The Group has a clear strategy to deliver sustainable profitable growth and value for all of our stakeholders. Our Investment Case is summarised below.
YÜTILITY SIMPLICITY
Yü Group prides itself on being the only supplier offering businesses straightforward, comprehensive and cost-effective multi-utility plans for gas, electricity and water. We offer our customers simple, fixed-price utility plans, combined with a focus on customer service, to help save businesses time and money.
Our online portal, extensive support articles and multi-channel customer service provide the best experience for our customers at every interaction.
PROVEN STRATEGY
Our clear financial framework delivers very strong, profitable growth, with excellent earnings visibility and clear trajectory for sustainable growth. Everything we do is underpinned by our Bigger, Better, Faster, Stronger approach.
Bigger
Targeting significant growth delivered organically through a multi-channel approach and through the strategic acquisition of customer books from competitors.
Better
Continued development of the Group’s strong financial performance through increased top-line revenue, improving net customer contribution and leveraging overheads.
Faster
Our Digital by Default strategy drives new opportunities to grow, giving customers easy access to sign up. It also lowers our cost to acquire and serve, supported by data science to enhance business outcomes.
Stronger
Managing the Group’s ambitious growth plans requires robust governance, robust hedging, customer centricity, and a workforce fully engaged and aligned to the Group’s vision.
SIGNIFICANT SUPPLY OPPORTUNITY
As the leading challenger brand, we’re continuing to take market share in a £50bn+ addressable market with significant barriers to entry. Our SME market positioning gives us a competitive advantage with huge opportunity for growth through multiple avenues and routes to market.
SMART METERS CHANGING THE GAME
Our metering division, Yü Smart, has opened up significant opportunity for the Group in the form of growth, annuity income and favourable customer outcomes. We are continuing to increase our ownership of meters whilst better understanding usage and payment habits to optimise our trading decisions and billing accuracy.
Smart meters have unlocked asset ownership opportunities which provide 15+ year, index-linked rental income, simultaneously helping to reduce risk.
STRONG FOUNDATIONS
A strong balance sheet, capital light model and excellent cash generation create opportunities to invest for growth, whilst our strong hedge book provides sustainable profitability despite changing energy markets. We have proven our agility and adaptability to volatile market conditions, not just showing our resilience, but thriving despite a number of well‑publicised supplier failures. Now the market has stabilised, we are well positioned to continue growing our market share.
Through our efficient and professional commodity hedging activities, supported by the capital light trading agreement with Shell, we access wholesale commodity markets to forward buy our customers’ demand requirements, which mitigates risks from market volatility and preserves gross margin assumed at the point of sale.
DIGITAL INNOVATION
Our Digital by Default strategy is revolutionising how businesses buy their energy, continually improving customer experience, and significantly reducing our cost to serve. Businesses are able to onboard and manage their accounts online, and speak to an adviser instantly via live chat.
Our technology stack seamlessly guides customers through the entire lifecycle, from onboarding to renewal, whilst gathering insights that inform future decisions. We constantly review our processes against the customer journey, ensuring we stay ahead of the competition.
EXPERT MANAGEMENT
Our ambitious, highly experienced leadership team is committed to delivering for all our stakeholders, sharing their wealth of knowledge and industry insight to ensure success in every area. We are proud of our people and believe we have some of the best talent in the industry driving consistent growth and providing an excellent customer experience.