Scatec ASA (OSL:SCATC)

kr 98.25 +1.05 (+1.08%) Market Cap: 15.61 Bil Enterprise Value: 39.83 Bil PE Ratio: 7.13 PB Ratio: 1.55 GF Score: 93/100

Q1 2025 Scatec ASA Earnings Call Transcript

May 8, 2025 / 07:00 AM GMT

Release Date Price: kr85.9 (+6.05%)

Transcript

Key Points

Positve

Scatec ASA (STECF) reported a strong financial quarter with revenues of 2.4 billion and EIA of 1.4 billion, significantly up from the previous year.
The company has an all-time high backlog and construction capacity of 4.2 gigawatts, enabling significant future construction activity.
Scatec ASA (STECF) successfully issued a new green bond of 1.25 billion kronors at attractive terms, improving its debt maturity profile.
Power production increased by 21% year-on-year, driven by new projects in Botswana, Brazil, and Pakistan, as well as favorable hydrology in Laos and the Philippines.
The Philippines delivered exceptional results with power production nearly doubling and revenues increasing by 2.8 times, highlighting the strategic value of flexible hydropower and battery services.

Negative

The company faces potential risks from geopolitical situations and changing regulations in the countries it operates.
There is uncertainty in hydrology predictions, which could impact power production in regions like the Philippines and Laos.
Scatec ASA (STECF) acknowledges the need for continued discipline in project selection to avoid moving forward with marginally attractive projects.
The company is operating in a competitive renewable energy market, which requires careful management to secure advantageous projects.
There are concerns about maintaining high EPC execution standards across a large and diverse construction portfolio spanning multiple countries.

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

SCATC.OL - Scatec ASA
Q1 2025 Scatec ASA Earnings Call
May 08, 2025 / 07:00AM GMT

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Presentation
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It's been a very strong start of 2025 for Skaltech and financially we've also had a strong first quarter.

We have made significant progress in the quarter towards our strategic ambitions.

We have, and we continue to grow renewables within our core areas, and we also continue to progress well in terms of optimizing our portfolio and bringing down corporate debt on an overall level.

And I will usually start with an overall summary, and then Hans Jakkop will take us through the financials. So let us first start with the highlights of the quarter.

Firstly, as I said, we've had a very strong financial quarter with 2.4 billion in revenues on a proportionate basis and 1.4 billion in EIA. This is, these are figures that

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