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Ahead of Taaleri's Q2, we adjust our 2023 estimates to reflect the carry from Forest Fund III and gains from the sale of the project development portfolio to SolarWind III, which reached its first close in July. SolarWind III is the new flagship fund of Taaleri, with a target size of EUR 600m and a EUR 900m hard cap. Given its development portfolio of 50 projects, we expect fast deployment of commitments. We expect Garantia to continue showing strong underlying performance in Q2 and expect its investment operations to record slightly positive earnings. We derive a slightly higher SOTP-based fair value range of EUR 10.1-11.6 (9.9-11.4) per Taaleri share. Marketing material commissioned by Taaleri.
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