Sable Grid Storage Business Plan

Flexibility for a reforming grid — utility-scale battery energy storage. Project Sizanani — 100 MW / 400 MWh four-hour LFP storage · 15-year…

Business plan & investor prospectus

Sable Grid Storage

Flexibility for a reforming grid — utility-scale battery energy storage

Project Sizanani — 100 MW / 400 MWh four-hour LFP storage · 15-year availability-based capacity agreement · 350 MW follow-on pipeline — Aggeneys · Namakwa District · Northern Cape · South Africa.

100 MW / 400 MWhFour-hour capacity
R2.05bnTotal project cost
R615mEquity raise
15 yearsContracted term

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Sable Grid Storage is raising R615 million of equity within a R2.05 billion total project cost to develop, build and operate Project Sizanani — a 100 MW / 400 MWh four-hour lithium-iron-phosphate battery energy storage facility near Aggeneys in the Namakwa District, Northern Cape — underpinned by a 15-year availability-based capacity agreement and backed by a 350 MW follow-on pipeline. Headline revenue and EBITDA are preserved exactly; everything below EBITDA is independently re-derived (component depreciation, full cash interest, 27% SA tax with assessed-loss relief, working capital) with the balance sheet tying to zero every year. This plan sets out the market and regulatory environment, market sizing and demand drivers, competitive positioning, the products and revenue model, the flagship asset with its technology and engineering, grid connection and transmission access, offtake strategy and counterparty risk, construction and EPC procurement, operations and asset management, full financial projections, funding and capital structure, returns and sensitivities, risk analysis and independent findings, the SWOT and PESTLE strategic analysis, management, transformation and ESG, and investor returns and exit. Use the contents below to navigate the plan.

Financial snapshot

Two headline charts from the plan. Full projections and all visualisations are in Section 15: Financial Plan & Projections.

Figure 1. Revenue stack across the fifteen-year contracted term.
Figure 2. Shareholding structure of Sable Grid Storage (Pty) Ltd.
Strictly private & confidential. This document is provided for information purposes only and does not constitute an offer to sell or a solicitation to buy securities. Financial projections are forward-looking, depend on assumptions that may not materialise, and are not guarantees of future performance. Figures in ZAR unless stated. External market data is indicative and should be independently verified. See the Confidentiality & Important Notice for the full basis of preparation.