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Gonzalo Sánchez-Bordona

senior equity analyst at UBS

Gonzalo Sánchez-Bordona is a senior equity analyst at UBS specializing in the European utilities sector, with a particular focus on companies in the renewable energy industry. He currently covers major names such as Redeia, EDP, and EDP Renováveis (EDPR), providing actionable investment recommendations reflected in recent target price updates and consensus estimates across these firms. Over his career at UBS, Sánchez-Bordona has established a consistent track record in sector research, contributing to key coverage lists and maintaining strong professional associations with top Iberian and European utilities. While specific performance metrics and professional credentials such as securities licenses are not publicly detailed, his regular inclusion on analyst panels for large-cap listed entities underscores his expertise and ongoing impact within the field.

Gonzalo Sánchez-Bordona's questions to EDP ENERGIAS DE PORTUGAL (EDPFY) leadership

Gonzalo Sánchez-Bordona's questions to EDP ENERGIAS DE PORTUGAL (EDPFY) leadership • Q1 2025

Question

Gonzalo Sánchez-Bordona from UBS asked for the company's perspective on large-scale M&A or corporate transformations, including any potential changes to the EDP and EDPR corporate structure.

Answer

CEO Miguel Stilwell de Andrade reiterated that management is very comfortable with the current corporate structure. He emphasized that the focus is on delivering shareholder value through organic growth, operational efficiency, cost control, and shareholder returns via dividends and buybacks, rather than speculating on major M&A activities.

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Gonzalo Sánchez-Bordona's questions to EDP ENERGIAS DE PORTUGAL (EDPFY) leadership • Q1 2025

Question

Gonzalo Sánchez-Bordona of UBS asked for management's view on large-scale M&A or corporate transformations, including any potential changes to the corporate structure between EDP and its subsidiary EDPR, in light of recurring market rumors.

Answer

CEO Miguel de Andrade reiterated that management is 'very comfortable' with the current corporate structure. He stressed that the primary focus is on delivering shareholder value through operational execution—specifically organic growth, cost efficiency, and shareholder returns via dividends and buybacks—rather than speculating on major M&A.

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Gonzalo Sánchez-Bordona's questions to EDP ENERGIAS DE PORTUGAL (EDPFY) leadership • Q1 2025

Question

Gonzalo Sánchez-Bordona of UBS asked for management's view on large-scale M&A or corporate transformations, including any potential changes to the corporate structure between EDP and its subsidiary EDPR, in light of recurring market rumors.

Answer

CEO Miguel Stilwell de Andrade reiterated that the company is very comfortable with the current corporate structure. He stressed that management's primary focus is on delivering value through organic growth, operational efficiency, cost reduction, and shareholder returns via dividends and buybacks, and he declined to speculate on any other corporate actions.

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