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Seplat Energy (SEPL) investor relations material

Seplat Energy CMD 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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CMD 2025 summary18 Sep, 2025

Strategic Vision and Growth Plans

  • Targeting production growth to over 200,000 boe/d by 2030, with a JV target of 500,000 boe/d, representing a 50% uplift from current levels.

  • Acquisition of MPNU has transformed the company into a larger, more diversified energy player, supporting strong production growth and operational efficiencies into the next decade.

  • Portfolio diversification includes 11 blocks, 5 gas plants, 3 export terminals, and 48 producing fields, with 75% of reserves now offshore.

  • New resource report shows 2.3 billion boe in 2P+2C resources, with 75% offshore and a significant uplift in contingent resources.

  • Decarbonization strategy aims to end routine flaring onshore by H2 2025 and reduce offshore emissions by 50% by 2030.

Financial Guidance and Capital Allocation

  • Projected after-tax operating cash flow of $5–$6 billion over 2026–2030, nearly tripling the previous five-year period.

  • Capital expenditure will rise from $0.9 billion (2020–2024) to $2.5–$3 billion (2026–2030), with 120–150 wells to be drilled in the next five years.

  • New dividend policy: 40–50% of free cash flow, with a $120 million annual minimum, targeting $1 billion in cumulative dividends over five years.

  • CapEx will be prioritized for asset integrity, safety, and growth, with a focus on maintaining a strong balance sheet and low leverage (targeting 0.5–1x net debt/EBITDA).

  • Production opex targeted to fall below $10/boe by 2030, with corporate breakeven at ~$40/boe.

Operational Execution and Business Developments

  • Offshore assets now deliver 80,000 boe/d, above plan, with a motivated workforce and rapid post-acquisition activity.

  • Idle well restoration and infield drilling programs are underway, targeting 60+ wells per year and leveraging existing staff expertise.

  • Gas business to double JV production to 1 bcf/d by 2030, with ANOH Gas Processing Plant commissioning in Q4 and expanded LNG export plans.

  • Enhanced infrastructure resilience has reduced export losses to below 5% since late 2022.

  • All IPO targets have been exceeded, including reserves replacement, production, and major acquisitions.

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Q3 202528 Oct, 2025
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Frequently asked questions

Seplat Energy Plc engages in the oil and gas exploration, production, and gas processing activities in Nigeria. The company develops its assets through seven oil and gas blocks in the Niger Delta region of Nigeria. The company also engages in the renewable energy generation activities. Seplat Energy Plc was incorporated in 2009 and is headquartered in Lagos, Nigeria

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