, expanding CHP projects in Germany and increasing orders for large heat pumps and Power2Gas units. Guidance was confirmed for 2026 (revenue target ~€490m, rising EBIT margin) and raised for 2027 (€600–650m, EBIT margin >11%); revenues of €750–850m with similar margins are forecast for 2028. Large advance payments from data‑center orders have strengthened liquidity (plus almost €30m in H1) and enable capacity expansion without a capital increase. » Altro su finanzen.net