Romande Energie Holding (REHN) Investor presentation summary

Investment highlights

• Visible EBITDA growth, predictable cash flows, and reliable dividends supported by regulated activities and essential infrastructure.

• Exposure to the energy transition with a local, renewable-only asset base and digital capabilities.

• Financial hedges through strategic stakes in EOS, Alpiq, and FMHL.

• Defensive, resilient business model with both short- and long-term relevance.

Integrated business model and operations

• Operates across the energy value chain: renewable generation, infrastructure, supply, and customer solutions.

• Fifth-largest electricity supplier in Switzerland, with CHF 1.1bn market cap and 300,000 customer relationships.

• Four business units: Energy, Markets, Grids, and Building Solutions, supporting diversified earnings.

• 2025 generation mix: 68% hydro, 15% solar, 13% wind, 4% biomass.

Strategic vision and sustainability

• Vision 2040 targets 5 TWh renewable generation, 1 million customers, and digital products as a key revenue pillar.

• Strategy 2030 focuses on asset returns, value-driven capex, and industrial partnerships.

• Sustainability core: 96.1% low-carbon supply, 100% renewable generation, and net-zero by 2050.

• Multiple ESG ratings and CHF 100m green bond issued.