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UBS upgrades Drax from "sell" to "hold" and raises 2026 EPS forecast

UBS raises its adjusted 2026 earnings per share forecast for Drax to 83.90 pence and upgrades the stock from "sell" to "hold" due to already priced-in short-term disappointments. The bank sets a 12-month price target of 745 pence but cuts its 2027 estimate because of higher biomass costs and expects delays to the remaining share buyback until early 2027. UBS views the takeover of Bluefield Solar and investments in battery storage as offsets to declining biomass returns, but warns that capital allocation, cost inflation and buyback delays are downside risks. Potential upside factors include government intervention to preserve non-gas capacity, stronger power contracts in 2027/28 and initial data centre projects. » Mais em de.investing.com
Drax confirms 2026 EBITDA forecast and raises medium-term target for 2029

Drax reported adjusted EBITDA of £279m for H1 2026, a 39% decline year-on-year and 4% below analyst estimates. The company confirms its 2026 adjusted EBITDA expectation at consensus level of £665m (range £643–681m). For 2029 Drax sets a new adjusted EBITDA target of £650–800m (previously £600–700m), with £50–100m expected from the battery storage/BESS segment; potential contributions from a BSIF acquisition are excluded. At the half-year net debt/EBITDA was 1.3 and available cash plus committed credit facilities amounted to £630m. » Mais em de.investing.com
Drax receives approval to acquire Bluefield Solar

Shareholders of the Bluefield Solar Income Fund have approved the recommended cash takeover by Drax subsidiary Smart Generation Holdco. At the court meeting, holders representing 98.77% of the value of the shares voted in favour of the deal; the special-resolution vote at the general meeting returned 99.02% approval. Two conditions set out in the scheme document have been satisfied; other conditions, including scrutiny by the UK National Security and Investment and final court approval, are still outstanding. Subject to the remaining conditions, the takeover is expected to take effect on 31 July 2026; Bluefield shares are to be suspended from trading before the court hearing and delisted on completion. » Mais em de.investing.com

Dividendos históricos Dividendos

Todos os indicadores de dividendos Todos os indicadores

Em 2026, DRAX GROUP já distribuiu € 0,20 em dividendos. A última distribuição ocorreu em maio.

Dados financeiros da empresa

No último trimestre, DRAX GROUP registou receitas de € 2,82 bi e um ganho líquido de € 193,62 mi

(EUR)	junho de 2026	YoY
Receitas	2,82 bi	-
Ganho bruto	546,74 mi	-
Ganho líquido	193,62 mi	-
EBITDA	341,86 mi	-

Dados fundamentais

Métrica	Valor
Capitalização bolsista	€ 3,19 bi
Número de ações	336,59 mi
Máximo/mínimo de 52 semanas	€ 10,95 - € 7,72
Rentabilidade de dividendos	3,53%
Dividendos TTM	€ 0,33
Beta	0,62
PER (PE Ratio)	54,17
PEG (PEG Ratio)	-0,63
P/VC (PB Ratio)	1,58
P/V (PS Ratio)	0,53

Perfil da empresa

Die Drax Group plc ist zusammen mit ihren Tochtergesellschaften in der Stromerzeugung aus erneuerbaren Energien im Vereinigten Königreich tätig. Das Unternehmen ist in drei Segmenten tätig: Erzeugung, Kunden und Pelletproduktion. Das Segment Erzeugung bietet erneuerbare, abschaltbare Energie und systemunterstützende Dienstleistungen für das Stromnetz. Das Kundensegment bietet Systemunterstützung und Energiemanagementdienstleistungen an, die nicht die Erzeugung betreffen. Das Segment Pellet Production liefert kohlenstoffarme Brennstoffe. Das Unternehmen besitzt und betreibt das Kraftwerk Drax mit einer installierten Leistung von 2.000 Megawatt (MW) in Selby, North Yorkshire, das Pumpspeicherkraftwerk Cruachan mit einer installierten Leistung von 440 MW in Argyll und Bute sowie die Wasserkraftwerke Lanark und Galloway mit einer installierten Leistung von 126 MW im Südwesten Schottlands. Außerdem besitzt und betreibt das Unternehmen die Daldowie-Brennstoffanlage, in der Klärschlamm in trockene, geruchsarme Brennstoffpellets umgewandelt wird. Darüber hinaus produziert und verkauft es gepresste Holzpellets und liefert Strom aus erneuerbaren Energien. Die Drax Group plc wurde im Jahr 2005 gegründet und hat ihren Sitz in Selby, Vereinigtes Königreich.

Nome	DRAX GROUP
CEO	Dwight Daniel Willard Gardiner
Sede	Selby, ny Reino Unido
Site	draxgroup.plc.uk
Setor	Serviços públicos
Indústria	Serviços de eletricidade
Entrada em bolsa	15/12/2005
Colaboradores	2.974