Case Study
Energy Global Program

Energy as a Service program for a pharmaceutical company

An off-balance-sheet Energy as a Service solution was structured for a multinational pharmaceutical company, delivering guaranteed energy savings across global manufacturing sites with zero upfront capital impact.

Sector
Energy / Pharmaceutical
Focus
Energy as a Service / Off-Balance-Sheet Structure
Outcome
Off-balance-sheet structure delivering guaranteed energy savings for a global manufacturer

Overview

A multinational pharmaceutical company sought to reduce energy spend and develop resiliency across its manufacturing sites globally. The company required a solution that would not impact its bank covenants, making an off-balance-sheet structure essential. An Energy as a Service program was designed and structured covering lighting, HVAC, boilers, automation, and building management equipment across global facilities.

Strategic Approach

A performance-based Energy as a Service Agreement was structured with contingent payments, ensuring the company only paid when targeted energy savings were achieved.

  • Designed an off-balance-sheet structure to minimize impact on bank covenants
  • Structured contingent payment terms — payments only triggered if targeted savings were met
  • Covered installation of lighting, HVAC, boilers, automation, and building management equipment
  • Deployed program across multiple global manufacturing sites

Value Creation Levers

Off-Balance-Sheet Structure
Designed to preserve bank covenant compliance while enabling a large-scale capital program.
Performance-Based Payments
Contingent payment structure ensured the company only paid when targeted energy savings were met.
Global Deployment
Program executed across multiple international manufacturing sites to maximize savings impact.
Energy Resiliency
Upgraded infrastructure including HVAC, boilers, automation, and building management systems.

Result

The Energy as a Service Agreement provided the company with a fully off-balance-sheet path to energy savings and infrastructure resiliency, with no upfront capital burden and no covenant risk. Payments were contingent on verified savings, aligning the structure directly with the client's financial and operational objectives.

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