BESS And Product MixAnalyst notes growing internal development and a strengthened domestic BESS pipeline that can drive higher-margin contracted revenue and improve long-term returns.
Project PipelineAnalyst highlights a diversified 3 GW project pipeline spanning multiple geographies and end-markets, which supports capacity growth and reduces dependence on any single market.
ValuationAnalyst points to an undemanding valuation near 2.5x EV/EBITDA, suggesting upside potential versus peers and scope for re-rating ahead of anticipated contract signings in Q1 2026.