Summary
VIST Chart
Vista Energy, S.A.B. de C.V. (VIST) Q2 2025 Earnings Conference Call Transcript
Vista Energy, S.A.B. de C.V. (NYSE:VIST ) Q2 2025 Earnings Call July 11, 2025 9:00 AM ET Company Participants Alejandro Chernacov - Co-Founder and Strategic Planning & Investor Relations Officer Miguel Matias Galuccio - Founder, Chairman & CEO Conference Call Participants Alejandro Anibal Demichelis - Jefferies LLC, Research Division Andres Felipe Cardona GĂłmez - Citigroup Inc., Research Division Bruno Amorim - Goldman Sachs Group, Inc., Research Division Bruno Montanari - Morgan Stanley, Research Division Daniel Guardiola - Banco BTG Pactual S.A.
Vista Energy: Catching Up With A Future It's Already Building
Vista Energy has rapidly scaled operations post-Q2, consolidating premium assets in Vaca Muerta and achieving record production—without sacrificing margins, efficiency, or strategic focus. A $500MM bond issue validated Vista's financial strength, enabling expansion without shareholder dilution while positioning it as a mature operator with global market access. Despite stellar fundamentals—62% EBITDA margin, 32% ROE, 81% YoY output growth—VIST stock still trades at discounted multiples, reflecting a valuation gap the market has yet to close.
Vista Energy: Price Is In The Past, But The Company Is Already In The Future
Vista delivered 47% YoY production growth in Q1 2025, while maintaining a world-class 62% EBITDA margin and $4.7/boe lifting cost. Scale didn't compromise efficiency. The acquisition of Petronas Argentina gives Vista full control of La Amarga Chica, adding reserves, infrastructure, and massive upside with 400 potential new wells. For the first time, macro tailwinds support the story: FX liberalization, fewer trade barriers, and pro-investment reforms improve margins and execution clarity.
Vista Energy, S.A.B. de C.V. Dividends
Vista Energy, S.A.B. de C.V. Earnings
| 9 Jul 2025 Date | | 1.1 Cons. EPS | - EPS |
| 22 Apr 2025 Date | | - Cons. EPS | - EPS |
| 18 Feb 2025 Date | | 18.95 Cons. EPS | 4.7 EPS |
| 25 Oct 2024 Date | | 1.4 Cons. EPS | - EPS |
| 23 Oct 2024 Date | | 1.31 Cons. EPS | 1.66 EPS |
| 9 Jul 2025 Date | | 1.1 Cons. EPS | - EPS |
| 22 Apr 2025 Date | | - Cons. EPS | - EPS |
| 18 Feb 2025 Date | | 18.95 Cons. EPS | 4.7 EPS |
| 25 Oct 2024 Date | | 1.4 Cons. EPS | - EPS |
| 23 Oct 2024 Date | | 1.31 Cons. EPS | 1.66 EPS |
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Vista Energy, S.A.B. de C.V. Profile
| Oil & Gas Exploration & Production Industry | Energy Sector | Miguel Matias Galuccio CEO | NYSE Exchange | 92837L109 Cusip |
| MX Country | 528 Employees | - Last Dividend | - Last Split | 26 Jul 2019 IPO Date |
Overview
Vista Energy, S.A.B. de C.V., is a significant player in the oil and gas industry within Latin America, with a primary focus on the exploration and production sectors. With a rich portfolio of principal assets strategically located in the Neuquina basin, Argentina, and the renowned Vaca Muerta shale formation, the company emerges as a pivotal entity in the regional energy market. Initially founded as Vista Oil & Gas, S.A.B. de C.V., the corporation underwent a name change to Vista Energy, S.A.B. de C.V. in April 2022, signifying a broadened energy mandate. Founded in 2017, and nestled at the heart of Mexico City, Mexico, Vista Energy commands a presence not just in Argentina, but extends its operational prowess to Mexico, further cementing its footprint across key energy landscapes in Latin America. The company is also actively engaged in drilling and workover activities, primarily within Argentina, showcasing its comprehensive involvement across the energy production cycle.
Products and Services
- Exploration and Production of Oil and Gas
As the core of its business, Vista Energy specializes in the exploration and production (E&P) of oil and gas, particularly in Latin America. The company leverages its significant assets in the Neuquina basin and Vaca Muerta shale formation in Argentina, alongside producing assets in Argentina and Mexico, to extract valuable hydrocarbons. This focus on strategic locations allows Vista Energy to tap into some of the most prolific oil and gas reserves in the region, ensuring a steady supply of energy resources.
- Drilling and Workover Activities
Vista Energy is deeply involved in drilling and workover operations, primarily in Argentina. These activities are essential for maintaining and increasing the productivity of oil and gas wells, thereby optimizing the recovery of resources. Through these services, the company plays a crucial role in extending the life of existing wells and improving their performance, ensuring the sustainability and expansion of its production capacities.
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