OPAL Fuels Inc (NAS:OPAL)
$ 2.1 +0.040 (+1.93%) Market Cap: 63.75 Mil Enterprise Value: 881.36 Mil PE Ratio: 210.00 PB Ratio: 7.75 GF Score: 73/100
Transcripts List

Q4 2024 Opal Fuels Inc Earnings Call Transcript

Mar 14, 2025 / 03:00PM GMT
Release Date Price: $1.89 (-12.90%)

Key Points

Positve
  • OPAL Fuels Inc (OPAL) reported a strong year in 2024 with adjusted EBITDA of $90 million, aligning with their guidance.
  • The company's fuel station service segment saw a significant EBITDA increase of 76% compared to 2023.
  • RNG fuel production increased by 41% in 2024, despite being slightly below guidance.
  • OPAL Fuels successfully brought online three large landfill RNG projects in 2024, expanding their operational capacity.
  • The company has a robust development pipeline, with plans to place 2 million MMBtu in construction in 2025.
Negative
  • RNG production for 2024 was slightly below guidance due to longer ramp-up timelines at new facilities.
  • The company experienced a net loss of $5.4 million in Q4 2024, compared to a net income of $20.1 million in Q4 2023.
  • Revenue and adjusted EBITDA in Q4 2024 were lower than the same period in 2023, primarily due to timing and pricing of environmental credit sales.
  • The renewable power segment is expected to see a $10 million decline in adjusted EBITDA in 2025 due to regulatory changes in Europe.
  • The company's guidance for 2025 assumes a lower RIN price, which could impact adjusted EBITDA by $30 million if prices do not improve.
Operator

Good morning and welcome to the Opal Fuels fourth-quarter 2024 earnings call and webcast. (Operator Instructions) As a reminder, this event is being recorded.

I'd now like to turn the call over to Todd Firestone, Vice President of Investor Relations to begin. Please go ahead.

Todd Firestone
Opal Fuels Inc - Vice President, Investor Relations & Corporate Development

Thank you and good morning, everyone. Welcome to the Opal Fuels' fourth-quarter and full year 2024 earnings conference call. With me today are co-CEOs, Adam Comora and Jonathan Maurer; and Kazi Hasan, Opal's Chief Financial Officer.

Opal Fuels released financial and operating results for the fourth quarter and full year 2024 yesterday afternoon, and those results are available on the Investor Relations section of our website at opalfuels.com.

The presentation and access to the webcast for this call are also available on our website. After completion of today's call, a replay will be available for 90 days.

Before we begin, I'd like to remind you that our

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