Research analysts who have asked questions during VERMILION ENERGY earnings calls.
TW
Travis Wood
National Bank Financial
4 questions for VET
AA
Amir Arif
ATB Capital Markets
2 questions for VET
Also covers: BTE, OILSF
Chris Warley
Hewes Fund Management
2 questions for VET
GP
Greg Pardy
RBC Capital Markets
2 questions for VET
Also covers: BTE, CNQ, CVE +4 more
JJ
Justin Joshua Ho
RBC Capital Markets
2 questions for VET
MH
Menno Hulshof
TD Cowen
2 questions for VET
Also covers: BTE, CNQ, CVE +2 more
Jeremy McCrea
BMO Capital Markets
1 question for VET
Also covers: BTE, OBE
LA
Laique Ahmad Amir Arif
National Bank Financial
1 question for VET
Also covers: BTE, OILSF
Patrick O'Rourke
ATB Capital Markets
1 question for VET
Also covers: CNQ, CVE, IMO +1 more
Recent press releases and 8-K filings for VET.
Vermilion Outlines Five-Year Plan with Significant Free Cash Flow and Production Growth
VET
Share Buyback
New Projects/Investments
Guidance Update
- Vermilion projects generating CAD 1.7 billion of excess free cash flow between 2026 and 2030, which is approximately 90% of its current market capitalization.
- The company anticipates its per-share excess free cash flow will double to CAD 2.75 by 2028 , alongside plans to buy back over 40 million shares and reduce net debt by approximately CAD 700 million by 2030.
- Production is expected to grow from 120,000 to 130,000 BOE a day, with per-share production increasing by over 40% , driven by strategic investments including doubling Germany's production to approximately 10,000 BOEs per day by 2030.
- Key assets like the Deep Basin and Montney offer decades of inventory, while the Wisselhorst discovery in Germany, Europe's largest in over a decade, added 68 BCF of gross reserves.
Dec 10, 2025, 4:00 PM
Vermilion Energy Projects Significant Free Cash Flow Growth and Capital Returns at 2025 Investor Day
VET
Guidance Update
New Projects/Investments
Share Buyback
- Vermilion Energy projects generating CAD 1.7 billion in excess free cash flow (EFCF) between 2026 and 2030, which represents approximately 90% of its current market capitalization.
- The company plans to allocate approximately 85% of its capital expenditure to its Deep Basin, Montney, and onshore European gas assets, particularly Germany, to drive a significant increase in EFCF.
- EFCF per share is projected to double to CAD 2.75 by 2028, supported by anticipated production growth from 120,000-130,000 BOE a day and a plan to buy back over 40 million shares.
- Strategic investments in Germany, including the 68 BCF Wisselshorst discovery, are expected to double Germany's production by 2030 and offer higher margins and longer durations compared to other assets.
- The company aims to reduce net debt by approximately CAD 700 million by 2030 and increase its base dividend, with a potential for CAD 2.70 per share in dividends over the five-year period.
Dec 10, 2025, 4:00 PM
Vermilion Energy Outlines Five-Year Plan and Financial Targets at 2025 Investor Day
VET
Guidance Update
New Projects/Investments
Share Buyback
- Vermilion Energy projects generating CAD 1.7 billion of excess free cash flow (EFCF) between 2026 and 2030, representing approximately 90% of its current market capitalization.
- The company anticipates per-share EFCF to double to CAD 2.75 by 2028, supported by strategic investments in its global gas portfolio.
- Capital allocation plans include reducing net debt by approximately CAD 700 million by 2030 and buying back over 40 million shares, while also growing the base dividend.
- Production is projected to increase from 120 to 130 thousand BOE a day, with per-share production growing by over 40%.
Dec 10, 2025, 4:00 PM
Vermilion Energy Inc. Reports Q3 2025 Results, Updates Guidance, and Approves 2026 Budget
VET
Earnings
Guidance Update
Share Buyback
- Vermilion Energy Inc. generated $254 million ($1.65/basic share) in fund flows from operations (FFO) and $108 million in free cash flow (FCF) for Q3 2025.
- The company reduced net debt by over $650 million since Q1 2025, bringing the total to $1.38 billion as of September 30, 2025, which resulted in a net debt to four quarter trailing FFO ratio of 1.4 times.
- Production averaged 119,062 boe/d in Q3 2025, with Q4 2025 production expected to average 119,000 to 121,000 boe/d.
- Vermilion reduced the upper end of its annual E&D capital expenditure guidance for 2025 by $20 million to $640 million and approved a 2026 E&D capital budget of $600 to $630 million, with approximately 85% allocated to global gas assets.
- The company returned $26 million to shareholders in Q3 2025, comprising $20 million in dividends and $6 million of share buybacks.
Nov 7, 2025, 3:34 PM
Vermilion Energy Reports Strong Q3 2025 Results, Updates Guidance, and Increases Dividend
VET
Earnings
Guidance Update
Dividends
- Vermilion Energy delivered Q3 2025 fund flows from operations of CAD 254 million and free cash flow of CAD 108 million, while reducing net debt to under CAD 1.4 billion as of September 30, resulting in a net debt to four-quarter trailing FFO ratio of 1.4 times.
- Q3 2025 production averaged 119,062 BOE per day, at the upper end of guidance, with the company maintaining its 2025 full-year production guidance of 119,500 BOEs per day.
- The company demonstrated improved capital efficiency by lowering the top end of its 2025 capital guidance by CAD 20 million to between CAD 630 million and CAD 640 million and reducing operating cost guidance by over CAD 10 million.
- For 2026, Vermilion budgeted CAD 600 million-CAD 630 million for exploration and development capital, with 85% allocated to its global gas portfolio, and expects annual average production between 118,000 and 122,000 BOE per day.
- Vermilion announced a 4% increase in its quarterly cash dividend to CAD 0.135 per share, effective with the Q1 2026 dividend, and repurchased 600,000 shares in Q3 2025.
Nov 6, 2025, 4:00 PM
Vermilion Energy Inc. Reports Strong Q3 2025 Results, Lowers 2025 Cost Guidance, and Announces 2026 Budget and Dividend Increase
VET
Earnings
Guidance Update
Dividends
- Vermilion Energy Inc. generated $254 million in fund flows from operations (FFO) and $108 million in free cash flow (FCF) in Q3 2025, while reducing net debt by over $650 million since Q1 2025 to $1.38 billion as of September 30, 2025.
- The company updated its 2025 guidance, reducing the upper end of annual E&D capital expenditure guidance by $20 million to $640 million and lowering annual operating cost guidance by over $10 million.
- For 2026, Vermilion approved an E&D capital budget of $600 to $630 million, with an expected annual average production of 118,000 to 122,000 boe/d, primarily focused on global gas assets.
- Vermilion plans to increase its quarterly cash dividend by 4% to $0.135 CAD per share, effective with the Q1 2026 dividend, and repurchased 0.6 million shares in Q3 2025.
Nov 5, 2025, 10:26 PM
Vermilion Energy Reports Strong Q3 2025 Results, Updates 2025 Guidance, and Announces 2026 Budget with Dividend Increase
VET
Earnings
Guidance Update
Dividends
- Vermilion Energy Inc. reported Q3 2025 fund flows from operations of $254 million and free cash flow of $108 million, reducing net debt by over $650 million since Q1 2025 to $1.38 billion as of September 30, 2025.
- The company updated its 2025 guidance, reducing the upper end of annual E&D capital expenditure guidance by $20 million to $640 million and annual operating cost guidance by over $10 million.
- For 2026, Vermilion's Board of Directors approved an E&D capital budget of $600 to $630 million and expects annual average production of 118,000 to 122,000 boe/d.
- Vermilion plans to increase its quarterly cash dividend by 4% to $0.135 CAD per share, effective with the Q1 2026 dividend payable on March 31, 2026.
- Mr. Paul Myers was appointed to the Board of Directors, effective September 2, 2025.
Nov 5, 2025, 10:01 PM
Quarterly earnings call transcripts for VERMILION ENERGY.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more