REMINDER - Energy Transition Beneficiaries: Nordex & SMA Solar

Research evidence excerpt

REMINDER - Energy Transition Beneficiaries: Nordex & SMA Solar

EUROPE | Sustainability & Transition

Strategy June 11, 2026

REMINDER - Energy Transition Beneficiaries:

Nordex & SMA Solar

To maintain JEF’s leadership in the debate on the EU’s accelerating energy

transition, we are launching a new series highlighting the companies

positioned to benefit. In this session, we focus on Nordex and SMA Solar,

two players at the centre of Europe’s push to rebuild its renewables supply

chain. We will discuss with JEF analyst Constantin Hesse, how policy,

localisation, and execution are reshaping their outlook. Join us 12th June,

3PM UKT. REGISTER

.

Energy Transition Winners Series:

EDPR with Arturo Murua | 2PM UKT, 3rd June 2026.•

Alfen with David Kerstens | 2PM UKT, 4th June 2026.•

Nordex & SMA Solar with Constantin Hesse | 3PM UKT, 12th June 2026 | REGISTER•

Schaeffler with Vanessa Jeffriess | 2PM UKT, 15th June 2026 | REGISTER•

Eni with Mark Wilson | 3PM UKT, 25th June 2026 | REGISTER•

NKT with Lucas Ferhani | 2PM UKT, 26th June 2026 | REGISTER•

Speakers names & titles

Luke Sussams, Head of Sustainability and Transition Strategy, EMEA• Luke Sussams * | Sust. & Transition Strategist Constantin Hesse, European Clean Tech Equity Analyst, EMEA• 44 (0)20 7548 4404 | lsussams@jefferies.com

Discussion Points Aniket Shah, PhD ^ | Head of Sust. &

Transition Strategy

Is Europe structurally shifting toward domestic renewables equipment suppliers? (212) 323-3976 | ashah14@jefferies.com•

Can Nordex sustain profitable growth as installations accelerate? Constantin Hesse * | Equity Analyst•

How material are policy tailwinds for SMA Solar’s recovery? 44 (0) 20 7029 8543 | chesse@jefferies.com•

Are these businesses moving from cyclical to structural transition winners? Amani Mahmood * | Sust.