Come aumentare il valore della vostra azienda sui mercati azionari?

Analysing your portfolio to decarbonise profitably is simple: just focus on 3 essential parameters for each product/service/industry. First, determine the net revenue per unit of product/service making up your portfolio. Second, estimate the greenhouse gas (GHG) emitted per unit of product/service (prefer a calculation over their complete lifetime: from materials sourcing, to production, to consumption and maintenance, to disposal. I.e., life cycle assessment is the key here). Third, measure the sales volume for each product/service. If your company is active in more than one industry, do that for the products and services of each industry making up its business-level portfolio. Want to enter the champions league? Then, also integrate in your analysis the contribution margin as well as cost and sales synergies associated to each product/service/industry among your product and business portfolios. Once this is done, multiply the current and projected sales volumes by the revenue and GHG parameters per unit for each of your products/services. Thus, you obtain two key figures: the total emissions as well as the total revenues associated to each of your products and services. Then, divide the total emissions by the total revenues for each product/service/industry. And yes, the magic happened. For each of your revenue sources, you are now able to compare the GHG intensity per € of current and projected net revenue (expressed in kgCO₂ equivalent/€). Hence, you can strategically reshape your portfolio structure by prioritising elements contributing the most to your revenues while emitting the least. On the contrary, portfolio elements – including assets and processes enabling to deliver them – with uncompetitive GHG intensities per revenues generated can progressively be slowed down or even disposed. This is the basis for reducing your emissions – i.e., fighting against climate change – while maintaining your revenues and even generating new ones by answering the growing demand trends for sustainable offerings (see next section). However, this corporate demeanor will also shrink your costs. For instance, a 2024 BCG survey showed that cutting corporate GHG emissions led to financial benefits by decreasing operating costs thanks to renewable energy, efficiency gains and waste reduction (1). By investigating a little more, you can also estimate the potential for reducing the carbon footprint of portfolio elements contributing substantially to your net revenues, yet emitting too much currently. Eventually, the results of this second phase will allow you to define where you should concentrate some of your R&D efforts over the coming years. Nevertheless, ranking your portfolio according to GHG intensity first requires to establish a carbon accounting in your company. Browse the solutions explorer and discover how you can do that! This will also unlock your ability to set internal prices for your corporate emissions. Already done and seeking what could be the next step? Then discover how your company can slash its emissions through products and services redesign!