Q1 2025 ISA Energia Brasil SA Earnings Call (English, Portuguese) Transcript
Key Points
- Cia de Transmissao de Energia Eletrica Paulista (BSP:TRPL10.PFD) reported a significant increase in investments, with Q1 2025 investments growing by 33%, exceeding BRL1 billion.
- The company successfully raised BRL1.4 billion through its 18th debenture issue, demonstrating strong financial management and access to capital markets.
- Net revenue, excluding RBSE, grew by 18% compared to Q1 2024, indicating robust operational performance.
- The company is advancing in its greenfield projects, with significant progress in the Piraque and Riacho Grande projects, ensuring long-term revenue streams.
- Cia de Transmissao de Energia Eletrica Paulista is committed to sustainability, with a 52% reduction in SF6 gas losses and the opening of a second solar plant for self-consumption, contributing to a reduction in CO2 emissions.
- Net income decreased by 17.6% to BRL337 million, primarily due to higher net financial expenses.
- The company's leverage ratio increased to 3.16 times net debt over EBITDA, raising concerns about future debt levels.
- RBSE revenue decreased by BRL70 million due to the reduction of the economic component after the movement of the asset base.
- Higher net financial expenses were reported as a result of increased debt levels and advancing debt indexes, impacting profitability.
- The company faces potential challenges in maintaining its dividend payout policy amidst rising leverage and investment needs.
Good morning. Thank you for standing by, and welcome to the conference call to announce the results of the First Quarter of 2024 (sic â 2025) of ISA Energia Brasil. (Operator Instructions) This conference call is being recorded and will be available at the company's Investor Relations website, www.ri.isaenergiabrasil.com.br, where you can find the complete earnings release. You can also download the presentation from the chat in English. (Operator Instructions)
Statements contained in this presentation regarding the outlook of ISA Energia Brasil's business projections and its growth potential are mere forecasts and are based on the management's expectations regarding the company's future. These expectations are highly dependent on changes in the market, in the general economic performance of the country, the sector and international markets, and therefore, they are subject to change. Forward-looking statements are not guarantee of performance. They involve risks, uncertainties and assumptions as they refer to future
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