Q2 2025 Auren Energia SA Earnings Call Transcript
Key Points
- Auren Energia SA (BSP:AURE3) reported a record EBITDA of BRL981 million for Q2 '25, marking an 18% increase compared to Q2 '24.
- The company successfully reduced its leverage to 4.8 times net debt adjusted EBITDA, surpassing expectations following the acquisition of AES.
- Wind asset availability improved significantly, reaching 93%, which is 6 percentage points above the same period in '24.
- Auren Energia SA achieved a record adjusted EBITDA of BRL2.2 billion for the quarter, the highest in the company's history.
- The company completed the integration of its operations and shared services centers ahead of schedule, resulting in above-expectation outcomes.
- Electricity consumption decreased by 3% in Q2 '25 due to lower-than-average temperatures, impacting demand.
- The company faced a curtailment issue in wind generation, which affected its ability to exceed P50 generation levels.
- Hydro generation revenue was lower compared to Q2 '24 due to drier conditions.
- The curtailment in solar generation was high, achieving only 70% of P90 in the quarter.
- Despite improvements, wind asset availability is still below the company's goal of 95%.
Good morning, ladies and gentlemen. Welcome to the call for Auren Energy who are presenting the earnings referring to Q2 '25. This conference is being recorded and can access the recording at the website of the company. The presentation is also available for downloading. (Operator Instructions)
Before we continue, I'd like to repeat that the statements has as basis the premises of Auren's management as well as current information available to the company. These statements may involve risks and uncertainties given the fact that they refer to future events and therefore, depend on circumstances that may or may not occur.
Investors, analysts as well as journalists may have to take into account that events related to macroeconomics, the segment and other factors may lead to material results that are different, that have been expressed in the prospective statements.
Here, we have in this conference, Mr. Fabio Zanfelice, CEO of Auren; as well as Mr. Mateus Ferreira, CFO and Director, Investor Relations. The Investor Relations team is also here with us.
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