OPC Energy Q1 Report to Test Momentum of Global Energy Strategy

TEL AVIV, Israel – May 06, 2026 – OPC Energy Ltd. (TASE: OPCE) is set to provide a crucial update on its financial health and strategic progress, announcing it will release its first-quarter 2026 results on Wednesday, May 20. The announcement comes as investors and market analysts watch to see if the energy giant can maintain the powerful momentum it built throughout a record-breaking 2025.

Following the financial disclosure, the company's leadership, including Chief Executive Officer Giora Almogy and Chief Financial Officer Ana Bernstein Shvartsman, will host a conference call in English to detail the results and provide forward-looking insights. This quarterly check-in is particularly significant, coming on the heels of major capital infusions and ambitious project advancements across its core markets in Israel and the United States.

High Expectations Following a Landmark Year

The anticipation surrounding the Q1 2026 report is rooted in OPC Energy's stellar performance in 2025. The company reported a 32% year-over-year increase in EBITDA, reaching ILS 1.59 billion (approximately $460 million), while adjusted net profit skyrocketed by an astonishing 225% to ILS 373 million (around $108 million). This performance was heavily bolstered by its U.S. operations, which saw EBITDA surge by 70%, crossing the ILS 1 billion threshold for the first time.

Investor confidence in the company's trajectory has been robust. This was demonstrated by a successful equity raise of approximately $255 million from leading Israeli institutional investors in March 2026. This followed a series of three capital raises in 2025 that totaled roughly $610 million, arming the company with significant liquidity to fuel its expansion. The upcoming report will be the first major test of how that capital is being deployed and whether the growth trends are continuing into the new year.

A Dual-Front Strategy in Israel and the U.S.

OPC Energy's unique strategic position is defined by its deep operational footprint in two distinct and critical energy markets. In its home market of Israel, it stands as the nation's first and leading private electricity producer, operating a portfolio of highly efficient natural gas plants including the Rotem (466 MW), Hadera (144 MW), and Zomet (396 MW) facilities.

More importantly, the company is a key player in Israel's energy transition. It is spearheading the development of the Ramat Beka project, which is poised to become the country's largest solar and storage site with a planned capacity of 505 megawatts of solar PV and 2,760 megawatt-hours of storage. This project is central to helping Israel meet its national goal of generating 30% of its electricity from renewable sources by 2030, a target that has faced challenges due to bureaucratic and infrastructural hurdles. OPC's progress on Ramat Beka will be a focal point for assessing its long-term value creation within the Israeli market.

Simultaneously, OPC Energy is executing an aggressive expansion in the United States through its subsidiary, CPV Group. Leveraging over two decades of experience, CPV is advancing a massive pipeline of over 15 gigawatts of renewable and dispatchable generation projects. Strategic moves in 2025 solidified this U.S. platform, as the company secured full ownership of three new power plants totaling 2.8 GW and acquired a significant stake in the 725 MW Shore power plant. Further validating its renewables focus, a $300 million investment from U.S. private equity fund Harrison Street into a CPV subsidiary in late 2024 has provided substantial backing for its American green energy initiatives.

Navigating Favorable but Complex Market Dynamics

OPC Energy's growth strategy is unfolding against a backdrop of supportive but complex macroeconomic and regulatory environments in both its key markets. In the United States, the Inflation Reduction Act (IRA) has created powerful tailwinds, offering long-term tax credits and incentives that provide unprecedented policy predictability for renewable energy and storage developers. This, combined with surging electricity demand from data centers and the broader electrification trend, creates a fertile ground for CPV's extensive project pipeline.

In Israel, the market dynamics are equally compelling. The government is committed to phasing out coal and expanding its reliance on domestic natural gas and renewables. A projected sharp rise in electricity consumption, driven by population growth and the rapid development of energy-intensive data centers, ensures a strong and growing demand for reliable power. As the leading private producer, OPC is uniquely positioned to capture this growth, balancing its established natural gas assets with its forward-looking renewable investments like Ramat Beka.

Investors will be closely watching the May 20th report for signs of how OPC Energy is translating these favorable market conditions into tangible financial results. Key areas of focus will include the continued performance of the U.S. segment, concrete progress on the development timelines for its major solar and storage projects, and management's guidance on capital allocation for the remainder of 2026. The upcoming financial disclosure and subsequent investor call will therefore be a critical barometer for the company's ability to execute on its ambitious, dual-continent growth strategy in the year ahead.