Iberdrola S.A. Sponsored ADR (IBDRY)
Iberdrola: The Earnings Growth Story Keeps Getting Better (Reiterate Buy)
I reiterate my buy rating on Iberdrola as its EUR5B equity raise and EUR55B capex plan solidify its infrastructure-driven growth story. The company is now fully funded for multi-year network expansion, supporting higher earnings quality and long-term visibility. The shift toward regulated assets justifies a premium valuation multiple, with potential for the stock to more than double by FY31.
Iberdrola, S.A. (IBDSF) H1 2025 Earnings Call Transcript
Iberdrola, S.A. (OTCPK:IBDSF) H1 2025 Earnings Call Transcript July 23, 2025 3:30 AM ET Company Participants Ignacio Cuenca Arambarri - Director of Investor Relations and Communications Jose Sanchez Galán - Executive Chairman Jose Armada - Director of Finance, Control & Resources and CFO Ignacio Cuenca Arambarri Good morning, ladies and gentlemen.
Iberdrola launches $5.9 bln capital increase
Europe's largest utility Iberdrola launched on Wednesday a 5 billion euro ($5.87 billion) share capital increase.
UAE's Masdar, Iberdrola invest in 1.4 gigawatt wind farm in the UK
Abu Dhabi's state-owned renewable energy company Masdar and Spain's Iberdola will jointly invest in a 1.4 gigawatt (GW) wind farm in the United Kingdom, Masdar's parent company TAQA said in a statement on Thursday.
Iberdrola: Stronger Conviction That This Is An Attractive Investment
Iberdrola's shift to regulated networks boosts earnings quality, reduces volatility, and supports a premium valuation multiple. Aggressive network CAPEX is now highly cash-generative, driving visible and immediate earnings growth and expanding the regulated asset base. The recent Spanish blackout accelerates regulatory support for grid investment, creating a strong catalyst for future earnings growth.
Iberdrola: After Avangrid, Company May Buy Remaining Stake In Neoenergia
I recommend buying Iberdrola shares; the company's strong geographic and business diversification reduces regulatory risk and supports stable earnings. Investors should watch for a possible Neoenergia delisting, which could unlock further value for Iberdrola shareholders. Recent delisting history (Avangrid) and the Brazilian market context favor a new strategic operation.
Iberdrola, Endesa propose review of Spain's nuclear phase-out calendar
Spain's energy companies Iberdrola and Endesa have sent a proposal to review the nuclear phase-out calendar, an Energy Ministry spokesperson told Reuters on Friday.
Iberdrola to Sell U.K.'s Smart-Meters Rental Business to Macquarie in $1.2 Billion Deal
The Spanish energy company said it will sell SP Smart Meters Assets, which it owns through Scottish Power, to the Australian investment bank.
Britain's National Wealth Fund to lend Iberdrola $800 mln for UK power grid upgrades
Britain's National Wealth Fund will lend 600 million pounds ($802 million) to Iberdrola-owned ScottishPower to help fund upgrades to the country's power grid, they said in a joint statement on Thursday.
Iberdrola, S.A. (IBDSF) Q1 2025 Earnings Call Transcript
Iberdrola, S.A. (OTCPK:IBDSF) Q1 2025 Earnings Conference Call April 30, 2025 3:30 AM ET Company Participants Ignacio Cuenca Arambarri - Director of IR Ignacio Sanchez Galan - Executive Chairman Armando Martinez Martinez - Chief Executive Officer Jose Sainz Armada - Chief Financial Officer Conference Call Participants Gonzalo Sanchez-Bordona - UBS Fernando Lafuente - Alantra Alberto Gandolfi - Goldman Sachs Manuel Palomo - BNP Paribas Meike Becker - HSBC Rob Pulleyn - Morgan Stanley Philippe Ourpatian - ODDO Pedro Alves - CaixaBank BPI Jorge Guimaraes - JB Capital Markets Javier Garrido - JPMorgan Javier Suarez - Mediobanca Fernando Garcia - Royal Bank of Canada Jose Javier Ruiz - Barclays James Brand - Deutsche Bank Andrew Moulder - CreditSights Ignacio Cuenca Arambarri [Foreign Language].
Iberdrola: Among The Safer Dividends Around
Iberdrola's 2024-2026 strategic plan focuses on regulated networks, particularly in the US and UK, ensuring stable returns and de-risked EBITDA growth. Despite near-term outsized investments, the 4% yield is secure and poised for growth post-2026 as capital investments normalize. Iberdrola's diversified global presence and early adoption of renewable energy assets position it favorably against regulatory risks and market fluctuations.
Iberdrola: Growth Plus Margin Expansion Make This Green Energy Powerhouse A Buy
U.S. President Trump's order pausing wind project approvals has impacted Ørsted, but Iberdrola and the wind energy sector remain strong, with Iberdrola showing a 15.1% YTD return. Iberdrola's robust financial performance includes a 17% Y/Y EBITDA growth, strong profit margins, and a 15% dividend increase, making it a compelling investment. Iberdrola benefits from surging global power demand, particularly in the UK and U.S., with significant investments in grid expansion and renewable energy projects.
