The earnings call highlighted strong operational results and strategic divestments, contributing to a significant increase in EBITDA. However, the call was overshadowed by challenges in the offshore wind industry, including the discontinuation of the Hornsea 4 project and financial impacts due to U.S. tariffs. Despite these challenges, the company remains committed to its long-term strategic priorities.
Company Guidance
During the Ørsted Q1 2025 Earnings Call, significant guidance was provided on key business priorities and financial metrics. Ørsted reported an 18% increase in group EBITDA, reaching DKK 8.9 billion. They emphasized their strategic focus on strengthening capital structure, delivering more than 8 gigawatts of offshore construction, and prioritizing value over volume in capital allocation. Recent divestments generated DKK 7 billion in proceeds, supporting their capital structure. Despite short-term challenges in the offshore wind sector, Ørsted remains optimistic about long-term fundamentals. They highlighted solid operational earnings, with a 14% increase in EBITDA to DKK 8.6 billion, excluding new partnerships and cancellation fees. The renewable share of their generation hit 99%, driven by the closure of a large coal-fueled plant. Safety improvements were noted, with a reduction in the total recordable injury rate from 2.9% to 1.9%. However, they experienced setbacks, such as discontinuing the Hornsea 4 project due to increased costs and risks, with financial implications potentially impacting EBITDA by DKK 3 billion to DKK 3.5 billion next quarter. Ørsted reiterated their full-year EBITDA guidance of DKK 25 billion to DKK 28 billion and maintained their CapEx guidance of DKK 50 billion to DKK 54 billion for 2025.
Group EBITDA Increase
Reported group EBITDA increased by 18% compared to last year, driven by solid operational results and successful execution of the business plan.
Offshore Wind Capacity Achievement
Successfully commissioned Gode Wind 3, marking the installation of more than 10 gigawatts of offshore wind capacity.
Significant Divestments
Completed the 50% farm down of two U.S. solar farms and a divestment in the UK, delivering around DKK7 billion in proceeds.
Reduction in Injury Rate
The total recordable injury rate decreased from 2.9% last year to 1.9% this year, despite two tragic fatalities at the Plum Creek onshore wind farm.
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Orsted (GB:0RHE) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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GB:0RHE Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 07, 2025
kr262.94
kr259.20
-1.42%
Feb 06, 2025
kr279.07
kr296.97
+6.41%
Nov 05, 2024
kr417.60
kr421.74
+0.99%
Aug 15, 2024
kr423.97
kr392.75
-7.36%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Orsted A/S (GB:0RHE) report earnings?
Orsted A/S (GB:0RHE) is schdueled to report earning on Aug 13, 2025, TBA Not Confirmed.
What is Orsted A/S (GB:0RHE) earnings time?
Orsted A/S (GB:0RHE) earnings time is at Aug 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.