Enel: Buyback And Cost Savings Not Priced In, Buy Confirmed
Enel is deleveraging while increasing its EBITDA. 90% of 2025-27 EBITDA is secured, offering downside protection and earnings growth visibility. ENLAY offers downside risks thanks to a limited US exposure and almost no FX impact. Enel's valuation remains attractive compared to peers, with potential buybacks and cost reductions expected to drive further EPS and net income growth.
Enel, Leonardo, Ansaldo Energia team up on nuclear power research
Italian power group Enel , defence company Leonardo and Ansaldo Energia said on Wednesday they had set up Nuclitalia, a company focused on studying new-generation nuclear technologies.
Enel SpA (ENLAY) Q1 2025 Earnings Call Transcript
Enel SpA (OTCPK:ENLAY) Q1 2025 Earnings Conference Call May 8, 2025 12:00 PM ET Company Participants Omar Al Bayaty - Head, Investor Relations Flavio Cattaneo - Chief Executive Officer Stefano De Angelis - Chief Financial Officer Conference Call Participants Omar Al Bayaty Good evening to all the people connected. Welcome to the First Quarter 2025 Result Presentation.
Italy's Leonardo, Enel and Ansaldo reach deal on nuclear joint venture
Defence company Leonardo , utility Enel and power generation supplier Ansaldo Energia have reached a deal to create a new company to study the use of nuclear power, Italy's Energy Minister Gilberto Pichetto Fratin said on Thursday.
Enel Chile Is Fairly Valued, After A Record 2024 That Is Challenging To Repeat
Enel Chile's 2024 results met expectations, driven by stable pricing, strong cash flows, and favorable hydrology, despite a $100 million storm-related settlement. The company reaffirmed its 2027 net income targets of $500–700 million, implying an 11–15% earnings yield on current market cap, maintaining a Buy rating. Hydrology reversion and reliance on cheaper Argentinian gas will impact future profitability, with increased capex in battery storage projects to offset hydro generation declines.
Enel: Net Profit Beat, Guidance Confirmed, Still A Buy
Enel reported strong Q4 and FY 2024 results. We report strong operating performance in Spain and margin normalization in Italy. Thanks to ongoing deleveraging, we maintain a positive outlook. This is due to the potential upside in shareholders' remuneration and a rigorous process for acquiring only EPS-accretive assets. The CEO mentioned buyback optionality. With additional short-term catalysts, Enel trades at an unjustified discount to peers, offering the highest yield among EU-integrated peers. Our buy is confirmed.
Enel SpA (ENLAY) Q4 2024 Earnings Conference Call Transcript
Enel SpA (OTCPK:ENLAY) Q4 2024 Earnings Conference Call March 13, 2025 1:30 PM ET Company Participants Omar Al Bayaty - Head, IR Flavio Cattaneo - CEO Stefano De Angelis - CFO Conference Call Participants Omar Al Bayaty Good evening to all the people connected. Welcome to the Full Year 2024 Result Presentation, which will be hosted by Enel CEO, Flavio Cattaneo and the CFO, Stefano De Angelis.
Enel price target raised to EUR 8.40 from EUR 8.30 at Barclays
Barclays raised the firm's price target on Enel to EUR 8.40 from EUR 8.30 and keeps an Overweight rating on the shares. The firm says European utilities "remain in the foothills of a super-cycle." Regulated is now Barclays' preferred sub-sector and generators earnings "continue to unwind," the analyst tells investors in a research note. Barclays sees possible upside surprises from balance sheet clarity, low European expectations and capacity payments.
Enel: Most Preferred Utilities With Improved Capital Allocation
Enel's strategic plan aims to maximize shareholder returns while pivoting the company's new CAPEX towards developed geographies. The company plans €43 billion in CAPEX, focusing on grids and renewables, which will contribute by 70% of the 2027 EBITDA projection. Despite no short-term catalysts, Enel's unjustified discount to peers and higher dividend yield make it a compelling buy.
Italy's Enel to invest over $45 bln by 2027
Italy's Enel plans to invest 43 billion euros ($45.30 billion) in the next three years, of which 26 billion euros will be allocated for power grids and the remainder for renewable projects, the utility said on Monday.
Enel SpA (ENLAY) Nine-Month 2024 Results Earnings Conference Call Transcript
Enel SpA (OTCPK:ENLAY) Nine-Month 2024 Results Earnings Conference Call November 6, 2024 ET Company Participants Omar Al Bayaty – Head-Investor Relations Stefano De Angelis – Chief Financial Officer Conference Call Participants Operator Good day and thank you for standing by. Welcome to the Enel Nine-Month 2024 Results Conference Call.
Brazil sues Italy's Enel for power outage reparations
Brazil's solicitor general's office said on Friday that it is suing Italy's Enel for 260 million reais ($45.12 million) in collective restitution due to damages caused by last month's power outage in Sao Paulo, Latin America's largest city.
