Central Puerto SA (BUE:CEPU)

Q3 2025 Central Puerto SA Earnings Call Transcript

Nov 12, 2025 / 03:00 PM GMT

Release Date Price: ARS2205 (+0.09%)

Transcript

Key Points

Positve

Central Puerto SA (CEPU) reported a significant increase in EBITDA, reaching $101.1 million, up 64% quarter-on-quarter and 8% year-on-year.
Revenues increased by 30% quarter-on-quarter and 26% year-on-year, driven by higher contract sales from renewables and thermal fuel costs pass-through.
The company successfully acquired the Cafayate Solar Farm, adding 80 megawatts of installed capacity to its portfolio.
Central Puerto SA (CEPU) was awarded two projects in the Almahea battery energy storage systems bidding process, representing 205 megawatt hours of new capacity.
The Energy Secretariat's Resolution 400 is expected to create a strong business outlook by liberalizing the power market, with spot revenues now denominated in dollars, mitigating currency and inflation risk.

Negative

Total generation was down 20% year-on-year, primarily due to low hydrology at Piedra del Aguila.
Despite the increase in revenues, total generation volumes were only up 4% quarter-on-quarter, indicating potential operational challenges.
The company's thermal generation still represents the largest share, which may pose risks given the global shift towards renewable energy.
The market liberalization process is still in its early stages, with uncertainties around how prices will stabilize and the impact on long-term contracts.
The impact of new capacity from projects like Brigadier Lopez and San Carlos on revenues for the fourth quarter is expected to be minimal, as they are still in the commissioning phase.

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

CEPUm.BA - Central Puerto SA
Q3 2025 Central Puerto SA Earnings Call
Nov 12, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen. Welcome to Central Perto's 3rd quarter of 2025 earnings conference call. A slide presentation is accompanying today's webcast and will be also available on the investor section of the company's website central puerto.com/en/investors. All participants will be in listen-only mode during the presentation. After that, there will be an opportunity to ask questions. Please note this event is being recorded. If you do not have a copy of the press release, please refer to the investor relations support section on the company's corporate website at central puerto.com.

In addition, our play of today's call will be available in upcoming days by accessing the webcast link at the same section of the Central

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