Alupar Investimento SA (BSP:ALUP11)

Q2 2026 Alupar Investimento SA Earnings Call Transcript

Aug 7, 2026 / 06:00 PM GMT

Release Date Price: R$32.06 (-1.38%)

Transcript

Key Points

Positve

Won Lot 7 of the NL auction with a projected 30% return and RAP/CapEx ratio of 12.4%.
Received full installation license for the TAP project, allowing construction to begin on its largest project.
Regulatory revenue grew 11.2% year-over-year, driven by REP adjustments and new assets.
Regulatory EBITDA increased 6.5% year-over-year, reflecting operational growth.
Paid interim dividends with a 48.9% payout ratio, returning value to shareholders.

Negative

Net income declined from R$186 million to R$159 million due to higher financial costs and income tax.
Financial results worsened by R$32 million, impacted by higher IPCA inflation on debt.
Income tax increased due to the end of tax benefits and the start of TCE operations.
Holding company expenses rose, partly due to PLR payments and international operations.
Uncertainty in battery auction participation due to high competition and oversupply.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALUP11.SA - Alupar Investimento S.A.
Q2 2026 Alupar Investimento SA Earnings Call
Aug 07, 2026 / 06:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon, ladies and gentlemen. Welcome to Alupar's teleconference to discuss the results for the second quarter of 2026.

We would like to inform you that this conference is held in Portuguese and there is an option for simultaneous translation by clicking the button interpretation.

For those listening to the conference in English, you may mute the original audio by clicking the respective button. The presentation is also available for download. We would like to inform you that all attendees will be in listening mode and we will have the presentation and then a Q&A session.

Statements reflecting views about the future are subject to risk and uncertainty, and therefore there can be

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.