Research analysts who have asked questions during Vista Energy, S.A.B. de C.V. earnings calls.
Alejandro Anibal Demichelis
Jefferies
4 questions for VIST
Andres Cardona
Citigroup Inc.
4 questions for VIST
Bruno Montanari
Morgan Stanley
4 questions for VIST
Leonardo Marcondes
Bank of America
4 questions for VIST
Bruno Amorim
The Goldman Sachs Group, Inc.
3 questions for VIST
Daniel Guardiola
BTG Pactual
3 questions for VIST
Tasso Vasconcellos
UBS Group AG
3 questions for VIST
Vicente Falanga Neto
Bradesco BBI
3 questions for VIST
George Gasztowtt
Latin Securities
2 questions for VIST
Kevin MacCurdy
Pickering Energy Partners
2 questions for VIST
Marina Mertens
Latin Securities
2 questions for VIST
Matías Cattaruzzi
Adcap Grupo Financiero
2 questions for VIST
Oriana Covault
Balanz
2 questions for VIST
Francisco Javier Cascarón
DON Capital
1 question for VIST
Henrique da Cunha
JPMorgan Chase & Co.
1 question for VIST
Ignacio Sabelle Ramirez
Itau BBA
1 question for VIST
Juan Jose Munoz
BTG Pactual
1 question for VIST
Melanie Carvalho
JPMorgan Chase & Co.
1 question for VIST
Rodolfo De Angele
JPMorgan Chase & Co.
1 question for VIST
Victor Modanese Teixeira
UBS
1 question for VIST
Walter Chiarvesio
Banco Santander, S.A.
1 question for VIST
Recent press releases and 8-K filings for VIST.
- Vista Energy, S.A.B. de C.V. will hold an Ordinary General Shareholder’s Meeting on January 27, 2026, at 11:00 AM (Mexico City time).
- The meeting agenda includes proposals to approve acquisitions of unconventional hydrocarbon reserves and resources ("Potential Acquisitions") that represent more than 20% but not exceeding 50% of the Company's consolidated assets within a 12-month period.
- Shareholders will vote on authorizing the Company to incur financing debt and to increase the variable portion of its capital stock (up to 15% of outstanding Series A shares, excluding preemptive rights) to fund these acquisitions.
- These new approvals will revoke and replace authorizations granted at the March 3, 2025 Shareholders' Meeting.
- Vista Energy, S.A.B. de C.V.'s main subsidiary, Vista Energy Argentina S.A.U., has priced U.S.$400,000,000 in aggregate principal amount of 8.500% senior notes due 2033.
- The notes were issued at an issue price of 101.236%, equivalent to a yield to average life of 8.250%, with the offering expected to close on December 10, 2025.
- This issuance will bring the total aggregate principal amount outstanding of Vista Argentina's 2033 Notes to U.S.$900,000,000 upon closing.
- The offering was conducted under New York law and pursuant to Rule 144A and Regulation S.
- Vista projects to increase production to 180,000 barrels of oil equivalent per day (BOE/day) by 2028 and over 200,000 BOE/day by 2030, a significant rise from 114,000 BOE/day in 2025.
- Adjusted EBITDA is forecast to grow from $1.6 billion in 2025 to $2.8 billion by 2028, reflecting a 75% increase.
- The company expects to generate $1.5 billion in cumulative free cash flow between 2026 and 2028, with annual free cash flow projected to reach $1.5 billion by 2030.
- Drilling and completion costs have been reduced to $12.3 million per well and are targeted to decrease further to $11 million by the end of 2028.
- Vista plans to prioritize share buybacks to return cash to shareholders, particularly while the stock is perceived to be at a discount.
- Vista announced new 2026-2028 targets and a 2030 vision, projecting production to increase from 114,000 barrels of oil equivalent per day (BOE/day) in 2025 to 180,000 BOE/day by 2028, and over 200,000 BOE/day by 2030.
- Adjusted EBITDA is forecast to grow from approximately $1.6 billion in 2025 to $2.8 billion by 2028, with an adjusted EBITDA margin remaining around 65%.
- The company expects to generate cumulative free cash flow of $1.5 billion between 2026 and 2028 (assuming Brent at $65 in 2026 and $70 thereafter), with annual free cash flow reaching $1.5 billion by 2030.
- Capital expenditure is planned at $1.5 billion to $1.6 billion per year between 2026 and 2028, while drilling and completion costs per well are expected to decrease from $12.3 million today to $11.0 million by 2028.
- Vista aims to reduce its net leverage ratio from 1.5 times today to below 1 time by 2028, and will prioritize share buybacks for returning cash to shareholders.
- Vista Energy projects substantial growth, targeting 180 Mboe/d production and $2.8 billion in Adjusted EBITDA by 2028, with an annual recurring free cash flow of $1.5 billion by 2030, which is 33% above the forecast from September 2023.
- The company has become the largest independent oil producer and exporter in Argentina, achieving approximately threefold production growth and fourfold Adjusted EBITDA growth since 2021.
- Vista Energy plans to double export revenues in the next three years, aiming for approximately 75% of oil export volumes by 2028, and expects to reduce its net leverage ratio to below 1.0x by 2028.
- The company has expanded its well inventory to 1,653 wells and increased oil treatment and pipeline capacities to 178 Mbbl/d and 194 Mbbl/d, respectively, while also targeting a reduction in drilling and completion costs to $11.0 million per well by YE-28F.
Quarterly earnings call transcripts for Vista Energy, S.A.B. de C.V..
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