Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United Kingdom
/
Utilities
Create a narrative
Drax Group Community
LSE:DRX Community
3
Narratives
written by author
0
Comments
on narratives written by author
24
Fair Values set
on narratives written by author
Create a narrative
Drax Group
Popular
Undervalued
Overvalued
Community Investing Ideas
Drax Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investments In FlexGen And BECCS Will Impact Future Earnings, But Policy Risks Persist
Key Takeaways Strategic investments in flexible generation and energy solutions are set to enhance post-2027 earnings and revenue through expanded capacity and efficiency. Increased pellet production and diversification into markets like sustainable aviation fuel aim to drive margin expansion and boost long-term earnings growth.
View narrative
UK£8.15
FV
16.9% undervalued
intrinsic discount
-5.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
2 days ago
author updated this narrative
Drax Group
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Zero-carbon Renewables Will Reclassify Biomass And Undermine Viability
Key Takeaways Regulatory and investor skepticism over biomass sustainability could cut off subsidies and financing, raising costs and threatening Drax's expansion and returns. Advances in renewables and stricter emissions standards risk eroding Drax's market share, compressing margins, and exposing the company to stranded asset risks.
View narrative
UK£5.29
FV
28.1% overvalued
intrinsic discount
-14.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Drax Group
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Grid-Scale BECCS And Storage Will Shape Renewable Trends Despite Risks
Key Takeaways Drax's ability to capitalize on power price volatility and first-mover advantages in storage and grid access could drive considerable revenue and margin growth beyond current expectations. Expanding into carbon removals and data center partnerships positions Drax for new high-margin, recurring revenue streams and significant increases in asset and enterprise value.
View narrative
UK£10.00
FV
32.3% undervalued
intrinsic discount
-0.081%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Your Valuation for
DRX
DRX
Drax Group
Your Fair Value
UK£
Current Price
UK£6.78
61.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-195m
8b
2015
2018
2021
2024
2025
2027
2030
Revenue UK£4.2b
Earnings UK£361.7m
Advanced
Set Fair Value