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Posted by
Two Blokes Jun 22 -
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Stock
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VERBUND's unique hydropower portfolio provides a durable competitive advantage, but regulatory headwinds and windfall taxes limit near-term profit upside. The company is accelerating its transition to a pan-European renewable player, with a €5.9 billion CapEx plan focused on wind, solar, and grid expansion. Despite earnings pressure from hedging, legacy contracts, and lower power prices, VERBUND maintains a fortress balance sheet and attractive dividend policy.
