Orsted, a global leader in offshore wind energy, has revised its full-year 2025 EBITDA guidance (excluding new partnerships and cancellation fees) to DKK 24–27 billion, compared to its earlier guidance of DKK 25–28 billion. The company reaffirmed its gross investment guidance for 2025 at DKK 50–54 billion, signaling continued commitment to large-scale renewable energy expansion despite short-term operational challenges.
Offshore Wind Speeds Affect EBITDA Performance
The adjustment primarily stems from lower-than-normal offshore wind speeds experienced during July and August 2025, which impacted generation across Orsted’s offshore wind portfolio. This deviation from expected wind conditions had a negative EBITDA effect of around DKK 1.2 billion, relative to normalized levels.
In addition, Orsted confirmed that a delay in the Greater Changhua 2b offshore wind construction project will further weigh on EBITDA, with an estimated adverse impact of DKK 0.3 billion for 2025.
Medium-Term Targets Remain on Track
Despite these headwinds, Orsted emphasized that the adjustments will not affect its medium-term financial targets. The company continues to prioritize long-term growth in renewable energy, underpinned by its strong offshore wind pipeline and ongoing investments in global green energy infrastructure.
Orsted’s gross investments guidance of DKK 50–54 billion for 2025 remains unchanged, highlighting its ongoing commitment to building out offshore wind capacity and supporting the global energy transition.
Strategic Outlook for Offshore Wind Market
While temporary challenges such as wind variability and project delays can affect short-term earnings, Orsted’s strategic positioning in the offshore wind market remains strong. With projects in Europe, Asia, and North America, the company is expected to play a pivotal role in driving the decarbonization of global power systems.
GreentechLead.com News Desk