Seplat Energy PLC (LSE:SEPL)

Full Year 2025 Seplat Energy PLC Earnings Call Transcript

Feb 26, 2026 / 12:00 PM GMT

Release Date Price: £4.01 (-3.95%)

Transcript

Key Points

Positve

Seplat Energy PLC (SEPLF) reported a significant increase in production, achieving 131,500 barrels of oil equivalent per day, marking a 148% year-on-year growth.
The company achieved strong financial performance with group revenue reaching $2.7 billion, driven by a robust offshore business.
Seplat Energy PLC (SEPLF) successfully completed the PIA conversion for its onshore business, resulting in lower tax and royalty rates.
The company has made significant progress in its idle well restoration program, adding 49,000 barrels of oil from 49 wells.
Seplat Energy PLC (SEPLF) maintained a strong balance sheet with a net debt reduction to $673 million and a positive credit rating outlook from agencies like S&P and Fitch.

Negative

The company experienced a 4% decline in 2P reserves due to 48 million barrels of production in the current year.
Seplat Energy PLC (SEPLF) faced operational challenges, including a fire incident on the Yoho platform and an LTI in the onshore operations.
The company reported higher costs of sales, reflecting increased work in the offshore business and asset integrity efforts.
There were delays in the Yoho platform restoration, with risks associated with cable manufacturing potentially impacting timelines.
Seplat Energy PLC (SEPLF) faced headwinds in Q4 2025, including downtime on Yoho and scheduled maintenance, affecting production and EBITDA.

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

SEPL.L - Seplat Energy PLC
Full Year 2025 Seplat Energy PLC Earnings Call
Feb 26, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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And welcome to Suplet Energy Places full year results 2025. At this time, all participants are in a listen-only mode.

Later, we will conduct a question-and-answer session through the phone lines and instructions will come at that time.

I'd like to remind all participants that this call is being recorded.

I will now hand over to Roger Brown, Chief Executive Officer, to open the presentation. Please go ahead.

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Unidentified_2 [2]
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Thanks, Dustin, it's James here, head of Investor relations. I'll just kick us off here. But, good

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