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Visual31 Oct 2025
Three decades of Rolls-Royce
YPF (YPF) investor relations material
YPF Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Achieved solid Q2 results despite oil price volatility, with milestones in the 4x4 plan and progress in portfolio management and operational efficiency.
Revenues rose 1% sequentially to $4,641M, driven by peak gas and diesel demand and higher oil exports, but offset by lower Brent prices.
Shale oil production reached record highs, with July at 165,000 barrels/day and a year-end target of 190,000 barrels/day.
Major midstream expansion with BeMos/VMOS pipeline, securing $2B syndicated loan, unlocking future production growth.
Continued divestment of mature and non-core assets, focusing capital on Vaca Muerta and acquiring high-potential shale acreage for $500M.
Financial highlights
Q2 revenue stable at $4,641M; adjusted EBITDA at $1,124M, down 10% sequentially and 7% year-over-year, mainly due to Brent price contraction and mature field exits.
Q2 net profit was $58M, a turnaround from a $10M loss in Q1, but down 96% year-over-year; excluding mature fields, net profit would have been $254M.
Negative free cash flow of $355M to $365M in Q2, mainly due to mature field impact and working capital needs; net debt rose to $8.8B.
71% of Q2 investments ($1.16B) allocated to unconventional assets.
Net leverage ratio at 1.9x, up from 1.8x in Q1, expected to decrease to 1.8x by year-end.
Outlook and guidance
Shale oil production expected to reach 190,000 barrels/day by year-end and 250,000 barrels/day by 2026.
CapEx guidance remains at $5.2B with Brent at $72/barrel; no changes planned.
Net leverage ratio anticipated to normalize to 1.8x by year-end as EBITDA rises and mature field divestments continue.
LNG project advancing, with FID for MARQ II vessel and pipeline expansion; full FID for Argentina LNG expected in Q1 2026.
Focus remains on unconventional development, especially Vaca Muerta, with 71% of CAPEX directed to shale.
Explain the drivers of the 20% Q/Q increase in oil exports.
Assess impact of mature field divestment on lifting costs.
Discuss progress of Argentina LNG project.
What's the timeline for Andes Phase 1 conclusion?
How will TotalEnergies' assets impact production?
Update on equity contributions to Vaca Muerta del Sur.
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Q3 20257 Nov, 2025
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Frequently asked questions
YPF Sociedad Anónima is an integrated energy company primarily engaged in the oil and gas sector within Argentina. Its operations span upstream activities, including the exploration, exploitation, and production of crude oil, natural gas, and natural gas liquids (NGLs), as well as downstream operations that cover the refining, marketing, and distribution of oil and petroleum products. YPF also delves into petrochemicals, hydrocarbons, non-fossil fuels, biofuels, and related components, alongside the production of hydrocarbons electric power. The company’s gas and power segment encompasses the transportation, commercialization, and distribution of natural gas, operation of regasification terminals, conditioning, processing, and separation of natural gas, and power generation. The company is headquartered in Buenos Aires, Argentina, and its shares are listed on the New York Stock Exchange.
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