Avolta AG
SIX:AVOL
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Avolta AG
In the heart of Europe, Avolta AG has been quietly reshaping the landscape of renewable energy. Founded by a team of visionary engineers and entrepreneurs, the company specializes in developing advanced solar energy systems that go beyond traditional photovoltaic panels. Avolta leverages cutting-edge technology to enhance energy efficiency and storage capabilities, setting itself apart in an increasingly crowded market. Their proprietary technology not only captures the sun's energy with remarkable efficiency but also ensures its storage with minimal loss, allowing for a consistent energy supply even when the sun isn't shining. Avolta’s innovation-driven ethos is backed by a robust R&D team that places it at the forefront of sustainable energy solutions.
Avolta's business model is as innovative as its technology. It operates primarily through long-term power purchase agreements (PPAs) with industrial clients and municipalities, who are eager to transition towards greener energy sources. These contracts provide a steady revenue stream, enveloped by predictable cash flows over extended periods, mitigating the usual volatility associated with energy markets. Additionally, Avolta has forged partnerships with utility companies to integrate its systems into existing grids, further diversifying its income sources. By combining technological innovation with strategic partnerships and service excellence, Avolta AG not only contributes to a cleaner future but also ensures its financial sustainability and growth in the burgeoning renewable sector.
In the heart of Europe, Avolta AG has been quietly reshaping the landscape of renewable energy. Founded by a team of visionary engineers and entrepreneurs, the company specializes in developing advanced solar energy systems that go beyond traditional photovoltaic panels. Avolta leverages cutting-edge technology to enhance energy efficiency and storage capabilities, setting itself apart in an increasingly crowded market. Their proprietary technology not only captures the sun's energy with remarkable efficiency but also ensures its storage with minimal loss, allowing for a consistent energy supply even when the sun isn't shining. Avolta’s innovation-driven ethos is backed by a robust R&D team that places it at the forefront of sustainable energy solutions.
Avolta's business model is as innovative as its technology. It operates primarily through long-term power purchase agreements (PPAs) with industrial clients and municipalities, who are eager to transition towards greener energy sources. These contracts provide a steady revenue stream, enveloped by predictable cash flows over extended periods, mitigating the usual volatility associated with energy markets. Additionally, Avolta has forged partnerships with utility companies to integrate its systems into existing grids, further diversifying its income sources. By combining technological innovation with strategic partnerships and service excellence, Avolta AG not only contributes to a cleaner future but also ensures its financial sustainability and growth in the burgeoning renewable sector.
Revenue Growth: Dufry reported CHF 5.7 billion in first-half revenue, up 31.5% organically versus last year, with July up 17% over 2022.
EBITDA Margin: Core EBITDA reached CHF 492 million, or 8.6% of turnover, ahead of consensus and company expectations.
Strong Free Cash Flow: Free cash flow for the first half was CHF 165 million, with a 34% conversion rate.
Integration Progress: The Autogrill integration is ahead of plan, with CHF 85 million in targeted cost synergies now expected by 2024 and integration costs projected lower than initially anticipated.
Debt & Leverage: Net debt dropped to CHF 2.8 billion, the lowest since 2015, and leverage improved to 2.6x.
Outlook Upgraded: Management expects to finish the year better than initially anticipated, raising EBITDA margin guidance by 30–40 bps.
No Slowdown Seen: Management is not observing any slowdown in travel demand and expects a strong summer and continued healthy passenger and consumption trends.
Dividend Policy: No commitment yet to a dividend or buyback; the board will reassess after summer based on performance and leverage levels.
