Enerflex: 1.45GW Of Data Center Power Awards Reshape The Growth Story

Impact · against what's priced in

Enerflex is shifting its growth narrative toward data center power infrastructure with 1.75GW in new gas-fired contracts. While the $100 million facility investment creates a short-term cash flow drag, the scale of the backlog supports a valuation rerating toward $31.63.

EFXT+0.60

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In context

The capture of 1.75GW in gas-fired power generation contracts for data centers transforms the company's growth profile, though $100 million in facility investments will temper free cash flow until 2027.

Read from the article alone

• energy▲3%
• data centers
• valuation
• EFXT
• backlog
• infrastructure
• natural gas
• power generation

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