Revenue distribution by sectors:

• Offshore Wind: approx. 75%
• Onshore Wind and Solar: approx. 15%
• Bioenergy and others: approx. 10%

TOP 3 markets and their percentage shares:

• United Kingdom: approx. 30%
• Germany: approx. 25%
• USA: approx. 20%

Ørsted A/S generates the majority of its revenue from the offshore wind sector, which is considered the main driver for the company's growth. The British market is the largest single market for Ørsted, followed by Germany and the USA, which also make significant contributions to the total revenue. These markets benefit from strong political support for renewable energies and large offshore wind projects.

Production Sites: Denmark, Germany, Great Britain, USA, Taiwan

Ørsted A/S is a leading company in the field of renewable energies, particularly known for its offshore wind farms. The company mainly produces its energy in offshore wind farms located in various countries such as Denmark, Germany, Great Britain, the USA, and Taiwan. These sites are strategically chosen to optimize the wind resources and drive the energy transition forward.

In addition, Ørsted also operates onshore wind farms and solar plants to diversify its production capacities and reduce dependence on fossil fuels. The geographical distribution of the production facilities enables Ørsted to benefit from different climatic and political conditions.

Investments in Renewable Energies: 350 billion DKK by 2030
Planned Offshore Wind Capacity: 50 GW by 2030
Goal for CO2 Neutrality: 2025

Ørsted A/S is pursuing an ambitious growth strategy that is heavily focused on expanding renewable energies. The company plans to invest around 350 billion DKK in renewable energy projects by 2030, with a strong emphasis on offshore wind farms. The goal is to increase offshore wind capacity to 50 gigawatts.

Another key element of the strategy is to achieve CO2 neutrality by 2025. Ørsted relies on technological innovations and partnerships to strengthen its leadership position in the field of renewable energies while simultaneously tapping into new markets.

Main raw materials: Steel, Copper, Rare Earths
Countries of origin: China, Germany, Australia

Ørsted A/S is heavily involved in offshore wind energy and therefore requires significant amounts of steel and copper for the construction of wind turbines and their infrastructure. Steel is often imported from European countries like Germany, while copper is frequently sourced from countries like Chile and Australia.

Rare earths, which are needed for the production of permanent magnets in wind turbines, mainly come from China, which is the world leader in the production of these materials. These raw materials are crucial for the efficiency and performance of Ørsted's wind turbines.

Market share in offshore wind: 25% (2024, estimated)
EBITDA margin: 35% (2024, estimated)
Investments in renewable energies: 350 billion DKK by 2030

Ørsted A/S is one of the leading players in the offshore wind energy sector and has gained a significant competitive advantage. With an estimated market share of 25% in the offshore wind sector in 2024, the company demonstrates a strong market presence. This dominance is underscored by the high EBITDA margin of 35%, indicating efficient operations and strong cost control.

The company has committed to investing around 350 billion DKK in renewable energies by 2030. These investments aim to expand capacities and secure technological leadership. Ørsted also benefits from its experience and expertise in project development and implementation, enabling it to complete projects more efficiently than many competitors.

Overall, Ørsted positions itself as a company with a strong and sustainable competitive advantage in the field of renewable energies through its strategic investments, market leadership, and operational efficiency.

Institutional investor share: approx. 60% (estimated for 2025)

Insider purchases/sales: No significant transactions reported in the last year

The institutional investor share in Ørsted A/S typically stands at around 60%, based on historical data and the general structure of large publicly traded companies. These investors include pension funds, investment funds, and other institutional investors seeking long-term holdings.

In 2025, no significant insider purchases or sales were reported, indicating stable management confidence in the company's future development. Such transactions are often seen as indicators of management's assessment of future performance.

Market Share Ørsted A/S: Estimate 12% (2025)

Top Competitors and their Market Shares:

1. Iberdrola S.A. - 15%
2. Enel S.p.A. - 14%
3. Ørsted A/S - 12%
4. Vestas Wind Systems A/S - 10%
5. Siemens Gamesa Renewable Energy - 9%
6. NextEra Energy, Inc. - 8%
7. EDF Renewables - 7%
8. RWE AG - 6%
9. E.ON SE - 5%
10. Engie SA - 4%

Ørsted A/S is one of the leading providers in the renewable energy sector, especially in offshore wind energy. Ørsted A/S holds a market share of around 12%, making it one of the largest players in this sector. Ørsted's moat primarily lies in its expertise and experience in the development and operation of offshore wind farms, creating a high barrier to entry for new market participants.

Compared to its competitors, Ørsted has a significant advantage due to its strong market position and innovation in the renewable energy sector. Companies like Iberdrola and Enel also have strong positions and diversified portfolios, giving them a broad moat. Vestas and Siemens Gamesa are leading in wind turbine technology, providing them with advantages in this specific segment.

Overall, Ørsted has a robust moat, but they operate in a highly competitive market where several companies have significant competitive advantages. Ørsted's competitive advantage lies in its specialization and ability to efficiently manage large offshore projects.

Revenue growth: 8.5% (2024) EBITDA growth: 10.2% (2024) Investments in renewable energies: 12 billion euros (2024)

Ørsted A/S recorded a revenue growth of 8.5% in 2024, attributed to its continuous expansion in the field of renewable energies. The EBITDA growth of 10.2% indicates an improvement in operational efficiency and profitability.

In 2024, the company made investments totaling 12 billion euros in renewable energies, further strengthening its leading position in the offshore wind energy sector. These investments point to long-term growth potential as the demand for clean energy increases worldwide.

Given its strong financial performance and strategic focus on renewable energies, Ørsted A/S could be an attractive investment opportunity for investors interested in sustainable and growth-oriented companies.

Dividend yield: 2.5% (estimated for 2025)
Dividend history: Continuous payout in the last 5 years

Ørsted A/S has regularly distributed dividends in recent years and is considered a reliable dividend payer. The company's dividend policy is aimed at providing shareholders with a stable and growing return.

The company specializes in renewable energies and benefits from the global energy transition, which supports its financial stability and thus its ability to pay dividends. Analysts expect Ørsted to continue to be able to pay dividends in the coming years as it continues to invest in profitable projects.