ENERGY & UTILITIES

See what each asset returns when the price moves

Planir holds asset-level returns, capex and the contracts behind revenue in the same model as the group accounts, so a price or tariff change shows its effect across the portfolio in one pass rather than asset by asset.

Return over asset life
Twenty year horizon, one model
Capital still outCapital returned-$20m-$10m$0m$10m$20m$30mYr 1Yr 5Yr 10Yr 15Yr 20Payback+$33.7m
Trusted by CFOs and finance teams at multi-entity groups across APAC

What energy finance teams are dealing with

Three patterns that show up in nearly every project-financed operator we talk to.

01

The plan runs for twenty years and the model runs for one

Assets are financed and appraised over decades, while the finance team plans in the annual cycle the ledger supports. The long-horizon model lives separately and diverges from the accounts the moment either one is updated.

02

Regulated and merchant revenue behave nothing alike

Tariff-backed revenue moves with a determination and merchant revenue moves with the market. Modelling them the same way hides which part of the portfolio is actually exposed when the price moves.

03

Project finance entities make the group view manual

Each asset sits in its own SPV with its own lenders, covenants and ownership. Getting to a group number means applying those structures by hand, and proving to each lender that their entity is still compliant.

What Planir does for an energy group

Asset detail and the group position in one model, over a horizon longer than the ledger.

01

Returns by asset, on one basis

Revenue, operating cost and financing are held per asset and roll into the portfolio view, so the return on a single site and the return on the group come from the same model. The basis is the one you appraise with, not a reporting approximation.

See multi-entity consolidation
Asset returns
Portfolio
One basis
Solar A10,780,000
Solar B8,490,000
Wind A5,910,000
Storage2,610,000
Recalculated each cycle
02

Capex planned over the horizon it actually runs

Development, construction and replacement capex are modelled over the asset life rather than the budget year, so a deferred phase or a cost overrun moves returns, covenants and group cash in the same pass instead of in a separate long-range file.

See budgeting and planning
Capex
Ten year horizon
By phase
Committed84,200,000
Approved, not committed31,600,000
Under appraisal19,400,000
Defer phase 3modelled
03

Price and tariff scenarios across the portfolio

Merchant price, tariff determinations and hedge positions are drivers in the model, so a price movement shows its effect on every exposed asset and on group covenants at once. Regulated and merchant revenue are modelled separately because they do not behave alike.

See budget approval workflow
Scenario
Merchant price -15%
Portfolio wide
Regulated revenueunchanged
Merchant revenue-9,400,000
Covenant headroomstill compliant
04

Lender and board reporting that regenerates

Covenant compliance per facility, asset performance and the group position are built once and refreshed each cycle. Planir reads from and writes back to Excel, Word and PowerPoint, so a lender submission stays linked to the model rather than being rebuilt from a fresh export.

See investor reporting
Lender pack
Per facility
Excel, Word and PowerPoint
Covenant compliancerefreshed
Asset performancerefreshed
Commentaryrefreshed
Linked to the model

Planir for Energy & Utilities FAQs

Can Planir report returns by asset?
Yes. Revenue, operating cost and financing are held per asset and roll into the portfolio view, so the return on one site and the return on the group come from the same model.
Do we need to replace our asset management system?
No. Planir sits above it and reads generation and cost data out of it, so your operational systems stay the system of record. Asset teams keep working where they work.
Can we plan capex over the asset life rather than the budget year?
Yes. Development, construction and replacement capex are modelled over the full horizon, so deferring a phase moves returns, covenants and group cash in the same pass.
How does Planir handle regulated and merchant revenue?
They are modelled separately, because a tariff determination and a market price do not behave alike. A price movement then shows which part of the portfolio is actually exposed.
Can Planir consolidate project finance SPVs?
Yes. Each SPV consolidates with the ownership treatment it needs, covenants are tracked per facility, and an individual entity can still be reported on its own for its lenders.
What does implementation involve?
Planir handles requirements, data setup, configuration, UAT, training and deployment with you, scoped to one priority workflow and measured in weeks. We scope the specifics for your portfolio in the working session.

See every asset and the whole portfolio in one model

Bring your asset list and a recent set of figures, and leave with a consolidated portfolio view and returns by asset built from your own data.

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