Aboitiz Power Corp (PHS:AP)

Q1 2026 Aboitiz Power Corp Earnings Call Transcript

May 11, 2026 / 07:45 AM GMT

Release Date Price: ₱44.45 (-1.22%)

Transcript

Key Points

Positve

Aboitiz Power Corp (ABZPF) reported a 35% year-on-year increase in beneficial EBITDA, reaching $20.3 billion, driven primarily by the generation segment.
The company's renewable energy pipeline is progressing well, with 655 megawatts operational and 138 megawatts under active construction.
Total energy sold in the first quarter grew by 30% year-on-year to 11.2 terawatt hours, supported by a 24% increase in energy generated.
The distribution utility segment saw an 11% increase in EBITDA, reflecting steady volume growth.
Aboitiz Power Corp (ABZPF) achieved a 61% increase in core net income, reaching PHP7.6 billion for the first quarter of 2026.

Negative

The company faces potential challenges from inflationary pressures and rising interest rates, which could impact the viability of committed projects.
There is a potential slowdown in energy consumption growth due to economic uncertainties, which could affect long-term demand.
The company's net interest expense increased by PHP650 million, reflecting higher debt levels from recent investments.
Aboitiz Power Corp (ABZPF) has a net debt-to-equity ratio of 1.32 times, which, while manageable, indicates significant leverage.
The company is exposed to market risks, as a portion of its portfolio remains uncontracted and subject to spot market price fluctuations.

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

AP.PS - Aboitiz Power Corp
Q1 2026 Aboitiz Power Corp Earnings Call
May 11, 2026 / 07:45AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. Welcome to Aboitis Power's earnings results briefing for the first quarter of 2026. My name is Jackie DeJesus, and I will be the moderator for today's call.

Some reminders before we begin. Number one, we have put microphones on mute to minimize background noise during the presentation.

Number two, questions have been requested from the audience in advance, which we will go through during the Q&A portion. In case there are more questions from the floor, please feel free to click on the raise hand button or submit questions via the Q&A box. Those not taken up during the Q&A portion will be answered via e-mail.

Lastly, this briefing will be recorded. By joining this session, you consent

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