Q4 2025 Repsol SA Earnings Call Transcript

Feb 19, 2026 / 11:00 AM GMT

Release Date Price: €18.13 (+4.02%)

Transcript

Key Points

Positve

Repsol SA (REPYF) achieved a 15% reduction in carbon intensity, meeting its 2025 decarbonization target.
The company increased its dividend by 8.3% to €0.975 per share, with total shareholder distributions reaching €1.8 billion.
Repsol SA (REPYF) reported a strong cash flow from operations, rising 8% year over year to €5.4 billion.
The upstream division saw a production increase in Libya and the UK, with a stabilization in Libya reaching the highest production level since 2012.
Repsol SA (REPYF) successfully rotated 1.8 gigawatts of renewable assets, maximizing returns and limiting financial exposure.

Negative

Adjusted net income decreased by 15% to €2.6 billion compared to 2024.
The industrial division faced a €484 million decline in adjusted net income due to lower contributions from refining, chemicals, and trading.
The company experienced disruptions from Spanish blackouts, impacting industrial operations.
Repsol SA (REPYF) reported a 7% decrease in upstream adjusted net income, affected by lower oil realizations and a weaker dollar.
The refining business faced uncertainties around tariffs, deteriorating the margin environment in the first part of the year.

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

REP.MC - Repsol SA
Q4 2025 Repsol SA Earnings Call
Feb 19, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the Revsols 4th quarter and full year 2025 resols conference call.

Today's conference will be conducted by Mr.

Joseyon Ias, CEO, and a brief introduction will be given by Mr.

Pablo Guanatine, head of Investor relations.

I would now like to hand the call over to Mr.

Banatine, sir.

You may begin.

Thank you, operator, and good morning to everyone joining us today.

Welcome to Revso's 4th quarter and full year 2025 results presentation.

Today's conference call will be hosted by Joseyonimov, our Chief Executive Officer with other members of the executive team joining us as well.

At the end of the presentation, we will be available for a

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