ACWA Power (2082) Investor presentation summary

Market leadership and operational scale

• Largest private power producer in the Middle East and the world's largest private water desalination company.

• First mover in large-scale green hydrogen and ammonia projects, with 1.2+ MTPA green ammonia capacity.

• Operates 78.9 GW of power and 9.5 million m³/day desalinated water capacity.

• Manages $107bn in assets across 14 countries, with over 46.8% renewables share.

• Employs more than 4,000 people and operates 101 assets globally.

Strategic vision and 2030 targets

• Aims for $250bn assets under management by 2030, with top 3 global position in renewables and green hydrogen.

• Targets 175+ GW power, 15+ million m³/day water, and 1.0 million tonnes/year green hydrogen by 2030.

• Plans to expand geographic footprint, with Saudi Arabia at 60% and significant growth in China, Africa, and Central Asia.

• Seeks to achieve 50% renewable energy share by 2030.

Recent performance and project highlights

• Added 36 GW power and 3.1 million m³/day water since IPO, with $0.4bn cash dividend and 1.5 million bonus shares distributed.

• Achieved $15.6bn in financial closes and added 28.5 GW power and 2.7 million m³/day desalinated water in the past 24 months.

• Largest PV project in KSA (2.6 GW) powers 450,000 households and reduces 2.9 million tonnes CO2 annually.

• Red Sea Project supports the largest fully sustainable off-grid solution worldwide.

• First large-scale green ammonia export project integrates 4 GW solar/wind, reducing 5 million tonnes CO2 annually.