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Enlight Renewable Energy eyes expansion with NIS 300m notes offering

Published 10/09/2024, 10:22 PM
ENLT
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Enlight Renewable Energy Ltd (NASDAQ:ENLT). (NASDAQ: ENLT, TASE: ENLT), a leading provider of electric services, is preparing for a potential expansion of its existing unsecured series D notes with an offering targeted at approximately NIS 300 million, as announced today. The proposed offering, which is still subject to approval by the company's Board of Directors and the Tel Aviv Stock Exchange, would extend the company's shelf prospectus dated August 28, 2024.

The Israel-based renewable energy company plans to use the net proceeds from the offering to invest in its large-scale projects across the United States, Europe, and the MENA region, as well as for other general corporate purposes. The notes under consideration have a remaining duration of 3.76 years and will be available exclusively to Israeli investors.

While the company's management has been authorized to prepare for the offering, the final execution, timing, and terms, including the amount to be raised, have not been determined and will depend on further board approvals and market conditions. Enlight Renewable Energy has stressed that there is no certainty that the offering will be completed, nor any guarantee of the terms or the issuance of any notes.

The securities, if offered, will not be registered under the U.S. Securities Act of 1933 and will not be available in the United States or to U.S. persons without registration or an applicable exemption from registration requirements.

Investors are advised that this information is based on a press release statement.

In other recent news, Enlight Renewable Energy has reported a significant increase in its Q2 2024 financial performance, with a revenue surge of 61% to $85 million and adjusted EBITDA climbing by 39% to $58 million.

Consequently, the company has adjusted its full-year guidance upwards, forecasting revenues between $345 million and $360 million, and EBITDA in the range of $245 million to $260 million. The company's strategic expansion in the U.S. market, with multiple projects under construction, backs this positive outlook.

Meanwhile, ZIM Integrated Shipping Services reported strong Q2 2024 earnings with a net income of $373 million and revenue of $1.9 billion. The shipping company has also announced a long-term operational cooperation with the Mediterranean Shipping Company, set to commence in 2025.

However, reactions from analyst firms have been mixed, with Jefferies downgrading ZIM's stock from "Buy" to "Hold", and JPMorgan resuming coverage on ZIM shares with an "Underweight" rating.

Enlight Renewable Energy has also started the initial phase of commercial operations at its Atrisco Solar & Energy Storage project near Albuquerque, New Mexico. The project, developed by Enlight's U.S. subsidiary Clenera, features a 364 MW solar generation capacity and 1.2 GWh of energy storage capacity.

The company has scheduled its Annual General Meeting of shareholders for November 2024, with shareholders of record as of October 15, 2024, eligible to vote at the meeting.

InvestingPro Insights

As Enlight Renewable Energy (NASDAQ: ENLT) prepares for a potential expansion of its unsecured series D notes, investors may find additional context from recent financial data and expert insights valuable. According to InvestingPro data, Enlight has demonstrated strong revenue growth, with a 61.14% increase in quarterly revenue as of Q2 2024. This growth aligns with the company's plans for expansion and investment in large-scale projects across various regions.

InvestingPro Tips highlight that analysts anticipate sales growth in the current year, which could be fueled by the planned investments if the note offering is successful. Additionally, the company boasts impressive gross profit margins, reported at 80.06% for the last twelve months as of Q2 2024, indicating efficient operations and potentially strong returns on new investments.

However, investors should note that Enlight operates with a significant debt burden, which this new offering would likely increase. The company's P/E ratio (adjusted) stands at 56.66, suggesting a high earnings multiple that investors should consider in light of the potential dilution from new notes.

For those seeking a more comprehensive analysis, InvestingPro offers 13 additional tips for Enlight Renewable Energy, providing a deeper understanding of the company's financial position and market outlook.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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