Sign in

You're signed outSign in or to get full access.

LC

Luiza Candiota

Senior Analyst at Itau Unibanco Holding S.A.

State of São Paulo, Brazil

Luiza Candiota is a Senior Analyst at Itaú BBA specializing in the utilities sector, with a core focus on Brazilian energy companies. She covers major listed firms such as Neoenergia, Eletrobras, and Light, providing comprehensive equity research and market insights for institutional investors. Throughout her tenure at Itaú BBA, she has established herself as a leading sector analyst, recognized for the depth and accuracy of her company coverage and analytical rigor. Luiza’s expertise is underpinned by a robust career in financial analysis and sector research, although specific performance metrics and professional credentials are not publicly disclosed.

Luiza Candiota's questions to ENERGY CO OF MINAS GERAIS (CIG) leadership

Question · Q3 2025

Luiza Candiota from Banco Itaú questioned CEMIG's trading strategy, focusing on the changes in the energy balance during the quarter. She specifically asked for the rationale behind the company's short exposure for 2025, 2026, and 2028, seeking to understand the drivers of this strategic shift.

Answer

Sérgio Lopes, CEMIG's Chief Trading Officer, explained that the company is making significant efforts to close its positions, with marginal sales only to strategic clients. He emphasized that CEMIG's strategy is not to open new positions but rather to close existing ones, citing the impact of gold prices and the need to buy energy as factors influencing market actions.

Ask follow-up questions

Fintool

Fintool can predict ENERGY CO OF MINAS GERAIS logo CIG's earnings beat/miss a week before the call

Luiza Candiota's questions to COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP (SBS) leadership

Question · Q2 2025

Luiza Candiota of Itau BBA inquired about the drivers behind SABESP's significant Q2 reduction in operating expenses across personnel, third-party services, and materials, asking for a sustainable recurring level. She also requested details on the evolution of the social tariff and its expected financial impact in coming quarters.

Answer

CFO Daniel Szlak explained that the broad-based OpEx reduction is part of a crucial efficiency program to fund BRL 70 billion in CapEx over five years. He attributed the 10.3% drop in personnel costs to the voluntary dismissal plan and highlighted a BRL 200 million positive impact from a new legal claims strategy involving settlements and outsourcing. Regarding the social tariff, Szlak detailed the expansion of subsidies, including the new 'Tarifa Paulista', which created a BRL 170 million cost in H1 2025 that will be financially compensated via the tariff cycle effective January 2027.

Ask follow-up questions

Fintool

Fintool can predict COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP logo SBS's earnings beat/miss a week before the call

Question · Q1 2025

Luiza Candiota followed up on personnel expenses, asking for the specific Q1 impact of the recent voluntary dismissal program, its expected future savings, payback period, and the departure timeline.

Answer

Executive Daniel Szlak explained that the Q1 impact was minimal as most departures are scheduled for Q2. He noted headcount fell from 10,500 to 9,700 in Q1. While not providing a specific payback figure, he implied it was favorable compared to the timeline of the company's no-layoff policy, which runs until early 2026.

Ask follow-up questions

Fintool

Fintool can write a report on COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP logo SBS's next earnings in your company's style and formatting