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ACWA Power

ACWA Power is a joint-stock company headquartered in , established in 2004, that develops, invests in, co-owns, and operates power generation plants, desalinated facilities, and projects across 13 countries. The firm, listed on the Saudi Tadawul , manages a portfolio of 110 assets in operation, construction, or advanced development, employing over 4,000 people and focusing on independent power and projects under public-private partnerships. As the world's largest private water desalination company by capacity and the Middle East's leading private power producer, ACWA Power has built significant expertise in seawater (SWRO) technology, operating the largest SWRO plants globally and pioneering hybrid solar photovoltaic-SWRO integrations. Its achievements include delivering low-cost projects and positioning as a first-mover in production, with expansions into markets like drawing scrutiny from its leadership over local policy hurdles. While controversies such as proposed energy developments in disputed territories like have raised concerns from advocacy groups, the company's core operations emphasize efficient utility-scale to meet rising demand for and freshwater.

Company Overview

Founding and Early Development

ACWA Power traces its origins to 2004, when Abdullah Abunayyan Trading Company and Abdulkadir Al Muhaidib and Sons Company formed a joint venture to establish ACWA Power Projects, capitalizing on Saudi Arabia's 2002 policy shift via Resolution No. 5/23 that permitted private sector participation in power generation and desalination. This entity, later involving Mada Group from the al-Rajhi Holding Group, focused on independent water and power projects (IWPPs) amid rising demand for reliable energy and water infrastructure in the Kingdom. The company was formally incorporated as ACWA Power, a Saudi closed joint stock company, on July 5, 2008, with initial share capital of SAR 2,920,895,000, under the leadership of key figures including Mohammed Abdullah Rashid Abunayyan as chairman. Early development centered on securing and developing large-scale IWPPs in , leveraging public-private partnerships with entities like the and Saline Water Conversion Corporation. In 2005, ACWA Power won the tender for the Shuaibah IWPP (also known as ), marking its entry into operational projects with combined power and desalination facilities. By 2006, it secured contracts for the Shuqaiq IWPP and Marafiq IWPP, expanding its portfolio in thermal power and desalination technologies to support industrial and municipal needs. These projects established ACWA Power as a pioneer in Arabia's IPP/IWP model, emphasizing build-own-operate-transfer structures with long-term offtake agreements.

Ownership and Governance

ACWA Power is a publicly traded company listed on the (Tadawul) since its in December 2021. The (PIF) of holds the largest stake at 50%, reflecting strategic alignment with national energy diversification goals under Vision 2030. Other substantial shareholders include Vision International Investment Company with 22.93% and founder Mohammad Abunayyan with 3.54%. The company's governance is structured around a comprising 12 members, including shareholder representatives and independent experts with backgrounds in finance, operations, and engineering. Mohammad Abunayyan serves as Chairman of the Board and Executive Committee, while Paddy Padmanathan acts as Vice Chairman and . The Board is elected by shareholders at the ordinary for three-year terms and oversees strategy, operations, and , providing direction to the Management Committee led by the CEO. Supporting the Board are five functional committees responsible for specialized oversight: the Board Executive Committee (chaired by Abunayyan, focusing on business and investments), Board Audit Committee (chaired by Al-Rabiah, ensuring financial reporting integrity), Board Risk and Safety Committee (chaired by Abdullah Abduljabbar, managing enterprise risks), Nomination and Remuneration Committee (chaired by Ahmed Alhakbani, handling nominations and compensation), and an additional committee for strategic reviews. These committees include members and report to the full Board, promoting and decision-making. ACWA Power adheres to the Capital Market Authority (CMA) Corporate Governance Regulations, emphasizing transparency, fairness, and shareholder rights, including nomination of directors and voting at general assemblies. The framework integrates , considerations, and compliance mechanisms to align with regulatory standards and support sustainable value creation for shareholders. No evidence indicates undue influence from major shareholders overriding independent governance processes, though PIF's stake enables significant input via board representation.

Corporate Structure and Operations

Leadership and Management

ACWA Power's leadership is headed by Chairman Mohammad A. Abunayyan, the company's founder, who has overseen its development since its establishment in as a key player in independent power and water projects. The Board of Directors comprises 12 members, blending representatives with independent experts from the sector, and is responsible for strategic oversight and major decision-making. The board operates through five specialized committees to enhance and : the Board Executive Committee, chaired by Abunayyan; the Board , focused on financial integrity; the Board Risk and Safety Committee; the Nomination and Remuneration Committee; and an additional committee addressing operational reviews. This structure supports accountability across risk areas, including (ESG) factors, aligning with the company's public listing on the Saudi Tadawul exchange. Executive management reports to the board via a Management Committee led by the Chief Executive Officer, Marco Arcelli, who assumed the role in March 2023 and directs global strategy, operations, and project execution across power generation and desalination segments. Vice Chairman and Managing Director Raad Al-Saady, appointed in 2023, supports growth initiatives and business development, leveraging experience in regional energy markets. Key supporting executives include Chief Financial Officer Abdulhameed Al Muhaidib, overseeing financial controls and funding for international expansions, and Chief Operations Officer Stefan Verlee, managing operational efficiency and technology integration. This tiered leadership emphasizes performance-driven culture, safety protocols, and sustainable value creation for stakeholders.

Business Segments

ACWA Power's operations are divided into three main reporting segments: Thermal and Water Desalination, Renewables, and Others. The company employs a develop-invest-operate-optimize model across these areas, focusing on power generation, production, and emerging sustainable technologies, with a portfolio of 94 assets valued at USD 97.2 billion as of December 31, 2024. The Thermal and Water Desalination segment involves fossil fuel-based plants, such as combined-cycle gas turbines and oil-fired facilities, alongside integrated water production using multi-stage flash and technologies. This segment contributed 4,857 million in revenue and 2,925 million in operating income for 2024, supporting 14.9 of gross power capacity—21.5% of the company's total—and 8.1 million cubic meters per day of desalination capacity, with additions of 0.4 million cubic meters in the year. Key activities include independent projects (IPPs), integrated water and projects (IWPPs), and standalone desalination plants, often under long-term agreements with utilities in water-scarce regions like the . The Renewables segment, the largest by capacity at 35 gross (50.4% of total power), encompasses photovoltaic (PV), (CSP), wind farms, and battery storage systems, alongside initiatives. It generated 1,434 million in revenue and 1,167 million in operating income in 2024, with 10.7 added during the year, exemplified by projects like the 1,500 MW Sudair Solar PV, which offsets 2.5 million tons of CO2 annually. production, integrated here, targets 223 kilotons per annum, including the project aiming for 220 kilotons, positioning ACWA Power as a in decarbonization technologies. The Others segment primarily consists of reinsurance activities and operations & maintenance (O&M) services provided through subsidiaries like NOMAC, generating 6 million in and 5 million in operating for 2024. O&M supports efficiency across thermal, renewable, and assets, ensuring reliability in long-term contracts. This segment aids and operational optimization but represents a minor portion of overall activities compared to core energy and water operations.

Global Presence and Expansion

ACWA Power maintains a presence in 13 countries, operating 94 assets with a combined capacity of 90 GW in power generation and 9 million m³/day in , alongside investments totaling approximately 900 billion (around USD 240 billion). While the majority of its 31 assets are concentrated in , the company has developed substantial international operations across the and (, , , UAE, , , , and with 38 assets), (, , and with 21 assets), and (4 assets). This geographic diversification supports its portfolio valued at USD 107.5 billion, emphasizing renewables and in regions with high and . The company's expansion beyond Saudi Arabia began with early projects in the UAE and Morocco, evolving into a strategy prioritizing renewable energy and strategic acquisitions. In 2023, ACWA Power secured investment agreements for over 1 GW of renewable projects across multiple Chinese provinces, marking its formal entry into the market as part of broader ambitions to leverage Chinese manufacturing for global megaprojects. By January 2025, this positioned China as a key growth area, with plans to triple total assets under management to USD 250 billion by 2030 through international ventures. In December 2024, it launched three renewable energy projects in Uzbekistan—including wind, solar, and battery storage—with a combined investment of USD 3 billion, enhancing its Central Asian footprint. Further growth includes a USD 693 million acquisition from in 2023 for 4.61 of gas-fired power and 1.11 million m³/day capacity in and , alongside a 25-year signed with Egypt's EETC for a 2 wind project valued at USD 2.3 billion. In 2024, ACWA Power advanced its renewables presence, reaffirming investments in the amid a 2023 commitment to triple overall business scale by focusing on high-potential emerging markets. These moves align with a capital increase of 7 billion (USD 1.8 billion) approved in June 2025 to fund global infrastructure, prioritizing regions like and further Central Asian development.

Historical Timeline

Inception and Initial Projects (2004–2010)

ACWA Power originated as ACWA Power Projects, a established in 2004 in , , by the Abdullah Abunayyan Trading Company (ACWA Holding), Abdulkadir Al Muhaidib and Sons Company, and the MADA Group for Industrial and Commercial Development, amid the Kingdom's policy shift to permit involvement in and utilities. The entity focused initially on developing, financing, constructing, and operating independent power projects (IPPs) and independent water projects (IWPs) using thermal technologies for and , securing the Kingdom's first five such tenders for long-term bulk supply of and desalinated . Mohammad Abdullah Abunayyan, representing the Abunayyan Group, served as a foundational figure and later chairman. Shortly after formation, ACWA Power Projects won bids for pivotal early initiatives, including the Shuaibah Independent Water and Power Project (IWPP), the first such hybrid facility under private development in , featuring a 900 MW Arabian light crude-fired paired with multi-stage flash producing 880,000 cubic meters of per day. Another key win was the Petro-Rabigh Independent Water and Power (IWSPP), supporting industrial needs in the economic city. These projects emphasized build-own-operate models, leveraging partnerships for fuel and off-take agreements with the and Saline Water Conversion Corporation. By 2008, driven by successes in domestic thermal and ventures, the company restructured when ACWA Power International acquired ACWA Power Projects for capitalization of SAR 780 million (approximately USD 208 million), enabling broader investment and operations while retaining focus on . Additional early projects included the IPP, a 1,204 MW heavy fuel oil-fired steam plant—the first Saudi IPP without sovereign guarantees—and barge-based facilities like Bowarege (50,000 m³/day capacity). Shuaibah 2 IWP followed, a 250,000 m³/day costing USD 314 million, supplying over one million residents. These developments established ACWA Power's expertise in hybrid power-water infrastructure, with cumulative capacities exceeding 2,000 MW and several million cubic meters of daily output by 2010, primarily through equity stakes of 20-40% alongside public entities.
ProjectTypeCapacityLocationKey Details
Shuaibah IWPPPower & Water900 MW; 880,000 m³/dayShuaibahFirst private IWPP; steam turbine with MSF desalination.
Rabigh IPPPower1,204 MWRabighNo-guarantee model; heavy fuel oil steam plant.
Shuaibah 2 IWPWater250,000 m³/dayShuaibahSWRO technology; USD 314M investment.
Petro-Rabigh IWSPPPower & WaterN/A (industrial supply)RabighEarly bid win post-2004 formation.
BowaregeWater50,000 m³/dayMobile (barge)RO desalination for flexible supply.

Expansion in MENA Region (2011–2015)

During this period, ACWA Power expanded beyond into additional MENA markets, focusing on (IPP) models for thermal and emerging solar projects to capitalize on regional demand for reliable electricity and diversification from oil dependency. In June 2011, the company entered the ian market by signing a binding agreement with Jordan Dubai Capital to acquire a controlling stake in Central Electricity Generating Company (CEGCO), Jordan's largest power generator with approximately 1,700 MW of installed capacity across seven sites, enhancing ACWA's regional footprint in conventional thermal generation. ACWA Power's push into renewables gained momentum in Morocco, where it secured key solar contracts as part of the Noor Ouarzazate complex. In April 2013, ACWA Power Ouarzazate awarded an engineering, procurement, and construction (EPC) contract to a Spanish consortium for the 160 MW Noor I concentrated solar power (CSP) plant, featuring parabolic trough technology with molten salt storage for extended output. In January 2015, the company, as lead of a consortium, won bids for Noor II (200 MW CSP) and Noor III (150 MW CSP), totaling 350 MW and valued at approximately €1.7 billion, marking significant steps in Morocco's solar ambitions under the Moroccan Agency for Solar Energy (Masen). Noor I achieved commissioning in December 2015, contributing to the complex's goal of over 500 MW capacity. In the UAE, ACWA Power advanced solar development amid the emirates' clean energy targets. In early 2015, the company secured a 200 MW photovoltaic () contract for II of Dubai's Solar Park, part of a broader 550 MW award pipeline in MENA that year, underscoring its competitive bidding success in utility-scale renewables. This expansion aligned with (IFC) equity investments in ACWA Power in 2014, aimed at funding renewable projects across and wider MENA countries to support capacity additions exceeding 1,000 MW in the period.

International Growth and Renewables Shift (2016–2020)

In 2016–2020, ACWA Power intensified its international footprint through competitive tenders in the , while pivoting its development pipeline toward renewable technologies such as solar PV, CSP, and , driven by falling costs and regional decarbonization mandates. The company secured projects exceeding 1 GW in international renewables during this period, supplementing its traditional gas and desalination assets with low-emission alternatives, and explicitly ceased pursuing coal-fired developments. This alignment with emphasized efficient, contracted assets in stable regulatory environments, expanding operations to include , the UAE, and . A pivotal international milestone occurred in April 2017, when ACWA Power, partnered with , won the bid for Phase IV of Dubai's Solar Park—a 200 MW CSP plant with a 100 MW component and 15-hour storage, achieved at a of 7.3 US cents per kWh. This hybrid facility, incorporating a 260-meter solar tower, marked one of the lowest-cost CSP bids globally and advanced the UAE's target of 5 GW solar capacity by 2030. Construction financing for the expanded 950 MW CSP phase followed in March 2019. In , ACWA Power entered the in August 2017 with three projects totaling 165.5 MW (67.5 MW, 70 MW, and 28 MW capacities), backed by a $190 million under a 25-year PPA. These fed into Egypt's 1.65 Benban complex, supporting the nation's aim to derive 42% of electricity from renewables by 2035. Complementary pursuits in and , announced alongside $4 billion in planned 2018 renewable outlays, further diversified ACWA Power's regional exposure. By 2020, ACWA Power's renewables pipeline had swelled by 7 GW across operational, construction, and advanced stages, prioritizing and over fossil fuels and integrating renewable-powered for desalination efficiency. International assets, including ongoing South African CSP operations like Bokpoort—which achieved production milestones with 9.3-hour storage—bolstered the firm's expertise in dispatchable renewables. This era solidified ACWA Power's transition to a low-carbon , with seeing seven such plants commissioned and five bids won, amid a broader eschewing high-emission bids.

Recent Milestones (2021–Present)

In November 2021, ACWA Power completed its (IPO) on the (Tadawul), marking a significant capital-raising event that valued the company at up to $11 billion and positioned it as a publicly traded entity focused on power and water infrastructure. That year, the company achieved financial closings for key projects including the 1,500 MW Sudair Solar PV Independent Power Project (IPP), the Jazan (IGCC) plant, and components of , while adding five large-scale initiatives to its advanced development pipeline in , , and . These developments supported a portfolio expansion emphasizing and capacities. From 2022 onward, ACWA Power accelerated international growth, securing nine financial closings in 2024 totaling 34.6 billion ($9.2 billion) across multiple projects, which funded advancements in and . In December 2024, the company expanded into with over 1 GW of projects and launched three initiatives in —a , solar plant, and battery storage facility—representing a $3 billion investment to bolster regional . By early 2025, ACWA Power acquired ENGIE's stakes in four operating assets, enhancing its control over established power and facilities, and signed seven partnership agreements covering , battery storage, , and during its Innovation Days event in February. Operational milestones in 2025 included the commissioning of the 2.1 GW Al Shuaiba 2 Solar PV IPP in Saudi Arabia, alongside the 500 MW Bash and 500 MW Ghassah solar projects, contributing to a first-half addition of 24.7 GW in power generation capacity and 1.8 million cubic meters per day in desalination output. The company signed nine Power Purchase Agreements (PPAs) in the first half of 2025 for 20 GW of new capacity and advanced a SAR 7.125 billion ($1.9 billion) capital increase to support global expansion, while entering Morocco's Noor Midelt 2 and 3 concentrated solar power projects to strengthen its African footprint with $9.5 billion in total investments. Financially, adjusted net profit rose 62% in the first half of 2025 to reflect robust operational scaling, with the company doubling its overall size over the prior three years through asset acquisitions and PPA signings.

Major Projects

Power Generation Initiatives

ACWA Power's power generation initiatives center on developing and operating natural gas-fired Independent Power Projects (IPPs) across the , serving as key contributors to regional amid a transition from . The company has prioritized high-efficiency combined-cycle and technologies to minimize emissions relative to older plants, while divesting from assets; for instance, it sold one coal-fired facility and converted another to gas by 2023. The Hassyan IPP, located in Dubai, United Arab Emirates, represents one of ACWA Power's flagship thermal projects, delivering 2,400 MW of net power capacity using under a 25-year build-own-operate with (DEWA), with a total project cost of USD 3.237 billion. Originally planned with ultra-supercritical units, the project shifted to gas-fired operations following Dubai's change away from imports. In , the 2 IPP features a greenfield gas-fired plant with 445 MW capacity, utilizing advanced efficiency turbines, and was officially inaugurated on , 2018, as part of a broader expansion adding to an existing 273 MW facility in the Raysut industrial area. Similarly, the Ibri IPP in provides 1,509 MW from , supporting the country's power grid through long-term off-take agreements. ACWA Power expanded its portfolio in with the Az-Zour North 2 & 3 Independent Water and Power Project (IWPP), signed on August 10, 2025, in consortium with the Gulf Investment Corporation; this combined-cycle gas plant will generate 2,700 MW net power alongside capacity, backed by a 25-year and exceeding USD 4 billion in investment, with commercial operations targeted for 2029. In , ACWA Power operates the Thermal Power Station, a 390 MW facility 22 km south of using steam turbines and as primary fuel, and the Zarqa Thermal Power Station, a 485 MW combined-cycle plant in the Zarqa Industrial Zone designed for industrial zone reliability. These projects underscore ACWA Power's role in enhancing grid stability through gas-based generation, often integrated with operations and maintenance services via subsidiary NOMAC.

Desalination Facilities

ACWA Power operates 16 desalination plants across four countries, managing a total capacity of approximately 9 million cubic meters per day of desalinated , positioning it as the world's largest private desalination company. The company's desalination initiatives primarily employ (RO) technology, with increasing integration of sources to reduce energy intensity and environmental impact. In 2022, ACWA Power added a record 2.4 million cubic meters per day through four mega RO plants in the , expanding its portfolio to serve over 5.5 million additional people. Key operational facilities include the Taweelah RO Desalination Independent Water Plant (IWP) in , , which holds the distinction of being the world's largest RO desalination facility with a capacity of 200 million imperial gallons per day (approximately 909,000 cubic meters per day). Commissioned under a 30-year water purchase agreement with the Emirates Water and Electricity Company (EWEC), it utilizes advanced RO processes to supply potable water to the region. In , the Jazlah IWP in produces 600,000 cubic meters per day using (SWRO) technology, incorporating 20% to enhance sustainability. The Shuaibah 3 IWP, also in , employs to desalinate in the Shuaibah region, contributing to national water security. The Hassyan IWP in , adjacent to the Hassyan power plant, features Phase 1 capacity of 180 million imperial gallons per day as part of the Dubai Electricity and Water Authority's (DEWA) expansion to reach 730 million imperial gallons per day by 2030.
Project NameLocationCapacity (m³/day)TechnologyKey Details
Taweelah RO IWPTaweelah, , UAE909,000World's largest plant; 30-year WPA with EWEC.
Jazlah IWPJubail, 600,000SW (20% )Focuses on sustainable water resource enhancement.
Shuaibah 3 IWPShuaibah, Not specifiedSupports regional desalination needs.
Hassyan IWP (Phase 1), UAE~818,000Part of DEWA's capacity expansion to 2030.
Recent expansions include the Rabigh 3 project in Saudi Arabia, awarded in 2021 and recognized as one of the world's largest desalination initiatives. In January 2025, ACWA Power secured a 300,000 cubic meters per day SWRO plant in Sumgayit, Azerbaijan, under a 27.5-year build-operate-transfer model to address Baku's drinking water demand. Additionally, in July 2025, agreements were signed for the Grande-Côte project in Senegal, a 400,000 cubic meters per day facility powered by renewable energy, phased for full operation by 2031 and marking West Africa's largest such endeavor. These projects underscore ACWA Power's shift toward hybrid renewable-powered desalination to mitigate the energy demands of traditional thermal methods.

Renewable and Hydrogen Ventures

ACWA Power has diversified into generation, emphasizing photovoltaic (PV), , and integrated storage systems to support its transition from conventional power. As of mid-2025, the company's total power portfolio includes 93 , with approximately 56% derived from renewables, reflecting strategic investments in utility-scale projects across the , , and beyond. In , ACWA Power announced seven renewable projects in July 2025, comprising 12 of PV and 3 of capacity, backed by a $8.3 billion from partners including Badeel and SAPCO, with operations slated for the second half of 2027. Earlier in August 2025, it commissioned a 2.79 PV portfolio in , including the Al Kahfah (1.4 ), Ar 2 (1 ), and SAAD 2 (365.7 MW) projects, in which ACWA Power holds a 50.1% stake. Internationally, ACWA Power entered Uzbekistan's renewables market with three projects launched in December 2024—a solar PV plant, , and battery storage facility—representing a investment to bolster the country's , supported by IFC financing for a combined 1 GW solar PV and additional capacity. In January 2025, the company marked its entry into with over 1 GW of renewable projects through collaborations with developers like Sungrow Power Supply. These initiatives align with ACWA Power's broader goal of expanding renewable capacity to meet global decarbonization demands while leveraging its operational expertise in models. In , ACWA Power leads major ventures powered exclusively by renewables, positioning itself as a pioneer in low-carbon fuel production. The flagship Green Hydrogen Project in , a with and , features 3.9 GW of renewable input from solar PV, wind, and storage to produce 600 tonnes of hydrogen per day and 1.2 million tonnes of green ammonia annually, with an $8.5 billion investment and 80% construction completion by Q1 2025; power generation is expected mid-2026, followed by full commissioning in 2027. Complementary efforts include the Green Hydrogen Hub, where ACWA Power partnered with Germany's ; a and design (FEED) contract was awarded in August 2025 to a Tecnicas Reunidas-Sinopec for an integrated facility producing from renewables. Further hydrogen projects span multiple regions: In Uzbekistan, groundbreaking occurred in 2023 for a phased initiative starting with 3,000 tonnes of green hydrogen annually, expanding to 500,000 tonnes of green ammonia via 2.4 GW of wind power. Egypt's $4 billion project, signed in recent years, targets 600,000 tonnes of green ammonia in Phase 1, with potential scaling to 2 million tonnes. In Indonesia, a collaboration with PLN and Pupuk Indonesia aims for 150,000 tonnes of green ammonia yearly from 600 MW of solar and wind, with over $1 billion invested and operations by 2026. Additional memoranda of understanding cover Tunisia (200,000 tonnes annually from 4 GW renewables, signed 2024) and exports to Europe, including a February 2025 deal with SEFE for 200,000 tonnes of hydrogen by 2030. These ventures underscore ACWA Power's reliance on electrolysis technologies and renewable integration to produce hydrogen at scale, though commercial viability depends on sustained policy support and cost reductions in electrolyzers.

Technical and Operational Details

Technologies Employed

ACWA Power primarily employs combined cycle gas turbine (CCGT) technology in its conventional power generation projects, which utilize to drive turbines and steam generators for efficient electricity production with reduced compared to simple cycle plants. Examples include the 1,800 MW Qassim-1 in and the 1,500 MW Syrdarya CCGT plant in , both leveraging high-efficiency turbines to meet baseload demands. In , the company deploys photovoltaic (PV) systems, converting sunlight directly into electricity via semiconductor panels, as seen in projects contributing to its 56% renewables portfolio share. (CSP), particularly tower configurations with molten salt thermal storage, enables dispatchable output; notable implementations include the 100 MW Bokpoort CSP plant in and the 100 MW Redstone CSP project, which focus sunlight via heliostats onto a central receiver for extended operation beyond daylight hours. turbines are also integrated in select renewable setups to diversify generation sources. For desalination, reverse osmosis (RO) dominates modern facilities, using semi-permeable membranes and high pressure to separate salts from seawater, as in the 3 IWP, the world's largest RO plant producing over 600,000 cubic meters daily. Earlier projects incorporated multi-stage flash (MSF) thermal distillation, but ACWA Power has transitioned toward RO for lower energy use and costs, exemplified by the Shuaibah 3 conversion from MSF to seawater RO in alignment with Saudi Vision 2030. Hybrid approaches, such as solar-powered RO in the Hassyan desalination project, integrate renewables to minimize dependency. Emerging technologies include utility-scale battery energy storage systems (BESS) paired with solar PV for grid stability, as in Uzbekistan's renewable initiatives, and production via powered by dedicated renewable capacity. The Green Hydrogen Project, the largest of its kind, employs 4 GW of solar and wind to generate hydrogen for export, underscoring ACWA Power's pivot toward low-carbon fuels. Similar efforts, like the hub, target derivatives using comparable tech.

Capacity and Performance Metrics

ACWA Power's total portfolio capacity, encompassing operational, under construction, and advanced development projects, reached 78.9 of power generation and 8.1 million cubic meters per day of desalinated as of the first quarter of 2025. This includes 37 from renewable sources, reflecting the company's shift toward solar, wind, and technologies. Operational renewable capacity specifically grew to 7.7 by the second quarter of 2025, up from 6.3 at the end of 2024. In power generation, the portfolio spans conventional thermal plants, such as combined-cycle gas turbines, alongside renewables; additions in 2024 totaled 14.3 GW, with 10.7 GW in renewables. capacities primarily utilize technology, with the company achieving record annual expansions, such as 2.4 million m³/day added in 2022 across four megaprojects. Performance metrics for ACWA Power's assets emphasize reliability and efficiency, particularly in renewables and CSP facilities. For instance, the Noor III CSP tower in has exceeded its performance targets since commissioning. has implemented an online simulation platform for CSP plants to enhance data reliability, automate processing, and monitor key indicators like output and efficiency, though aggregate capacity factors or thermal efficiencies across the portfolio are not publicly detailed in standard reports. Recent commissions, such as the 2.7 Saudi PV portfolio including Al Kahfah (1.4 ), Ar Rass 2 (1 ), and SAAD 2 (365.7 MW), contribute to operational metrics focused on dispatchable output under long-term offtake agreements.

Financial Performance

ACWA Power's revenue exhibited modest but consistent growth post its 2021 , rising from 5.28 billion in 2022 to 6.10 billion in 2023 and 6.30 billion in 2024, reflecting incremental contributions from expanded project portfolios in power and across multiple countries. This trajectory aligns with the company's development of approximately 5.44 of new power capacity and 600,000 cubic meters per day of capacity added in alone during 2022, alongside international ventures. Net profit demonstrated stronger upward momentum, increasing from 1.54 billion in 2022 (a 103% year-over-year attributed to higher operating profits of 2.61 billion) to 1.66 billion in 2023 and 1.76 billion in 2024, despite stable revenue margins. The profit expansion in 2023 stemmed from a 14% rise in operating income to 2.98 billion, bolstered by efficiencies in existing assets and financial closes on new developments, while 2024's 6% net profit growth occurred amid record additions of 14.3 in capacity.
YearRevenue (SAR billion)Net Profit (SAR billion)
20225.281.54
20236.101.66
20246.301.76
These trends underscore ACWA Power's resilience in a capital-intensive sector, with profit margins improving to around 28% by 2024 through diversified streams and cost controls, though growth has remained tempered by long-term project gestation periods and regional economic factors.

Investment and Funding

ACWA Power's equity base is dominated by the (PIF) of , which acquired an initial 15.2% stake in 2018 and increased its ownership to 50% by 2023 through phased investments supporting the company's expansion in power and sectors. Other substantial pre-IPO shareholders included Vision International Investment Company and Al Rajhi Holding Group. The company raised 4.55 billion (approximately $1.2 billion) through its (IPO) on the Tadawul exchange, completed on October 11, 2021, by issuing 81,199,299 new shares at 56 each, representing 11.1% of enlarged share capital; shares rose 30% on debut, with proceeds allocated to balance sheet strengthening and project development. In July 2025, ACWA Power executed a 7.125 billion —one of the largest in market history—to finance growth toward $250 billion in assets under management by 2030, with subscriptions from existing shareholders including PIF mandates for renewable capacity delivery. Project-level funding relies on non-recourse debt and equity syndications, often involving international lenders and partners; for instance, in August 2025, ACWA Power secured $3.4 billion in financing for two 1,800 MW gas-fired plants (Rumah-1 and Nairyah-1), with 35% equity held alongside Saudi Electricity Company and Korea Electric Power Corporation, funded by entities including Export-Import Bank of Korea and local banks. Similarly, September 2024 agreements totaled SAR 9.7 billion ($2.6 billion) from bank consortia for three solar projects, while the International Finance Corporation provided a $240 million Islamic equity bridge loan in October 2024 for Uzbekistan renewables. Joint investment vehicles further bolster funding, such as the July 2025 SAR 31 billion ($8.3 billion) commitment with PIF-backed Badeel and SAPCO for 15 GW of Saudi renewable projects, aligning with national targets where ACWA Power leads 70% of renewable rollout under PIF directive. These structures emphasize long-term equity commitments and performance-based tariffs to mitigate risks in high-capital infrastructure.

Market Position and Valuation

ACWA Power holds a prominent position as a leading developer and operator of independent power projects (IPPs) in the (MENA) region, particularly in , where it benefits from government-backed initiatives like Vision 2030 to diversify energy sources toward renewables. The company manages a portfolio exceeding 30 in power generation capacity and over 5 million cubic meters per day in as of mid-2025, with expansions into markets like , , and , positioning it ahead of regional peers in integrated utility solutions combining conventional, , and projects. Competitors include in renewables and state-linked entities like in traditional power, but ACWA Power differentiates through its build-own-operate model and cross-border project wins, such as 12.5 commitments valued at up to $10 billion announced in 2025. As a publicly listed entity on the Saudi Tadawul exchange (ticker: 2082) since its 2021 IPO, ACWA Power's market capitalization stood at approximately 182.6 billion SAR (about $48.7 billion USD) as of October 23, 2025, reflecting a 49.85% decline from its peak but sustained investor interest amid regional energy transition demands. Its trailing price-to-earnings (P/E) ratio hovered around 101x based on the latest twelve months' earnings, indicating a premium valuation compared to global utility peers, though analysts project revenue growth to 8.5 billion SAR in 2025, a 21% increase year-over-year, driven by new capacity additions. This elevated multiple—deemed expensive relative to an estimated fair P/E of 58.4x—stems from expectations of long-term contracts and government support, offset by risks like project delays and commodity price volatility. In H1 2025, adjusted net profit surged 62% to support this positioning, underscoring operational leverage in high-growth desalination and solar segments.

Controversies and Criticisms

Environmental Impacts of Desalination

Desalination facilities, including those operated by ACWA Power, primarily employ technology, which removes salt from but produces hypersaline as a comprising 40-60% of volume depending on rates. This , when discharged into coastal waters, elevates local and , disrupting habitats by stressing or killing benthic organisms, larvae, and communities, while prompting and favoring tolerant species like nematodes. In regions with high plant density, such as the where ACWA Power maintains significant operations, cumulative discharges have been linked to hypoxic zones and reduced , exacerbating ecosystem degradation beyond natural variability. Intake systems for seawater desalination entrain and impinge , drawing in , fish eggs, and juveniles through open-ocean screens, with mortality rates estimated at 50-90% for entrained organisms in conventional setups. ACWA Power's plants, like those in , mitigate this via high designs aiming for 45-55% water yield, which proportionally reduce volumes and associated , though residual impacts persist without subsurface intakes. Chemical additives used in pretreatment—such as antiscalants, coagulants, and biocides—are released in or backwash, introducing contaminants that bioaccumulate in sediments and food chains, with studies indicating toxicity to and at concentrations exceeding 1-10 mg/L for common agents like . Energy demands of , typically 3-5 kWh/m³ for , contribute substantial when powered by fossil fuels, accounting for 0.5-1.5% of regional electricity in water-scarce areas like the . ACWA Power acknowledges these emissions as a key concern, with plants emitting CO₂ equivalent to thousands of tons annually per facility, though integration with renewables in newer projects aims to offset this; critics note that even optimized systems lag behind in full decarbonization. Additional localized effects include noise from pumping, visual alterations to coastlines, and diminished recreational fisheries due to habitat shifts, with no comprehensive long-term monitoring data confirming full mitigation in ACWA-operated sites. Brine management strategies, such as diffuser dilution to 20-30% above ambient , are standard but often insufficient in enclosed seas with low flushing, where modeling shows persistent density gradients altering currents and . ACWA Power reports employing such techniques across its , the world's largest private capacity exceeding 5 million m³/day, yet independent assessments highlight risks of chronic salinization in the Gulf, potentially compounding from co-located power plant effluents. Valorization efforts, like from , remain nascent and uneconomical at , leaving as the dominant disposal method with unresolved ecological trade-offs.

Project-Specific Challenges

ACWA Power's Noor III (CSP) plant, part of the Noor complex in with a 150 MW , experienced a significant breakdown in March 2024 due to a leak in the hot molten salts storage tank, a critical component for in CSP systems. This incident forced the plant offline until November 2024, resulting in estimated losses of $47 million for ACWA Power, with the company planning to construct a replacement tank to address the issue. The outage extended into early 2025, lasting approximately 14 months before partial resumption in April 2025, highlighting recurring reliability problems in molten salt-based CSP technology, including repetitive breakdowns and suboptimal performance. Earlier operational challenges at Noor III contributed to broader performance shortfalls, with unusually prolonged outages in reducing ACWA Power's consolidated power plant to 87%, below typical targets for such facilities. These issues underscore vulnerabilities in CSP projects, where equipment failures in high-temperature storage systems can lead to extended downtime and financial impacts, as evidenced by the plant's history of maintenance-related interruptions. The Al Mourjan independent water and power plant in , a gas-fired facility developed by ACWA Power, also faced extended outages in , further impacting the company's overall metrics and operational reliability. Such incidents reflect project-specific risks including failures and unforeseen needs, which ACWA Power's frameworks identify as potential causes of delays and performance gaps, though specific causes for Al Mourjan were not publicly detailed beyond their duration. Across its portfolio, ACWA Power has acknowledged exposure to project execution risks, such as delays and quality workmanship issues in construction phases, particularly in complex renewable and desalination developments, though these have not universally materialized into major failures beyond the cited cases.

Geopolitical and Economic Dependencies

ACWA Power's operations are markedly dependent on Saudi Arabian governmental support and policies, with 61% of its power generation capacity located in the kingdom as of 2024. Under a strategic framework agreement with the Public Investment Fund (PIF), which holds a 44.164% ownership stake in the company, ACWA Power is responsible for delivering 70% of Saudi Arabia's targeted 103 GW renewable energy capacity by 2030, aligning closely with Vision 2030 objectives for diversification beyond oil. This concentration exposes the firm to shifts in Saudi fiscal priorities, subsidy structures, and regulatory frameworks, as evidenced by major contracts with state entities like the Saudi Electricity Company and Saudi Water Partnership Company, which accounted for over SAR 3.33 billion in revenue—approximately 53% of total 2024 revenue of SAR 6.30 billion. Economically, the company's model relies heavily on long-term, take-or-pay power purchase agreements (PPAs) and water purchase agreements (WPAs), covering 99% of its portfolio with average terms of 22 years, where more than 70% of offtakers are government-linked or investment-grade entities. These contracts provide revenue stability but tie financial performance to sovereign creditworthiness and policy continuity, with two state-linked customers each contributing over 10% of revenue in 2024 (SAR 1.17 billion and SAR 449.9 million). Currency risks arise from non-USD exposures in markets like (EGP) and (MAD), though 95% of contracts are USD-indexed, and hedging limits unhedged floating-rate debt to under 30%. Geopolitically, international expansion into 13 countries—including recent projects in (1.1 GW renewables), (IFC-financed solar), (desalination), and (2 GW wind)—depends on host government partnerships and bilateral ties shaped by Saudi diplomacy. This diversification mitigates Saudi-centric risks but introduces exposures to regional instabilities, such as conflicts or US- trade frictions, potentially delaying approvals or escalating costs in volatile areas like and . Execution challenges in these jurisdictions, including regulatory changes and supply chain disruptions, are acknowledged in the firm's framework, with mitigation via , , and a geographically spread asset base.

Impact and Future Outlook

Contributions to Energy Transition

ACWA Power has advanced the by developing utility-scale infrastructure, emphasizing solar photovoltaic (PV), (CSP), and projects that displace dependency in power generation. As of December 31, 2024, its portfolio encompassed 94 assets with a total gross capacity of 69.2 , including substantial renewable components integrated into national grids across multiple countries. In 2023 alone, the company commissioned a 10.7 of power generation capacity, of which 66% derived exclusively from renewable sources, contributing to reduced carbon emissions in regions reliant on conventional plants. Within Saudi Arabia, ACWA Power supports Vision 2030's program, which targets an additional 103 GW of capacity by 2030 to diversify from oil-dominated electricity production. Under a strategic framework with the (PIF), the company is tasked with delivering 70% of the Kingdom's renewable installations, including and wind facilities that leverage abundant natural resources for baseload and dispatchable power. In July 2025, ACWA Power, alongside Badeel and SAPCO, committed approximately $8.3 billion to seven projects totaling 15 GW, such as the 3 GW in and the 3 GW Humaij solar installation in Madinah, with commissioning slated for 2027–2028 to bolster stability and export potential. These initiatives align with 's net-zero emissions pledge by 2060, though their scale underscores a pragmatic approach prioritizing economic diversification over immediate . Internationally, ACWA Power has exported renewable expertise to emerging markets, facilitating local energy transitions. In , it developed the Noor complex, featuring 510 MW of CSP and 135 MW of , which provided dispatchable and set benchmarks for thermal storage integration as of its full operation in the late 2010s. More recently, in October 2024, the partnered with ACWA Power to finance hybrid solar-wind projects in , marking a key step in that country's shift from coal-heavy generation toward renewables in Central Asia's . The company also pursues production, signing memoranda of understanding in May 2025 worth $500 million with U.S. firms for solar-powered and desalination-linked facilities, enabling low-carbon fuel exports to and . These efforts, while amplifying ACWA Power's role in global decarbonization, rely on subsidized financing and government-backed offtake agreements, reflecting the capital-intensive realities of scaling intermittent renewables.

Challenges in Global Expansion

ACWA Power's efforts to expand beyond into markets such as , , and various African nations have faced technical, regulatory, and operational hurdles. In , a key destination for the company's renewable projects, a breakdown in the system at the solar plant in March 2024 led to operational disruptions and financial losses estimated at $47 million for ACWA Power. This incident highlighted vulnerabilities in large-scale photovoltaic-plus-storage infrastructure in remote desert environments, where maintenance logistics and component reliability pose ongoing risks. Additionally, disputes over (CSP) technology have delayed Morocco's Noor project, with ACWA Power as a , stemming from performance shortfalls in earlier phases that questioned the viability of storage systems under local conditions. Regulatory and policy inconsistencies in emerging markets further complicate execution. In , ACWA Power's multi-gigawatt solar and wind initiatives have encountered bureaucratic delays tied to evolving foreign investment rules and grid integration requirements, prompting the company to advocate for streamlined approvals to mitigate timeline slippages. Financing challenges persist amid currency volatility and high capital demands; for instance, in , ACWA Power has navigated rand fluctuations while pursuing bids, though broader African scaling efforts are constrained by underdeveloped transmission infrastructure and off-taker credit risks. The company's CEO emphasized in November 2024 that viable large-scale renewables deployment favors bigger economies like or over smaller ones, where economic instability amplifies execution risks. Geopolitical factors and memorandum-of-understanding (MoU) conversion risks add layers of uncertainty to global pursuits. As a state-linked entity, ACWA Power's partnerships in regions with U.S.-aligned tensions, such as potential expansions into or hydrogen export chains, face scrutiny over dependencies and sanctions exposure. Many ambitious MoUs, totaling billions in prospective capacity across and , have historically underperformed in materializing into financial close due to host-government fiscal constraints and shifting priorities, necessitating a $1.8 billion capital raise in June 2025 to bolster liquidity for international bids. These issues underscore the causal interplay between local execution capabilities and macroeconomic dependencies, often requiring ACWA Power to adapt hybrid financing models involving multilateral lenders like the IFC to de-risk ventures in politically volatile settings.

Strategic Goals to 2030

ACWA Power's 2030 growth strategy emphasizes expansion in , water , and green fuels, with a focus on high-growth markets including , the and , , and /. The plan seeks to triple the company's assets under management to $250 billion in investment cost value, positioning it among the global top three developers in renewables and while maintaining leadership in . This ambition aligns with Saudi Vision 2030's target of 50% renewables in the Kingdom's energy mix by 2030, supporting national goals for economic diversification and reduced oil dependence through over 1,000 related initiatives. In power generation, the company targets exceeding 175 gigawatts of total by 2030, up from 78.9 gigawatts as of July 2025, with a tripling of global renewable to enable transitions in emerging economies. Flexible generation assets will complement renewables to ensure stability. For desalination, ACWA Power aims to produce 15 million cubic meters of daily by 2030, reinforcing its global dominance in sustainable solutions. Green hydrogen development forms a core pillar, with investments directed toward production in sovereign-backed markets to decarbonize hard-to-abate sectors. Sustainability targets include reducing the specific emission intensity of the portfolio by 50% from 2020 levels by 2030, alongside a policy of no new investments in or oil-fired projects. Annual capital deployment for new projects is projected to reach $2–2.5 billion over the next five years to fund this expansion. The strategy also prioritizes , aiming to establish ACWA Power as the preferred partner, , and best employer in its regions, contributing to broader Vision 2030 objectives like job creation and non-oil GDP growth.

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