Polska Grupa Energetyczna SA (OTCPK:PGPKY)

Q1 2025 PGE Polska Grupa Energetyczna SA Earnings Call Transcript

May 28, 2025 / 07:30 AM GMT

Release Date Price: $3.12

Transcript

Key Points

Positve

Polska Grupa Energetyczna SA (FRA:6PG) is actively participating in supplementary and main auctions for future energy supplies, indicating strategic planning for long-term energy capacity.
The company is investing in new gas engines, which are relatively compact and easy to implement, showing a commitment to modernizing its energy infrastructure.
There is a clear focus on decarbonization, with significant parts of their heat power already decarbonized and plans to continue this trend.
Polska Grupa Energetyczna SA (FRA:6PG) is conducting preparatory work for potential nuclear energy projects, which could diversify and strengthen their energy portfolio in the future.
The company is collaborating with reputable institutions for geological and geotechnical studies, ensuring thorough groundwork for potential nuclear sites.

Negative

The company faces challenges with demanding storage conditions in supplementary auctions, which could impact project feasibility.
There is uncertainty regarding the rules for the main auction in December 2025, which could affect strategic planning.
Large investments like the Czechnita project require long preparation and implementation times, posing potential delays.
The nuclear energy project is still at a very early stage, with no immediate plans for construction, indicating a distant prospect for diversification.
There is a lack of immediate clarity on revenue figures from energy repurchase in the first quarter, which could affect transparency and investor confidence.

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

PGE.WA - PGE Polska Grupa Energetyczna SA
Q1 2025 PGE Polska Grupa Energetyczna SA Earnings Call
May 28, 2025 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Year of supply the 1st of January 2029. So the question arises to what extent we can we can implement or projects we're thinking of today in such a way that we can limit the potential risk of failing the requirements for the supply period.

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Unidentified_2 [2]
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But yes, we will participate in the supplementary action.

In the 3rd quarter and yes, we will also participate in the main auction for.

Nurse, supplies in 2030.

That will be the auction in which we will attach the greatest importance to our new

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