Companhia De Saneamento Basico Do Estado De Sao Paulo (BUE:SBS)
ARS 49,850 -1,300 (-2.54%) Market Cap: 17.22 Tn Enterprise Value: 21.76 Tn PE Ratio: 7.74 PB Ratio: 2.01 GF Score: 84/100
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Q1 2025 Basic Sanitation Company of the State of Sao Paulo SABESP Earnings Call Transcript

May 13, 2025 / 11:00 AM GMT
Release Date Price: ARS46525 (+1.03%)

Key Points

Positve
  • Production volumes grew by 4% year-over-year, driven by higher reservation and water pressure in the network.
  • Adjusted net revenue increased by 3.9%, with EBITDA reaching 3 billion, marking a 17% growth rate.
  • Reported net income increased by a remarkable 80% year-on-year.
  • The company has doubled its CapEx execution year-on-year, indicating strong investment in infrastructure.
  • Companhia De Saneamento Basico Do Estado De Sao Paulo (SBS) has made significant progress in liability management, extending debt profile tenure and reducing relative costs by 63 basis points.
Negative
  • Operating cash conversion was lower compared to the previous year due to higher income taxes retained.
  • The implementation of Safauspi and Cadastroonico in social tariffs negatively impacted revenue by expanding subsidized tariffs.
  • Challenges in electricity costs arose due to increased water network pressure and lower rainfall.
  • The voluntary dismissal program led to a reduction in headcount, which may impact operational capacity.
  • There is ongoing uncertainty regarding the resolution of tariff discounts and regulatory negotiations, which could affect future revenue.


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

SBSP3.SA - Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP
Q1 2025 Basic Sanitation Company of the State of Sao Paulo SABESP Earnings Call
May 13, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to SabaP first quarter of 2025 earnings presentation.

With us here today are Carlospieni, CEO Daniel Isla, CFO, and Tiagulevi, Investor relations.

Before we begin, we clarify that the statements made during this presentation will not include projections or estimates of future events. However, they may contain forward-looking statements indicating potential trends related to Sabesp based on the reasonable expectations, beliefs, and assumptions of Sabesp's management as of today.

These statements involve risks and uncertainties and are based on assumptions and factors such as market, regulatory, and
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