Growth and resilience: Two keystones for company success in the residential energy transition
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Companies driving the residential energy transition are operating in a market that is full of opportunity yet shaped by volatility
Many are still establishing the propositions that will scale, the markets that will support long-term growth and the financial foundations required for success. With limited historical data to draw upon, there is a growing need for independent benchmarks that help management teams understand performance in context.
This report marks the launch of LCP Delta’s new KPI analysis. It evaluates the financial characteristics of companies across the residential energy sector, highlighting the early signs of growth and resilience that underpin long-term success.
What's inside?
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Our KPI analysis tracks the financial performance of companies across the residential energy transition. It evaluates key metrics including revenue growth, capital expenditure, operating margins, asset impairments, liquidity and working capital, providing structured and independent analysis.
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The sector is evolving quickly. Early-stage companies need trusted reference points to understand their own performance, and prioritise the areas where operational improvements matter most.
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The analysis combines financial accounts evaluation with an understanding of how residential energy businesses grow, scale and respond to market volatility. As the dataset expands, companies will be able to benchmark themselves against peers and the broader sector.
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This first report covers nine companies. Over time, we aim to analyse hundreds, building a structured benchmark that supports strategic planning and decision-making across the sector.
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Key findings
Growth
Companies across the sample are demonstrating strong revenue momentum, often in challenging conditions. Many are investing in new geographies, product development and capacity expansion, resulting in meaningful top-line growth.
While profitability varies, the direction of travel is encouraging. Some companies have already reached early profitability, while others are moving toward it as cost bases stabilise and operational efficiencies begin to emerge.
There are also signs of growing productivity. Several companies have increased revenue per employee as they scale, reflecting the early stages of operational leverage.
Resilience
Resilience is emerging as a defining characteristic of companies navigating the early stages of the energy transition. Many have maintained solid liquidity positions, supported by investor backing and disciplined cash management.
Working capital is being used actively to manage volatility. Companies are managing inventory cycles, adjusting payables and building processes to address impairments.
Runway has been strengthened in many cases, giving management the confidence to focus on long-term growth opportunities rather than short-term funding concerns.
Case study: Zaptec
Geographic expansion supported by strong financial discipline
Zaptec, an EV charging manufacturer headquartered in Norway, illustrates the mix of strategic investment and financial resilience seen across many companies in the report. The business has expanded from its Scandinavian base into key European markets, using targeted capital expenditure to build its presence while maintaining profitability in most years.
Management has prioritised liquidity, supported by both equity investment and available credit facilities. This stability has allowed them to focus on long-term growth, rather than short-term funding challenges.
As Zaptec continues to scale across Europe, the company shows how effective capital expenditure, a clear market strategy and disciplined financial management can create both growth and resilience.
Zaptec has expanded across Europe while maintaining strong liquidity and consistent profitability.
What you get in the full KPI benchmark report
The full Growth and Resilience KPI benchmark report provides:
- Detailed financial assessments of the nine companies, from across the residential energy sector.
- Extended KPI analysis, covering growth, profitability, liquidity, scalability and resilience. A subscription to our research will provide the above, plus:
- Benchmark tables as the dataset expands.
- Segment-level comparisons across different models, markets and propositions.
- Ongoing updates through the research subscription.
- Analyst access for questions and contextual discussion.
Speak with our team to explore the complete analysis and understand how your organisation compares.
*Disclaimer: This analysis is intended for corporate management and operational teams of companies operating in the residential energy sector. It is not intended for investors and should not be used for making investment decisions. Views expressed are not advice or a recommendation to buy, sell or hold a particular investment. They reflect opinion and are not statements or fact.
