Electric Utilities / Nuclear and Renewable Power Generation
Strategic Profile
EDF's core strength derives from 56 active nuclear reactors in France spread across 18 sites, comprising 32 reactors of 900 MWe, 20 reactors of 1,300 MWe, and 4 reactors of 1,450 MWe. The company is advancing its EPR2 programme to build six next-generation reactors across three existing nuclear sites in France: Penly, Gravelines, and Bugey.
Cyborg Score Rationale
EDF demonstrated sound operational and financial results in 2025, with nuclear output up and record levels of pumped-storage hydropower deployment. The company commands a dominant market position in low-carbon generation backed by extensive infrastructure, though faces regulatory constraints and capital-intensive nuclear projects.
Top Insights
Flamanville 3 has reached 100% power with EPR2 programme cost estimates presented (May 2026).
EDF was acquired by the Government of France on 26 February 2026, completing full nationalization.
EDF withdrew from bidding on new nuclear projects abroad in July 2025 to concentrate on future large domestic construction programme.
GE Steam Power's nuclear business acquisition was completed on 31 May 2024 and is now known as Arabelle Solutions.
Named Competitors
ENGIE — Multi-utility energy provider across Europe and globally
Enel — Italian integrated utilities with renewable focus