Research analysts who have asked questions during Pampa Energy earnings calls.
BM
Bruno Montaragi
Morgan Stanley
1 question for PAM
GV
Guido Visocero
Nalaria
1 question for PAM
Also covers: TGS
Gustavo Faria
Bank of America
1 question for PAM
Also covers: EBR
JM
Jorge Mauro
Fundamenta
1 question for PAM
MC
Mattia Cataruzzi
AdCal
1 question for PAM
NS
Nacho Sydikoski
Marti and Bolsa
1 question for PAM
UA
Unnamed Analyst
Jefferies
1 question for PAM
Recent press releases and 8-K filings for PAM.
Pampa Energy redeems 2026 Notes
PAM
Debt Issuance
- Pampa Energ\u00eda S.A. announced the full cancellation of its 9.500% Notes due 2026 as of December 8, 2025.
- The company redeemed the third principal installment, resulting in the cancellation of the outstanding amount of US$60,894,447.10.
- Following this redemption, no 2026 Notes are outstanding.
Dec 9, 2025, 9:20 PM
Pampa Energy Reports Q3 2025 Results and Details Strategic Investments
PAM
Earnings
Debt Issuance
New Projects/Investments
- Pampa Energy reported revenue of 1,805,519 million Argentine Pesos and a profit of 260,444 million Argentine Pesos for the nine-month period ended September 30, 2025.
- The company increased its CB Issuance Program to US$ 2.1 billion and engaged in significant debt management, including the reopening of international Class 23 CB for US$ 340 million and the issuance of Class 25 CB for US$ 104.6 million.
- Pampa Energía is pursuing major projects, including the US$ 426 million Rincón de Aranda Development – RDA Midstream Project and the US$ 7 billion FLNG Project, in which it holds a 20% participation, aiming to significantly expand its crude oil and LNG export capabilities.
- As of September 30, 2025, the company's generation segment had an installed capacity of 5,472 MW, representing approximately 12% of Argentina’s installed capacity.
Nov 12, 2025, 11:07 AM
Pampa Energy Inc. Reports Nine-Month 2025 Financial Results and Recent Developments
PAM
Earnings
Demand Weakening
New Projects/Investments
- Pampa Energy Inc.'s Oil and Gas segment reported a loss of U.S.$38 million for the nine-month period ended September 30, 2025, a decrease from a U.S.$71 million profit in the same period of 2024, despite a 10% increase in revenue to U.S.$658 million.
- The Generation segment recorded a profit of U.S.$125 million for the nine-month period ended September 30, 2025, significantly down from U.S.$328 million in the prior year, while revenue increased by 16% to U.S.$585 million.
- The Petrochemicals segment experienced a 16% decrease in revenue to U.S.$329 million and a 70% decline in gross profit to U.S.$10 million for the nine-month period ended September 30, 2025, compared to the same period in 2024.
- Argentina's 2025 Legislative Elections on October 26, 2025, resulted in President Javier Milei’s party gaining significant votes, leading to a positive reaction in Argentine financial markets.
- The release of OCP Guarantees totaling U.S.$84,000,000 occurred on November 3, 2025, following instructions from the Ecuadorian Government on October 28, 2025.
Nov 6, 2025, 1:54 PM
Pampa Energy Reports Q3 2025 Results with Decreased Profit Amid Significant Project Investments
PAM
Earnings
New Projects/Investments
- For the nine-month period ended September 30, 2025, Pampa Energy reported revenue of $1,491 million and profit of $216 million, a significant decrease from $513 million in the prior year. Basic and diluted earnings per share also fell to $0.16 from $0.38.
- Net cash generated by operating activities for the nine-month period ended September 30, 2025, increased to $490 million, up from $286 million in the prior year.
- The company is engaged in substantial new projects, including the US$3 billion Vaca Muerta Oil Sur pipeline via VMOS , the US$426 million RDA Midstream Project , and the US$7 billion FLNG Project (20% Pampa interest) , which aims for 6 million tons of LNG per year capacity.
- An exceptional weather event in March 2025 caused a complete halt in liquids production at TGS's Cerri Complex for nearly two months, leading to a $45,741 million loss for event-related expenses and impairment for TGS.
Nov 5, 2025, 9:11 PM
Pampa Energía Reports Strong Q3 2025 Results Driven by Rincon de Aranda Production and Provides 2026 Outlook
PAM
Earnings
Guidance Update
New Projects/Investments
- Pampa Energía reported a 16% year-on-year increase in adjusted EBITDA, reaching $322 million in Q3 2025, primarily driven by the strong performance of Rincon de Aranda, which contributed to a 40% year-on-year increase in Oil and Gas adjusted EBITDA to $171 million.
- Total production averaged nearly 100,000 barrels of oil equivalent per day, a 14% year-on-year increase, with Rincon de Aranda's production reaching 14.4 thousand barrels per day in Q3 2025 and an expected exit rate of 20,000 barrels of oil equivalent per day for year-end 2025.
- CapEx surged 183% year-on-year to $332 million in Q3 2025, with $170 million invested in Rincon de Aranda, and 2026 CapEx is projected to remain similar at around $1 billion to $1.1 billion.
- The company repurchased 1.5% of its share capital at close to $59 per ADR and expects its net leverage ratio to remain around 1.1x to 1.3x despite high CapEx, with almost 100% of its 2026 production hedged at an average price of over $68 per barrel.
Nov 5, 2025, 3:00 PM
Pampa Energía Announces Q3 2025 Results
PAM
Earnings
Share Buyback
New Projects/Investments
- Pampa Energía reported Q3 2025 sales of US$591 million, a 9% year-on-year increase, and Adjusted EBITDA of US$322 million, up 16% year-on-year.
- However, net income attributable to shareholders decreased 84% to US$23 million in Q3 2025, primarily due to higher non-cash deferred tax charges.
- Net debt totaled US$874 million as of September 2025, with a 1.3x net-debt to EBITDA ratio. This subsequently decreased to US$790 million (1.1x ratio) after the release of US$84 million in OCP Ecuador guarantees post-quarter.
- The company's subsidiary, TGS, was awarded the GPM expansion project, involving an estimated investment of US$560 million to increase gas transportation capacity.
- Pampa's Board approved a new share repurchase program for up to US$100 million on September 8, 2025.
Nov 4, 2025, 8:41 PM
Quarterly earnings call transcripts for Pampa Energy.
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