HA Sustainable Infrastructure Capital Inc (MEX:HASI1)
MXN 1,249 (0%) Market Cap: 64.12 Bil Enterprise Value: 152.34 Bil PE Ratio: 27.31 PB Ratio: 1.43 GF Score: 83/100
Back to the Transcripts List

Q1 2025 HA Sustainable Infrastructure Capital Inc Earnings Call Transcript

May 7, 2025 / 09:00 PM GMT
Release Date Price: MXN1249

Key Points

Positve
  • HA Sustainable Infrastructure Capital Inc (HASI) closed over $700 million of new investments in Q1 2025, marking the most active first quarter in its history.
  • The company reported an average yield on new investments greater than 10.5%, showcasing strong financial performance.
  • HASI has substantial liquidity with over $1.3 billion available, enhancing its ability to capitalize on market opportunities.
  • The company reaffirmed its guidance of 8 to 10% compound annual growth in adjusted EPS through 2027, indicating confidence in its business model.
  • HASI's business model is resilient and noncyclical, with growth and profitability not directly tied to macroeconomic cycles, providing stability in uncertain times.
Negative
  • There is heightened policy and economic uncertainty, which could potentially impact future business operations.
  • The potential impact of tariffs on future projects remains a concern, although current projects are largely unaffected.
  • A recession in 2025 could marginally impact investments in clean energy generation, though the company expects limited financial impact.
  • The company's gain on sale and other income were lower this quarter at $24 million compared to $30 million last year.
  • There is ongoing uncertainty regarding the IRA and potential changes, which could affect future investment strategies.


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

HASI.N - HA Sustainable Infrastructure Capital Inc
Q1 2025 HA Sustainable Infrastructure Capital Inc Earnings Call
May 07, 2025 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Greetings and welcome to Hay's first quarter, 2025 earnings conference call and webcast. At this time, all participants are in a listen-only mode.

A brief question and answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press star and then 0 on your telephone keypad. As a reminder, this conference is being recorded.

It is now my pleasure to introduce you.

Aaron Chu, senior Vice President of Investor Relations. Please go ahead, Aaron.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------
Already have an account? Log in
Get the full story
Start 7-Day Free Trial
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.