Drax Group Share Price

DRX Community Fair Values

• 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.

  UK£10.00

  FV

  31.3% undervalued intrinsic discount

  -0.014%

  Revenue growth p.a.

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  1 day ago author updated this narrative
• 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.

  UK£7.44

  FV

  7.6% undervalued intrinsic discount

  -6.35%

  Revenue growth p.a.

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  6 days ago author updated this narrative
• 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.

  UK£5.29

  FV

  30.0% overvalued intrinsic discount

  -14.12%

  Revenue growth p.a.

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  7 days ago author updated this narrative