Northland Power
Logotype for Northland Power Inc

Northland Power (NPI) investor relations material

Northland Power Investor Day 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Northland Power Inc
Investor Day 2025 summary20 Nov, 2025

Strategic direction and leadership

  • New CEO, CFO, and Board Chair appointed since 2024, signaling refreshed leadership and strategic focus.

  • Focused on disciplined, self-funded growth in core markets, with a shift to high-grading the project pipeline and streamlining operations for efficiency.

  • Board and executive team comprised of globally experienced industry professionals.

  • Organizational structure optimized from technology units to regional hubs to unlock value.

  • Market selection is driven by macro, technology, and commercial screens, prioritizing regions with strong fundamentals, policy support, and established contracting structures.

Growth and investment plans

  • Plans to double operating capacity to over 7 GW by 2030, with 2.2 GW under construction and 1.4–1.8 GW of new growth targeted.

  • Five-year gross investment of $5.8–6.6B planned, with no expected common equity issuances.

  • Focused on disciplined capital allocation, prioritizing high-return projects (12%+ equity levered after-tax returns).

  • Growth to be supplemented by value enhancement projects and accretive asset acquisitions, including recent investments in Polish battery storage and Alberta natural gas.

  • Expansion in core markets: Canada, Poland, Spain, UK, and Europe, with a mixed technology approach including wind, solar, BESS, and natural gas.

Project pipeline and operational excellence

  • Major projects under construction: Hai Long (Taiwan, 1,022 MW), Baltic Power (Poland, 1,140 MW), Jurassic BESS (Alberta, 80 MW/160 MWh), and Poland BESS (300 MW/1,200 MWh).

  • Oneida Energy Storage (Ontario, 250 MW/1,000 MWh) completed ahead of schedule and under budget, with zero lost-time incidents.

  • Value enhancement projects include Quebec wind expansion and Spanish grid-scale BESS.

  • Operational excellence is demonstrated by above-industry availability in both Americas and international fleets, leveraging data analytics and machine learning for asset optimization.

  • Centralized project development and delivery office established to ensure disciplined capital deployment and best-practice sharing across regions.

Hai Long pre-completion revenue impact in 2026
Explain the -6% FCF/share CAGR target
Funding $5.8-6.6B growth without equity
What made dividend cut the optimal funding choice?
Tangible benefits of new regional hub structure?
Hai Long lessons for future offshore project delivery?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Northland Power earnings date

Logotype for Northland Power Inc
Q4 202526 Feb, 2026
Northland Power
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Northland Power earnings date

Logotype for Northland Power Inc
Q4 202526 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Northland Power Inc is a Canadian independent power producer that develops, builds, owns, and operates renewable energy and clean energy infrastructure assets. Its portfolio includes offshore and onshore wind, solar, and natural gas power projects in North America and Europe. Northland Power Inc is headquartered in Toronto, Canada, and its shares are listed on the TSX.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage