Investor Presentaiton
ENGIE
Investor Presentation
COMMERCIAL PORTFOLIO APPROACH
Resilience in face of unfavorable market conditions
120
100
✓ Diversification
19
80
60
54 55
58
61
40
20
0
Increasing number of clients
-
78 78
82
80
84
70
87
106
111 111 113
99
95
91
97
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
2017
2018
2019
Balanced portfolio (MW)
49%
51%
2020
2021
Limited spot market risk
Efficient capacity fully contracted for 2021 and recovery
of the demand to 2019 levels
Weighted average PPA life of 6.6 years, new PPAs to
start in 2H 2021, 2022 and 2023
Most of EEP's contracts do not include termination
clauses
Portfolio profile
The portfolio consists of 101 free clients (16.1% more
than in the same period in 2020 - 87 free clients), which
represent 40.1% of the energy and capacity sales
revenue and 12 regulated clients that constitute the
other 59.9% of the revenue.
Low commodity risk
Indexation -60% of portfolio to Natural Gas prices in line
with generation costs
■ Regulated ■ Free clients
ENGIE Energía Perú
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