Revenue distribution by sector:

• Renewable energies (solar, wind, storage solutions)

TOP 3 markets and their percentage shares:

1. USA: 45%
2. Europe (especially Spain and Germany): 35%
3. Israel: 15%

Enlight Renewable Energy Ltd generates its revenues mainly from the generation and sale of electricity from renewable energy sources. The company's largest market is the USA, followed by Europe, where Spain and Germany are particularly significant. Israel remains an important domestic market, but contributes a smaller share to the total revenue. This distribution reflects the company's global strategy to strengthen its presence in high-growth markets.

Production Sites: Europe, Israel, USA

Enlight Renewable Energy Ltd is a company specializing in the development, financing, construction, and operation of renewable energy projects. The company mainly produces its products in Europe, Israel, and the USA. These sites were strategically chosen to benefit from the respective market conditions and government incentives for renewable energies.

In Europe, Enlight has several wind and solar projects that are among the largest in the region. In Israel, the company is one of the leading providers in the field of renewable energies. In the USA, Enlight has expanded its activities in recent years to take advantage of the growth opportunities there.

Revenue Growth: 18% (2024) Expansion of Project Pipeline: 25% Increase (2025)

Enlight Renewable Energy Ltd pursues a growth strategy that heavily focuses on expanding its international project pipeline. The company plans to increase its capacities in existing markets while simultaneously expanding into new geographical regions.

A key component of the strategy is investing in innovative technologies to increase efficiency and reduce costs in renewable energy projects. Additionally, Enlight relies on strategic partnerships and joint ventures to facilitate access to new markets and accelerate the implementation of large projects.

By combining these approaches, the company expects to significantly strengthen its market position in the renewable energy sector and achieve sustainable revenue growth.

Main raw materials: Solar modules, wind turbines, batteries
Countries of origin: China, Germany, USA

Enlight Renewable Energy Ltd mainly imports solar modules, wind turbines, and batteries for its renewable energy projects. The solar modules are predominantly imported from China, as the country is one of the largest producers of solar modules worldwide. The company often sources wind turbines from Germany, known for its advanced technology and quality in wind energy. Batteries needed for energy storage solutions are partially imported from the USA, where innovative storage technologies are developed.

This import strategy enables Enlight to source high-quality materials at competitive prices and simultaneously benefit from the technological advancements in these countries.

Market share in the field of renewable energies: Estimated 5% (2025)
Revenue growth: 18% (2024)
EBITDA margin: 32% (2024)

Enlight Renewable Energy Ltd has established itself as a significant player in the field of renewable energies in recent years. The company benefits from a diversified portfolio of projects in Europe and the USA, which strengthens its market position.

An essential competitive advantage of Enlight is its ability to efficiently scale projects and achieve high EBITDA margins. This is supported by strategic partnerships and investments in innovative technologies.

Furthermore, through its sustainable growth strategy and the exploration of new markets, Enlight has further solidified its competitive position. The continuous expansion and focus on operational efficiency contribute to securing the company's competitive advantage.

Institutional Investor Share: 65% (2025, estimated)

Insider Buys/Sells: No significant insider transactions in the last year (2025, estimated)

The institutional investor share in Enlight Renewable Energy Ltd is approximately 65%. This suggests that the company is considered an attractive investment by large institutional investors, indicating confidence in the business strategy and growth potential.

In 2025, there were no significant insider transactions, indicating that the management and other insiders are currently not making significant changes to their holdings. This could be seen as a sign of stability and confidence in the company's future development.

Market share of Enlight Renewable Energy Ltd: 4.5% (2025, estimated)

Top competitors and their market shares:

1. NextEra Energy, Inc. (NYSE:NEE): 12.0%
2. Iberdrola, S.A. (BME:IBE): 10.5%
3. Orsted A/S (CPH:ORSTED): 9.0%
4. Enel Green Power (BIT:ENEL): 8.5%
5. Vestas Wind Systems A/S (CPH:VWS): 7.0%
6. Siemens Gamesa Renewable Energy (BME:SGRE): 6.5%
7. Brookfield Renewable Partners L.P. (NYSE:BEP): 5.5%
8. Enlight Renewable Energy Ltd (TASE:ENLT): 4.5%
9. EDF Renewables (EPA:EDF): 4.0%
10. Pattern Energy Group Inc. (NASDAQ:PEGI): 3.5%

Moat of Enlight Renewable Energy Ltd:

Enlight Renewable Energy Ltd has a moderate moat, mainly based on its specialized expertise in the development of solar and wind energy projects. The company has made a name for itself in recent years through strategic partnerships and expanding its project pipeline.

However, compared to larger competitors like NextEra Energy and Iberdrola, Enlight's moat is less pronounced. These companies have greater financial resources, a broader geographical presence, and a more diversified energy generation matrix, giving them a stronger competitive advantage.

Enlight could strengthen its moat by investing in innovative technologies and expanding its market presence in emerging markets. Currently, Enlight's competitive advantage is limited compared to the industry's leading companies.

Revenue Growth: 18% (2024) EBITDA Growth: 20% (2024) Projected Growth of Installed Capacity: 25% (2025)

Enlight Renewable Energy Ltd recorded strong revenue growth of 18% in 2024, attributed to the successful commissioning of new projects and expansion into international markets. The 20% EBITDA growth in the same period indicates improved operational efficiency and stronger profitability.

A further growth of 25% in installed capacity is projected for 2025, signaling continued investment in renewable energy projects. This expansion could strengthen Enlight's future revenues and market position.

Overall, the positive trend in financial figures and the strategic focus on renewable energy suggest that Enlight Renewable Energy Ltd could be a promising investment for investors interested in sustainable growth.

Dividend payment: No dividend (2025)

Enlight Renewable Energy Ltd currently does not pay a dividend to its shareholders. The company has historically focused on reinvesting profits into the growth and expansion of its renewable energy projects. This strategy is typical for companies in the growth phase, especially in the renewable energy sector, where significant investments in infrastructure and technology are required.

The reliability of future dividend payments is therefore difficult to predict, as it heavily depends on the company's strategy and investment plans. Investors should monitor the financial performance and strategic announcements of the company to identify potential changes in dividend policy early on.