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    Marcelo Sá • Itaú BBA

    Marcelo Sá's questions to Centrais Eletricas Brasileiras SA - Eletrobras (EBR) leadership

    Marcelo Sá's questions to Centrais Eletricas Brasileiras SA - Eletrobras (EBR) leadership • Q2 2024

    Question

    Marcelo Sá asked about the company's interest in asset swaps, sought clarification on the net financial impact of the Amazonas Energia delinquency in Q3, and inquired if capacity reserve projects require environmental licenses amidst agency strikes.

    Answer

    Eduardo Haiama, VP of Finance, clarified the Amazonas effect would be neutral in Q3, as any delinquency is added to the selling price. Elio de Meirelles Wolff, VP, stated there are currently no environmental license restrictions for participating in the capacity auctions. An executive added that while asset disposals continue, there is nothing specific to announce regarding swaps.

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    Marcelo Sá's questions to Centrais Eletricas Brasileiras SA - Eletrobras (EBR) leadership • Q1 2024

    Question

    Marcelo Sá of Itaú BBA indicated that his question, which was regarding the Angra 3 project, had already been addressed earlier in the call.

    Answer

    As the question was withdrawn, no new answer was provided. The topic of Angra 3 was previously addressed by Executive Camila Gualdo Araújo, who discussed the upcoming BNDES study and tariff review process.

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    Marcelo Sá's questions to Companhia Paranaense de Energia (ELP) leadership

    Marcelo Sá's questions to Companhia Paranaense de Energia (ELP) leadership • Q2 2024

    Question

    Marcelo Sá of Itaú BBA requested an update on the sale process for COPEL's small hydropower plants (SHPs) and other asset lots. He also asked for a CapEx estimate related to the upcoming capacity auctions and inquired about the clarity of the auction's methodology and potential penalties.

    Answer

    An unnamed executive reported that the sale of real estate assets, including residential villages, is in the final stages of contract signing. Executive Daniel Slaviero added that for the SHPs, the process has advanced to the due diligence phase with the best bidders, and he expects contract signings in Q4 2024. Slaviero declined to provide a CapEx estimate for the capacity auction, citing its strategic nature. Regarding the auction's methodology, he acknowledged that details are not yet clear but expressed confidence that the government will establish reasonable and competitive terms.

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