GS Sustain: EU Taxonomy Monitor - Green Revenue and CapEx Growth

The FY2025 EU Taxonomy reporting cycle saw Green Revenue cross €1 trillion and Green CapEx reach €350 billion, driven primarily by Industrials and Utilities. Taxonomy-aligned leaders continue to outperform broader indices, reflecting strong investment in climate resilience and energy security.

Key Takeaways

• 1.Taxonomy-aligned Green Revenue exceeded the €1 trillion threshold for the first time in FY2025, growing 6.7% year-over-year.
• 2.Green CapEx grew 9.1% to €350 billion, outpacing revenue growth and indicating companies are investing heavily ahead of the transition curve.
• 3.Taxonomy leaders (Revenue and CapEx) have significantly outperformed benchmarks since 2019, with Green CapEx leaders showing the strongest recent resilience.

Table of Contents

• Latest Taxonomy Green Revenue and CapEx showed strong growth
• Green Revenue - Crosses the €1 Trillion Mark for the First Time
• Green CapEx - Reaches €350 bn up 9.1% vs. 2024, Outpacing Revenue Growth
• Performance of EU Taxonomy Green Revenue and Green CapEx Leaders remained resilient
• Case Study: RWE - Major green investment scale-up, providing a forward-looking view of transition

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