NewMed Energy LP (OTCPK:DKDRF)
$ 5.1 -0.48 (-8.6%) Market Cap: 5.63 Bil Enterprise Value: 6.95 Bil PE Ratio: 26.56 PB Ratio: 3.36 GF Score: 70/100

Q2 2025 Newmed Energy LP Earnings Call Transcript

Aug 7, 2025 / 11:00 AM GMT
Release Date Price: $4.8 (+7.87%)

Key Points

Positve
  • NewMed Energy LP (DKDRF) signed a significant deal to advance the second phase of the Leviathan field, adding 130 BCM in capacity.
  • The company announced a $60 million dividend for Q2 2025, matching the $60 million from Q1, totaling $120 million for the year.
  • The Leviathan field's capacity is set to increase from 12 BCM to over 14 BCM by early 2026, with further expansion planned.
  • NewMed Energy LP (DKDRF) is developing strong relationships with the Egyptian market, emphasizing Egypt's role as a key energy hub.
  • The company is embarking on a promising exploration campaign in the Black Sea, with significant potential for new gas discoveries.
Negative
  • Q2 2025 revenues decreased to $192 million from $295 million in Q2 2024, with net profit dropping to $81 million from $137 million.
  • Gas sales from the Leviathan field declined due to a planned 11-day shutdown and a 12-day halt ordered by the Israeli Minister of Energy.
  • Lower Brent prices contributed to decreased revenues, despite long-term contracts having a floor price mechanism.
  • The company's net financial debt stands at approximately $1.1 billion, with significant bond maturities in 2027 and 2030.
  • The exploration campaign in Bulgaria carries risks, with one prospect having a lower chance of success at around 32%.


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

NWMDp.TA - Newmed Energy LP
Q2 2025 Newmed Energy LP Earnings Call
Aug 07, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone and thank you for joining the New Energy Investor Revia during which we will review the major deal that we have signed today and also the quarterly report, that NewE published this morning as well.

During the call, you can ask questions in the Q&A box Q&A box.

With me today, Chairman of the board, Gayla, our CFO Safikabusha, and Yosi Abu, CEO. I'm Gil Baam.

I will share the presentation and hand over to, Yosi.

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Unidentified_2 [2]
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Yosi, please.

Thank you very much, everybody that, you join us this,
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