Ricardo Sandoval's questions to ECOPETROL (EC) leadership • Q2 2025
Question
Ricardo Sandoval from Bancolombia questioned the outlook for the EBITDA margin, asking if a more profitable second half was expected to meet the 39% annual guidance. He also sought clarification on whether the Lorito and Orca discoveries would impact the 2025 year-end reserves report.
Answer
CFO Camilo Barco Muñoz attributed the margin pressure to lower prices and a one-off adjustment, stating that significant efficiency efforts are underway to compensate. Acting VP of Hydrocarbons Juan Carlos Ortado confirmed the Orca project is on track to be incorporated into reserves at year-end, while the Lorito discovery's inclusion is contingent on receiving necessary licenses in Q4.