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How to maximise the value of your CAE portfolio: a strategic guide for delegated subjects

Proven strategies to increase the volume of CAE generated, improve negotiation prices and optimise profitability as a delegated subject.

A delegated subject's profitability depends on three variables

A delegated subject earns revenue by selling the CAE it produces to obligated parties. The profitability of its business depends on three fundamental factors:

  1. Volume of CAE produced: how many MWh of CAE are generated per month or per year
  2. CAE selling price: the price at which they are negotiated with the obligated party (50 to 150 EUR/MWh in 2025)
  3. Production cost per file: management time, human resources, tools, verification

Maximising profitability means acting on all three axes simultaneously. Let us look at how.

Strategy 1: diversify the datasheets to increase volume

Many delegated subjects specialise in one or two datasheets (generally IND050 and TER030, the LED datasheets). Although these datasheets offer a steady flow of projects, their savings per action are moderate (10 to 80 MWh).

Adding datasheets with higher unit savings transforms productivity:

  • IND240 (variable speed drives): 50 to 300 MWh per action. Requires access to industrial sectors
  • TER040 (tertiary heat pumps): 100 to 1,200 MWh per action. Ideal in hotels and office buildings
  • IND040 (industrial heat pumps): 80 to 500 MWh per action. A fast-growing market
  • IND090 (compressors): 30 to 150 MWh per action. Present in any industry using compressed air

The optimal portfolio combines high-frequency datasheets (LED) to generate a steady flow with high-value datasheets (heat pumps, drives) to maximise the MWh produced.

Strategy 2: improve the negotiation price

The price at which the obligated party buys CAE from the delegated subject is not fixed. Several factors influence the negotiation:

  • File quality: a complete, well-structured file builds confidence and justifies a better price. Obligated parties know that a high-quality file reduces the risk of ENAC rejection
  • Delivery speed: obligated parties need to meet their annual obligation. A delegated subject that delivers quickly can negotiate an urgency premium, especially in the last quarter of the year
  • Committed volume: framework agreements with a guaranteed annual volume allow higher prices to be negotiated than spot transactions
  • Diversification of obligated parties: not depending on a single obligated party provides negotiating power and protects against concentration risk

Strategy 3: reduce the production cost

The production cost per file determines the delegated subject's margin. The main levers for reduction are:

  • Automation of the calculation and the file: moving from 3 weeks to less than a day per file with a platform like CertificAhorro
  • Standardisation of processes: creating templates and checklists for each datasheet used
  • Multidisciplinary team: technicians for prospecting and calculation, administrative staff for documentation
  • Partnerships with installers: agreements with installers who facilitate the D1/D2/D3/D4 documentation

Strategy 4: retain and expand the customer base

A satisfied customer (the end user who carried out the energy saving action) can generate several CAE files over time:

  • A hotel that starts with LED (TER030) can then move on to a heat pump (TER040) and a BMS system (TER050)
  • A factory that installs a drive (IND240) can then replace compressors (IND090) and improve insulation (IND010)
  • A chain of shops or supermarkets can replicate the same action across dozens of locations

Building lasting relationships with end customers and their installers is a source of recurring volume that drastically reduces the acquisition cost.

Key performance indicators for a delegated subject

To steer its business effectively, a delegated subject should track the following KPIs:

  • MWh produced per month: the main volume indicator
  • Average selling price EUR/MWh: an indicator of negotiation quality
  • Average time per file: an indicator of operational efficiency
  • First-submission approval rate: an indicator of file quality
  • Total value of the portfolio in progress: an indicator of the commercial pipeline

The CertificAhorro dashboard makes it possible to track these indicators in real time, without having to compile manual reports.

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