06/06/2025 - Brookfield Corporation: Corporate Profile (bep corp profile june 2025)

[X]

Corporate Profile

BROOKFIELD RENEWABLE

NYSE: BEP, BEPC

TSX: BEP.UN, BEPC

JUNE 2025



Hydro Wind

Utility-Scale Solar

Distributed Energy, Storage & Other

Sustainable Solutions



8,300 MW

Operational

2,400 MW

Development

16,900 MW

Operational

41,600 MW

Onshore

2,700 MW

Offshore

Development

11,700 MW

Operational

128,900 MW

Development

6,400 MW

Operational

51,600 MW

Development

CCS: 54 KTPA

Biofuel Production: 5 million MMBtu p.a. Recycling: 1.4M tonnes p.a.

Manufacturing: 1,500 MW/annum solar panels Global nuclear services business Operational

CCS: ~13,000 TMTPA

Biofuel Production: 7.0 million MMBtu p.a. Recycling: 1.5M tonnes p.a.

Manufacturing: 1,500 MW/annum solar panels eFuels: 3,000 BPD production capacity Development

Over 270,000 MW of Renewable Power Assets

Durable operating cash flow framework

Diversified in the lowest cost technologies & developed markets

Strong balance sheet to fund growth

and manage through volatility

~70%

Revenues indexed to inflation

+90%

FFO from established

renewable technologies

BBB+

Investment grade balance sheet

~90%

Contracted for an average 14-years

~75%

FFO from North America & Europe

97%

Fixed rate debt1 with an average 12-years to maturity

Weighted to developed markets and the lowest-cost renewable technologies

LTM FFO

4%

22%

17%

57%

North America

Europe

South America

Asia Pacific

Hydro

7%

47%

9%

16%

21%

Onshore Wind

Utility Solar

Distributed Energy & Storage

Sustainable Solutions

~75%

Developed Markets

Figures based on FFO for the prior twelve months, proportionate to Brookfield Renewable

to generate value for our shareholders

Acquire Assets

Leverage our scale capital to acquire assets for value in a disciplined manner

Operate and Enhance Value

Utilize our operating, development and commercial capabilities to unlock value

Recycle Assets

Sell de-risked assets to fund further growth

12-15%

Target Total Returns

10%+

FFO per Unit growth target

We expect to deploy $8-9+ billion over the next five years into growth opportunities

5-9%

Annual distribution growth target

Brookfield Renewable investment highlights



Earnings & Distribution

Growth

Highly visible path to deliver 10%+ FFO per Unit growth and 5-9% distribution growth

Balance Sheet Strength &

Access to Scale Capital Investment grade balance sheet and access to diverse

sources of scale capital

Global Scale & Reach Presence in all major power markets across ~25 countries



Operating & Development

Expertise

Extensive experience across all key renewable power technologies

Sector Tailwinds Significant opportunity from electrification & digitalization

and renewables are the most

viable solution

Experienced Management Team Proven track record of

delivering shareholder value



Earnings & Distribution Growth

We are well positioned to deliver robust FFO per Unit growth going forward



10%+

FFO Per Unit Growth Annually

2-3%

Inflation Escalation

2-4%

Margin Enhancement

4-6%

Development

Pipeline

M&A

Activities

Highly Visible & Secured

Increasingly Visible & Secured

2024 2029 2034

We invest opportunistically and flexibly into the most attractive opportunities globally



Large Investments



Fewer buyers, economies of scale, strong management

Investing Across the Development Spectrum

Unlock value, invest in the highest

returning opportunities

Investing with Conviction

Deploy capital flexibly and invest with conviction



$10B | 2025 $6B | 2016 $3B | 2019/23 $1.4B | 2022

$2.7B | 2023 $1.7B | 2025



$8B | 2023

$1B | 2022 $2.3B | 2024

We are scaling up our development to meet demand

10,000

8,000

MW

6,000

74 GW

Advanced-stage

pipeline

4,000

2,000

0

+$350M incremental FFO

5% per unit growth

2023 2024 2025 2026 2027 2028 2029 2030

Capacity Development

Land and interconnection secured
Advanced pipeline

10 GW

Annual development run-rate by 2027



Balance Sheet Strength & Access to Scale Capital

We have a strong balance sheet

Corporate Debt

Outstanding1 $3.5 billion

Average Rate 4.5%

Average Term 12 Years

Fixed Rate 100%

Investment Rating BBB+

Maturity Profile

$2.6B

Non-Recourse Debt

Outstanding $32 billion

Average Rate 5.6%

Average Term 11 Years

Fixed Rate 97%2

Available Liquidity

$0.3B

$0.3B

$0.3B



$4.5B

Cash, Equivalents & Securities

Credit Facilities

2025 2026 2027 2028 2029 Beyond

Data as of March 31, 2025

We are funded by our diverse sources of scale capital

~$8B

~$2,000M

IG Debt on Existing Hydros

~$1,900M

Capital Recycling

~$2,400M

Strategic Privatization & Equity Issuances

~$1,300M

IG Corporate Debt

~$500M

Preferred Equity

Funding sources in the five preceding years through 2024



Global Scale & Reach

We operate full-service platforms in all major markets

Europe

$29B

China

Brookfield

Renewable China

North America $67B

Brookfield

Renewable U.S.

South Korea

H Energy

India

Australia

South America $21B

Brookfield

Renewable India

APAC $9B



~$126B

AUM in ~35 power markets in 25 countries







150+ Investment Professionals



~5,800 Operating Employees



Carbon Capture Recycling Nuclear RNG

SAF



~80% of our pipeline is in developed markets

~97% of our pipeline is in the most cost-competitive renewable technologies

Development executed by our local platforms supported by our central teams

Region Technology

18%

57%

22%

3%

17%

10%

49%

21%

1% 1% 1%

North America

Europe

Australia

Asia Pacific

South America

Utility Solar

Distributed Energy & Storage

Onshore Wind

Hydro

Offshore Wind

Power Transformation

Data as of March 31, 2025

We are the partner of choice to the largest buyers of clean power globally

Landmark framework agreement to deliver over 10.5 GW between 2026 and 2030 in the U.S. and Europe

Structured to deliver at our target returns

Largest ever corporate partnership

Potential to expand in target regions and beyond

Secures our pipeline with a top tier offtaker



Top 10 Corporate Buyers of Clean Power (GW)

















Brookfield Customer







Operating & Development Expertise

We have deep expertise, scale & alignment through the global value chain

~5,800 Operating Employees

Five Centralized Control Centers

Procurement

Engineering



Development

Grid Optimization



Develop, Build and Operate Through Regional Asset Management Structure



Regulatory Expertise

150+ Power Marketing Experts

~800 Global Creditworthy Customers

Construction Management

Local platforms supported by central teams where we can add value No significant capital invested until the project is largely derisked

  • Extensive experience in all markets we operate

  • Leverage local relationships and regulatory expertise

  • Significant pipeline with interconnection

secured or well positioned in queue

Permitting & Interconnection

  • Economies of scale and diversified supply chains

  • Extensive experience across the spectrum of technologies

  • Flexibility to move resources and

optimize development process

Construction & Procurement

  • Large global customer list of credit worthy offtakers

  • Power marketing experts in all markets we operate

  • Differentiated tailored solutions

(including 24/7 products)

Commercial



And we are continuing to grow our capabilities

To further establish ourselves as the preferred partner to companies with growing energy demand

and net-zero goals



Renewable Power Generation



Operating Assets

Development Pipeline

Technical Capabilities

Energy Transition and Decarbonization



Distributed Generation

Storage and Flexible Capacity

Corporate Decarbonization Partnerships

Business & Power Transformations

New Green Technology (CCUS, hydrogen, biofuels, etc.)

Nuclear Services, Design and Engineering

1980s 2015



Sector Tailwinds

Industry momentum continues to support our business



Electricity demand growth from digitalization, data center growth & AI

Renewable power is the lowest-cost energy solution

Energy security and independence are a growing necessity

Electrification driving increased power consumption

Net-zero aligned legislation and corporate targets

Electricity demand is growing with digitalization and the proliferation of AI-in addition to broader electrification

Global Data Center Power Demand



AI is driving a step-change in data

Computing power and energy are on the critical path for data

15x



2022 2030E

Data center power demand is growing from

~2% of global consumption to almost 10%

by 2030 and up to 20% in the U.S.

>80% of new contracted generation secured in 2024 was with C&I customers and we expect to double exposure to C&I to ~50% of our portfolio from ~30% currently over next five years

Renewables are among the most viable solution to meet this demand with more investment in solar annually than all other sources combined

Global Annual Investment in Electricity Generation by Technology

600

500

Billion USD

400

300

Lowest cost source of bulk power



Scalable technology to

meet accelerating demand



200



100 Clean & secure

0

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024E

Solar PV
All other generation

Source: IEA



Experienced Management Team

We have a proven track record of value creation

11%

FFO per Unit CAGR



6%

Distributions

per Unit CAGR1

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025F

2001

M&A growth

opportunities

Development pipeline

Increasing demand for clean power

Sustainable funding model

Expected capital deployment of

$8-9+ billion over the next five years

Flexibly allocating capital to the most attractive risk adjusted opportunities

Growth opportunities for our business and sector are better than ever

We have a strong balance sheet and diverse sources of capital to fund our strategy

We have a highly visible path to double-digit FFO growth and are extending our growth runway

We are confident on delivering 5-9% distribution growth and 12-15% total returns

Attention: This is an excerpt of the original content. To continue reading it, access the original document here.

Disclaimer

Brookfield Renewable Corporation published this content on June 06, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on June 06, 2025 at 13:51 UTC.

MoneyController also suggests