Sign in

    Andrew McCarthy

    Senior Analyst at LarrainVial

    Andrew McCarthy is a Senior Analyst at LarrainVial specializing in utilities, having previously held key roles at Citi-Banchile and Credicorp Capital as Vice President. He covers major regional utility companies and has demonstrated strong sector expertise, though performance track record metrics such as success rate and investor returns are not publicly disclosed. Beginning his analyst career less than a year ago, McCarthy brings experience from a total of five financial institutions prior to LarrainVial. His professional credentials and securities licenses are not specified in available public sources.

    Andrew McCarthy's questions to Enel Chile (ENIC) leadership

    Andrew McCarthy's questions to Enel Chile (ENIC) leadership • Q1 2025

    Question

    Andrew McCarthy of LarrainVial asked about the economic impact of recovering outstanding debt from the delayed 2020-2024 VAD decree and whether the new grid resilience program would affect prior CapEx or EBITDA targets.

    Answer

    CEO Giuseppe Turchiarelli clarified that recovering the VAD debt has a cash impact, not an economic one, as provisions were already made. He anticipates recovering approximately $50 million over the next 18-24 months. He also reiterated that the resilience program's CapEx was already factored into the 2025-2027 strategic plan and it is too early to quantify a specific EBITDA impact.

    Ask Fintool Equity Research AI

    Andrew McCarthy's questions to Enel Chile (ENIC) leadership • Q4 2024

    Question

    Andrew McCarthy inquired about potential impacts from a recent power outage and sought details on gas commercialization opportunities, including the size, price, and terms of recent contracts with Argentina.

    Answer

    CEO Giuseppe Turchiarelli addressed the gas question, revealing that Enel traded ~6 TBTU of surplus volume in February 2025 and has contracted ~30 TBTU of Argentinean gas for the year at a price lower than the 2024 price of $8/MMBTU. He noted it was too early to comment on impacts from the power outage, which is under investigation.

    Ask Fintool Equity Research AI