Energisa SA (BSP:ENGI4)

Q1 2025 Energisa SA Earnings Call (English, Portuguese) Transcript

May 9, 2025 / 02:30 PM GMT

Release Date Price: R$7.46 (-3.86%)

Transcript

Key Points

Positve

Energisa SA (BSP:ENGI11) achieved a 1.1% reduction in PMSO in the first quarter of 2025, demonstrating effective cost management.
The company reported a positive impact on regulatory bidding margin, reaching 85% for the quarter.
Energisa SA is advancing with investment plans, including a proposal for a 1 billion investment by 2030 to promote energy democratization and infrastructure development.
The company maintained stable total loss indicators, with a reduction of 0.39% points compared to the first quarter of 2024.
Energisa SA's transmission segment showed significant advances, with a regulatory margin improvement from 77.8% to 85%.

Negative

Net income for the first quarter of 2025 decreased by 9.5% compared to the same quarter in 2024.
Cash generation, measured by accounting EBITDA, decreased by 5.2% in the quarter.
Recurring EBITDA declined by 15.8% compared to the first quarter of 2024, impacted by inactive tariff adjustments.
The company's net debt increased, with the covenant indicator reaching 3.2 times.
Energisa SA faced challenges in the distributed generation segment, with increased churn and delinquency due to a more challenging sector scenario.

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

ENGI4.SA - Energisa SA
Q1 2025 Energisa SA Earnings Call (English, Portuguese)
May 09, 2025 / 02:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone, and please be welcome to the earnings conference call.

For the first quarter of 2025 from NH energy, we informed that this video conference is being recorded and it's going to be available at the company's IR website, where the current presentation is available. We highlight that that whoever needs simultaneous translation, we have this tool available at the globe icon written interpretation, located at the bottom area of your screen. By selecting it, choose your preferred language, Portuguese or English.

For those listening to a video conference in English.

There's the option to mute the original audio in Portuguese by click.

By clicking a new original audio for the

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