Q1 2025 Enel SpA Earnings Call Transcript
Key Points
- Enel SpA (ENLAY) reported a 33% increase in stock performance and a total shareholder return (TSR) of 52%.
- The company achieved its highest quarterly results ever, with EBITDA and net income both up by 2% year-over-year.
- Enel SpA (ENLAY) has secured 90% of its EBITDA over the planned period, reducing exposure to macroeconomic volatility.
- The company has optimized its capital structure, making it financially stronger and ready to capture value-creating opportunities.
- Enel SpA (ENLAY) has a strong focus on sustainability, with almost 70 gigawatts of emission-free capacity, supporting both financial and environmental goals.
- The performance in Latin America was flat year-on-year, affected by currency devaluation, particularly the Brazilian real.
- Retail prices in Italy are 30% to 40% lower than last year, impacting the company's revenue.
- The company faces a competitive environment in European markets, with increasing competition from new players.
- Enel SpA (ENLAY) has limited exposure to the US market, with only 5% of its investment allocated there, potentially missing out on opportunities.
- The company's renewable energy deployment is lagging behind schedule, with a focus on brownfield opportunities instead.
Good evening to all the people connected. Welcome to the first-quarter 2025 results presentation. Enel's CEO, Flavio Cattaneo will start with a quick highlight; and our CFO, Stefano De Angelis will present the economic and financial results for the quarter.
We ask those connected to the webcast to send questions only via email at [email protected]. Before we start, let me remind you that media is listening both the presentation and the Q&A session.
Thank you. And now let me hand over to the CEO.
Thank you, Omar. Welcome to everybody. I'm not used to commend the first result, but after two years since my appointment, I'd like to highlight some achievement. Some of these achievements are, stock performance, up by 33%. Dividends paid amounted to more than EUR9 billion. TSR stands at 52%.
We have delivered seven quarters of growth, stable, organic, and sustainable, reaching this quarter the
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