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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.
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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