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TotalEnergies to Buy 50% of EPH Flexible Generation in €5.1 Billion All-Stock Deal

TotalEnergies frames the move as a cash-flow accretive step in its Integrated Power strategy.

Overview

  • The transaction implies a €10.6 billion enterprise value for the portfolio, about 7.6 times expected 2026 EBITDA.
  • The assets total more than 14 GW in operation or under construction plus roughly 5 GW in development across Italy, the U.K. and Ireland, the Netherlands, and France.
  • TotalEnergies will issue 95.4 million new shares to EPH, which would hold about 4.1% of the company upon completion.
  • Closing is targeted for mid-2026, with a 50/50 joint venture to manage the fleet while each partner markets its share of output under a tolling agreement.
  • TotalEnergies projects roughly $750 million in additional annual available cash flow over the next five years, with about 15 TWh of net output initially and potential monetization of around 2 Mtpa of LNG.