Central Puerto: A Key Player In Argentina's Growing Energy Demand
Central Puerto S.A. (CEPU) is a key Argentine energy company, well-positioned to benefit from OpenAI's $25 billion data center investment and ongoing sector reforms. The company remains undervalued, trading at a 7.2x EV/EBITDA versus the sector median of 12.8x, despite a recent price surge and strong operational growth. Recent regulatory changes and market deregulation under President Milei create new profit opportunities, with Central Puerto's income now dollar denominated, reducing currency risk.
Central Puerto S.A. (CEPU) Q3 2025 Earnings Call Transcript
Central Puerto S.A. ( CEPU ) Q3 2025 Earnings Call November 12, 2025 10:00 AM EST Company Participants Maria Laura Feller Fernando Bonnet - CEO & GM Conference Call Participants Martin Arancet - Balanz Capital Valores S.A.U.
Central Puerto S.A. (CEPU) Q2 2025 Earnings Call Transcript
Central Puerto S.A. (NYSE:CEPU ) Q2 2025 Earnings Conference Call August 11, 2025 11:00 AM ET Company Participants Enrique Terraneo - Chief Financial Officer Fernando Roberto Bonnet - CEO & GM Maria Laura Feller - Corporate Participant Conference Call Participants Julian Casas - Unidentified Company Martin Arancet - Balanz Capital Valores S.A.U.
Central Puerto: Solid Fundamentals And Limited Room For Growth
Central Puerto completed a major internal reorganization, integrating its renewable and thermal platforms and divesting non-core assets to strengthen operational focus and simplify its business structure. Regulatory reforms enabled market-based pricing and private power contracts, opening a new investment cycle. Central Puerto moved swiftly to align its operations and strategy with this evolving framework. In Q1 2025, revenue grew 31% YoY to $196MM, while adjusted EBITDA reached $90 million. Net income more than doubled, supported by efficient dispatch and equity earnings.
Central Puerto Positioned For Growth Amid Volatility
Central Puerto's expansion into renewables and mining, plus vast land holdings, positions it as a diversified, forward-thinking energy company in Argentina. Easing capital controls and improving macroeconomic conditions are strong tailwinds, enhancing CEPU's dividend appeal and investor sentiment, despite ongoing risks. Financials show robust growth: assets and revenue have surged, debt remains low, and normalized net income is trending upward, supporting long-term value creation.
Central Puerto S.A. (CEPU) Q1 2025 Earnings Call Transcript
Central Puerto S.A. (NYSE:CEPU ) Q1 2025 Earnings Conference Call May 12, 2025 12:00 PM ET Company Participants Alejandro Diaz Lopez - Head, Corporate Finance and Investor Relations Fernando Bonnet - Chief Executive Officer Conference Call Participants Martin Arancet - Balanz Capital Operator Good morning, ladies and gentlemen.
Central Puerto: Energy In Evolution, Looking To The Future
Central Puerto holds over 20% of Argentina's private energy market, with long-term, dollar-denominated contracts ensuring stability, even in volatile macroeconomic conditions. In 2024, achieved a 4% YoY increase in annual EBITDA to $288 million and a 25% growth in sales revenue, reaching $671 million, reflecting solid cash flow and low debt exposure. Under President Milei's pro-market policies, CEPU benefits from favorable regulations, driving opportunities in energy and sectors like lithium, positioning it for long-term success.
Central Puerto S.A. (CEPU) Q4 2024 Earnings Call Transcript
Central Puerto S.A. (NYSE:CEPU ) Q4 2024 Earnings Conference Call March 12, 2025 9:00 AM ET Company Participants Alejandro Diaz Lopez - Head, Corporate Finance & Investor Relations Fernando Bonnet - Chief Executive Officer Operator Good morning, ladies and gentlemen.
Are Oils-Energy Stocks Lagging Central Puerto (CEPU) This Year?
Here is how Central Puerto S.A. Sponsored ADR (CEPU) and Excelerate Energy (EE) have performed compared to their sector so far this year.
Central Puerto S.A. (CEPU) Q3 2024 Earnings Call Transcript
Central Puerto S.A. (NYSE:CEPU ) Q3 2024 Earnings Conference Call November 11, 2024 10:00 AM ET Company Participants Alejandro Diaz Lopez - Corporate Finance and Investor Relations Fernando Bonnet - Chief Executive Officer Enrique Terraneo - Chief Financial Officer Conference Call Participants Martin Arancet - Balanz Capital Ludovic Casrouge - Autonomy Capital Gustavo Faria - Bank of America Matias Cattaruzzi - AdCap Securities Operator Good morning, ladies and gentlemen.
Central Puerto Announces Reporting Date for the Third Quarter 2024 Financial Results Conference Call and Webcast
BUENOS AIRES, ARGENTINA / ACCESSWIRE / October 21, 2024 / Central Puerto S.A ("Central Puerto" or the "Company") (NYSE:CEPU) one of the largest private sector power generation companies in Argentina, will issue a press release announcing its Third Quarter results on November 8, 2024, at closing. Mr. Fernando Bonnet, Chief Executive Officer, Mr.
Are Investors Undervaluing Central Puerto (CEPU) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
