Cadeler Secures Two Major Contracts for Comprehensive Foundation and Turbine Transport and Installation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
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Should l Buy CDLR?
Source: Newsfilter
Contract Announcement: Cadeler has signed two firm contracts for the transportation and installation of offshore wind turbines and foundations, valued at approximately EUR 500 million, with work set to begin in early 2029.
Project Timeline: The foundations' installation will start in early 2029, while turbine installation is scheduled for early 2030, with completion expected by late 2030, contingent on the client's investment decision.
Company Positioning: CEO Mikkel Gleerup emphasized that these contracts reinforce Cadeler's role as a full-service provider in the offshore wind sector, highlighting the company's strategic alignment with market demands.
Company Overview: Cadeler A/S is a leading player in offshore wind installation, operating the largest fleet of jack-up vessels in the industry, and is committed to sustainable practices and supporting the global transition to renewable energy.
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About CDLR
Cadeler A/S is a Denmark-based company engaged in the engineering and construction industry, with a specialized focus on the offshore wind energy sector. The Company provides services for the transportation, installation, maintenance, and decommissioning of offshore wind turbine generators (WTGs), foundations, and platform topsides/substations. Cadeler A/S operates exclusively within the offshore wind industry and positions itself as a key enabler of the global energy transition toward renewable energy. The Company’s service portfolio includes offshore construction, heavy lift operations, project cargo handling, and accommodation services. Cadeler A/S also provides support for operations and maintenance activities, ensuring long-term performance and reliability of offshore wind assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Project Execution: The O&M campaign will last for 3-4 months and will be executed by Cadeler's wind installation vessel, Wind Maker, showcasing Nexra's execution strength and flexibility in responding to client needs during the operational phase of offshore wind projects, thereby enhancing client trust.
- Growing Market Demand: O&M activities are projected to account for approximately one-fifth of Cadeler's total revenue by 2025, reflecting the increasing installed base of offshore wind turbines and the deployment of the latest generations of large turbines, indicating significant market potential and Cadeler's strategic focus.
- Expansion in Asia-Pacific: With this new campaign in Taiwan, Nexra continues to expand its footprint in the Asia-Pacific region, emphasizing Cadeler's commitment to long-term partnerships throughout the operational lifecycle of offshore wind farms, thereby strengthening its role in the global renewable energy transition.
See More
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- Project Timeline: The installation campaign is expected to commence in the first half of 2028, utilizing two of Cadeler's wind installation vessels, including a new A-class series vessel designed for XXL foundation installation, ensuring efficient project execution.
- Market Expansion: This agreement marks Cadeler's first full-scope foundation T&I project outside the United Kingdom, further solidifying its position as a full-service provider in offshore wind and showcasing its growing experience across jurisdictions.
- Commitment to Safety and Reliability: CEO Mikkel Gleerup emphasizes the company's focus on safe execution and reliable project delivery, as Cadeler continues to build its pipeline of complex foundation projects, demonstrating its commitment to enabling the global transition to renewable energy.
See More
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- Project Timeline: The installation campaign is expected to commence in the first half of 2028, utilizing two of Cadeler's wind installation vessels, including one of the new A-class series designed for XXL foundation installation, showcasing the company's capabilities in handling large-scale projects.
- Market Expansion: This agreement marks Cadeler's first full-scope foundation T&I project outside the United Kingdom, further solidifying its position as a global leader in offshore wind installation and laying the groundwork for future international projects.
- CEO Commentary: Cadeler's CEO Mikkel Gleerup stated that the signing of this agreement reflects continued confidence in the company's capabilities within offshore wind foundation transportation and installation, emphasizing a focus on safe execution and reliable project delivery.
See More
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- Significant Stock Surge: Following the earnings report, TG Therapeutics shares jumped 11.6% to $31.10 on Wednesday, reflecting investor optimism about the company's growth potential, which may attract more capital inflow.
- Positive Market Reaction: Despite a broader market decline with the Nasdaq Composite falling over 200 points, TG Therapeutics' strong financial data allowed it to stand out among numerous stocks, showcasing its competitiveness in the biopharmaceutical sector.
- Optimistic Future Outlook: Although the financial figures are unaudited, the preliminary results suggest that the company is poised for continued growth, particularly in the marketing of its BRIUMVI product, which could further enhance its market share.
See More
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Examples of Mispriced Stocks: Several companies, including Euroseas Limited, Vasta Platform, Western Union, Cadeler, and Korea Electric Power, are highlighted as trading at low PE ratios despite strong fundamentals, suggesting potential for substantial returns if investors can withstand interim volatility.
Strategy for Success: Successful ultra-low PE investing demands patience, discipline, and the ability to act against market fear, with research indicating that combining value and momentum strategies can enhance returns while reducing the duration of underperformance.
See More
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- Loan Tenor: The facility has a tenor of up to five years and was arranged by HSBC and Clifford Capital as Mandated Lead Arrangers, reflecting market confidence in Cadeler's financial health.
- Strategic Support: This financing will be utilized for general corporate purposes, strengthening Cadeler's capacity to navigate current market dynamics, support its strategic priorities, and maintain financial resilience.
- Sustainability Commitment: Through this financing, Cadeler further solidifies its leadership in the renewable energy sector, ensuring its ability to execute the largest and most complex offshore wind installation projects, thereby driving the global energy transition.
See More
