Stock Markets February 26, 2026

ENGIE to buy UK Power Networks in £10.5 billion deal

French utility to expand regulated electricity footprint with mid-2026 close targeted; financing mix includes debt, hybrids, disposals and an equity raise

By Jordan Park
ENGIE to buy UK Power Networks in £10.5 billion deal

ENGIE has agreed to acquire 100% of UK Power Networks for an equity consideration of £10.5 billion, valuing the business at an enterprise level of £15.8 billion. The deal - which ENGIE says will be accretive from the first full year after completion - is conditioned on regulatory clearances and shareholder approvals and is expected to close in mid-2026. Financing will combine roughly €5 billion of debt and hybrid issuance, a disposal program of about €4 billion by 2028, and up to €3 billion of accelerated equity issuance.

Key Points

  • ENGIE will acquire 100% of UK Power Networks for an equity price of £10.5 billion, valuing the business at £15.8 billion enterprise value.
  • Financing will combine about of debt and hybrid issuance (~), a disposal program of about (~ by 2028) and up to through an accelerated equity placement.
  • The deal is expected to close mid-2026, subject to regulatory approvals and independent shareholder approval of the sellers' Hong Kong-listed parents; ENGIE says the acquisition will be immediately positive to results and accretive from the first full year post-completion.

French energy group ENGIE has entered into a binding agreement to acquire all outstanding equity of UK Power Networks for £10.5 billion, the company announced on Thursday.

The transaction places UK Power Networksenterprise value at £15.8 billion. ENGIE said this corresponds to approximately 1.5 times the estimated Regulated Asset Value (RAV) as of end-March 2026. Including the contribution from unregulated activities, the purchase implies an estimated 2027 EBITDA multiple of roughly 10 times.

ENGIE noted that UK Power Networks had a RAV of £9.2 billion at end-March 2025. That RAV is projected to rise to £10.5 billion by the end of the current price control period in March 2028.

Financing structure and balance-sheet impact

The buyer plans to fund the acquisition through a combination of debt and hybrid issuance totalling about

ENGIE intends a disposal program of about

In addition, the group plans to raise up to through an accelerated book building for up to

Expected timing, approvals and financial consequences

ENGIE expects to complete the acquisition in mid-2026, subject to customary regulatory approvals. The agreement is also contingent on the approval of independent shareholders of the Hong Kong listed parent companies of the sellers.

The company said the deal should have an immediate positive effect on its results and will be accretive from the first full year after closing. ENGIE added it plans to preserve its investment grade credit rating and continue to support its dividend policy.

Combining the acquisition with the anticipated progress of the disposal plan over the year, ENGIE projects a net rise in capital employed of approximately of around

ENGIE also estimated the acquisition will increase the Groupnet financial debt by between and by end-2026.

Comments from management

Catherine MacGregor, ENGIECEO, said the transaction is a decisive step to strengthen ENGIEas a leading energy transition utility and aligns with the group's ambition to play a major role in regulated electricity network infrastructures. She added the deal will support growth, lower the company's risk profile and increase visibility on future earnings.

Basil Scarsella, CEO of UK Power Networks, described the agreement as an important milestone for the company and its workforce. He said that becoming part of ENGIE will keep the business within a global energy group with the financial resources, industrial capacity and long-term vision to back its next phase of development.


Note on content: The article reflects the company-reported terms, financing plans, projected financial impacts and conditional approvals as presented in the announcement.

Risks

  • Completion depends on regulatory approvals - a failure or delay in obtaining necessary clearances would affect timing and expected benefits. Sector impact: utilities and regulatory oversight bodies.
  • The transaction requires approval by independent shareholders of the Hong Kong-listed parent companies of the sellers - lack of such approval could prevent completion. Sector impact: corporate governance and capital markets in connected jurisdictions.
  • The planned financing mix will raise the Groupnet financial debt by an estimated to by end-2026 and relies on executing a disposal program of around by 2028; difficulties in executing the disposals could affect credit metrics. Sector impact: corporate credit and capital markets.

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