DRX Share Price Performance
UK£7.13
0.60 (9.19%)
12.2% undervalued intrinsic discount
UK£8.12
Fair Value
Price UK£7.13
AnalystConsensusTarget UK£8.12
AnalystHighTarget UK£10.00
AnalystLowTarget UK£6.20
Fair ValueUK£8.12
Share Pricen/a
Drax Group plc Stock Price
- 3 Narratives written by author
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- 31 Fair Values set on narratives written by author
DRX Community Narratives
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Fair Value UK£8.12 12.2% undervalued intrinsic discount
Dividends And Share Buybacks Will Shape Returns Amid Shifting Policy Risks
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Fair Value UK£10.63 32.9% undervalued intrinsic discount
UK Low-Carbon Mandates Will Expand Renewable Markets Despite Risks
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Fair Value UK£6.89 3.5% overvalued intrinsic discount
Policy Changes And Subsidy Losses Will Cripple Biomass Generation
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Dividends And Share Buybacks Will Shape Returns Amid Shifting Policy Risks
Key Takeaways Secured government support and strategic investments in flexible, low-carbon energy fortify Drax's long-term revenue stability and position in a rapidly transitioning energy market. Early leadership in carbon removals and disciplined capital management enable Drax to capitalize on emerging markets and deliver consistent shareholder returns.Read more
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AN
UK£8.12
12.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-5.27% p.a.
Profit Margin
4.61%
Future PE
16.42x
Share price in 2028
UK£10.41
UK Low-Carbon Mandates Will Expand Renewable Markets Despite Risks
Key Takeaways Drax is poised to outperform earnings expectations due to its key role in grid support, regulatory clarity, and dominant position in negative emissions and carbon removal markets. Its infrastructure and export capabilities offer transformational growth from new revenue streams, power agreements, and expanding renewable energy demand across multiple sectors.Read more
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UK£10.63
32.9% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
2.85% p.a.
Profit Margin
3.05%
Future PE
24.32x
Share price in 2028
UK£13.04
Policy Changes And Subsidy Losses Will Cripple Biomass Generation
Key Takeaways Regulatory changes and waning biomass support threaten Drax's subsidy access, asset utilization, and financial flexibility across its power and pellet businesses. Shifting to zero-emission energy and sustainability skepticism erode competitiveness, increase reputational risks, and jeopardize growth-focused funding and shareholder value.Read more
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UK£6.89
3.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
-11.82% p.a.
Profit Margin
3.72%
Future PE
20.51x
Share price in 2028
UK£8.45
Recently Updated Narratives
AN
Dividends And Share Buybacks Will Shape Returns Amid Shifting Policy Risks
Fair Value: UK£8.12 12.2% undervalued intrinsic discount
25 followersusers have followed this narrative
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AN
Policy Changes And Subsidy Losses Will Cripple Biomass Generation
Fair Value: UK£6.89 3.5% overvalued intrinsic discount
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0 likesusers have liked this narrative
AN
UK Low-Carbon Mandates Will Expand Renewable Markets Despite Risks
Fair Value: UK£10.63 32.9% undervalued intrinsic discount
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Snowflake Analysis
Drax Group plc Key Details
About DRX
- Founded
- 2005
- Employees
- 3250
- CEO
- WebsiteView website
Drax Group plc, together with its subsidiaries, engages in renewable power generation in the United Kingdom. It operates through Pellet Production, Biomass Generation, Flexible Generation, and Energy Solutions segments. The company provides renewable, dispatchable power, and system support services. It is also involved in production and sale of biomass pellets; generation and sale of electricity from biomass assets, pumped storage, run-of-river hydro, and OCGTs assets; and processing and sale of waste-derived pellets, as well as supply of electricity to non-domestic customers. The company owns and operates Drax Power Station located in Selby, North Yorkshire; Cruachan Power Station, a pumped storage hydro station, with an installed capacity of 440 megawatts (MW) located in Argyll and Bute; and Lanark and Galloway hydro-electric power stations with an installed capacity of 126 MW located in south-west Scotland. In addition, it owns and operates Daldowie fuel plant that processes sludge, a plant that converts it into dry low-odour fuel pellets. Further, the company manufactures and sells compressed wood pellets; and supplies renewable electricity. Drax Group plc was incorporated in 2005 and is based in Selby, the United Kingdom.
