NextEnergy Solar Fund Updates: dividend, NAV & market opportunities

Proactive - Interviews for investors

NextEnergy Solar Fund Ltd investment director and UK legal counsel Stephen Rosser talked with Proactive's Stephen Gunnion about the company's latest strategic developments, financial performance, and market outlook. Rosser began by highlighting the UK's Clean Power 2030 goal to expand solar capacity from 18GW to 50GW. He noted that NESF has already deployed 10% of the UK’s ground-based solar and is “really well positioned to play a significant role in helping the government to achieve the target.” The interview covered recent board changes, with Paul Le Page appointed interim chairman and Josephine Bush as senior independent director. Rosser expressed confidence in Le Page’s leadership, citing his 12 years of solar industry experience. Rosser also confirmed NESF’s dividend target of 8.43p for the financial year ending March 2026, equating to a 12% yield and backed by a 1.1–1.3x earnings cover. The portfolio comprises 101 operational assets with 937MW installed capacity. He addressed NAV fluctuations, explained the company’s transparent valuation methodology, and discussed efforts to reduce the share price discount, including share buybacks and asset recycling. Looking ahead, Rosser described a strong market environment supported by favourable weather and policy tailwinds. Visit Proactive's YouTube channel for more updates. Don’t forget to like this video, subscribe, and enable notifications for future content. #NextEnergySolar #NESF #UKSolar #RenewableEnergy #CleanPower2030 #DividendStocks #SolarInvestment #FTSE250 #GreenEnergy #EnergyStorage