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Genesis Energy Community
NZSE:GNE Community
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Genesis Energy
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Genesis Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Transformation And Renewables Will Alter Energy Dynamics With Risks
Key Takeaways Digital transformation, renewables expansion, and retail shifts are expected to boost margins, operational efficiency, and enable long-term, sustainable topline growth for Genesis Energy. Decarbonization strategies, flexible generation focus, and carbon hedging position Genesis to reduce regulatory risk, stabilize earnings, and capture upside from electrification trends.
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NZ$2.56
FV
7.5% undervalued
intrinsic discount
-1.97%
Revenue growth p.a.
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13
users have followed this narrative
26 days ago
author updated this narrative
Genesis Energy
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Legacy Fossil Assets Will Haunt New Zealand Utilities
Key Takeaways Heavy dependence on fossil fuel assets and limited diversification increase exposure to regulatory risks and the global energy transition toward renewables. Rising compliance costs and investment needs threaten profitability, cash flow, and the stability of long-term returns as traditional utility models face disruption.
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NZ$2.08
FV
13.9% overvalued
intrinsic discount
-9.01%
Revenue growth p.a.
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0
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1
users have followed this narrative
about 1 month ago
author updated this narrative
Genesis Energy
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Electrification And ChargeNet Will Expand Clean Energy Markets
Key Takeaways Accelerated renewables growth, digital platform expansion, and strategic moves in EV charging and smart grids position Genesis for superior margin and revenue outperformance versus peers. Flexible generation assets and operational efficiencies strengthen resilience, pricing power, and earnings quality amid energy market and regulatory shifts in New Zealand.
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NZ$3
FV
21.0% undervalued
intrinsic discount
-1.19%
Revenue growth p.a.
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0
users have liked this narrative
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users have commented on this narrative
1
users have followed this narrative
about 1 month ago
author updated this narrative