Update shared on04 Sep 2025
Due to a modest decline in ACWA Power’s Future P/E, indicating slightly improved earnings expectations, but with the discount rate unchanged, the consensus Analyst Price Target has remained steady at SAR196.43.
What's in the News
- SAAD 2 PV project in Riyadh reached full operating capacity of 1,125 MW, with ACWA Power holding a 50.1% stake; financial impact expected in H2 2025.
- ArRass2 PV project in Qassim began initial commercial operations with 1,000 MW out of 2,000 MW; ACWA Power owns 50.1%, with financial impact anticipated in H2 2025.
- Al Kahfah PV project in Hail began initial commercial operations at 1,425 MW total capacity; ACWA Power holds 50.1% stake, with financial contribution expected in H2 2025.
- ACWA Power and Meralco Powergen formalized a partnership to co-develop renewable energy projects, evaluating up to 1,700 MW in the Philippines and Southeast Asia.
- Completed SAR 7.125 billion follow-on rights offering, issuing 33.93 million new shares at SAR 210 per share.
Valuation Changes
Summary of Valuation Changes for ACWA Power
- The Consensus Analyst Price Target remained effectively unchanged, at SAR196.43.
- The Future P/E for ACWA Power has fallen slightly from 65.78x to 63.35x.
- The Discount Rate for ACWA Power remained effectively unchanged, moving only marginally from 19.69% to 19.70%.
Disclaimer
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