PAM Earnings Prediction
The chart below shows how PAM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PAM sees a +1.10% change in stock price 10 days leading up to the earnings, and a +6.69% change 10 days following the report. On the earnings day itself, the stock moves by -0.07%. This data can give you a slight idea of what to expect for the next quarter's release.
PAM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
510.71B
104074.37%
14.40%
Gross Margin
32.51%
-18.11%
-17.59%
Operating Margin
21.79%
-27.90%
-35.05%
Net Margin
27.30%
-17.82%
36.71%
EPS
102.55
85358.33%
54.86%
No Data Available
PAM Earnings Analysis
PAMPA ENERGIA S.A. Corporation (PAM.N) Earnings Conference Call
Positive
Gas Production Increase: Gas production increased 8% year-on-year, supported by a growing contribution from Shell.
EBITDA Increase Driven by Pipeline: Adjusted EBITDA amounted to $279 million, up 14% from last year, driven by increased gas deliveries through the new pipeline.
EBITDA Growth Analysis: We posted an EBITDA of $112 million in Q3, a 23% increase year-on-year, mainly explained by the operating performance and higher legacy prices.
High Load Factor Achievement: Our CCGTs achieved high load factors supported by strong gas and capacity availability.
Capacity Utilization Improvement: In Q3, we reached 96% capacity utilization, up from 94% last year, aided by fewer thermal outages.
Negative
Adjusted EBITDA Decline: Adjusted EBITDA amounted to $122 million in Q3, which is 8% down year-on-year due to higher operating costs related to Rincon de Aranda and reduced exports to Chile.
Gas Price Decline: The average gas price for the quarter was $4.4 per MMBtu, down 6% due to lower exports to Chile and sales to industries partially offset by better retail prices due to tariff increases.
CapEx Decrease Analysis: CapEx in Q3 is up to 59% lower year-on-year, mainly because of the shale gas ramp-up and ongoing development in Rincon de Aranda.
Net Debt Reduction: The net debt recorded was $539 million down 20% year-on-year, and 0.8x to the last 12 months EBITDA, the lowest ratio and amount in the last eight years.
EBITDA Decline Analysis: The company posted $2 million on EBITDA in Q3, which is an 88% drop year-on-year due to higher costs and peak demand due to the economic downturn, partially offset by higher volumes and prices of reforming products.
PAM FAQs
How does PAM typically perform around its earnings report dates?
Is Pampa Energia S.A. (PAM) Q3 2024 Earnings Call Summary positive or negative?
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PAM Earning Call Sentiment
Pampa Energia S.A. (PAM) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
PAM.N
1.06%Positive
The earnings call highlights strong financial performance with increased EBITDA and free cash flow, alongside a significant rise in cash position. The strategic shift towards shale gas and the completion of major projects like PEPE 6 are promising. Despite some uncertainties in the Q&A, management's optimism about LNG projects and competitive positioning boosts sentiment. The positive financials and strategic developments suggest a stock price increase in the short term.
