{"id":3872,"date":"2026-05-04T15:09:00","date_gmt":"2026-05-04T12:09:00","guid":{"rendered":"https:\/\/en.tomanifesto.gr\/?p=3872"},"modified":"2026-05-04T15:09:00","modified_gmt":"2026-05-04T12:09:00","slug":"jpmorgan-ppc-changes-size-the-bar-for-the-stock-is-set-at-21-euros","status":"publish","type":"post","link":"https:\/\/en.tomanifesto.gr\/?p=3872","title":{"rendered":"JPMorgan: PPC changes size, the bar for the stock is set at 21 euros"},"content":{"rendered":"<p>JPMorgan is putting the <b>development strategy <\/b>of <b>DEC <\/b>at the heart of the <strong>\u20ac4 billion capital increase<\/strong> the group is launching. <\/p>\n<p>JPMorgan, in a May 1, 2026<\/b> report with <b>Anna Antonova as analyst,<\/b> maintains a positive recommendation on the stock with a price target of \u20ac21 with a December 2027 horizon, noting that after the <b>announcement <\/b>of the planned increase, he has had more than 30 contacts with international investors on the transaction and <b>CMP&#8217;s<\/b> new business plan.<\/p>\n<p>The key element of the analysis is that PPC is <strong>changing scale<\/strong>. The new 2026 to 2030 plan, announced just a few months after the previous strategic update in November 2025, <strong>raises the bar<\/strong> significantly on generating capacity, renewables, operating profit and net profitability. <\/p>\n<p>The group&#8217;s installed capacity is projected<\/b> to rise from 12.4 GW in 2025 to 24.3 GW in 2030<\/b>, with renewable capacity placed at 18.8 GW at the end of the period. In other words, PPC plans not just to boost its portfolio, but to nearly double its presence in power generation, with a clear shift to green and flexible plants.<\/p>\n<p>The change is reflected even more clearly in<strong> financials.<\/strong> Adjusted <b>operating profit<\/b> is expected to reach <b>\u20ac4.6 billion. in 2030, up from \u20ac2 billion in 2025,<\/b>with an average annual growth rate of <b>18%.<\/b> Adjusted net profit attributable to shareholders is projected at <b>\u20ac1.5 billion in 2030, up from \u20ac450 million in 2025,<\/b>with an average annual growth rate of <b>27%.<\/b><\/p>\n<p>For <b>2028<\/b>, the new operating profit target is increased to <b>\u20ac3.3 billion, from \u20ac2.9 billion<\/b> in the previous plan, while net profit rises to<b> \u20ac1 billion, up from \u20ac900 million<\/b><\/p>\n<p>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\n    At the heart of PPC&#8217;s development strategy, JPMorgan puts the \u20ac4 billion capital increase of \u20ac4 billion that will be used for the &#8230;<\/p>\n","protected":false},"author":1,"featured_media":3873,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[5],"tags":[],"class_list":["post-3872","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business"],"acf":[],"_links":{"self":[{"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/posts\/3872","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3872"}],"version-history":[{"count":0,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/posts\/3872\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=\/wp\/v2\/media\/3873"}],"wp:attachment":[{"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3872"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3872"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/en.tomanifesto.gr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3872"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}