CMU Energia has set an ambitious goal for the coming years: to expand its customer base from 130 to 500 by the end of 2027.
To achieve this growth, the company intends to accelerate its performance in the distributed generation (DG) market, expanding the management of solar power plants and connecting generators to consumers interested in reducing their energy bills.
The company operates in the management of consumers in both the free energy market and the regulated market, but sees the provision of services linked to distributed generation as its main avenue for expansion.
According to Walter Fróes, CEO of the company, the strategy is centered on the management of distributed generation assets, offering a platform capable of bringing investors and power plant owners closer to consumers seeking access to solar energy through the shared generation model.
Currently, CMU Energia manages 112 MW in distributed generation plants. The expectation is to add another 600 MW by the end of 2027. To support this growth, the company has partnered with well-capitalized investment funds, prepared to invest up to R$ 1 billion in the acquisition of already operational distributed generation projects.
Today, CMU's operations are mainly concentrated in Minas Gerais, one of the most important states for distributed generation in the country. Now, the plan is to expand its presence to 20 more states. "By the end of 2027, our goal is to reach 500 consumers under management," Fróes highlighted.
The company expects service provision to account for approximately 70% of its revenue in the coming years. By 2025, the company's revenue linked to the distributed generation segment is projected to have increased by 20%, reinforcing its commitment to the sector.
AI as an engine of growth
To support the projected growth, CMU invested over R$ 3,5 million in software and artificial intelligence tools aimed at automating operational management.
According to Fróes, digitizing processes will be essential for managing thousands of consumer units and contracts simultaneously, reducing operational costs and increasing service efficiency.
According to the executive, the future opening of the free market to low-voltage consumers should not pose a threat to the advancement of distributed generation.
According to him, the two models tend to coexist and cater to distinct consumer profiles, although the maturation of the sector should accelerate a consolidation process among companies.
"Distributed generation will continue to grow, but we will see more and more acquisition moves, with large players buying smaller companies and expanding their scale," he concluded.
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