Enel’s Retail Strategy: Hand in Hand With Customers To Unlock Long-Term Value
In Enel’s 2025-2027 Strategic Plan, €2.7 billion ($2.9 billion) of investments—out of €43 billion ($45.4 billion)—will be allocated to the Customers segment, unveiling a transformation in the retail strategy that places customers at the center of the energy transition, combining sustainability with personalized, end-to-end solutions designed to address every aspect of customers' energy needs and make their life easier.
In the coming years, global electricity consumption is expected to keep growing, reaching a total of 32,000 TWh in 2030 vs 25,000 TWh in 2023 (+25%)*.
The electrification of industrial and domestic use, the rise of electric mobility, as well as the increase in data center power consumption are among the main factors behind this growth. In an era of increasing demand, there is an urgent need for additional energy sources that must be abundant, affordable and carbon-free.
This scenario requires energy providers to effectively respond to rapidly changing customer needs while ensuring system reliability and guaranteeing that every customer may fulfill the journey on transition at their desired pace.
The 2025-2027 Strategic Plan
"The managerial actions carried out in 2024 allowed us to achieve all the targets we announced to the markets and to strengthen the Group’s financial solidity. We can therefore begin a new chapter of growth that will create further value for shareholders and stakeholders,” says Flavio Cattaneo, Enel Group CEO.
The transformation of Enel's Global Retail Division, that began in 2024, unifies power and gas sales with sustainable and efficient solutions—from solar panels to electric mobility, energy efficiency products and flexibility. The Group’s strategy in the customer segment foresees an investment of €2.7 billion ($2.9 billion) between 2025 and 2027, around 85% of which will be allocated to target markets where the Group maintains an integrated presence, leveraging on its comprehensive portfolio of bundled solutions, integrating energy supply with innovative products and services.
“We are committed to support Enel Group’s results through our constant customer-centric attitude, leveraging on effective integrated offerings. Enel’s more than 55 million customers will have an energy partner at their side on the transition path they choose,” says Francesca Gostinelli, Head of Enel X Global Retail.
Unlocking value through focus and innovation to empower the transition
At the center of Enel's new strategy lies a suite of pioneering solutions designed to meet evolving customer needs. The Virtual Solar offering recently launched exemplifies this innovative approach, enabling customers to benefit from solar energy without the need for physical installations. This innovative service makes sustainable choices accessible to a broader range of consumers, who are now able to increase benefits managing their consumption during the day.
Another example is given by flexibility services. Recognized as the key to future energy system management, flexibility becomes crucial as power grids evolve to accommodate more renewable energy sources. Enel's scalable and efficient solutions address this fundamental challenge while creating new value streams for customers and grids.
The strategy is clear and ambitious: Enel is creating lasting value by making customers the protagonists of their energy journey, whether they are households, small businesses, enterprises, industries, public administrations or cities.
Europe will be the main focus of this approach, with the Group expecting to increase its free market customer base in Italy and Spain to over 25 million in 2027.
"In Europe, we can leverage on a solid and resilient customer base and on distinctive offers portfolio. The increase in renewable production will expand the coverage of the B2C and SME sales, securing and improving cost of sourcing and expanding profitability,” says Stefano De Angelis, Enel Group CFO.
As the energy sector continues its transformation, Enel positions itself as a trusted partner in customers' daily lives, supporting their choices toward a more sustainable future.
*Source: IEA World Energy Outlook 2024 (STEPS scenario)
