Margins And Cost ControlAnalyst points to improved EBITDA margins driven by strict cost control and a scalable operating model, which supports stronger cash generation as the portfolio expands.
Project PipelineAnalyst notes a diversified project pipeline of about 3 GW with an increasing focus on battery energy storage projects, offering multiple growth avenues beyond pure generation assets.
ValuationAnalyst highlights an undemanding EV/EBITDA valuation that suggests the stock could re-rate upward ahead of expected contract signings and project monetizations.