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Capital Power (CPX) investor relations material
Capital Power Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary10 Dec, 2025
Strategic direction and market outlook
Focus on expanding natural gas-fired generation as the foundation for North American grid reliability and growth, with 90% of current capacity and a 25 GW pipeline of opportunities.
Anticipates a surge in electricity demand from AI infrastructure, forecasting at least 100 GW of new U.S. demand by 2030.
Natural gas is positioned as the lowest-cost, fastest-to-market solution, with existing assets operating at only 33% capacity factor, offering significant untapped value.
Capital allocation prioritizes 80% to natural gas and 20% to renewables/storage, with renewables and storage as a supporting focus.
Strategy includes acquiring and optimizing U.S. natural gas assets, leveraging operational, commercial, and trading expertise.
Financial guidance and growth targets
Targets 8%-10% annual cash flow growth and 13%-15% total shareholder return (TSR) through 2030, with a 50% increase in U.S. capacity and 3.5 GW net additions.
2026 guidance: Adjusted EBITDA of $1,565–$1,765 million, AFFO of $890–$1,100 million, and sustaining capital of $290–$330 million, with 75% of 2026 cash flows secured under long-term contracts or hedges.
Dividend growth rate reaffirmed at 2%-4% through 2030, with a payout ratio target of 30%-50% AFFO.
Maintains investment-grade credit ratings and prudent leverage, targeting FFO/debt above 20% and debt/EBITDA in the mid-three range.
Optimization and re-contracting of existing assets expected to deliver up to $1 billion incremental adjusted EBITDA with minimal capital investment.
Business model and operational execution
Delivers value through integrated businesses: natural gas generation, renewables/storage, and supply/trading, all optimized for shareholder returns.
Asset optimization is a core competency, with a proven track record of acquiring, upgrading, and integrating assets to drive efficiency, reliability, and cost reduction.
Operates North America’s 5th largest independent gas power platform, with 11.7 GW net capacity and 91%-92% fleet availability.
Commercial strategy leverages early engagement, longer contract tenors, and premium pricing, with significant EBITDA uplift expected from re-contracting and merchant price momentum.
Balanced Energy Solutions targets hyperscale data centers and AI loads, with 3,000+ MW of potential data center load actively marketed.
Growth sources: capital-light vs. intensive
Apollo JV: strategic rationale and flexibility
Recontracting edge in tightening markets
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Next Capital Power earnings date
Q4 202526 Feb, 2026
Next Capital Power earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Capital Power Corporation develops, acquires, operates, and optimizes power generation facilities across North America. The company produces electricity from a diversified portfolio that includes natural gas, wind, and solar power assets. It also engages in trading and marketing of electricity and related commodities. It is headquartered in Edmonton, Canada, and its shares are listed on the TSX.
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