分组1 - Enlight Renewable Energy Ltd. reported quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.06 per share, representing an earnings surprise of -83.33% [1] - The company posted revenues of $134.98 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 9.58%, compared to year-ago revenues of $84.7 million [2] - Enlight Renewable Energy Ltd. shares have increased approximately 34.3% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.10 on revenues of $138.59 million, and for the current fiscal year, it is $0.89 on revenues of $511.65 million [7] - The Zacks Industry Rank for Alternative Energy - Other is currently in the bottom 41% of over 250 Zacks industries, indicating potential challenges for the sector [8]

Financial Data and Key Metrics Changes - The company reported a revenue increase of 53% year-over-year, reaching $135 million, and adjusted EBITDA rose by 57% to $96 million [7][26] - Net income decreased to $6 million from $9 million in the same quarter last year, primarily due to a non-cash charge related to a foreign currency shareholder loan [7][28] - The company raised its full-year 2025 guidance, with revenues now expected between $528 million and $535 million, and adjusted EBITDA between $393 million and $400 million [7][30] Business Line Data and Key Metrics Changes - Revenue from electricity sales increased by 37% to $160 million, driven by newly operational projects [26][27] - New projects contributed $30 million to revenues from electricity sales, with significant contributions from projects in Israel and Europe [27][28] Market Data and Key Metrics Changes - Revenue distribution for the second quarter was 40% from Israel, 35% from Europe, and 25% from the U.S. [27] - The company is well-positioned in the U.S. market due to regulatory clarity and a supportive business environment, which is expected to drive accelerated growth [11][12] Company Strategy and Development Direction - The company aims for an annual revenue run rate of approximately $2 billion by 2028, which is about four times the expected revenue for 2025 [8] - The company is expanding its leadership team to support its growth strategy, with a new CEO set to take over in October [8][9] - The focus is on capitalizing on the growing demand for renewable energy, particularly in the U.S. and Europe, where energy storage opportunities are being pursued [10][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the positive market environment for renewable energy, driven by electrification trends and AI demand [10] - The company believes that project returns will remain attractive due to lower capital expenditures and higher power prices [11] - Management highlighted the importance of energy storage in Europe and Israel, where the company is expanding its projects significantly [13][14] Other Important Information - The company has secured $310 million in financing for the hybridization of the Hekama project in Spain, contributing to its expansion plans [29] - The company has raised $1.8 billion in project finance and $300 million from corporate debt and asset sales to support its growth strategy [29] Q&A Session Summary Question: Safe harbor and project completion timelines - Management confirmed that they have six gigawatts fully safe harbored, which accounts for the majority of their plans towards 2027, and they are well-positioned to accelerate projects if needed [35][36] Question: Supply chain and tariff impacts - Management stated that current projects will not be impacted by new tariff cases, and they have a diversified supply chain strategy to mitigate risks [40][41] Question: FX contributions to guidance - Management acknowledged that while FX has been a tailwind, the guidance increase is primarily due to strong operational performance [60] Question: Component costs and market adaptation - Management discussed that U.S. component costs are higher due to tariffs, but they expect gradual adaptation in the market [62] Question: ITC sales revenue contribution - Management clarified that the estimated tax benefit contribution has been adjusted to $70 million to $80 million for the year, slightly narrowing the previous range [67][68]

Financial Data and Key Metrics Changes - The company reported a revenue increase of 53% year-over-year, reaching $135 million, and adjusted EBITDA rose by 57% to $96 million [6][24][28] - Net income decreased to $6 million from $9 million in the same quarter last year, primarily due to a foreign currency shareholder loan revaluation [6][26] - The company raised its full-year 2025 guidance, projecting revenues between $520 million and $535 million and adjusted EBITDA between $385 million and $400 million, reflecting a 5.5% to 6% increase [7][28] Business Line Data and Key Metrics Changes - Revenue from electricity sales grew by 37% to $160 million, driven by newly operational projects, contributing $30 million to revenues [24][25] - The company’s adjusted EBITDA growth was supported by $47 million from the same factors driving revenue increases, despite a $13 million rise in cost of sales linked to new projects [26][27] Market Data and Key Metrics Changes - Revenue distribution for the second quarter was 40% from Israel, 35% from Europe, and 25% from the U.S., indicating a diversified revenue base [25] - The company is well-positioned in the U.S. market due to regulatory clarity and a supportive business environment, which is expected to drive accelerated growth [10][12] Company Strategy and Development Direction - The company aims for an annual revenue run rate of approximately $2 billion by 2028, which is about four times the 2025 revenues [7] - The focus is on expanding energy storage projects in Europe and Israel, with significant planned storage capacity [12][13] - The company is also exploring opportunities in data centers, leveraging its renewable energy assets [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the positive market environment for renewable energy, driven by electrification trends and AI demand [9] - The company believes that lower capital expenditures and higher power prices will maintain attractive project returns [10] - Management highlighted the importance of adapting to regulatory changes and maintaining a diversified supply chain to mitigate risks [39][58] Other Important Information - The company has secured $310 million in financing for the hybridization of the Hekama project in Spain, enhancing its financial flexibility [27] - The leadership transition is set to occur in October, with the current CEO becoming Executive Chairman [7][20] Q&A Session Summary Question: Safe harbor and project completion timelines - Management confirmed that six gigawatts are fully safe harbored, positioning the company well to meet future criteria [33][36] Question: Supply chain and tariff impacts - The company has a diversified supply chain strategy and is not locked into any specific supplier, allowing flexibility in pricing [39][41] Question: Future project supply and PPA trends - Management indicated that the demand for electricity, particularly from data centers and AI, will drive future project development [50][52] Question: FX contributions to guidance - FX has positively impacted guidance, but strong operational performance is the primary driver of confidence in future results [56] Question: Component costs and market adaptation - The company expects U.S. component costs to gradually adapt, reflecting changes in tariffs and market conditions [58][59]

Core Insights - Enlight Renewable Energy reported strong financial results for Q2 2025, with significant year-over-year growth in revenues and adjusted EBITDA, although net income saw a decline due to foreign exchange impacts and increased expenses [3][6][25]. Financial Performance - For Q2 2025, total revenues and income reached $135 million, a 53% increase from $88 million in Q2 2024 [23]. - For the first half of 2025, total revenues and income were $265 million, up 46% from $182 million in the same period last year [6][23]. - Net income for Q2 2025 was $6 million, down 41% from $9 million in Q2 2024, primarily due to foreign exchange losses and increased financial expenses [25]. - Adjusted EBITDA for Q2 2025 was $96 million, a 57% increase from $61 million in Q2 2024 [26]. Guidance and Future Outlook - The company raised its full-year 2025 revenue guidance to a range of $520-535 million, up from the previous range of $490-510 million, reflecting a 5.5% increase at the midpoint [7][21]. - Adjusted EBITDA guidance for 2025 was also increased to $385-400 million, up 6% at the midpoint from the previous range of $360-380 million [7][21]. Portfolio and Project Development - Enlight's total portfolio now includes 20.0 GW of generation capacity and 53.4 GWh of energy storage, a 17% increase from the end of 2024 [10]. - The company is advancing towards the construction of additional projects, with expectations of reaching an annual revenue run rate of $1.9-2.2 billion by 2028 [8][15]. - New operational projects contributed significantly to revenue growth, with 525 MW and 1,604 MWh of new projects connected to the grid [24]. Market Environment - The recent reconciliation bill is seen as favorable for utility-scale solar and storage segments, providing growth opportunities for companies like Enlight [5]. - The demand for renewable energy generation and energy storage continues to grow in Europe and MENA markets [5].

Exhibit 99.1 Earnings Release ENLIGHT RENEWABLE ENERGY REPORTS SECOND QUARTER 2025 FINANCIAL RESULTS All of the amounts disclosed in this press release are in U.S. dollars unless otherwise noted TEL AVIV, ISRAEL, August 6, 2025 – Enlight Renewable Energy (NASDAQ: ENLT, TASE: ENLT) today reported financial results for the second quarter of 2025 ending June 30, 2025. Registration links for the Company's earnings English and Hebrew conference call and webcasts can be found at the end of this earnings release. ...

Financial Performance & Guidance - Second Quarter 2025 saw a 53% increase in revenues and income compared to 2Q24[10, 16] - Adjusted EBITDA increased by 57% in 2Q25 compared to 2Q24[10, 16] - The company is raising its 2025 guidance for total revenues and income to a range of $520-535 million, a 55% increase from the original forecast[10, 18] - Adjusted EBITDA guidance for 2025 is raised to $385-400 million, a 6% increase from the original forecast[10, 18] - The company expects to reach an annual revenue and income run rate of approximately $14 billion by the end of 2027[10] Portfolio & Growth - The company has 48 FGW of projects under construction in 2025, of which 29 GW have already begun construction[10] - The total portfolio is 353 FGW, including 31 FGW operational, 29 FGW under construction, 32 FGW pre-construction, 6 FGW advanced development, and 201 FGW in development[29] - The mature portfolio (operational, under construction, and pre-construction) is expected to generate ~$15 billion of revenues & income[39] - The company plans for 37 FGW of expansions at existing EU+MENA projects (11 GW + 69 GWh) and USA projects (03 GW + 13 GWh) for construction in 2025-27[61, 62] Strategic Initiatives - Gilad Yavetz, Enlight's founder and CEO, will be appointed to the position of full-time Executive Chairman of the Board, and Adi Leviatan will be appointed as CEO[26] - The company secured $310 million in financing to add solar and energy storage to Spain's Gecama wind farm, expected to generate $100 million in annual revenue[40]

Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Enlight Renewable Energy Ltd. (ENLT) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near- term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to ...

Gilad Yavetz, founder of Enlight, to serve as Executive chairman of the board Adi Leviatan to be appointed CEO, bringing a proven track record of executive leadership from leading global companies; Yair Seroussi to serve as vice chairman This step, grounded in strength, and promising continuity and expansion, marks the next milestone in Enlight's roadmap towards becoming a global leader in renewable energy TEL AVIV, Israel, July 30, 2025 (GLOBE NEWSWIRE) -- Enlight Renewable Energy ("Enlight", "the Company" ...

Core Viewpoint - Enlight Renewable Energy is set to release its financial results for Q2 2025 on August 6, 2025, before market opening [1] Group 1: Financial Results Announcement - The financial results for the second quarter ended June 30, 2025, will be announced before market open on August 6, 2025 [1] - The company will host two conference calls to discuss the financial results and business outlook, one in English and one in Hebrew [2] Group 2: Conference Call Details - The English conference call is scheduled for 8:00 AM Eastern Time / 3:00 PM Israel Time [2] - A Hebrew webcast will take place at 6:00 AM Eastern Time / 1:00 PM Israel Time [3] Group 3: Registration and Access - Participants must pre-register to join the live conference call and webcast [3][4] - The earnings release and additional investor presentation materials will be available on the company's website prior to the calls [4] Group 4: Company Overview - Enlight, founded in 2008, develops, finances, constructs, owns, and operates utility-scale renewable energy projects [4] - The company operates in solar, wind, and energy storage sectors across the U.S., Israel, and 10 European countries [4] - Enlight has been publicly traded on the Tel Aviv Stock Exchange since 2010 and completed its U.S. IPO in 2023 [4]

智通财经APP获悉，美国总统特朗普通过"大美丽法案"(One Big Beautiful Bill，简称OBBB)推行的一项 全面的新能源政策正给美国可再生能源行业带来巨大冲击，它重新调整了市场预期，并促使分析师下调 多家太阳能企业的评级，从中也诞生了行业"赢家"与"输家"。 瑞穗证券分析师马赫普·曼德洛伊在报告中指出，大美丽法案将联邦政府的支持重心从公用事业规模的 太阳能项目，果断转向储能、核能、燃料电池以及本土制造业。与此同时，该法案加速了太阳能和风能 税收优惠政策的到期进程，出台了更为严格的合规规定，并对与中国相关的供应链实施了新的限制措 施。 赢家与输家 在新的政策环境下，曼德洛伊重点看好的企业包括第一太阳能(FSLR.US)、布鲁姆能源(BE.US)和 Sunrun(RUN.US)。这三家公司有望从扩大的补贴政策和有利的技术授权中获益。 与此同时，由于面临更大的政策阻力和市场饱和风险，他下调了Fluence能源(FLNC.US)、 Nextracker(NXT.US)、Shoals科技(SHLS.US)和Enlight可再生能源(ENLT.US)的评级。 Sunrun是住宅太阳能租赁领域的领军企业， ...