)
Engie Brasil Energia (EGIE3) investor relations material
Engie Brasil Energia Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Market outlook and demand trends
Brazilian energy demand is projected to grow by 1.7% in 2025 over 2024, with a five-year CAGR of 4.1%, indicating robust long-term growth despite past crises.
Gross demand growth is not a concern, with a historical average CAGR of 2.8% since 2000.
There is a trend of increasing energy use intensity in the market.
Generation, storage, and curtailment
Hydro generation shows high volatility, while wind and distributed generation have seen rapid expansion.
Wind and solar curtailment rates are high, with 17.3% and 28.4% respectively for the company, above the system average.
Curtailment is expected to worsen, with forecasts of 20–25% annual output curtailed by 2030, mainly due to distributed generation growth.
Mitigation may come from diversified generation portfolios, regulatory changes, and battery integration.
Price and market dynamics
Spot prices in 2025 have shown strong volatility, with Southeast averaging 219 BRL/MWh and Northeast 167 BRL/MWh.
Market opening has led to a 32% drop in natural gas prices since 2022, with the Northeast region paying 21.4% less than the Southeast.
The number of gas contracts increased by 2,660% and active chargers by 106% between 2022 and 2025, reflecting a more competitive and open market.
Next Engie Brasil Energia earnings date
Next Engie Brasil Energia earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage