Informazione
Regolamentata n.
0116-76-2026Data/Ora Inizio Diffusione 23 Luglio 2026 18:02:24Euronext Milan
Societa' :ENEL
Utenza - referente :ENELN10 - Giannetti Davide
Tipologia :REGEM
Data/Ora Ricezione :23 Luglio 2026 18:02:24 Data/Ora Inizio Diffusione :23 Luglio 2026 18:02:24 Oggetto :Enel publishes 2026 second quarter and first half Group operating data Report Testo del comunicato
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Enel SpA – Registered Office: 00198 Rome – Italy - Viale Regina Margherita 137 – Companies Register of Rome and Tax I.D. 0081172 0580 - R.E.A.
756032 – VAT Code 15844561009 – Stock Capital Euro 10,166,679,946 fully paid -in.
ENEL PUBLISHES 202 6 SECOND QUARTER AND FIRST HALF GROUP
OPERATING DATA REPORT
Rome, July 23rd, 2026 – Enel S.p.A. (“Enel") published its Quarterly Bulletin (“Report"), with the Group’s operating data relating to the second quarter and first half of 2026.
The Report, which is published ahead of the approval by the Enel Board of Directors and the disclosure of the performance and financial data contained in Enel’s periodic financial reports, is aimed at further strengthening Enel’s transparency towards the f inancial community, in line with best practices in the most advanced markets.
The Report attached to this press release is available to the public at Enel’s registered office, on the Enel website ( www.enel.com ), and - together with this press release - through the authorised storage mechanism "eMarket Storage " (www.emarketstorage.it ).
INDEX
OPERATIONS
1. Pro-forma overview 2. Installed capacity 3. Net production
NETWORK & CUSTOMERS
4. Grids
5. Enel Commercial
Quarters Overview
6. Quarters Overview
CORPORATE
6. Main events
7. Disclaimer
8. Contact us
H12026
Quarterly Bulletin
Pro forma overview 1 Generation - Installed Capacity (GW) H1 2026 H1 2025 ∆% yoy H1 2026 H1 2025 ∆% yoy Total 92.1 91.0 +1.2% 86.0 84.4 +1.8% Total Emission Free 70.3 69.2 +1.6% 64.2 62.7 +2.5% Renewables 67.0 65.9 +1.7% 60.9 59.3 +2.6% Nuclear 3.3 3.3 - 3.3 3.3 -
Thermal 21.8 21.8 -0.1% 21.8 21.8 -0.1% of which regulated* 10.4 10.4 - 10.4 10.4 -
H1 2026 H1 2025 ∆% yoy H1 2026 H1 2025 ∆% yoy Renewables Flexible Capacity 24.5 24.3 +0.6% 24.4 24.3 +0.2% Hydro Basin 12.8 12.8 +0.0% 12.8 12.8 -0.1% Hydro Pumping 8.1 8.1 n.m. 8.1 8.1 n.m.
BESS 3.5 3.4 +4.5% 3.4 3.4 +2.5%
% on Total Capacity 26.6% 26.7% -0.2pp 28.4% 28.8% -0.5pp Generation - Production (TWh) H1 2026 H1 2025 ∆% yoy H1 2026 H1 2025 ∆% yoy Total 102.5 99.1 +3.4% 96.2 92.0 +4.6% Total Emission Free 84.5 84.1 +0.5% 78.3 77.0 +1.7% Renewables 71.9 72.0 -0.2% 65.7 64.9 +1.2% Nuclear 12.6 12.1 +4.5% 12.6 12.1 +4.5% Thermal 17.9 15.0 +19.5% 17.9 15.0 +19.5% *It includes generation capacity with multiannual regulated remuneration schemesManaged Consolidated Managed ConsolidatedGeneration - Renewable Flexible Capacity (GW)
Managed Consolidated
65.712.617.9
Thermal Nuclear Renewables71.912.617.9102.5 TWh +3.4% vs 2025Total Managed Production
73%3%24%
92.1 GW
+1.2%
vs 2025Total Net installed Capacity Total Consolidated Production
96.2 TWh +4.6%
vs 2025
Enel Quarterly Bulletin - Pro Forma Overview 2
Grids - Electricity distributed (TWh) H1 2026 H1 2025 ∆% yoy Italy 103.6 101.3 +2.3% Iberia 72.6 69.6 +4.2% Latin America 63.2 61.1 +3.6% Total 239.4 231.9 +3.2% Grids - End Users (mln) H1 2026 H1 2025 ∆% yoy Italy 31.3 31.2 +0.4% Iberia 12.8 12.7 +0.7% Latin America 25.3 25.0 +1.4% Total 69.4 68.9 +0.8% 43% 30%27%Total Electricity Distributed 45%
18%37%69.4 mn
+0.8%
vs 2025Total End Users Rest of the world Iberia Italy239.4 TWh
+3.2%
vs 2025
Enel Quarterly Bulletin - Pro Forma Overview 3
Italy/Iberia Market energy sold (TWh) H1 2026 H1 2025 ∆% yoy Liberalized Market 53.6 58.6 -8.4% End to End integrated* 22.7 22.1 +2.5% Index, Wholesale, B2B, B2G 31.0 36.4 -15.0% Retail Liberalized Market - Volumes H1 2026 H1 2025 ∆% yoy Total Market energy sold (TWh) 70.4 77.6 -9.4% Italy/Iberia Market energy sold 53.6 58.6 -8.4% Italy 22.0 25.8 -14.9% of which index price (% on Total) 47.9% 59.1% -11.2pp of which fixed price (% on Total) 52.1% 40.9% +11.2pp of which fixed price B2C + SME 10.3 9.4 +10.5% of which fixed price T&L 1.1 1.2 -7.7% Iberia 31.7 32.7 -3.3% of which index price (% on Total) 30.1% 29.9% +0.2pp of which fixed price (% on Total) 69.9% 70.1% -0.2pp of which fixed price B2C + SME 12.3 12.8 -3.3% of which fixed price T&L 9.8 10.2 -3.9% Latam market energy sold 16.7 19.1 -12.3% Italy/Iberia market gas sold (bcm) 3.0 3.3 -8.7% Italy 1.8 1.8 +0.7% of which index price (% on Total) 45.5% 56.3% -10.8pp of which fixed price (% on Total) 54.5% 43.7% +10.8pp of which fixed price B2C + SME 0.9 0.7 +26.0% of which fixed price T&L 0.0 0.0 +14.3% Iberia 1.2 1.5 -19.8% of which index price (% on Total) 33.9% 66.3% -32.5pp of which fixed price (% on Total) 66.1% 33.7% +32.5pp of which fixed price B2C + SME 0.33 0.3 +6.6% of which fixed price T&L 0.47 0.2 +137% Retail Liberalized Market - Customers H1 2026 2025 YE ∆% yoy Liberalized power customers (mn) 17.2 17.3 -0.5% Italy 10.9 11.1 -1.5% Iberia 6.3 6.2 +1.3% Gas customers (mn) 5.7 5.7 -0.1% Italy 4.0 4.0 -0.6% Iberia 1.7 1.7 +1.1% 1.Pro-forma numbers are net of Chocon, Arroyto & Tarapaca and include JV and Stewardship capacity and production; 2025 restated figures.
*Include B2C + SME Italy & Iberia Enel Quarterly Bulletin - Pro Forma Overview 4
Installed Capacity
Group Installed Capacity (MW) H1 2026 H1 2025 ∆% yoy Hydro 26,961 26,993 -0.1% Wind 16,184 15,739 +2.8% Geothermal 860 860 -
BESS 3,445 3,362 +2.5%
Solar & Others 13,443 12,373 +8.6% Total Renewables 60,893 59,327 +2.6% Nuclear 3,328 3,328 -
Total Consolidated Emission Free (a) 64,221 62,655 +2.5% Coal 4,627 4,627 -
CCGT 12,420 12,420 -
Oil & Gas 4,721 4,747 -0.5% Total Thermal (b) 21,768 21,794 -0.1% Total Consolidated (a+b) 85,988 84,449 +1.8% JV and Stewardship (c) 6,115 6,585 -7.1% Total Emission Free (a+c) 70,336 69,240 +1.6% Total Installed Capacity (a+b+c) 92,103 91,033 +1.2% Consolidated Capacity by Country (MW) Italy H1 2026 H1 2025 ∆% yoy Hydro 12,963 12,995 -0.2% Wind 874 874 -
Geothermal 776 776 -
BESS 1,767 1,688 +4.7%
Solar & Others 447 437 +2.1% Total Renewables 16,827 16,772 +0.3% Coal 4,160 4,160 -
CCGT 5,507 5,507 -
Oil & Gas 1,633 1,633 -
Total Thermal 11,300 11,300 -
Total 28,127 28,072 +0.2% Iberia H1 2026 H1 2025 ∆% yoy Hydro 5,368 5,369 -0.0% Wind 3,001 2,893 +3.7% Solar & Others 3,068 2,536 +21.0% Total Renewables 11,438 10,798 +5.9% Nuclear 3,328 3,328 -
Total Emission Free 14,766 14,126 +4.5% Coal 241 241 -
CCGT 5,445 5,445 -
Oil & Gas 2,293 2,293 -
Total Thermal 7,979 7,979 -
Total 22,744 22,104 +2.9% Enel Quarterly Bulletin - Installed Capacity 5
Latin America1H1 2026 H1 2025 ∆% yoy Hydro 8,630 8,629 +0.0% Wind 5,301 5,301 -
Geothermal 83 83 -
BESS 210 210 -
Solar & Others 5,714 5,181 +10.3% Total Renewables 19,939 19,405 +2.8% Coal 226 226 -
CCGT 1,468 1,468 -
Oil & Gas 477 497 -4.0% Total Thermal 2,171 2,191 -0.9% Total 22,110 21,596 +2.4% North America2H1 2026 H1 2025 ∆% yoy Wind 6,581 6,296 +4.5%
BESS 1,457 1,457 -
Solar & Others 3,867 3,867 -
Total 11,905 11,620 +2.5% Other Countries3H1 2026 H1 2025 ∆% yoy Wind 426 375 +13.6% Solar & Others 357 357 -
Total Renewables 784 733 +7.0% Oil & Gas 318 325 -1.9% Total Thermal 318 325 -1.9% Total 1,102 1,057 +4.3% JV and Stewardship Capacity (MW) Group 4H1 2026 H1 2025 ∆% yoy Wind 3,700 4,348 -14.9% Solar & Others 2,415 2,237 +8.0% Total 6,115 6,585 -7.1% Additional Capacity (MW) Group Hydro Solar Q2 2026 YTD Italy 1.0 0.1 0.7 1.1 Iberia - 128.0 128.0 128.0 North America - - - -
Latin America - 256.0 99.0 256.0 Total 1.0 384.0 227.7 385.0 1.2026 & 2025 restated figures: Latin America excludes Chocon, Arroyto & Tarapaca 2.2025 restated figures: North America does not include Mexico 3.2025 restated figures: Other countries include Perù, Germany, South Africa, Zambia and India 4.JV and Stewardship capacity includes Italy, Mexico, US, Greece, South Africa, Morocco, Australia and India Enel Quarterly Bulletin - Installed Capacity 6
Net Production
Group Net Production (GWh) H1 2026 H1 2025 ∆% yoy Hydro 28,071 30,376 -7.6% Wind 24,408 22,427 +8.8% Geothermal 2,609 2,665 -2.1% Solar & Others 10,624 9,423 +12.7% Total Renewables 65,711 64,891 +1.3% Nuclear 12,636 12,087 +4.5% Consolidated Consolidated Emission Free (a) 78,347 76,978 +1.8% Coal 380 784 -51.5%
CCGT 14,871 11,521 +29.1%
Oil & Gas 2,672 2,694 -0.8% Total Thermal (b) 17,923 14,999 +19.5% Total consolidated (a+b) 96,270 91,977 +4.7% JV and Stewardship (c) 6,251 7,131 -12.3% Total Emission Free (a+c) 84,598 84,109 +0.6% Total Net Production (a+b+c) 102,522 99,108 +3.4% Consolidated Production by Country (GWh) Italy H1 2026 H1 2025 ∆% yoy Hydro 7,882 8,970 -12.1% Wind 745 659 +13.0% Geothermal 2,557 2,608 -2.0% Solar & Others 316 322 -1.8% Total Renewables 11,500 12,560 -8.4% Coal 183 547 -66.6%
CCGT 4,671 2,518 +85.5%
Oil & Gas 39 56 -30.4% Total Thermal 4,893 3,121 +56.8% Total 16,393 15,681 +4.5% Iberia H1 2026 H1 2025 ∆% yoy Hydro 5,401 5,201 +3.8% Wind 3,342 2,950 +13.3% Solar & Others 2,235 1,702 +31.4% Total Renewables 10,978 9,852 +11.4% Nuclear 12,636 12,087 +4.5% Total Emission Free 23,614 21,940 +7.6% Coal - 89 n.m.
CCGT 7,008 6,082 +15.2%
Oil & Gas 2,086 2,026 +3.0% Total Thermal 9,094 8,198 +10.9% Total 32,708 30,137 +8.5% Enel Quarterly Bulletin - Net Production 7
Latin America1H1 2026 H1 2025 ∆% yoy Hydro 14,788 16,205 -8.7% Wind 7,721 7,906 -2.3% Solar & Others 4,745 4,035 +17.6% Total Renewables 27,253 28,146 -3.2% Coal 197 147 +33.8%
CCGT 3,192 2,921 +9.3%
Oil & Gas 387 479 -19.2% Total Thermal 3,776 3,548 +6.4% Total 31,029 31,694 -2.1% North America2H1 2026 H1 2025 ∆% yoy Wind 12,174 10,516 +15.8% Solar & Others 3,160 3,171 -0.4% Total 15,334 13,687 +12.0% Other Countries3H1 2026 H1 2025 ∆% yoy Wind 426 396 +7.8% Solar & Others 220 250 -12.2% Total Renewables 646 646 +0.1% Oil & Gas 160 132 +21.0% Total Thermal 160 132 +21.0% Total 806 778 +3.6% JV and Stewardship Production (GWh) Group 4H1 2026 H1 2025 ∆% yoy Wind 5,280 6,359 -17.0% Solar & Others 971 772 +25.9% Total 6,251 7,131 -12.3% 1. 2026 & 2025 restated figures: Latin America excludes Chocon, Arroyito & Tarapaca 2. 2025 restated figures. North America does not include Mexico 3. 2024 restated figures. Other countries include Perú, Germany, South Africa, Zambia and India 4. JV and Stewardship production includes US, Greece, South Africa, Marocco, Australia and India Enel Quarterly Bulletin - Net Production 8
Grids
Electricity distributed (TWh) H1 2026 H1 2025 ∆% yoy Italy 103.6 101.3 +2.3% Iberia 72.6 69.6 +4.2% Latin America 63.2 61.1 +3.6% Brazil 39.2 37.5 +4.6% Chile 7.3 7.2 +1.4% Argentina 8.9 8.8 +1.6% Colombia & CAM 7.8 7.6 +2.8% Total 239.4 231.9 +3.2% End users (mn) H1 2026 H1 2025 ∆% yoy Italy 31.3 31.2 +0.4% Iberia 12.8 12.7 +0.7% Latin America 25.3 25.0 +1.4% Brazil 16.3 16.0 +1.4% Chile 2.2 2.2 +1.6% Argentina 2.7 2.7 -0.0% Colombia & CAM 4.1 4.0 +2.4% Total 69.4 68.9 +0.8% Enel Quarterly Bulletin - Grids 9
Enel Commercial
Italy/Iberia Market energy sold (TWh) H1 2026 H1 2025 ∆% yoy Liberalized Market 53.6 58.6 -8.4% End to End integrated* 22.7 22.1 +2.5% Index, Wholesale, B2B, B2G 31.0 36.4 -15.0% Total energy sold (TWh) H1 2026 H1 2025 ∆% yoy Liberalized Market 70.4 77.6 -9.4% Italy 22.0 25.8 -14.9% Iberia 31.7 32.7 -3.3% Brazil 7.5 9.3 -19.4% Chile 7.4 7.5 -1.8% Colombia & Central America 1.9 2.3 -17.6% Regulated Market 45.3 46.1 -1.9% Italy 1.8 2.0 -11.1% Iberia 3.8 3.6 +6.4% Latin America 39.6 40.5 -2.2% Total 115.6 123.8 -6.6% Total power customers (mn) H1 2026 2025 YE ∆% yoy Liberalized Market 17.2 17.3 -0.5% Italy 10.9 11.1 -1.5% Iberia 6.3 6.2 +1.3% Regulated 31.1 31.0 +0.2% Italy 2.4 2.6 -5.8% Iberia 3.3 3.4 -2.0% Latin America 25.3 25.1 +1.1% Total 48.2 48.3 -0.2% Gas sold (bcm) H1 2026 H1 2025 ∆% yoy Italy 1.8 1.8 +0.7% Iberia 1.3 1.6 -18.2% Latin America 0.1 0.1 -7.1% Total 3.2 3.5 -8.4% Gas customers (mn) H1 2026 2025 YE ∆% yoy Italy 4.0 4.0 -0.6% Iberia 1.7 1.7 +1.1% Total 5.7 5.7 -0.1% *Include B2C + SME Italy & Iberia Enel Quarterly Bulletin - Enel Commercial 10
INTERNAL #
H12026
Quarter Overview Bulletin
Pro forma overview 1 Generation - Installed Capacity (GW) - Managed
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Total 92.1 91.0 +1.2% 91.9 89.4 +2.8% Total Emission Free 70.3 69.2 +1.6% 70.1 68.4 +2.5% Renewables 67.0 65.9 +1.7% 66.8 65.1 +2.6% Nuclear 3.3 3.3 - 3.3 3.3 -
Thermal 21.8 21.8 -0.1% 21.8 21.0 +3.6% of which regulated* 10.4 10.4 - 10.4 9.8 +6.9% Generation - Installed Capacity (GW) - Consolidated
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Total 86.0 84.4 +1.8% 85.8 83.1 +3.2% Total Emission Free 64.2 62.7 +2.5% 64.0 62.1 +3.1% Renewables 60.9 59.3 +2.6% 60.7 58.8 +3.3% Nuclear 3.3 3.3 - 3.3 3.3 -
Thermal 21.8 21.8 -0.1% 21.8 21.0 +3.6% of which regulated* 10.4 10.4 - 10.4 9.8 +6.9% *It includes generation capacity with multiannual regulated remuneration schemes 1.Pro-forma numbers are net of Chocon, Arroyto & Tarapaca and include JV and Stewardship capacity and production; 2025 restated
figures.Q1 Q2
Q1 Q2
Enel Quarterly Bulletin - Quarter Pro forma Overview 12
Generation - Renewable Flexible Capacity (GW) - Managed
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Renewables Flexible Capacity 24.5 24.3 +0.6% 24.5 23.8 +2.7% Hydro Basin 12.8 12.8 +0.0% 12.9 12.8 +0.1% Hydro Pumping 8.1 8.1 n.m. 8.1 8.1 n.m.
BESS 3.5 3.4 +4.5% 3.4 2.8 +20.9%
% on Total Capacity 26.6% 26.7% -0.2pp 26.6% 26.7% -0.0pp Generation - Renewable Flexible Capacity (GW) - Consolidated
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Renewables Flexible Capacity 24.4 24.3 +0.2% 24.4 23.8 +2.5% Hydro Basin 12.8 12.8 -0.1% 12.8 12.8 +0.0% Hydro Pumping 8.1 8.1 n.m. 8.1 8.1 n.m.
BESS 3.4 3.4 +2.5% 3.4 2.8 +20.9%
% on Total Capacity 28.4% 28.8% -0.5pp 28.5% 28.7% -0.2pp Generation - Production (TWh) - Managed
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Total 51.4 49.4 +4.0% 51.1 49.7 +2.8% Total Emission Free 42.7 42.3 +1.0% 41.8 41.8 +0.0% Renewables 36.9 37.4 -1.2% 35.0 34.7 +1.0% Nuclear 5.8 5.0 +17.4% 6.8 7.1 -4.4% Thermal 8.7 7.1 +22.0% 9.2 7.9 +17.2% Generation - Production (TWh) - Consolidated
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Total 48.5 45.8 +5.8% 47.7 46.1 +3.5% Total Emission Free 39.8 38.7 +2.8% 38.5 38.3 +0.6% Renewables 34.0 33.8 +0.6% 31.7 31.1 +1.8% Nuclear 5.8 5.0 +17.4% 6.8 7.1 -4.4% Thermal 8.7 7.1 +22.0% 9.2 7.9 +17.2%Q2 Q1Q1Q1
Q2 Q1Q2Q2
Enel Quarterly Bulletin - Quarter Pro forma Overview 13
Grids - Electricity distributed (TWh)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Italy 50.3 49.5 +1.6% 53.3 51.8 +2.9% Iberia 36.8 35.2 +4.4% 35.8 34.4 +4.0% Latin America 31.4 29.8 +5.3% 31.9 31.2 +1.9% Total 118.5 114.5 +3.4% 120.9 117.4 +3.0% Grids - End Users (mln)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Italy 31.3 31.2 +0.4% 31.2 31.1 +0.3% Iberia 12.8 12.7 +0.7% 12.7 12.7 +0.7% Latin America 25.3 25.0 +1.4% 25.3 24.9 +1.5% Total 69.4 68.9 +0.8% 69.2 68.6 +0.8% Italy/Iberia Market energy sold (TWh)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Liberalized Market 26.0 28.1 -7.5% 27.6 30.4 -9.2% End to End integrated * 10.6 10.6 +0.1% 12.1 11.6 +4.8% Index, Wholesale, B2B, B2G 15.5 17.6 -12.1% 15.5 18.9 -17.8% *Include B2C + SME Italy & IberiaQ1 Q2
Q2 Q1
Q2 Q1
Enel Quarterly Bulletin - Quarter Pro forma Overview 14
Retail Liberalized Market - Volumes
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Total Market energy sold (TWh) 34.2 37.6 -8.9% 36.1 40.0 -9.8% Italy/Iberia Market energy sold 26.0 28.1 -7.5% 27.6 30.4 -9.2% Italy 10.5 12.3 -14.8% 11.5 13.5 -15.0% of which index price (% on Total) 47.2% 59.0% -11.8pp 48.5% 59.1% -10.6pp of which fixed price (% on Total) 52.8% 41.0% +11.8pp 51.5% 40.9% +10.6pp of which fixed price B2C + SME 4.9 4.4 +12.3% 5.4 5.0 +9.0% of which fixed price T&L 0.6 0.7 -5.9% 0.5 0.5 -10.0% Iberia 15.5 15.8 -1.9% 16.1 16.9 -4.6% of which index price (% on Total) 31.8% 28.2% +3.6pp 28.4% 31.4% -3.0pp of which fixed price (% on Total) 68.2% 71.8% -3.6pp 71.6% 68.6% +3.0pp of which fixed price B2C + SME 5.7 6.2 -8.6% 6.7 6.6 +1.6% of which fixed price T&L 4.9 5.2 -4.6% 4.9 5.0 -3.1% Latam market energy sold 8.2 9.5 -13.0% 8.5 9.6 -11.6% Italy/Iberia market gas sold (bcm) 0.8 0.9 -11.6% 2.2 2.4 -7.7% Italy 0.4 0.3 +10.8% 1.4 1.4 -1.7% of which index price (% on Total) 51.7% 61.3% -9.6pp 43.9% 55.1% -11.3pp of which fixed price (% on Total) 48.3% 38.7% +9.6pp 56.1% 44.9% +11.3pp of which fixed price B2C + SME 0.2 0.1 +38.2% 0.8 0.6 +23.7% of which fixed price T&L 0.0 0.0 +43.1% 0.0 0.0 +1.2% Iberia 0.4 0.6 -25.1% 0.8 0.9 -16.7% of which index price (% on Total) 38.6% 70.4% -31.8pp 31.4% 63.9% -32.6pp of which fixed price (% on Total) 61.4% 29.6% +31.8pp 68.6% 36.1% +32.6pp of which fixed price B2C + SME 0.1 0.1 -8.2% 0.3 0.2 +10.6% of which fixed price T&L 0.2 0.1 +99% 0.3 0.1 +173%Q2 Q1 Enel Quarterly Bulletin - Quarter Pro forma Overview 15
Retail Liberalized Market - Customers
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Liberalized power customers (mn) 17.2 17.8 -3.5% 17.3 18.1 -4.1% Italy 10.9 11.4 -4.2% 10.9 11.5 -4.9% Iberia 6.3 6.4 -2.1% 6.4 6.6 -2.5% Gas customers (mn) 5.7 5.7 +0.4% 5.7 5.7 -0.6% Italy 4.0 3.9 +1.1% 3.9 4.0 -0.3% Iberia 1.7 1.7 -1.0% 1.7 1.8 -1.3%Q2 Q1 Enel Quarterly Bulletin - Quarter Pro forma Overview 16
Installed Capacity
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Hydro 26,961 26,993 -0.1% 26,994 26,993 +0.0% Wind 16,184 15,739 +2.8% 16,184 15,739 +2.8% Geothermal 860 860 - 860 860 -
BESS 3,445 3,362 +2.5% 3,441 2,847 +20.9%
Solar & Others 13,443 12,373 +8.6% 13,216 12,331 +7.2% Total Renewables 60,893 59,327 +2.6% 60,694 58,770 +3.3% Nuclear 3,328 3,328 - 3,328 3,328 -
Total Consolidated Emission Free (a) 64,221 62,655 +2.5% 64,022 62,098 +3.1% Coal 4,627 4,627 - 4,627 4,627 -
CCGT 12,420 12,420 -12,420 11,622 +6.9%
Oil & Gas 4,721 4,747 -0.5% 4,720 4,758 -0.8% Total Thermal (b) 21,768 21,794 -0.1% 21,768 21,007 +3.6% Total Consolidated (a+b) 85,988 84,449 +1.8% 85,790 83,106 +3.2% JV and Stewardship (c) 6,115 6,585 -7.1% 6,066 6,291 -3.6% Total Emission Free (a+c) 70,336 69,240 +1.6% 70,088 68,389 +2.5% Total Installed Capacity (a+b+c) 92,103 91,033 +1.2% 91,856 89,397 +2.8%Group Installed Capacity (MW)
Q2 Q1
Enel Quarterly Bulletin - Quarter Installed Capacity 17
Consolidated Capacity by Country (MW)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Hydro 12,963 12,995 -0.2% 12,995 12,995 +0.0% Wind 874 874 - 874 874 -
Geothermal 776 776 - 776 776 -
BESS 1,767 1,688 +4.7% 1,763 1,174 +50.2%
Solar & Others 447 437 +2.1% 447 436 +2.4% Total Renewables 16,827 16,772 +0.3% 16,856 16,256 +3.7% Coal 4,160 4,160 - 4,160 4,160 -
CCGT 5,507 5,507 - 5,507 4,709 +16.9%
Oil & Gas 1,633 1,633 - 1,633 1,633 -
Total Thermal 11,300 11,300 -11,300 10,502 +7.6% Total 28,127 28,072 +0.2% 28,156 26,758 +5.2%
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Hydro 5,368 5,369 -0.0% 5,368 5,369 -0.0% Wind 3,001 2,893 +3.7% 3,001 2,893 +3.7% Solar & Others 3,068 2,536 +21.0% 2,941 2,498 +17.7% Total Renewables 11,438 10,798 +5.9% 11,310 10,760 +5.1% Nuclear 3,328 3,328 - 3,328 3,328 -
Total Emission Free 14,766 14,126 +4.5% 14,638 14,088 +3.9% Coal 241 241 - 241 241 -
CCGT 5,445 5,445 - 5,445 5,445 -
Oil & Gas 2,293 2,293 - 2,293 2,304 -0.5% Total Thermal 7,979 7,979 - 7,979 7,990 -0.1% Total 22,744 22,104 +2.9% 22,616 22,078 +2.4%Italy
Q1 Q2
Iberia
Q2 Q1
Enel Quarterly Bulletin - Quarter Installed Capacity 18
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Hydro 8,630 8,629 +0.0% 8,630 8,629 +0.0% Wind 5,301 5,301 - 5,301 5,301 -
Geothermal 83 83 - 83 83 -
BESS 210 210 - 210 210 -
Solar & Others 5,714 5,181 +10.3% 5,616 5,178 +8.4% Total Renewables 19,939 19,405 +2.8% 19,840 19,402 +2.3% Coal 226 226 - 226 226 -
CCGT 1,468 1,468 - 1,468 1,468 -
Oil & Gas 477 497 -4.0% 477 497 -4.0% Total Thermal 2,171 2,191 -0.9% 2,171 2,191 -0.9% Total 22,110 21,596 +2.4% 22,011 21,593 +1.9%
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Wind 6,581 6,296 +4.5% 6,581 6,296 +4.5%
BESS 1,457 1,457 - 1,457 1,457 -
Solar & Others 3,867 3,867 - 3,867 3,867 -
Total 11,905 11,620 +2.5% 11,905 11,620 +2.5%Latin America1
Q2 Q1
North America2
Q2 Q1
Enel Quarterly Bulletin - Quarter Installed Capacity 19
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Wind 426 375 +13.6% 426 375 +13.6% Solar & Others 357 357 - 357 357 -
Total Renewables 784 733 +7.0% 784 733 +7.0% Oil & Gas 318 325 -1.9% 318 325 -2.0% Total Thermal 318 325 -1.9% 318 325 -2.0% Total 1,102 1,057 +4.3% 1,102 1,057 +4.2% JV and Stewardship Capacity (MW)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Wind 3,700 4,348 -14.9% 3,700 4,129 -10.4% Solar & Others 2,415 2,237 +8.0% 2,366 2,162 +9.4% Total 6,115 6,585 -7.1% 6,066 6,291 -3.6% 1.2026 & 2025 restated figures: Latin America excludes Chocon,Arroyto & Tarapaca 2.2025 restated figures: North America does not include Mexico 3.2025 restated figures: Other countries include Perù, Germany, South Africa, Zambia and India 4.JV and Stewardship capacity includes Italy, Mexico, US, Greece, South Africa, Morocco, Australia and IndiaGroup 4 Q2 Q1Other Countries3
Q2 Q1
Enel Quarterly Bulletin - Quarter Installed Capacity 20
Net Production
Group Net Production (GWh)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Hydro 14,288 16,345 -12.6% 13,783 14,032 -1.8% Wind 12,503 11,015 +13.5% 11,905 11,412 +4.3% Geothermal 1,302 1,333 -2.3% 1,307 1,331 -1.9% Solar & Others 5,871 5,061 +16.0% 4,753 4,363 +9.0% Total Renewables 33,964 33,753 +0.6% 31,748 31,138 +2.0% Nuclear 5,818 4,953 +17.4% 6,818 7,134 -4.4% Consolidated Consolidated Emission Free (a) 39,781 38,707 +2.8% 38,566 38,272 +0.8% Coal 257 306 -16.0% 123 478 -74.2%
CCGT 7,050 5,434 +29.7% 7,821 6,087 +28.5%
Oil & Gas 1,381 1,376 +0.4% 1,291 1,318 -2.0% Total Thermal (b) 8,688 7,115 +22.1% 9,235 7,883 +17.1% Total consolidated (a+b) 48,470 45,822 +5.8% 47,801 46,155 +3.6% JV and Stewardship (c) 2,940 3,600 -18.3% 3,312 3,531 -6.2% Total Emission Free (a+c) 42,721 42,307 +1.0% 41,877 41,803 +0.2% Total Net Production (a+b+c) 51,409 49,422 +4.0% 51,113 49,686 +2.9%Q1 Q2 Enel Quarterly Bulletin - Quarter Net Production 21
Consolidated Production by Country (GWh)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Hydro 4,133 5,239 -21.1% 3,749 3,731 +0.5% Wind 266 271 -2.0% 479 388 +23.5% Geothermal 1,270 1,306 -2.7% 1,286 1,303 -1.3% Solar & Others 219 230 -4.8% 97 92 +5.7% Total Renewables 5,888 7,045 -16.4% 5,612 5,514 +1.8% Coal 70 292 -76.1% 113 255 -55.7%
CCGT 1,864 790 +136% 2,807 1,727 +62.5%
Oil & Gas 0 26 -99.2% 39 30 +28.9% Total Thermal 1,934 1,108 +74.5% 2,959 2,013 +47.0% Total 7,822 8,154 -4.1% 8,571 7,527 +13.9%
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Hydro 2,770 2,873 -3.6% 2,631 2,328 +13.0% Wind 1,172 1,214 -3.5% 2,170 1,736 +25.0% Solar & Others 1,505 1,090 +38.1% 730 612 +19.3% Total Renewables 5,447 5,177 +5.2% 5,531 4,675 +18.3% Nuclear 5,818 4,953 +17.4% 6,818 7,134 -4.4% Total Emission Free 11,265 10,130 +11.2% 12,349 11,809 +4.6% Coal - -0.0 n.m. - 89 n.m.
CCGT 3,465 3,092 +12.1% 3,543 2,990 +18.5%
Oil & Gas 1,079 976 +10.5% 1,007 1,050 -4.1% Total Thermal 4,544 4,068 +11.7% 4,550 4,129 +10.2% Total 15,808 14,198 +11.3% 16,900 15,939 +6.0%Italy
Q2 Q1
Iberia
Q2 Q1
Enel Quarterly Bulletin - Quarter Net Production 22
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Hydro 7,385 8,233 -10.3% 7,403 7,973 -7.1% Wind 4,788 4,377 +9.4% 2,933 3,528 -16.9% Solar & Others 2,301 1,788 +28.7% 2,443 2,247 +8.8% Total Renewables 14,474 14,398 +0.5% 12,779 13,748 -7.0% Coal 187 14 +1254% 10 134 -92.5%
CCGT 1,721 1,552 +10.9% 1,471 1,370 +7.4%
Oil & Gas 216 316 -31.7% 171 163 +4.9% Total Thermal 2,124 1,881 +12.9% 1,652 1,667 -0.9% Total 16,598 16,280 +2.0% 14,432 15,414 -6.4%
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Wind 6,039 4,925 +22.6% 6,134 5,591 +9.7% Solar & Others 1,789 1,869 -4.3% 1,371 1,303 +5.2% Total 7,828 6,793 +15.2% 7,505 6,894 +8.9%
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Wind 239 228 +5.0% 188 168 +11.6% Solar & Others 87 112 -21.7% 132 138 -4.5% Total Renewables 326 339 -3.8% 320 306 +4.3% Oil & Gas 87 58 +49.7% 74 75 -1.3% Total Thermal 87 58 +49.7% 74 75 -1.3% Total 413 397 +4.0% 393 381 +3.2%Q1
Other Countries3
Q1 Q2Latin America1
Q2 Q1
North America2
Q2 Enel Quarterly Bulletin - Quarter Net Production 23
JV and Stewardship Production (GWh)
Group 4
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Wind 2,497 3,273 -23.7% 2,783 3,086 -9.8% Solar & Others 442 327 +35.5% 529 445 +18.8% Total 2,940 3,600 -18.3% 3,312 3,531 -6.2%Q2 1. 2026 & 2025 restated figures: Latin America excludes Chocon, Arroyto & Tarapaca 2. 2025 restated figures. North America does not include Mexico 3. 2024 restated figures. Other countries include Perú, Germany, South Africa, Zambia and India 4. JV and Stewardship production includes US, Greece, South Africa, Marocco, Australia and IndiaQ1 Enel Quarterly Bulletin - Quarter Net Production 24
Grids
Electricity distributed (TWh)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Italy 50.3 49.5 +1.6% 53.3 51.8 +2.9% Iberia 36.8 35.2 +4.4% 35.8 34.4 +4.0% Latin America 31.4 29.8 +5.3% 31.9 31.2 +1.9% Brazil 19.4 18.2 +6.7% 19.8 19.3 +2.6% Chile 3.6 3.6 +0.0% 3.7 3.6 +2.8% Argentina 4.4 4.3 +3.3% 4.5 4.5 -
Colombia & CAM 3.9 3.8 +3.1% 3.9 3.8 +2.6% Total 118.5 114.5 +3.4% 120.9 117.4 +3.0% End users (mn)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Italy 31.3 31.2 +0.4% 31.2 31.1 +0.3% Iberia 12.8 12.7 +0.7% 12.7 12.7 +0.7% Latin America 25.3 25.0 +1.4% 25.3 24.9 +1.5% Brazil 16.3 16.0 +1.4% 16.2 16.0 +1.3% Chile 2.2 2.2 +1.6% 2.2 2.2 +0.9% Argentina 2.7 2.7 -0.0% 2.8 2.7 +0.7% Colombia & CAM 4.1 4.0 +2.4% 4.1 4.0 +2.5% Total 69.4 68.9 +0.8% 69.2 68.6 +0.8%Q2 Q1
Q2 Q1
Enel Quarterly Bulletin - Quarter Grids 25
Enel Commercial
Italy/Iberia Market energy sold (TWh)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Liberalized Market 26.0 28.1 -7.5% 27.6 30.4 -9.2% End to End integrated* 10.6 10.6 +0.1% 12.1 11.6 +4.8% Index, Wholesale, B2B, B2G 15.5 17.6 -12.1% 15.5 18.9 -17.8% Total energy sold (TWh)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Liberalized Market 34.2 37.6 -8.9% 36.1 40.0 -9.8% Italy 10.5 12.3 -14.8% 11.5 13.5 -15.0% Iberia 15.5 15.8 -1.9% 16.1 16.9 -4.6% Brazil 3.7 4.7 -20.6% 3.8 4.6 -18.2% Chile 3.6 3.7 -2.1% 3.8 3.9 -1.6% Colombia & Central America 0.9 1.1 -16.4% 0.9 1.1 -18.7% Regulated Market 22.1 22.4 -1.1% 23.1 23.8 -2.6% Italy 0.8 0.9 -8.1% 1.0 1.2 -13.3% Iberia 1.7 1.6 +7.1% 2.1 2.0 +5.9% Latin America 19.6 19.9 -1.4% 20.0 20.6 -2.9% Total 56.4 60.0 -6.0% 59.3 63.8 -7.1% *Include B2C + SME Italy & IberiaQ2 Q1
Q2 Q1
Enel Quarterly Bulletin - Quarter Enel Commercial 26
Total power customers (mn)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Liberalized Market 17.2 17.8 -3.5% 17.3 18.1 -4.1% Italy 10.9 11.4 -4.2% 10.9 11.5 -4.9% Iberia 6.3 6.4 -2.1% 6.4 6.6 -2.5% Regulated 31.1 31.0 +0.2% 31.0 31.0 +0.2% Italy 2.4 2.7 -9.3% 2.5 2.7 -9.2% Iberia 3.3 3.5 -3.8% 3.4 3.5 -3.8% Latin America 25.3 24.9 +1.8% 25.2 24.8 +1.7% Total 48.3 48.8 -1.1% 48.4 49.1 -1.4% Gas sold (bcm)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Italy 0.4 0.3 +10.9% 1.4 1.4 -0.7% Iberia 0.4 0.6 -25.6% 0.9 1.1 -14.1% Latin America 0.1 0.1 -1.0% 0.0 0.1 -14.4% Total 0.9 1.0 -11.6% 2.4 2.5 -6.6% Gas customers (mn)
Quarter
Year 2026 2025∆% yoy 2026 2025∆% yoy Italy 4.0 3.9 +1.1% 3.9 4.0 -0.3% Iberia 1.7 1.7 -1.0% 1.7 1.8 -1.3% Total 5.7 5.7 +0.4% 5.7 5.7 -0.6%Q2 Q1 Q2 Q1
Q2 Q1
Enel Quarterly Bulletin - Quarter Enel Commercial 27
Main Events in Q2 Rome, May 18th, 2026 - Enel signed agreement for the acquisition of a portfolio of around 270 MW of solar plants in USA (https://www.enel.com/media/explore/search-press-releases/press/2026/05/enel-
signed-agreement-for-the-acquisition-of-a-portfolio-of-around-270-mw-of-solar-plants-in-usa)
Enel Quarterly Bulletin - Main Events 28
Disclaimer
The information contained in this presentation does not purport to be comprehensive and has not been independently verified by any independent third party.
Some historical figures in the document may have been subject to restatement following the use of a different calculation method.
This presentation does not constitute a recommendation regarding the securities of the Company.
This presentation does not contain an offer to sell or a solicitation of any offer to buy any securities issued by Enel S.p.A. or any of its subsidiaries.
Enel Quarterly Bulletin - Disclaimer 29
Contact us
Omar Al Bayaty Head of Group Investor Relations Federico Baroncelli -Fixed Income and ESG Investors
and Ratings
Alessia Accili
Bianca Brancati
Jaime Andres Rodrigues Perez
Emanuele Toppi
Serena Carioti –Equity Market and Financial Analysis Esteci Yamil Medina Luciano Paolo Germiniani -Equity Investors and Reporting
Davide Abete
Danielle Ribeiro da Encarnação
Alessandro Taddei
Contacts
Email investor.relations@enel.com
Phone +39 06 8305 7975
Website
Enel.com iOS Android Investor Relations App 30
Fine Comunicato n.0116-76-2026 Numero di Pagine: 33