Enlight Renewable Energy Ltd
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+ FollowMarket Cap$9.43B
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Earnings Call Q3 2026
November 3, 2026 - AI Summary
Record quarter & strong growth (financial performance beats the prior year): Enlight reported Q3’26 total revenue of $231M (+40% YoY) and adjusted EBITDA of $154M (+38% YoY). Operating cash flow ~ $104M (+26% YoY)—highlighting strong cash conversion as a growing internal capital source. Management emphasized the platform strength across the full project lifecycle (development → construction → operations).
Guidance raised/narrowed for full-year 2026 (clear outlook): Based on YTD performance, Enlight raised and narrowed its 2026 revenue guidance to $810M–$830M (from $790M–$820M) and adjusted EBITDA guidance to $575M–$590M (from $565M–$585M). Drivers cited included stronger Israel electricity trading outlook and higher electricity prices in Europe and Israel.
Portfolio scale-up & execution milestones (growth visibility through 2028): Mature portfolio grew to 12.7 factored GW (expected $2.4B annual revenue run rate). Development/advanced development grew +9% to 33.5 factored GW. Enlight guided that ~1.2 factored GW entered construction in Q3, and expects an additional ~1.3 factored GW to start construction in coming months; by end of 2026 ~80% of the mature portfolio expected to be operational or under construction. Also stated: 8.7 factored GW under construction/expected to begin through 2027, with most financing secured (~70% project financing and ~60% equity invested).
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$-15.10
122.3% downside
Current Fair Value
122.3% downsideOvervalued by 122.3% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $9.43 Billion |
|---|---|
| Enterprise Value | $14.68 Billion |
| Earnings per Share | $1.07 |
| Beta | 0.95 |
| Outstanding Shares | 139,428,000 |
Return
| Return on Equity | 5.61% |
|---|---|
| Return on Assets | 1.16% |
| Return on Invested Capital | 4.92% |
Valuation & Multiples
| P/E Ratio | 98.7 |
|---|---|
| PEG | 5.1 |
| Price to Sales | 11.28 |
| Price to Book Ratio | 3.98 |
| Enterprise Value to Revenue | 17.03 |
| Enterprise Value to EBIT | 32.88 |
| Enterprise Value to Net Income | 120 |
| Total Debt to Enterprise | 0.44 |
| Debt to Equity | 2.96 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 3, 2026
EPS Estimate
$0.13
Consensus analyst estimateRevenue Estimate
$572.12 M
Consensus analyst estimateNext Earnings Call
Expected Date
February 16, 2027
EPS Estimate
$-0.02
Consensus analyst estimateRevenue Estimate
$186.36 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 18.06% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 6.00%▼ 26.44% |
|---|---|
| Total Invested | $579.26M▼ 87.36% |
| Investors Holding | 50▼ 136.00% |
About Enlight Renewable Energy Ltd
406 employees
CEO: Adi Leviatan
Enlight Renewable Energy Ltd, an enterprise established in 1981 and headquartered in Rosh Ha'ayin, Israel, actively participates in the clean energy sector across the United States, Europe, and its home country. The company manages the f...