Earnings Call Summary | Pampa Energia(PAM.US) Q4 2023 Earnings Conference
Earnings Call Summary | Pampa Energia(PAM.US) Q4 2023 Earnings Conference
The following is a summary of the Pampa Energía S.A. (PAM) Q4 2023 Earnings Call Transcript:
以下是潘帕能源有限公司（PAM）2023年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Pampa Energía reported a 30% increase in sales in natural gas in 2024 compared to 2023.
Net debt position reduced from $900 million at the end of 2022 to $600 million at the end of 2023, less than one time EBITDA.
Revenues impacted due to payment delays from CAMMESA accounting for around 40%-45% of total revenue.
Adjusted EBITDA for Q4 2023 down 12% year-on-year due to reduced gas sales and peso depreciation.
Net debt for Q4 reduced to $613 million.
The E&P business posted an adjusted EBITDA of $50 million in Q4, 30% less year-on-year due to weak demand and exchange rate.
Petrochemical business posted a 33% increase in EBITDA for Q4 compared to last year due to lower costs and increased export income.
潘帕能源公司报告称，与2023年相比，2024年的天然气销售额增长了30％。
净负债状况从2022年底的9亿美元减少到2023年底的6亿美元，不到息税折旧摊销前利润的一倍。
由于CAMMESA的付款延迟而受到影响的收入约占总收入的40％-45％。
由于天然气销售减少和比索贬值，2023年第四季度调整后的息税折旧摊销前利润同比下降12％。
第四季度的净负债减少至6.13亿美元。
由于需求和汇率疲软，勘探和生产业务在第四季度公布调整后的息税折旧摊销前利润为5000万美元，同比减少30％。
由于成本降低和出口收入增加，石化业务第四季度的息税折旧摊销前利润与去年相比增长了33％。
Business Progress:
业务进展：
Power generation capacity was increased by 80 megawatts through capital investments in 2022 and 2023.
Production capability was increased from 11 million cubic meters per day in 2022 to 16.5 million cubic meters per day in 2023.
Plans to participate in larger national projects considering the significance of natural gas energy export for Argentina.
A 74% increase in the legacy capacity was granted, accounting for one-third of the EBITDA generation of the power generation segment.
Construction of a new wind farm of 140 MW is under way, expected to be fully operational by the third quarter of this year.
Sierra Chata field is expected to grow, increasing gas production from approximately 6 million a day to 9.5 million a day.
Rincon de Aranda oil field is being actively explored and developed.
Plans to fully supply Chile with natural gas exports during the winter season through the GasAndes pipeline.
Adjusted EBITDA from power generation in Q4 was $94 million, marking a 10% increase due to lower operating costs and new Power Purchase Agreements (PPAs).
An 11% increase in reserves to 199 million BOE was recorded due to productive drilling.
通过2022年和2023年的资本投资，发电能力增加了80兆瓦。
生产能力从2022年的每天1,100万立方米提高到2023年的每天1,650万立方米。
考虑到阿根廷天然气能源出口的重要性，计划参与更大的国家项目。
批准将传统产能增加74％，占发电部门息税折旧摊销前利润发电量的三分之一。
140兆瓦的新风电场正在建设中，预计将于今年第三季度全面投入运营。
预计Sierra Chata油田将增长，天然气产量从每天约600万增加到每天950万个。
林孔德阿兰达油田正在积极勘探和开发中。
计划在冬季通过Gasandes管道向智利全面供应天然气出口。
第四季度调整后的发电息税折旧摊销前利润为9400万美元，由于运营成本降低和新的电力购买协议（PPA），增长了10％。
由于富有成效的钻探，储量增长了11％，达到1.99亿桶油当量。
More details: Pampa Energia IR
更多详情： Pampa Energia IR
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