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Enel Lifts 2026–2028 Investment Plan to €53 Billion to Speed Renewables and Grid Growth

Management links the larger program to deleveraging-driven financial flexibility, targeting expansion with higher payouts.

Overview

  • The new plan adds about €10 billion to prior guidance, taking total capex to roughly €53 billion for 2026–2028.
  • More than €26 billion is slated for the Business Integrated area, including about €20 billion for renewables to add roughly 15 GW and lift installed capacity above 80 GW by 2028.
  • Over €26 billion will go to Networks, with around 55% in Italy, driving the Regulated Asset Base to about €58 billion, up 22% versus 2025.
  • Enel guides to ordinary EPS of €0.80–€0.82 by 2028 and projects dividend growth of about a 6% compound annual rate.
  • After meeting 2023–2025 targets and returning roughly €15 billion to shareholders, the company cites about €15 billion of financial flexibility and prioritizes stable markets with strict capital discipline.