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Boralex
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Boralex Community
TSX:BLX Community
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Consensus Narrative from 10 Analysts
North American Clean Energy Demand Will Expand Renewable Markets
Key Takeaways Expanding clean energy demand and regulatory clarity in key markets position Boralex to grow market share, revenue, and earnings through new projects and PPAs. Robust project pipeline, storage innovation, and prudent financing enhance future cash flow predictability, project execution, and long-term margin outlook. Heavy dependence on France, volatile weather, and rising debt increase earnings risk amid contract price declines and intensifying competition in renewables.
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CA$38.1
FV
29.3% undervalued
intrinsic discount
10.72%
Revenue growth p.a.
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