English 
Francês 
Alemão 
Italiano 
Japonês 
Norueguês 
Portuguese 
Spanish 
3 min of reading 
0 comments 
New Strategic Planning of Cemig Foresees Investments 2026 and Accelerates the Energy Transition in Minas Gerais.
Cemig announced, in the last days of 2025, a new Strategic Planning that explains what will be done between 2026 and 2030: R$ 44 billion in investments.
The company, which is leading this movement, indicates that the resources will begin to be applied as early as 2026.
The plan, when announced now, involves actions concentrated in Minas Gerais, where the company maintains its main operational base.
-
Oncorp wins auction and enables biodiesel and gas thermal plants in Brazil, with strategic projects in Suape and Xavantes Aruanã.
-
Raízen Recovery: Shell Cosan May Reduce Control After R$ 65 Billion Debt
-
Outback Montes Claros: Chain Confirms First Unit in Northern Minas in 2026
-
Inpasa Creates Advisory Council and Brings José Olympio to Strengthen Corporate Governance
The investments will be executed as part of a modernization program, expansion of energy generation, and preparation for the full opening of the electricity market.
The strategy occurs because the state-owned company seeks greater efficiency, competitiveness, and leadership in the energy transition, while advancing discussions on privatization.
The company places these goals at the top of its planning and emphasizes that the Investments 2026 cycle is crucial to strengthen its position in Minas Gerais, while reorganizing the portfolio and directing efforts towards strategically considered assets.
Priority in Minas and Portfolio Review Mark the New Positioning of Cemig
Since 2019, Cemig has been undergoing a profound transformation.
The guideline “Focus on Minas and Sell” directs the state-owned company to concentrate its resources in the state and divest in areas that are not part of the essential core of the business.
Thus, the restructuring of the portfolio has become a central pillar of the Strategic Planning, reinforcing the pursuit of greater financial and operational returns.
Moreover, the possibility of privatization remains on the radar, influencing internal discussions and future decisions.
The restructuring, therefore, becomes not only an administrative movement but also a preparation for different market scenarios.
Energy Transition and Innovation Highlighted in Corporate Strategy
The new investment cycle expands Cemig’s activities in centralized and distributed energy generation.
The company intends to modernize hydroelectric plants, accelerate sustainable projects, and adopt digital technologies that increase operational efficiency.
This set of actions reinforces the company’s prominence in the energy transition, one of the priority axes of the Strategic Planning.
According to the state-owned company, digitalization, innovation, and new technologies will be essential to ensure deadlines, safety, and long-term results.
Investments 2026 Prioritize Expansion and Reliability of the Electric System
The first year of the plan already has a defined budget. Only in 2026, the company expects to apply R$ 6.7 billion.
“For 2026, the plan foresees an investment of approximately R$ 6.7 billion, ensuring greater reliability to the electric system and generating greater value for shareholders and for society in the long term,” states Andrea de Almeida, director of investor relations at Cemig.
The state-owned company explains that, although the amount for the following years is a projection, adjustments may occur according to market conditions.
Still, the goal is to maintain financial robustness and continuity of projects until 2030.
Privatization Returns to the Debate While Minas Maintains Shareholder Control
About 51% of the company’s common shares (CMIG3) remain under the control of the government of Minas Gerais.
This percentage grants decision-making power to the state on issues such as strategy, governance, and, mainly, privatization, should a concrete proposal advance.
Currently, Cemig’s market value is estimated at R$ 34.83 billion, reinforcing its energy and economic relevance for Minas and for the country.
Cemig Performance Surpasses Ibovespa and Attracts New Investors
While reinforcing its Strategic Planning and aiming at energy transition opportunities, the company also demonstrates significant results in the financial market.
According to data from Investidor10, those who invested R$ 1 thousand in CMIG4 would now have R$ 8,573.30, considering the reinvestment of dividends. Under the same conditions, Ibovespa would yield R$ 3,592.80.
The numbers increase investor interest around the company, especially in light of the new Investments 2026 cycle and discussions on privatization, which could alter its structure in the future.
Seja o primeiro a reagir!