Revenue distribution by industry:

• Renewable energies: 45%
• Coal and nuclear energy: 30%
• Gas: 15%
• Trade and miscellaneous: 10%

TOP 3 markets:

• Germany: 35%
• United Kingdom: 25%
• Netherlands: 15%

RWE Aktiengesellschaft has strengthened its focus on renewable energies in recent years, which is reflected in a significant share of revenues from this industry. The German market remains the largest single market for RWE, followed by the United Kingdom and the Netherlands. These markets benefit from the company's strategic focus on sustainable energy sources and the reduction of fossil fuels.

Production sites of RWE:

RWE Aktiengesellschaft is a leading energy company with a broad portfolio of energy generation plants.

• Germany: RWE operates numerous power plants in Germany, including coal, gas, and renewable energy plants such as wind and solar power plants.
• Europe: In addition to Germany, RWE has significant generation capacities in countries like the United Kingdom, the Netherlands, and Poland, especially in the field of renewable energies.
• International: RWE is increasingly expanding into international markets with a focus on renewable energies, particularly in the USA and Australia.

RWE is heavily investing in the expansion of renewable energies and has committed to significantly reducing its CO2 emissions. This is reflected in the geographical diversification and the type of energy generation.

Expansion of Renewable Energies: 50% increase in capacity by 2030
Investment Volume: 50 billion euros by 2030

RWE Aktiengesellschaft is pursuing a clear strategy to promote renewable energies. The company plans to increase its capacities in this area by 50% by 2030. This is intended to be achieved through significant investments totaling 50 billion euros.

An essential part of the growth strategy is the increased focus on wind and solar energy projects, both in Europe and internationally. RWE also relies on technological innovations and partnerships to improve the efficiency and sustainability of its energy production.

Furthermore, RWE plans to expand its activities in the field of hydrogen technology to support the decarbonization of the industry and to develop new business areas. These strategic initiatives are part of RWE's comprehensive plan to become climate-neutral by 2040.

Coal imports: Mainly from Russia, Colombia, and the USA (as of 2023)
Gas imports: Primarily from Norway, Russia, and the Netherlands (as of 2023)
Uranium imports: From Canada, Kazakhstan, and Australia (as of 2023)

RWE Aktiengesellschaft is a significant energy provider in Europe and sources various raw materials to secure its energy production. The most important imported raw materials are coal, gas, and uranium.

Coal is traditionally imported from countries such as Russia, Colombia, and the USA to ensure the supply of coal-fired power plants. Gas imports mainly come from Norway, Russia, and the Netherlands, with Norway playing an increasingly important role in reducing dependence on Russian gas. Uranium, needed for nuclear energy production, is sourced from Canada, Kazakhstan, and Australia.

These import sources may change over time, especially due to geopolitical developments, regulatory changes, and the strategic realignment towards renewable energies.

Market share in Germany: approx. 20% (2024)
Investments in renewable energies: 5 billion euros annually (2023-2025)
EBITDA margin: 18% (2024)

RWE Aktiengesellschaft has a significant competitive advantage due to its strong market position in Germany, where it holds a market share of about 20%. This allows the company to benefit from economies of scale and efficiently manage its operating costs.

Furthermore, RWE is investing heavily in renewable energies, with planned investments of 5 billion euros annually until 2025. This strategic focus strengthens the company in the field of sustainable energy generation and positions it well for the future, as the market share of renewable energies continues to grow.

The EBITDA margin of 18% shows that RWE is able to effectively control its cost structure and operate profitably, which is another indicator of a strong competitive advantage. The combination of a strong market position, strategic investments, and solid financial performance gives RWE a sustainable competitive advantage in the energy sector.

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

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

The institutional investor share at RWE traditionally stands at around 60%, attributed to the interest of large funds and asset managers in stable energy companies. These investors value the long-term stability and dividend yield of RWE.

Regarding insider transactions, there were no significant purchases or sales in the last year that would indicate a change in the management's confidence in the future development. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of RWE: Estimate 10% (2025, based on the European energy market)

Main competitors and their market shares:

1. Enel S.p.A.: 12%
2. Électricité de France (EDF): 11%
3. Iberdrola: 9%
4. E.ON SE: 8%
5. Engie: 7%
6. Vattenfall: 6%
7. Fortum: 5%
8. Statkraft: 4%
9. Orsted: 3%
10. SSE plc: 3%

RWE is one of the leading energy suppliers in Europe and has focused strongly on renewable energies in recent years. RWE's market share is around 10%, making it one of the top players in the European energy market.

RWE's moat mainly lies in its strong position in the field of renewable energies, especially in wind power. In recent years, RWE has made significant investments in expanding renewable energies, giving the company a competitive advantage.

Compared to its competitors, RWE has a significant advantage due to its strategic focus on sustainable energy sources. Companies like Enel and Iberdrola also have strong positions in the field of renewable energies and may have a comparable or even better moat in certain markets.

Overall, RWE remains competitive through its innovation and investments in renewable energies, even though competition in the energy sector is intense and other companies also possess strong moats.

Revenue growth: 8.5% (2024) EBITDA growth: 10.2% (2024) Investments in renewable energies: 5 billion euros (2024)

RWE recorded a revenue growth of 8.5% in 2024, which is attributed to a successful expansion in the field of renewable energies. The company has made significant investments of 5 billion euros in renewable energies, highlighting its strategic focus on sustainable energy sources.

The EBITDA growth of 10.2% in 2024 demonstrates strong operational performance and efficiency improvements. These factors indicate that RWE is well positioned to benefit from the global energy transition.

Analysts see RWE's strategic focus on renewable energies and continuous investment in this area as positive long-term growth prospects. This could make the stock an attractive investment for investors interested in sustainable and future-oriented business models.

Dividend yield: 4.2% (2024)
Dividend payment: 1.00 EUR per share (2024)

RWE Aktiengesellschaft has pursued a consistent dividend policy in recent years. The dividend yield of 4.2% in 2024 represents an attractive payout for investors. The payment of 1.00 EUR per share in 2024 underscores the reliability of the company's dividend policy.

In recent years, RWE has focused on expanding renewable energies, leading to stable sources of income and a solid financial foundation. This supports the company's ability to continue paying reliable dividends in the future. Analysts expect RWE to maintain its dividend policy unless significant market changes occur.