
What smart money is saying about ENGIE SA
2 funds in our archive have pitched ENGIE SA — most recently Ariel Global in March 2026.
ENGIE SA engages in the power, natural gas, and energy services businesses. It operates through Renewables, Networks, Energy Solutions, Thermal, Supply, Nuclear, and Others segments. The Renewables segment comprises renewable energy generation activities, including financing, construction, operation, and maintenance of renewable energy facilities using various energy sources, such as hydroelectric, onshore wind, photovoltaic solar, biomass, offshore wind, and geothermal. The Networks segment comprises the electricity and gas infrastructure activities and projects, including the management and development of gas and electricity transportation networks and natural gas distribution networks in and outside of Europe, natural gas underground storage in Europe, and regasification infrastructure in France and Chile. The Energy Solutions encompasses the construction and management of decentralized energy networks to produce low-carbon energy and related services. The Thermal segment encompasses power generation activities using thermal assets; operation of power plants fueled mainly by gas or coal, as well as pump -operated storage plants; and financing, construction, and operation of desalination plants, as well as the development of hydrogen production. The Supply segment engages in the sale of gas and electricity to professional, individual, and residential clients. The Nuclear segment engages in the nuclear power generation activities. The company was formerly known as GDF SUEZ S.A. and changed its name to ENGIE SA in April 2015. The company was founded in 1880 and is headquartered in Courbevoie, France.
Fund coverage · 2 theses
- Ariel GlobalMarch 2026
ENGIE SA is a diversified utility with increased exposure to stable regulated earnings via UKPN, plus upside from storage, deleveraging, and renewables.
Read the full thesis - Tamim Global High ConvictionMarch 2025
Engie SA is a diversified energy leader well-positioned for stability and growth in the evolving energy landscape, offering strong financials, a solid ESG standing, and strategic investments in renewables and nuclear energy.
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