Main sectors for revenues:

1. Energy generation
2. Biomass production
3. Trading of renewable energies

TOP 3 markets and their percentage shares:

1. United Kingdom: approx. 60%
2. Europe (excluding UK): approx. 25%
3. North America: approx. 10%

Drax Group plc generates its revenues mainly from energy generation, particularly through the operation of biomass power plants. The company has a strong focus on renewable energies, which is reflected in biomass production and trading of renewable energies.

The main market for Drax Group is the United Kingdom, where the company operates a significant portion of its energy generation and distribution. Europe and North America follow as important markets, where the company has expanded its presence through the export of biomass and trading of renewable energies.

Production sites of Drax Group plc:

1. Drax Power Station: North Yorkshire, England
2. Biomass production facilities: USA (particularly in the Southeastern USA)

Drax Group plc operates the Drax Power Station, one of the largest biomass power plants in Europe, in North Yorkshire, England. Additionally, the company produces biomass pellets in multiple facilities in the USA to ensure a sustainable fuel supply. These production sites are mainly located in the Southeastern USA, where the availability of resources and proximity to export ports are advantageous.

Renewable Energies: Focus on Biomass and CO2 Reduction
Investments: Expansion of Bioenergy with Carbon Capture and Storage (BECCS)
Goal: Climate Neutrality by 2030

Drax Group plc pursues a strategy that is strongly focused on renewable energies and the reduction of CO2 emissions. The company plans to further expand its capacities in the biomass sector and relies on technologies for carbon capture and storage (BECCS) to reduce its emissions.

An essential part of the growth strategy is the investment in projects that improve the efficiency and sustainability of energy production. Drax has set the goal of becoming climate neutral by 2030, which is to be achieved through the transition from coal to biomass and the implementation of BECCS technologies.

This strategy is intended not only to contribute to achieving climate goals but also to strengthen Drax's market position in the field of renewable energies.

Main raw material: Wood pellets
Main importing countries: USA, Canada, Brazil, Baltic States

Drax Group plc mainly imports wood pellets, which are used as biomass for energy generation in their power plants. The USA is the largest supplier, followed by Canada and Brazil. In addition, the company also sources wood pellets from the Baltic States to ensure supply security and support sustainability goals.

These imports are part of Drax's strategy to generate low-carbon energy and reduce their dependence on fossil fuels. The geographical diversification of suppliers helps the company minimize risks in the supply chain and ensure a steady supply of sustainable raw materials.

Market share in the biomass sector: 65% (2024)

CO2 emission reduction: 85% since 2012

Drax Group plc has established itself as a leading provider in the biomass energy sector, as evidenced by its significant market share of 65% in this segment. This position gives the company a substantial competitive advantage, benefiting from economies of scale and a strong negotiating position with suppliers and customers.

Another key competitive advantage is the successful reduction of CO2 emissions by 85% since 2012. This positions Drax as a pioneer in sustainable energy production, enabling the company to capitalize on the growing demand for environmentally friendly energy sources.

In addition, Drax continuously invests in innovative technologies and infrastructure to increase its efficiency and further reduce costs. These strategic investments strengthen the company's long-term competitiveness in an increasingly competitive energy market.

Institutional Investor Share: 65% (estimated 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated 2025)

The institutional investor share in Drax Group plc is estimated to be 65%. This demonstrates the confidence of major financial institutions in the company's long-term strategy and stability.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders do not currently expect any significant changes in the company's valuation. Such transactions can often serve as an indicator of management's expectations regarding future business performance.

Market share of Drax Group plc: Estimated at around 5% in the British energy market (2025)

Top competitors and their market shares:

1. National Grid plc: around 20%
2. SSE plc: around 15%
3. Centrica plc: around 10%
4. Scottish Power (Iberdrola): around 8%
5. EDF Energy: around 7%
6. E.ON UK: around 6%
7. Drax Group plc: around 5%
8. RWE npower: around 4%
9. Octopus Energy: around 3%
10. Bulb Energy: around 2%

Moat of Drax Group plc:

Drax Group plc has a moderate moat, mainly due to its investments in renewable energy and biomass. The company has evolved from a traditional coal power plant to one of the largest biomass power plants in Europe. This provides a certain competitive advantage as the demand for sustainable energy sources is increasing.

However, compared to its competitors, Drax has a less pronounced moat. Companies like National Grid and SSE have a stronger and broader moat due to their extensive networks and infrastructure investments. These companies benefit from more stable revenue streams and greater market penetration.

Drax's advantage lies in its specialization and innovation in the field of renewable energy, which is important in an increasingly environmentally conscious market. Nevertheless, they must continue to invest in technology and efficiency to increase their market share and strengthen their moat.

Revenue Growth: 8% (2024) EBITDA Growth: 6% (2024) Investments in Renewable Energy: £500 million (2024)

In 2024, Drax Group plc recorded a revenue growth of 8%, attributed to increased investments in renewable energy and the transition from coal to biomass. The company has invested £500 million in expanding its renewable energy capacities, highlighting its strategic focus on sustainable energy sources.

The 6% EBITDA growth in 2024 indicates that Drax Group was able to improve its operational efficiency despite challenges in the energy market. The focus on biomass and other renewable energies could position the company advantageously to benefit from global trends towards sustainable energy.

Given these developments and the strategic focus on renewable energy, Drax Group plc could present an attractive investment opportunity for investors looking for long-term growth in the sustainable energy sector.

Dividend Yield: 4.5% (2025, estimated)
Dividend History: Steady payouts over the last 5 years

In recent years, Drax Group plc has regularly distributed dividends to its shareholders. The dividend yield for the year 2025 is estimated to be around 4.5%, which can be considered attractive compared to other companies in the energy sector.

The reliability of Drax Group's dividend payments is supported by its stable financial performance and strategic investments in renewable energy. This has enabled the company to ensure consistent payouts despite market fluctuations. Analysts expect Drax Group to maintain its dividend policy as long as the financial conditions remain stable.