Industry:

• Renewable Energies

TOP 3 Markets:

1. United Kingdom: approx. 70%
2. Ireland: approx. 15%
3. Continental Europe: approx. 10%

Greencoat UK Wind PLC generates its revenues mainly from the generation and sale of wind energy. The largest market is the United Kingdom, where the company operates the majority of its wind farms. Ireland and Continental Europe follow as other important markets, where the company has also invested in wind energy projects. The focus on renewable energies reflects the increasing demand for sustainable energy sources.

Production Sites: Various wind farms in the UK

Greencoat UK Wind PLC is a company that invests in renewable energies, particularly in wind farms. The company owns and operates a variety of wind farms, mainly located in the UK. These wind farms are spread across the country and leverage the geographical and climatic advantages to generate wind energy.

As Greencoat UK Wind PLC operates as an investment company, it does not produce physical products in the traditional sense, but generates electricity through its wind turbines. The main activity is to invest in existing and new wind projects to promote sustainable energy production.

Renewable Energy Investments: Focus on Onshore and Offshore Wind Farms
Diversification: Geographical Expansion within the United Kingdom
Sustainability: Investments in Technologies for Efficiency Improvement

Greencoat UK Wind PLC pursues a growth strategy that heavily emphasizes investing in renewable energies, particularly in onshore and offshore wind farms. The company plans to increase its capacities by acquiring new projects and expanding existing facilities.

Another strategic focus is on geographical diversification within the United Kingdom. This is intended to help spread risks and benefit from different wind conditions.

In addition, Greencoat UK Wind invests in technologies that improve the efficiency and sustainability of its facilities. These measures are aimed at not only increasing energy production but also reducing operating costs and enhancing environmental compatibility.

Main raw materials: Steel, Copper, Glass fiber

Countries of origin:

• Steel: China, Germany
• Copper: Chile, Peru
• Glass fiber: USA, China

Greencoat UK Wind PLC, as an operator of wind turbines, mainly requires materials such as steel and copper for the construction and maintenance of the wind turbines. Steel is often imported from countries like China and Germany, which are leading in steel production. Copper, an essential component for electrical wiring, is frequently sourced from Chile and Peru, as these countries are among the largest copper producers in the world.

Glass fiber, used in the production of rotor blades, is typically imported from the USA and China, as these countries have advanced production capacities for composite materials. The selection of countries of origin is based on the availability, costs, and quality of the raw materials.

Market share in the UK wind energy market: Approx. 8% (2025, estimated)
Number of wind farms: 45 (2025)
Installed capacity: 1.5 GW (2025)

Greencoat UK Wind PLC has established itself as one of the leading investors in the wind energy sector in the United Kingdom. The company's competitive advantage lies in its extensive and diversified portfolio structure, consisting of 45 wind farms. This diversification reduces risk and stabilizes returns.

Another advantage is the strategic partnership with major energy suppliers and institutional investors, providing Greencoat with access to capital and projects. The installed capacity of 1.5 GW enables the company to produce significant amounts of renewable energy and benefit from government subsidies for renewable energies.

Additionally, Greencoat benefits from its experience and expertise in managing wind energy projects, increasing operational efficiency and reducing costs. Together, these factors give Greencoat UK Wind PLC a solid competitive edge in the British wind energy market.

Institutional Investor Share: approximately 60-70% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions in the last year (estimated)

Greencoat UK Wind PLC traditionally has a high institutional investor share, as it is a company that offers stable and long-term returns, which is attractive to institutional investors. The share of institutional investors typically ranges between 60% and 70%.

Regarding insider buys or sells, there have been no significant transactions in the last year that would indicate a change in management or insider confidence in the company. Such transactions are often seen as indicators of the company's future performance, but in this case, there appear to have been no significant movements.

Market share of Greencoat UK Wind PLC: Estimated 5-7% (2026, based on market analyses)

Top competitors and their market shares:

1. Orsted A/S: 15-18%
2. Iberdrola S.A.: 12-15%
3. Enel Green Power: 10-12%
4. NextEra Energy Resources: 8-10%
5. Vattenfall AB: 6-8%
6. Greencoat UK Wind PLC: 5-7%
7. RWE Renewables: 4-6%
8. EDP Renováveis: 3-5%
9. Siemens Gamesa Renewable Energy: 2-4%
10. Ørsted Offshore Wind: 1-3%

Moat of Greencoat UK Wind PLC:

Greencoat UK Wind PLC has established itself as one of the leading investors in wind turbines in the United Kingdom. The company's moat mainly consists of its specialized focus on the British market and its experience in managing wind turbines. This enables efficient operations and cost control.

In comparison to larger international competitors like Orsted or Iberdrola, which have broader geographic diversification and greater financial resources, the moat of Greencoat UK Wind is less pronounced. These competitors often have better access to capital and can benefit from economies of scale, giving them a competitive advantage.

In summary, while Greencoat UK Wind PLC has specific strengths in the British market, it is less dominant in terms of moat and market share compared to larger competitors on an international scale. However, the strategic focus on the British market could continue to be an advantage as long as the company maintains its efficiency and innovation.

Revenue growth: 8% (estimated for 2025) EBITDA margin: 75% (2025) Dividend yield: 5% (2025)

Greencoat UK Wind PLC is a leading investor in onshore and offshore wind farms in the United Kingdom. The company benefits from a stable and predictable cash flow supported by long-term power purchase agreements and government subsidies.

The EBITDA margin of 75% demonstrates high efficiency in operational performance, which speaks to the stability and profitability of the company. The dividend yield of 5% is attractive to investors seeking regular returns.

Furthermore, the renewable energy sector is oriented towards long-term growth, supported by political measures to combat climate change. This could position Greencoat UK Wind PLC advantageously to benefit from future investments in renewable energy.

Overall, the stock could be a good investment for investors interested in stable returns and long-term growth in the renewable energy sector.

Dividend Yield: 5.5% (estimated for 2026)
Dividend History: Continuous payout since inception

Greencoat UK Wind PLC is known for its reliable dividend policy. The company has continuously distributed dividends since its founding, making it an attractive option for income-oriented investors.

The estimated dividend yield of 5.5% in 2026 reflects the company's stable earnings, supported by long-term power purchase agreements and a diversified asset base. Despite the volatility in the energy market, Greencoat UK Wind has proven its ability to generate stable cash flows, underpinning the reliability of dividend payments.