Buying, Selling, or Sitting Tight? M&A in a Post-Growth Solar Market

Time: 15:00 - 15:30
Date: 16 April 2026

Synopsis

European solar M&A has entered a harder phase. Portfolio scale is up. Margins are down. Assumptions baked into deals no longer hold. This panel looks at how asset owners, investors, and acquirers are approaching M&A in 2026, what no longer clears investment committees, and how valuation, risk, and deal structure are shifting as solar behaves more like infrastructure than growth equity.

  • Why headline MW still trade, but quality, grid position, and revenue shape matter more
  • What buyers now discount heavily. Curtailment exposure, merchant risk, grid upgrades, and retrofit capex
  • How earn-outs, deferred consideration, and asset rotation replace clean exits
  • The impact of refinancing pressure and higher rates on sell decisions
  • When M&A creates value and when organic optimisation wins
  • Why storage optionality increasingly influences acquisition logic

Speaker

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