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Module 09 of 1055 min readMixed

Building climate risk into a valuation

Scenario analysis (NGFS), DCF adjustments, terminal-value haircuts. The handful of practical changes that turn ESG from sidebar to model input.

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Learning objectives

By the end of this module, you should be able to:

  • 01Adjust a DCF for transition risk through revenue, margin, capex, and discount rate assumptions
  • 02Use NGFS scenarios for stress testing
  • 03Recognise when climate risk is material to a valuation and when it is not

Climate risk lives in the same DCF, the same comparables, the same credit model as any other risk. It does not require a separate framework. What it requires is that the assumptions in those models reflect climate-related changes in operating conditions, regulation, and capital costs. For some companies this changes the valuation modestly; for others it changes it by an order of magnitude.

The four DCF adjustments

  • Revenue trajectory: market share trends in declining categories (combustion engines, thermal coal, virgin polymers) and growing categories (battery storage, green steel, plant-based protein).
  • Operating margin: carbon-tax pass-through, energy efficiency capex, regulatory compliance costs, asset retirement obligations.
  • Capex schedule: transition capex (refurbishments, new technology, decarbonised processes) — often front-loaded in 2025-2035.
  • Discount rate / terminal multiple: higher beta for unhedged transition risk, lower terminal multiple for businesses where the long-run unit economics are uncertain.

Where the value lives

For most carbon-intensive sectors, the biggest valuation impact comes from the terminal multiple, not from near-term cash flows. A coal-fired utility with 20 years of operating life left has substantial 2025-2035 EBITDA — but its terminal value is approaching zero. Standard DCF practice (Gordon growth to perpetuity) systematically overvalues such businesses. Climate-adjusted modelling caps or zeroes the terminal value.

NGFS scenarios

The Network for Greening the Financial System (NGFS) — a coalition of central banks and supervisors — publishes a standard scenario set used for climate stress testing. As of 2026, the main scenarios are:

  • Net Zero 2050: orderly transition; warming limited to 1.5°C; high transition cost in the 2020s but lower physical cost long-term.
  • Below 2°C: orderly transition; warming limited to ~1.7°C; slightly later policy action; comparable transition cost.
  • Delayed Transition: policy action delayed to 2030; then sharp, disorderly response; high transition AND physical cost.
  • Current Policies: only existing policies implemented; warming reaches ~3°C+ by 2100; very high physical cost.
  • Fragmented World: regions decouple; uneven policy; weak coordination; both transition and physical risks elevated.

Pick at least two scenarios

Best practice for stress testing is to run a 1.5°C-aligned orderly scenario (e.g. Net Zero 2050) and at least one disorderly scenario (Delayed Transition or Current Policies). The spread between them is the climate-risk range. A single scenario is no scenario.

When climate risk is small

Not every business needs a climate-adjusted DCF. A software-as-a-service company with no physical infrastructure, low energy intensity, and customers across diverse sectors has limited near-term climate exposure. The exception is its data-centre energy use, which can be material at scale but typically affects margin by basis points, not percentage points. The discipline is to ask the materiality question first; doing climate analysis on immaterial issues wastes time and credibility.

When climate risk dominates

Long-lived fossil-fuel infrastructure (coal plants, oil refineries, gas transmission), carbon-intensive heavy industry (cement, steel, aluminium without abatement plans), and physically exposed assets (coastal real estate, drought-vulnerable agriculture) sit at the other end. For these, climate-adjusted valuation isn't a sidebar — it's the load-bearing assumption set. Recent analyses of oil major valuations show 20-40% TV differences between climate-adjusted and conventional models.

Exercise

Take a DCF you've built or seen recently. List the assumptions: revenue growth, margin trajectory, capex / sales, terminal growth, WACC. For each, ask: how would this change under (a) Net Zero 2050 and (b) Current Policies? Calculate the valuation under both. The range you produce is the climate-risk uncertainty range for that asset.

Key takeaways

  • Climate-adjusted valuation is regular valuation with climate-informed assumptions.
  • Most of the impact comes through capex schedules, margin, and the terminal multiple.
  • NGFS scenarios provide the common reference set regulators expect to see.
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