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Emera

Emera Incorporated is a publicly traded multinational headquartered in , Canada, that owns and operates a portfolio of regulated electric and utilities serving approximately 2.6 million customers across and the . Founded in as NS Power Holdings Incorporated, the company has grown into a diverse and services provider with $43 billion in assets and $7.2 billion in annual revenue as of 2024, employing around 7,600 people. Emera's operations focus on the generation, transmission, distribution, and sale of and , with its largest utilities in , including Tampa Electric, alongside others in , New Mexico (pending divestiture in late 2025), and the . The company emphasizes cost-of-service regulation to ensure predictable earnings and cash flows, supporting a five-year capital investment plan of $20 billion for 2026-2030 aimed at rate base growth of 7-8% annually. Traded on the (TSX: EMA) and (NYSE: EMA), Emera targets adjusted growth of 5-7% through 2030 and dividend growth of 1-2%. As a leader in the North American , Emera is committed to delivering reliable, affordable, and cleaner through investments in renewable sources, achieving a 49% reduction in CO2 emissions since 2005 and 1,977 megawatts of renewable capacity as of 2024. The company also prioritizes safety, , and community investment, contributing $12.4 million in 2024 while distributing $6.7 billion in economic value to stakeholders.

Overview

Corporate Profile

Emera Inc. is a publicly traded focused on energy infrastructure, headquartered in , Canada. It is listed on the under the ticker symbol TSX: EMA and on the under NYSE: EMA. The company serves approximately 2.5 million utility customers across and the through its regulated utilities and energy services. As of the third quarter of 2025, Emera employs about 7,600 people. Its stood at approximately $14.40 billion USD in November 2025. Emera distinguishes itself as a geographically diverse with investments in , , and , as well as . Subsidiaries play a key role in delivering these operations across multiple regions.

Strategic Focus

Emera's mission is to energize modern life and deliver a cleaner future for all, emphasizing the provision of essential services that support communities and . This purpose guides the 's operations across its regulated utilities and related businesses, prioritizing customer needs in the context of evolving demands. The company's vision is to become the energy provider of choice for customers, the employer of choice for its people, and a preferred choice for investors, fostering long-term value through strategic investments and operational leadership. Central to this vision is a commitment to achieving net-zero CO2 emissions by 2050 or sooner, with a strong emphasis on integrating sources into its systems and building resilience against climate impacts such as events. Emera's core values—putting above all else, centering customers in , valuing candour, , and , caring for each other, the , and communities, and pursuing excellence through innovation, tenacity, and integrity—serve as foundational principles that inform daily operations and strategic choices across its North American footprint. Emera's strategic priorities revolve around four key pillars: ensuring system reliability to meet growing needs, pursuing in high-potential jurisdictions, executing targeted investments in modernization, and managing risks to support sustainable performance. These pillars underscore the company's role as a North American leader in the , focusing on safely delivering reliable and cleaner while minimizing cost impacts for customers. This approach aligns with broader goals, enabling Emera to advance decarbonization and without delving into specific metrics.

History

Formation and Early Development

Emera Incorporated was formed on July 23, 1998, through the privatization of , a provincial that had been established to provide services in the province. This creation marked a significant transition from government ownership to a private structure, as mandated by the Nova Scotia Power Privatization Act of 1992 and the subsequent Reorganization Act of 1998, which facilitated the transfer of assets to private hands while requiring the company's principal offices to remain in . Initially incorporated as NS Power Holdings Incorporated under the Companies Act (), it adopted the name Emera Incorporated in 2000. From its inception, Emera's primary focus was on the operations of its wholly owned subsidiary, Incorporated, a vertically integrated regulated responsible for , , and across . This structure allowed Emera to oversee the province's energy infrastructure, serving approximately 500,000 customers at the time and emphasizing reliable service delivery in a region historically dependent on coal-fired generation and hydroelectric resources. Early regulatory approvals were secured from the Nova Scotia Utility and Review Board (UARB), which oversees rate-setting and operational standards under the Public Utilities Act, ensuring compliance with provincial mandates for safe and affordable energy provision. Emera's common shares, initially traded as NS Power Holdings, were listed on the (TSX) under the symbol EMA in 1999, enabling public investment and marking the company's entry into capital markets shortly after incorporation. In its formative years, Emera faced key challenges in adapting to the broader trends sweeping the North American energy sector during the late , which introduced competitive pressures on while maintaining on and . To address reliability concerns in aging , the company prioritized initial investments in upgrading facilities, such as modernizing lines and enhancing capacity, to meet growing demand and regulatory standards for service continuity. These efforts laid the groundwork for operational stability amid the shift to a more market-oriented environment.

Major Acquisitions and Growth

Emera's expansion into the began in 2001 with the acquisition of Bangor Hydro-Electric Company, marking its first major investment outside and establishing a foothold in the regulated sector in . This move was followed by the 2010 purchase of & Corporation, which merged with Bangor Hydro to form Emera , further solidifying its presence in the region. These acquisitions diversified Emera's portfolio beyond its base, emphasizing regulated utilities in northeastern U.S. markets. Entry into the Caribbean commenced in 2008 with the acquisition of a 25% stake in Grand Bahama Power Company through the purchase of ICD Utilities Limited, providing exposure to island-based electric operations. In 2010, Emera acquired a 38% interest in Light & Power Holdings Ltd., the parent of Barbados Light & Power Company, for US$85 million, and subsequently increased its ownership to a majority stake in 2011 via a takeover offer. These transactions expanded Emera's footprint into renewable-integrated island utilities across the Bahamas and Barbados, with further Caribbean involvement through stakes in operations in Dominica and St. Lucia before later divestitures. A pivotal growth phase occurred in 2016 with the US$10.4 billion acquisition of , which included Tampa Electric Company in and New Mexico Gas Company, significantly scaling Emera's U.S. operations and introducing regulated gas utilities to its portfolio. To streamline its holdings, Emera divested non-core assets that year, including the sale of 50.1 million common shares in Corp. for approximately Cdn$1.3 billion. Subsequent divestitures included the 2019 sale of its gas-fired generation facilities (Bridgeport Energy, Tiverton Power, and Rumford Power) to Revere Power for US$590 million and the sale of its operations to Corporation for US$1.3 billion. In 2022, Emera sold its majority stake in Dominica Electricity Services Limited to the Government of . More recently, in 2024, Emera announced the divestiture of New Mexico Gas Company to Bernhard Capital Partners for US$1.25 billion, expected to close in late 2025. Emera's recent growth has emphasized strategic investments in and grid infrastructure, aligning with its diversification goals. In November 2025, the company outlined a Cdn$20 billion capital plan for 2026-2030, with over 90% allocated to grid reliability, modernization, and renewable integration projects across its utilities, extending its rate base growth guidance of 7-8% annually through 2030. Key initiatives include battery energy storage systems at , approved in 2024, and electric grid modernization at Tampa Electric, underscoring a shift toward sustainable, resilient operations.

Business Segments

Regulated Electric Utilities

Emera's regulated electric utilities form the core of its operations, encompassing vertically integrated and distribution-focused subsidiaries that generate, transmit, and distribute to approximately 2 million customers across and the as of 2024. These operations emphasize reliable power delivery through a diverse asset base that includes natural gas-fired plants, hydroelectric facilities, wind farms, and solar installations, with a combined generating exceeding 7,000 MW as of 2025. The utilities prioritize investments in grid modernization and renewable integration to support growing demand and goals. Nova Scotia Power, Emera's flagship utility, serves approximately 557,000 customers throughout , operating a vertically integrated with about 2,500 MW of generating capacity from a mix of , , , and resources. In April 2025, Nova Scotia Power experienced a cybersecurity incident impacting , with ongoing response efforts to enhance . It manages extensive and networks spanning the , ensuring 99.98% reliability in power delivery. Tampa Electric, based in , provides service to around 860,000 customers in the Tampa Bay region, with over 5,000 MW of capacity primarily from efficient natural gas combined-cycle plants and 1,350 MW of , supplemented by for peak management. Emera Maine delivers electricity to about 165,000 customers in central and northern through a robust and infrastructure, focusing on reliability amid regional renewable growth. Newfoundland Power distributes power to approximately 272,000 customers across , sourcing nearly all its supply from provincial resources via long-term agreements, without owning generation assets. Emera Caribbean operates in and the (Grand Bahama), with an investment in St. Lucia, serving approximately 155,000 customers with around 500 MW of capacity from , , and emerging facilities tailored to island grids. These utilities operate under cost-of-service rate regulation by respective authorities to ensure fair pricing and service quality. In , is overseen by the Nova Scotia Utility and Review Board, Emera Maine by the Maine Public Utilities Commission, and by the Board of Commissioners of Public Utilities. is regulated by the Public Service Commission, which approves rates based on investments and fuel costs. utilities adhere to local regulatory bodies in each jurisdiction, such as the Fair Trading Commission in , balancing reliability with affordability in hurricane-prone areas. Key services include secure electricity supply, with ongoing grid hardening and deployments to enhance resilience and outage response. Investments target renewables integration, such as Tampa Electric's expansions and Power's hydro optimizations, alongside customer programs promoting through rebates for LED lighting, heat pumps, and demand-response initiatives that reduce peak loads by up to 10%. These efforts support broader system reliability, with Emera's electric utilities achieving average outage durations below industry benchmarks.

Regulated Gas Utilities

Emera's regulated gas utilities encompass distribution and operations focused on delivering reliable service to residential, commercial, and industrial customers. The primary subsidiaries include Peoples Gas System, Inc., which operates in , and New Mexico Gas Company, Inc., serving . As of November 2025, the sale of New Mexico Gas Company to Bernhard Capital Partners is pending regulatory approval and expected to close later in 2025. These entities are integral to Emera's rate-regulated portfolio, emphasizing infrastructure maintenance and customer safety. Peoples Gas System distributes to over 500,000 customers across 43 counties in , utilizing a network of approximately 13,500 miles (21,700 km) of gas mains and service lines. New Mexico Gas Company provides service to more than 550,000 customers, covering about 60% of 's through a system spanning over 12,000 miles (19,300 km) of pipelines, including and . Collectively, Emera's gas utilities manage more than 43,000 km of pipelines, along with storage facilities, primarily in the U.S. Southeast and Southwest regions. Additionally, the Pipeline, a 145 km line in , , connects to facilities and supports regional supply. These operations fall under rate regulation by respective authorities: the Florida Public Service Commission oversees Peoples Gas for intrastate distribution, while the Public Regulation Commission regulates Gas Company's activities. The Brunswick Pipeline is regulated by the Canada Energy Regulator as a Group 2 , ensuring tolls and operations align with standards. Interstate aspects, where applicable, are subject to (FERC) jurisdiction, though Emera's focus remains on local distribution. Key services provided by these utilities include safe natural gas delivery through modernized , comprehensive and prevention programs using advanced technologies like acoustic sensors and patrols, and efforts to transition toward lower-carbon options such as (RNG). For instance, Peoples Gas has connected pipelines to RNG production facilities to blend sustainable sources into its system, reducing emissions while maintaining reliability. These initiatives prioritize operational integrity and within regulated frameworks. These gas operations integrate with Emera's broader energy portfolio to offer cohesive services alongside electric utilities.

Unregulated and Other Operations

Emera Energy, a wholly owned of Emera Inc., operates as the company's primary unregulated business unit, focusing on and power wholesale marketing, trading, and asset optimization across northeastern , including and the . It delivers customized services to a diverse clientele, such as producers, local distribution companies, power generators, load-serving entities, and owners of renewable assets, enabling efficient navigation of competitive energy markets. These activities involve optimizing assets through strategic trading and marketing strategies that capitalize on regional dynamics, without the stability of rate regulation. In addition to core trading operations, Emera Energy supports ancillary services like for gas infrastructure. Emera's unregulated portfolio also encompasses investments, including wind and solar projects in regions such as and , contributing to a broader of over 100 MW as of 2025 through historical joint ventures and ongoing support for clean energy integration. These efforts emphasize market-driven opportunities in renewables, complementing trading services for renewable asset owners. Other unregulated operations include technology solutions provided through subsidiaries like Emera Technologies, which develops advanced energy management systems, including microgrid platforms for distributed and control to enhance and in competitive settings. Engineering services are offered via entities such as Emera Renewables Ltd., which handles , , operations, and maintenance for projects, extending Emera's capabilities in innovative beyond regulated utilities. These unregulated activities expose Emera to market volatility in prices and trading volumes, presenting risks from fluctuating costs and competitive pressures, while offering opportunities for innovation in clean trading and technology deployment to meet growing demand for sustainable solutions.

Sustainability and

Environmental Initiatives

Emera has committed to achieving net-zero (GHG) emissions by 2050, with an interim target of a 50% reduction in Scope 1 and 2 emissions by 2035 relative to the 2019 baseline. This ambition focuses on transitioning away from coal-fired generation and increasing low-carbon sources across its operations, particularly through subsidiaries like and Tampa Electric. To support renewable energy growth, Emera aims for 40% of its generation to come from by 2030, building on current contributions from , , and . Key projects include expansions in capacity at Tampa Electric, which reached 1,350 MW by the end of 2024 through additions like the Solar site and solar installation, and partnerships exploring offshore opportunities in to integrate intermittent renewables into the grid. These initiatives align with regulatory mandates, such as Nova Scotia's requirement for 80% renewable electricity by 2030 at , where renewables already accounted for 40.5% of generation in 2024. In response to climate risks, Emera invests in resilient , including over $500 million requested for storm hardening following in 2022, which targeted enhancements to power lines, vegetation management, and grid reliability in . This effort builds on broader adaptation strategies, such as undergrounding overhead lines and deploying advanced monitoring technologies at Tampa Electric and Peoples Gas to withstand . Emera publishes annual sustainability reports detailing environmental progress, including 2024 Scope 1 emissions of 13,381,615 tonnes CO2e, reflecting a 47% reduction from 2005 levels primarily through ; as of December 31, 2024, Scope 1 CO2 emissions reflected a 49% reduction from 2005 levels. Water usage has also declined, with a 42,500 megalitre reduction in 2023 compared to 2022 at due to decreased operations and efficiency measures, contributing to overall resource conservation.

Social and Governance Practices

Emera Inc. emphasizes and as core components of its corporate culture, aiming to foster equitable workplaces across its operations. The company has set a target of achieving 40% women in roles by 2025, with 37% of leaders already being women as of 2024. To support this, Emera maintains 15 employee groups (ERGs) that promote belonging and , including groups for women, employees, employees, 2SLGBTQ+ individuals, and those with disabilities. These ERGs facilitate networking, , and cultural awareness initiatives. Additionally, Emera provides mandatory annual on its , which incorporates principles, alongside specialized programs such as in the e-learning and quarterly virtual sessions on . The company demonstrates a strong commitment to community impact through targeted investments that address local needs in , development, and emergency response. In , Emera contributed $12.4 million to community programs across its regions, building on prior years' efforts that exceeded $18 million in 2022. For , Emera supports initiatives like the PREP Academy, which received $260,000 to aid over 160 African Nova Scotian students in STEM and leadership skills since 2021, and partnerships with that raised $363,000 for youth opportunities in . In disaster relief, Emera allocated $335,000 following Hurricanes Helene and Milton in , and previously committed $500,000 through funds for recovery in 2022 and wildfire aid in 2023, focusing on vulnerable populations in and the southeastern U.S. Emera's governance framework integrates robust oversight for social and sustainability risks, ensuring accountability and compliance with regulatory standards. The Safety and Risk Committee (SRC) of the Board meets quarterly to review enterprise risks, including those related to social impacts and sustainability, while the Sustainability Management Committee (SMC) monitors performance and program implementation. The company adheres to disclosure requirements of the (TSX) and (NYSE), earning a top ranking in the Globe and Mail's 2024 Board Games assessment with a score of 98/100 for practices. Central to this is Emera's Anti-Corruption Policy, which strictly prohibits , facilitation payments, or offering anything of value to officials for improper purposes, in compliance with the U.S. (FCPA) and Canada's Corruption of Foreign Public Officials Act (CFPOA); no violations were reported in 2024. Annual mandatory training on the reinforces these standards for all employees and directors. Human rights are embedded in Emera's operations through policies that promote ethical supply chains and meaningful partnerships with communities. In 2024, Emera adopted a company-wide Statement on , committing to respect and protect individual rights in all activities. The Reducing the Risk of Modern Slavery in Emera’s and Supply Chains mandates suppliers to uphold ethical standards, prohibiting forced or child labor; this included screening 142 prospective suppliers, assessing 25 via detailed questionnaires, and disqualifying one for non-compliance. Over 95% of employees received on these policies. In , Emera fosters partnerships, such as memoranda of understanding with Mi’kmaq communities in for battery storage projects and employment programs that support local hiring and skills development. Similar engagement extends to operations through supplier codes and community-focused initiatives that align with regional standards. No human rights violations were reported in 2024.

Financial Performance

Key Financial Metrics

In 2024, Emera reported of approximately $7.2 billion CAD, with the majority derived from its regulated operations. Regulated electric utilities accounted for about 76% of this revenue, primarily driven by subsidiaries in and , while regulated gas utilities contributed around 22%. Non-regulated and other operations made up the remaining portion, reflecting a balanced focused on stable, rate-regulated income streams. Emera's adjusted () for stood at $2.94 CAD, remaining stable compared to $2.96 CAD in 2023, with attributable to common shareholders reaching $494 million CAD. Segment contributions to adjusted highlighted the strength of regulated electric utilities, which contributed $924 million ( $644 million or 76%, Canadian $232 million or 27%, other $48 million), gas utilities $267 million (31%), to total adjusted of $849 million before corporate costs of $342 million. Through the first nine months of 2025, adjusted improved to $2.94 CAD year-to-date, marking a 40% increase over the same period in , underscoring ongoing earnings momentum from regulated assets. The company's rate base, a key driver of regulated , has expanded significantly over the past decade, reaching an average of $29.2 billion CAD in 2025. This , supported by consistent investments, has averaged 7-8% annually in recent years, enhancing the for predictable returns from operations. Emera maintains a solid financial position with investment-grade ratings, including from (negative outlook), BBB- from (stable outlook), and Baa3 from (negative outlook). The company has demonstrated a commitment to returns through consistent , achieving 18 consecutive annual increases as of 2024, with the 2024 dividend per share at $2.8775 CAD, up 3.2% from 2023. Historically, since 1999, Emera has sustained annual averaging around 4%, though recent targets have moderated to 1-2% amid strategic priorities.
Key Metric2024 Value (CAD)Trend/Notes
$7.2 billion76% from electric utilities, 22% from gas utilities
Adjusted EPS$2.94Stable YoY; 2025 YTD up 40% to $2.94
Rate Base (2025 avg.)$29.2 billion7-8% annual growth driving regulated earnings
per Share$2.877518 years of consecutive growth; historical avg. ~4% annually since 1999

Recent Capital Investments and Plans

In the third quarter of 2025, Emera reported adjusted of $0.88, marking a 9% increase from $0.81 in the same period of , driven by strong performance at its utilities. Adjusted net income for the quarter rose to $263 million from $236 million year-over-year. also improved by 23% compared to the prior year, supporting ongoing investment activities. For 2025, Emera is on track to execute a $3.4 billion capital plan, with more than $2.6 billion already deployed through the third quarter on customer-focused initiatives, including enhancements to infrastructure and transitions to clean energy sources. These investments align with broader efforts in renewable , such as and projects at subsidiaries like Tampa Electric and . Looking ahead, Emera announced a $20 billion five-year capital and funding plan for 2026-2030, with over 90% directed toward grid reliability and modernization ($15.2 billion), integration ($3.2 billion), and technological innovations including cybersecurity ($0.6 billion). This plan extends the company's 7-8% annual rate base growth guidance through 2030, primarily in regulated operations. It supports an adjusted growth outlook of 5-7% annually through 2027, tied to regulated returns and capital deployment.

Leadership and Governance

Executive Team

Scott Balfour has served as President and Chief Executive Officer of Emera Inc. since 2018. Prior to this role, he joined Emera in 2012 as and advanced to in 2016, where he led the $10.4 billion USD acquisition of , expanding Emera's U.S. presence. Balfour's earlier career spanned nearly 20 years in Canada's finance and construction sectors, including as and later President of Group Inc., where he helped grow the company from $60 million to $2.8 billion in revenue. Holding a (Honours) from and a from the Richard Ivey School of Business at the , Balfour emphasizes strategies for cleaner, more affordable, and reliable energy delivery across Emera's operations. Greg Blunden has been Emera's since March 2016, overseeing financial strategy, investor relations, treasury, and commercial investments. He joined the company in 2000, accumulating over 25 years of experience in , , utility operations, , and regulatory policy through roles at Emera Inc., Emera Maine, and , including as Executive Vice President of Customer, Business & Financial Services at and Vice-President of Corporate Strategy & Planning at Emera. A graduate of and a Chartered Professional Accountant (FCPA since 2019), Blunden is set to transition to Executive Vice President, , Emera , with Jared Green appointed as his successor effective December 15, 2025. Emera's C-suite includes key leaders focused on operations, strategy, and , such as Chief Strategy & Growth Officer Karen Hutt (since October 2019), who directs business development and growth initiatives, drawing on her tenure at Emera since 2001, including as and CEO of (2016–2019) and leadership in mergers like the acquisition. With degrees from and , plus an ICD.D designation, Hutt's expertise spans , customer service, and transitions in regions from to . Judy Steele serves as and of Emera Energy since 2012, managing unregulated operations with a background in from her time as Emera's (2011–2012) and earlier roles in and since joining in 1999; a recognized as CA of the Year in 2003, she brings deep sector knowledge from prior consulting at . Other C-suite executives include Mike Barrett, Executive Vice President and General Counsel, providing legal oversight; Chris Heck, Chief Digital Officer; and Mike Roberts, Chief Human Resources Officer. Regional presidents lead Emera's regulated utilities with operational focus. is President and CEO of Tampa Electric, steering Florida-based electric services. heads as President and CEO, managing Canada's Atlantic utility assets. Helen Wesley serves as President and CEO of Peoples Gas, overseeing distribution in . Dave McGregor is President and COO of Emera Caribbean Inc. and President of Grand Bahama Power Company, directing international utility operations. Collectively, Emera's executive team averages over 20 years of experience in the sector, with a strong emphasis on , integration, and strategic growth in clean .

Board Structure

The Board of Directors of Emera Incorporated consists of 13 members as of November 2025, with 12 independent directors and one non-independent director, the President and Chief Executive Officer, ensuring a strong emphasis on independent oversight. The independent Chair, Karen Sheriff (appointed February 2025), leads the Board, which is responsible for approving strategic direction, overseeing risk management, integrating environmental, social, and governance (ESG) considerations into decision-making, and ensuring effective corporate governance practices. Directors are elected annually by majority vote at the company's Annual General Meeting, with qualifications emphasizing expertise in areas such as energy sector operations, financial literacy, and executive leadership; they must also meet share ownership guidelines and adhere to tenure limits of 15 years and a maximum age of 72. Diversity on the Board includes 46% women (six female directors), representation from racialized and LGBTQ2SI+ individuals, and geographic balance with ten Canadian residents and three U.S. residents as of November 2025, fostering a broad range of perspectives in oversight functions; the board was expanded in September 2025 with the appointment of Isabelle Courville. The Nominating and Committee oversees policies, which were reviewed in 2024 to align with strategic needs. The Board operates through four standing committees, all composed entirely of independent directors, to address specific areas:
CommitteeChairKey Responsibilities
M. HarveyOversees financial reporting, internal audits, compliance, and financial risks.
Management Resources and Compensation CommitteeHenry E. DemoneManages , performance evaluation, and .
Nominating and CommitteeJochen E. TilkHandles director nominations, Board evaluations, and policy development, including initiatives.
Safety and CommitteeIan E. RobertsonFocuses on , protocols, and oversight; established in February 2025.

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