Battery Storage Pro Forma
Energy Excel Template (Free Download)
Project battery storage revenue, degradation, operating costs, capex, debt service and investment returns across arbitrage and grid-service cases.
professionals from Deloitte
About this pro forma
The full battery storage Excel model drives the pro forma from MW/MWh capacity, cycles, efficiency and degradation through arbitrage, ancillary services and capacity revenue. It carries augmentation, operating costs, capex, debt service and tax into project cash flow.
The projected outputs help developers, sponsors, lenders and investors compare locations, dispatch policies, power spreads and financing structures. Flex prices, cycles, degradation and service volumes.
What every model includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Battery Storage Pro Forma
- MW/MWh capacity and degradation projections
- Charging, discharging, cycles and efficiency outputs
- Arbitrage, ancillary-service and capacity revenue
- Power-price, operating-cost and augmentation scenarios
- Capex, debt service, tax and project cash flow
- IRR, NPV, DSCR, value and sensitivity outputs
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
How is arbitrage revenue projected?+
Cycles are applied to the off-peak purchase and peak sale spread, adjusted for round-trip efficiency losses.
What is degradation?+
Degradation reduces usable capacity over time; the pro forma projects its effect on dispatch, revenue and augmentation.
Can I test power prices?+
Yes. Flex peak and off-peak prices, spreads, cycles and ancillary volumes to compare profitability.
What financing outputs are included?+
Project cash flow, debt service coverage, NPV, IRR and equity-return measures are included.
Have more financial modelling questions? Contact us
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