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    Emanuele Oggioni

    Director and Equity Research Analyst at Kepler

    Emanuele Oggioni is a Director and Equity Research Analyst at Kepler Cheuvreux, specializing in European consumer staples with a strong focus on food and beverage companies. He regularly covers firms such as Nestlé, Danone, Unilever, and Kerry Group, and is recognized for his in-depth analysis and investment calls, maintaining a documented success rate of approximately 61% and average annualized returns near 7% according to third-party analyst ranking platforms. Oggioni began his finance career in the early 2000s and joined Kepler Cheuvreux in 2011 after gaining valuable experience at leading financial institutions such as Société Générale, building a strong reputation for sector expertise and insightful market commentary. He holds a CFA charter and is registered with the UK Financial Conduct Authority, underlining his professional credentials and regulatory compliance.

    Emanuele Oggioni's questions to Enel Chile (ENIC) leadership

    Emanuele Oggioni's questions to Enel Chile (ENIC) leadership • Q4 2024

    Question

    Emanuele Oggioni asked about the impact of the evolving regulatory framework on the distribution business's EBITDA targets and requested an update on the expected additional renewable capacity for 2025, including any potential delays.

    Answer

    CEO Giuseppe Turchiarelli confirmed the distribution EBITDA targets in the industrial plan are aligned with conservative expectations for the new regulatory cycle. CFO Simone Conticelli clarified that new renewable capacity additions involve CapEx in H2 2025 with commercial operations starting in H1 2026, and no specific delays are currently anticipated. The EBITDA impact from this new capacity is expected in 2026.

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