2G Energy (2GB) Investor presentation summary

Company overview

• Founded in 1995, headquartered in Heek, Germany, with about 1,000 employees and a market cap of €600–700 million.

• Net sales for 2024 were €375.6 million, with a projected CAGR above 10% over the last decade.

• Operates in over 60 countries, with more than 10,000 power plants sold and approximately 2 GW installed capacity.

• Maintains a robust equity ratio above 50% and a free float of about 55%.

• Eight foreign subsidiaries and a broad international sales and service network.

Product portfolio and innovation

• Offers power generation solutions (20–4,500 kW) and heat pumps (44–2,600 kW) using biogas, biomethane, natural gas, LPG, and hydrogen.

• Latest innovation includes Gas to Power for demand response, targeting the US market with up to 100 units order intake in 2026.

• Product range supports both short- and long-term energy needs, with digital monitoring and comprehensive service.

• Focus on R&D, supplier partnerships, and project financing.

Market trends and growth drivers

• Benefiting from the German Biomass Act, with EU approval for a 2.8 GW funding scheme, driving multi-year demand.

• Heat pump demand is surging in Germany and Europe, with order intake expected to grow at a CAGR above 100% through 2027.

• Gas-fired backup energy infrastructure in Germany is set for 12 GW of H2-ready capacity, with tenders starting in 2026.

• Reconstruction in Ukraine and rapid growth in data centers in North America and Europe are creating new demand.