Studies

Renewable Energies I: Levers in the Wind and Photovoltaic Market

Due to the positive political and economic framework, renewable energy (E2) has become an important industrial domain. Also investors could reach 2-digit margins with shares from wind turbine or solar cell producers. But how will the future look like: Will the share prices of E2 companies continue to develop above average?

goetzpartners MANAGEMENT CONSULTANTS have analyzed and valued the market situation of the wind and photovoltaic industry: If and how can market participants meed the expectations of the capital markets by means of proper operational measurements? The focus was on the operational value levers internationalisation, integration along the value chain and operational efficiency.

Our results showed: Despite a positive market environment only strategically well positioned companies with efficient internal structures can meet the expecations of the capital markets long-term. This will be easer for players in the wind industry than in the photovoltaic business.