B.Grimm Power Bets on Offshore Renewables for Growth, Trims Target Price to THB16

BANGKOK – B.Grimm Power (BGRIM) is banking on offshore renewable energy projects to drive strong earnings growth, even as it trims its valuation outlook. The company maintained its BUY rating, projecting a robust three-year EPS CAGR of 20% between FY2025–28, supported by the commercial operation of 623MWe in projects under development.

The energy firm cut its end-FY2026 target price by 16% to THB16, citing a lack of progress on 559MWe worth of South Korean projects that were removed from forecasts. Still, progress on two offshore wind farms in South Korea, the Nakwol 1 and 2 projects, remains on track, with COD expected between late 2025 and 2027.

B.Grimm Power – Renewables

B.Grimm has also added 133MWe of solar projects in Malaysia and 128MWe in the Philippines to its pipeline, further diversifying its international portfolio. Revised assumptions for Thailand’s domestic power tariff boosted FY2025–27 earnings forecasts by up to 28%.

Meanwhile, the company is eyeing future upside from a planned 48MW data center in partnership with Digital Edge in Thailand. If operational by FY2028, the project could lift earnings by 9%.

Business News

News Malaysia and Global

Read More News on Latest Malaysia

Read More News on Business News Malaysia

Read More News on SG Business News

Read More News on World Future TV

Read More News #latestmalaysia

Staff Writer

Recent Posts

MARA LINER seals six strategic partnerships to drive smart mobility transformation

MARALINER signed six strategic partnerships to strengthen smart mobility, fleet management, EV development and integrated…

8 hours ago

SML Group secures SBTi net-zero validation, wins global RFID sustainability awards

SML Group earned SBTi net-zero validation and multiple global awards recognising RFID innovation, sustainability leadership…

16 hours ago

MEF Highlights Labour Weakness

Malaysia's Migrant Repatriation Programme 2.0 extended to May 2027; industry groups call for policy clarity…

17 hours ago

Azizan Abdul Aziz named Bursa’s Islamic capital market director

Bursa Malaysia appoints CFO Azizan Abdul Aziz as Islamic capital market director, reinforcing focus on…

2 days ago

Huawei Launches FusionSolar9.0 in Malaysia

Huawei unveils FusionSolar9.0 in Malaysia, introducing AI‑powered, grid‑stabilising solar technology to boost clean energy transition…

2 days ago

Private Markets Face Slower Adjustment as Higher Rates and AI-Driven Growth Reshape Global Finance

Private markets remain resilient but face mounting pressure from higher rates, weak exits, concentrated AI…

2 days ago

This website uses cookies.