Summary
Carmen Nieto from Entheuser discusses M&A trends in Iberian renewable energy, highlighting shifts in solar PV, COD projects, and standalone battery valuations. The presentation emphasizes the move from a volume-driven to a quality-driven market where execution, revenue quality, and readiness define value.
Key Topics
5 key topics from Carmen Izquierdo at Solarplaza Summit Iberia: PV & Storage. Thicker branches were mentioned more often in the talk.
Presentation: M&A trends and transaction landscape in Iberian renewables
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Key Takeaways
- Focus on projects with clear execution pathways for ready-to-build solar PV.
- Prioritize revenue quality, stability, and downside protection for COD projects.
- For batteries, invest in projects with environmental approval and grid flexibility.
- Recognize certainty is what capital is paying for right now.
Execution Risk & Project Viability
“In this phase of the cycle, misaligned expectations between seller and buyer kill most of the transactions.”
C
Carmen Izquierdo
CEO•nTeaser
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