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Neste: Aiming High with Renewables

By Inderes
Neste

Where others talk about transformation, Neste shows how it is done. Originally founded with the purpose to secure Finland’s oil supply in the year of 1948 - today the world’s leading producer of sustainable aviation fuel and renewable diesel, among other things. Analyst Petri Gostowski gives his view of the case in a nutshell: summarizing business units, products, market, future outlook and valuation.

Videocontent:
00: 00 Introduction
00:11 Neste’s history + transformation
01:48 Owner structure
02:46 Business units
04:09 Renewables market
05:17 Competitors in renewables
06.48 Renewable diesel
07:37 Capacity
09:21 Business area comparison
11:21 Dividend policy 12:35 ESG case?
14:10 Year 2022
17:14 Russia dependecy
18:03 Cash flow
19:23 Financial situation
20:35 Valuation

Graphics: Inderes and Neste (www.neste.com)

The lateste published research, published 2022-07-29: https://www.inderes.se/research/neste-a-staggering-result
Read more about Neste: https://www.inderes.se/companies/Neste

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