Neste Oyj (OTCPK:NTOIF) Q1 2025 Earnings Conference Call April 29, 2025 8:00 AM ET Company Participants Anssi Tammilehto - SVP, Strategy, M&A, and IR Heikki Malinen - CEO Eeva Sipilä - CFO Conference Call Participants Alejandro Vigil - Santander Derrick Whitfield - Texas Capital Henri Patricot - UBS Sasikanth Chilukuru - Morgan Stanley Artem Beletski - SEB Matthew Blair - TPH Adnan Dhanani - RBC Peter Low - Redburn Atlantic Paul Redman - BNP Paribas Pasi Väisänen - Nordea Nash Cui - Barclays Yulia Bocharnikova - Goldman Sachs Anssi Tammilehto Good afternoon, everybody. Welcome to discuss Neste's Q1 2025 Results that were published this morning.
Neste Oyj (OTCPK:NTOIF) Q4 2024 Earnings Conference Call February 13, 2024 8:00 AM ET Company Participants Riikka Toivonen - Head, IR Heikki Malinen - CEO Anssi Tammilehto - Interim CFO Conference Call Participants Sasikanth Chilukuru - Morgan Stanley Pablo Cuadrado - Kepler Cheuvreux Chris Kuplent - Bank of America Artem Beletski - SEB Iiris Theman - Carnegie Peter Low - Redburn Alejandro Vigil - Santander Kate O'Sullivan - Citi Riikka Toivonen Good afternoon, everyone, and welcome to Neste's Q4 and Full Year 2024 Results Webcast. Today, we are broadcasting you live from London where we will also be hosting our Capital Markets update later today.
Neste Oyj faces declining margins due to increased competition and low-cost biodiesel exports, leading to significant financial challenges and a net income drop in FY24. New management aims to improve production efficiency and competitiveness, supported by EU anti-dumping regulations, potentially revaluing Neste's share price by 45%. Despite the high potential return, market uncertainties and regulatory changes justify a "hold" rating, awaiting improvement in key economic drivers in FY25.
Neste Oyj (OTCPK:NTOIF) Q3 2024 Earnings Conference Call October 24, 2024 8:00 AM ET Company Participants Anssi Tammilehto – Head, Investor Relations Heikki Malinen – Chief Executive Officer Martti Ala-Härkönen – Chief Financial Officer Conference Call Participants Alejandro Vigil – Santander Erwan Kerouredan – RBC Christopher Kuplent – BofA Giacomo Romeo – Jefferies International Limited Sasikanth Chilukuru – Morgan Stanley Artem Beletski – SEB Peter Low – Redburn Atlantic Michele Della Vigna – Goldman Sachs Iiris Theman – Carnegie Naish Cui – Barclays Matt Lofting – JPMorgan Henri Patricot – UBS Anssi Tammilehto Hello all. Welcome to Neste's Q3 2024 Results Webcast.
Neste Oyj stock is down 70% from an all-time high, presenting a good value opportunity with steady long-term growth potential. Neste's sustainable aviation fuel SAF has a very high growth potential. The company has embarked on major maintenance and transformation works at its refineries. This will enable a significant increase in production volumes in the future.
Neste, a Finnish oil major, is an attractive investment opportunity in the oil/gas market and biofuel segment in Europe. The company is the global leader in biofuels and has a strong history of value-driven growth and innovation. Neste's long-term plan is to be an ESG-friendly supplier of feedstock and fuels, and it has the potential for high returns on invested capital.