EDN Earnings Prediction
The chart below shows how EDN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, EDN sees a +5.45% change in stock price 10 days leading up to the earnings, and a +11.12% change 10 days following the report. On the earnings day itself, the stock moves by -1.41%. This data can give you a slight idea of what to expect for the next quarter's release.
EDN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
590.98M
33.05%
19.77%
Gross Margin
37.98%
-5.92%
-23.58%
Operating Margin
1.21%
168.89%
-88.08%
Net Margin
20.59%
-62.54%
90.30%
EPS
0.14
-50.00%
133.33%
No Data Available
EDN Earnings Analysis
Empresa Distribuidora Y Comercializadora Norte S.A. (Edenor) Corporation (EDN.N) Earnings Conference Call
Positive
EBITDA Growth from Tariff Adjustments: EBITDA for the first nine months reached ARS134.3 billion, significantly benefiting from tariff adjustments implemented during the period.
Sales Growth Surge: Sales rose 30% year-over-year in the third quarter of 2024, totaling ARS555.8 billion, primarily driven by tariff adjustments.
Net Income Surge: Net income for the third quarter increased by 44% compared to the previous year, reflecting the positive impact of tariff increases.
Increased Capital Expenditures: Capital expenditures for the nine-month period were ARS245.3 billion, up 30% from the same period last year, demonstrating a commitment to meet rising demand and improve service quality.
Distribution Margin Increase: The distribution margin for the nine months rose 53% to ARS608.4 billion, largely due to the tariff increases implemented during the year.
Negative
Sales Volume Decline: Sales volume decreased by 1.6% in Q3 2024 compared to Q3 2023, indicating a decline in demand in commercial and industrial segments.
Net Income Decline: Net income for Q3 2024 was ARS 144 billion, down from ARS 234 billion in the prior year, reflecting a significant drop when excluding the CAMMESA effect from 2023.
Energy Losses Analysis: Energy losses increased to 15.04% in Q3 2024 from 15.3% in Q3 2023, highlighting ongoing challenges in managing energy efficiency despite previous improvements.
Distribution Margin Increase: The distribution margin rose 53% to ARS 608.4 billion for the nine months, but this was offset by a 4% decrease in sales volume and higher energy purchase costs due to subsidy reductions.
Financial Penalties Impact: The company reported penalties from evasion and recharges amounting to ARS 14,478 million in Q3 2024, contributing to financial strain amid rising operational costs.
EDN FAQs
How does EDN typically perform around its earnings report dates?
Is Empresa Distribuidora y Comercializadora Norte Sociedad Anónima (EDN) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
EDN Earning Call Sentiment
Empresa Distribuidora y Comercializadora Norte Sociedad Anónima (EDN) Q3 2024 Earnings Call Transcript
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00:00
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EDN.N
-0.44%Positive
Edenor's earnings call presented strong financial metrics, including a 30% revenue increase and improved EBITDA, driven by tariff adjustments. However, uncertainties from regulatory risks, supply chain challenges, and competitive pressures were highlighted in the Q&A. The issuance of new shares and debt profile improvement are positive, but the unclear guidance on penalties and energy losses dampens sentiment. With no clear market cap available, the prediction remains neutral as the strong financials are balanced by risks and uncertainties.
