INDUSTRIES
Energy
An operator of solar, wind, and small-scale hydro assets faced rising investor pressure and policy-driven decarbonisation goals, with the risk of stranded assets, regulatory penalties, and constrained future cash flows.
THE CHALLENGE
Transition risk arriving faster than expected
Solar and battery projects had been pursued without a unified strategic framework, the capital structure favoured short-term returns, and no TCFD-aligned climate risk assessment was in place, weakening credibility with international investors and development finance institutions.
No unified transition strategy
Short-term capital structure
No climate risk assessment
OUR APPROACH
How we structured the solution
01
Portfolio strategy
Core and non-core assets identified, with a phased divestment and reinvestment plan focused on renewables.
02
Transition risk and taxonomy
A TCFD-aligned transition risk assessment and mapping of portfolio alignment with relevant taxonomies.
03
Green bonds and sustainability-linked loans
Financing structured with lenders and linked to GHG reduction and renewable capacity targets.
04
Scenario-based valuation
Impact of energy transition scenarios on asset values and balance-sheet strength.
THE OUTCOME
A credible position in the energy transition, with access to green capital and lower regulatory and market risk.
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