Vitesse Energy Inc (NYSE:VTS)
$ 15.79 +0.21 (+1.35%) Market Cap: 658.64 Mil Enterprise Value: 805.71 Mil PE Ratio: 0 PB Ratio: 1.10 GF Score: 72/100

Q4 2025 Vitesse Energy Inc Earnings Call Transcript

Mar 3, 2026 / 04:00 PM GMT
Release Date Price: $18.6 (-4.91%)

Key Points

Positve
  • Vitesse Energy Inc (VTS) distributed $2.25 per share in 2025, maintaining a strong track record of returning capital to shareholders.
  • The company successfully integrated the Lucero acquisition, which is performing as expected, contributing to a 19% increase in total proved reserves.
  • Vitesse Energy Inc (VTS) signed a definitive agreement to acquire non-operated assets in the Powder River Basin, expected to produce an average of 1,400 net BOE per day in 2026.
  • The company has hedged approximately 64% of its 2026 oil production, providing stability against market volatility.
  • Production for 2025 was near the top end of guidance, with an annual average of 17,444 barrels of oil equivalent per day.
Negative
  • The dividend was reduced to preserve the balance sheet, reflecting a cautious approach amid market uncertainties.
  • Cash CapEx for 2025 was slightly above guidance due to the timing of capital expenditure payments.
  • The company faces a competitive landscape for acquisitions, with many deals being pursued by other capital sources.
  • There is limited visibility on operator capital spending for 2026, leading to a conservative outlook.
  • The Powder River Basin acquisition is valued primarily on PDP, with undeveloped locations not fully valued due to uncertainties.


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

VTS.N - Vitesse Energy Inc
Q4 2025 Vitesse Energy Inc Earnings Call
Mar 03, 2026 / 04:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Greetings and welcome to Vites Energy 4th quarter and full year 2025 earnings call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. Please note this conference call is being recorded. I will now turn the conference over to the Director of Investor Relations and Business Development at VITES, Ben Messier.

Thank you. You may begin.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good morning everyone and thanks for joining. Today we will be discussing our 2025 results and our expectations for 2026. Our
Already have an account? Log in
Get the full story
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
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot