Industry Revenues:

• Renewable Energies: 100% (2026)

TOP 3 Markets:

• Canada: approx. 40%
• France: approx. 35%
• USA: approx. 25%

Boralex Inc. is a company that is fully specialized in the generation of renewable energies. Revenues come exclusively from the production and sale of electricity from renewable sources such as wind, solar, and hydropower.

The Canadian market is the largest for Boralex, followed by France, where the company has a strong presence in the wind energy sector. In the USA, Boralex is continuously expanding, which has increased its market share there. This geographical diversification allows Boralex to benefit from different regulatory frameworks and market opportunities.

Production sites of Boralex Inc.:

Boralex Inc. is a company specializing in the development and operation of renewable energy projects. The main production sites of the company are located in:

• Canada: Boralex operates numerous wind and hydroelectric power plants in various provinces, especially in Quebec and British Columbia.
• France: Boralex is also strongly present in the wind energy sector here and operates several wind farms.
• United States: In recent years, the company has expanded its presence in the USA, particularly in the solar energy sector.

Boralex focuses on utilizing renewable energy sources such as wind, water, and sun. Through geographical diversification, the company can benefit from different market conditions and manage risks more effectively.

Renewable Energy Generation: Focus on Wind and Solar Energy
Geographic Expansion: Expansion in Europe and North America
Technological Innovation: Investments in Energy Storage Solutions

Boralex Inc. pursues a growth strategy that is heavily focused on renewable energy generation, particularly in the areas of wind and solar energy. The company plans to increase its capacities in these areas by constructing new facilities and expanding existing projects.

Another key focus is on geographic expansion, especially in Europe and North America. These markets offer significant growth opportunities due to the increasing demand for clean energy and supportive policy frameworks.

Furthermore, Boralex is investing in technological innovations, particularly in energy storage solutions, to enhance the efficiency and reliability of its energy generation. This strategy is intended to help the company strengthen its competitive position and secure long-term growth.

Main raw materials: Wind turbines, solar modules, electrical components
Countries of origin: Germany, China, USA

Boralex Inc. is a company specializing in the production of renewable energies, particularly in the areas of wind and solar energy. For the operation and expansion of their facilities, Boralex mainly imports wind turbines and solar modules.

Germany and the USA are leading manufacturers of wind turbines, which is why Boralex often imports from these countries. China is a significant producer of solar modules and electrical components required for the operation of solar plants. These countries offer both high-quality and cost-effective solutions that are advantageous for Boralex.

Market Share in Canada: 20% (estimated, 2026)
Renewable Energy Production: 3.5 GW (2026)
Installed Capacity Growth Rate: 10% annually (last 3 years)

Boralex Inc. has established itself as one of the leading providers of renewable energy in Canada. With an estimated market share of 20% in the renewable energy sector, the company positions itself strongly in the national market. The installed capacity of 3.5 GW in 2026 demonstrates a significant presence in the wind and solar power sector.

Over the past three years, Boralex has achieved an annual growth rate of 10% in installed capacity. This expansion is an indicator of the company's strategic focus on growth markets and the utilization of economies of scale. Boralex's competitive advantage lies in its ability to efficiently develop and operate projects, as well as its experience and network in the renewable energy industry.

Additionally, Boralex benefits from government incentives and increasing demand for green energy, further strengthening its position. Continuous investment in technological innovations and diversification of the energy portfolio also contribute to a sustainable competitive advantage.

Institutional Investor Share: 65% (estimated for 2026) Insider Buys/Sells: No significant changes (estimated for 2026)

The institutional investor share in Boralex Inc. is estimated to be around 65%. This demonstrates a strong confidence from institutional investors in the company, indicating stable financial performance and growth prospects.

Regarding insider buys and sells, there are no significant changes. This could suggest that the management and other insiders are satisfied with the current company strategy and development. Such stability can be a positive signal for potential investors.

Market share of Boralex Inc.: Estimate 3-4% (2026)

Top competitors and their market shares:

1. NextEra Energy Resources: Estimate 15-18%
2. Iberdrola Renovables: Estimate 12-15%
3. Enel Green Power: Estimate 10-12%
4. Orsted: Estimate 8-10%
5. EDF Renewables: Estimate 6-8%
6. Brookfield Renewable Partners: Estimate 5-7%
7. Boralex Inc.: Estimate 3-4%
8. Acciona Energia: Estimate 2-3%
9. E.ON Climate & Renewables: Estimate 2-3%
10. RWE Renewables: Estimate 2-3%

Moat of Boralex Inc.:

Boralex Inc. has established a certain moat in the renewable energy industry through its specialization in wind and solar installations as well as strategic partnerships and acquisitions. The focus on sustainable energy sources and geographic diversification in North America and Europe strengthen their market position.

However, compared to larger competitors like NextEra Energy Resources or Iberdrola Renovables, Boralex's moat is less pronounced. These companies have greater financial resources, a broader portfolio of renewable energies, and a stronger global presence, giving them a significant competitive advantage.

Boralex could strengthen its moat through further technological innovations and expanding its capacities to better compete with industry leaders.

Revenue Growth: 8.5% (2025) EBITDA Growth: 10.2% (2025) Return on Invested Capital (ROIC): 6.8% (2025)

Boralex Inc. has experienced solid revenue growth of 8.5% in recent years, attributed to increasing demand for renewable energy and strategic expansion into new markets. The company has also increased its EBITDA margin by 10.2%, indicating improved operational efficiency and cost-cutting measures.

The return on invested capital (ROIC) of 6.8% demonstrates Boralex's ability to effectively utilize its investments to create value for shareholders. This metric is particularly important as it reflects the company's ability to generate profits beyond the cost of capital.

Overall, Boralex Inc.'s financial performance suggests that the company is well positioned to benefit from the growing demand for renewable energy. This could make Boralex an attractive investment for investors interested in long-term growth.

Dividend Yield: 2.3% (2026, estimated)
Dividend History: Continuous payout for several years

Boralex Inc. pays a dividend, with the current dividend yield at about 2.3%. The company has pursued a continuous dividend policy in recent years, indicating a certain reliability of payouts.

The reliability of dividend payment is supported by Boralex's stable income from renewable energy sources. The company continuously invests in expanding its capacities, which should lead to stable cash flows in the long term. Analysts view Boralex's dividend policy as sustainable as long as market conditions for renewable energies remain favorable.