Companhia de Saneamento Básico do Estado de São Paulo ADR (SBS)
Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) Q4 2025 Earnings Call Transcript
Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) Q4 2025 Earnings Call Transcript
Sabesp: A Successful Privatization Story, But Less Asymmetric Now
Sabesp's bull case is driven by its post-privatization investment cycle, which is accelerating CapEx to expand water and sewage infrastructure across São Paulo. These investments flow directly into the Regulated Asset Base (RAB) which determines the company's allowed earnings under the regulatory model. With regulatory returns of roughly ~8% on the asset base, every expansion of the RAB translates into predictable earnings growth.
Sabesp: Good Potential In A Conservative Industry
SABESP is a leading water utility in São Paulo, operating in a prosperous region with high water and sewage coverage. Recent growth is driven by service fee increases, higher large-user revenues, and a notable 4.4% rise in treated water production. SBS's potential acquisition of EMAE could enhance vertical integration, water security, and energy efficiency, pending regulatory approval.
Recent Price Trend in Sabesp (SBS) is Your Friend, Here's Why
Sabesp (SBS) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) Q3 2025 Earnings Call Transcript
Companhia de Saneamento Básico do Estado de São Paulo - SABESP ( SBS ) Q3 2025 Earnings Call November 11, 2025 8:00 AM EST Company Participants Daniel Szlak - CFO, Investor Relations Officer & Member of Executive Board Carlos Leone Piani - CEO & Member of Executive Board Conference Call Participants Guilherme Bosso - Goldman Sachs Group, Inc., Research Division Filipe Andrade - Itaú Corretora de Valores S.A., Research Division João Pimentel - Citigroup Inc., Research Division Daniel Travitzky - J.
Sabesp (SBS) is on the Move, Here's Why the Trend Could be Sustainable
Sabesp (SBS) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.
Is Companhia de saneamento Basico Do Estado De Sao Paulo Sabesp (SBS) Stock Outpacing Its Utilities Peers This Year?
Here is how Sabesp (SBS) and Spire (SR) have performed compared to their sector so far this year.
Recent Price Trend in Sabesp (SBS) is Your Friend, Here's Why
Sabesp (SBS) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
Sabesp Q2: Not Even The Most Optimistic Investor Expected This Result
Sabesp's net revenue grew 7.4% YoY, driven by higher volumes and significant tariff adjustments, especially a 20% increase for industrial clients. Operational efficiency soared, with EBITDA margin jumping from 54.9% to 66.1%, thanks to cost cuts and workforce reduction. CapEx surged 178% to meet regulatory targets, yet leverage remains healthy at 1.9x net debt/EBITDA, supporting continued investment.
Sabesp: The Brazilian Utilities Stock Your Portfolio Desperately Needs
SABESP operates in a rapidly developing market that offers substantial long-term growth opportunities. Its expanding customer base and increasing water demand support steady revenue expansion. The ongoing privatization process is unlocking significant value by improving operational efficiency and attracting strategic investments. This transition enhances both governance and growth prospects. SABESP's disciplined capital expenditure strategy is building a strong and sustainable competitive moat. Focused investments in infrastructure improve service quality and create high barriers to entry.
Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP (SBS) Q1 2025 Earnings Call Transcript
Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP (NYSE:SBS ) Q1 2025 Results Conference Call May 13, 2025 7:00 AM ET Company Participants Daniel Szlak - Chief Financial Officer and Investor Relations Officer Carlos Piani - Chief Executive Officer Conference Call Participants Guilherme Lima - Santander Joao Pimentel - Citibank Maria Carolina - Safra Bruno Amorim - Goldman Sachs Luiza Candiota - Itau Francisco Navarrete - Banco Antonio Junqueira - BTG Pactual Andre Sampaio - Banco Santander Operator Good morning, and welcome to SABESP First Quarter of 2025 Earnings Presentation. With us here today are Carlos Piani, CEO; Daniel Szlak, CFO; and Thiago Levy, Investor Relations.
What Makes Sabesp (SBS) a Good Fit for 'Trend Investing'
If you are looking for stocks that are well positioned to maintain their recent uptrend, Sabesp (SBS) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.
