Energisa (ENGI3) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
7 Apr, 2026Strategic positioning and business overview
Over 120 years of experience, with operations in electricity distribution, transmission, distributed generation, free energy market, and natural gas across 11 Brazilian states.
Serves 9 million customers, covering 24% of Brazil's landmass and 10% of its population.
Diversified portfolio includes centralized and distributed renewable generation, biomethane, and financial solutions.
Recognized for customer satisfaction, winning national and regional awards.
Financial performance and growth
EBITDA projected at R$8.8 billion in 2025, with a 17% annual growth rate since 2014.
Net profit expected to reach R$2.2 billion in 2025, reflecting a 23.6% annual growth rate.
CAPEX allocation of R$6.8 billion in 2025, with 88.2% directed to electricity distribution.
Maintains financial discipline with net debt/EBITDA at 3.3x and average debt maturity of 6.6 years.
Operational efficiency and regulatory performance
Achieved best-ever collection rates and total losses below regulatory limits in 2025.
Outperformed regulatory EBITDA and PMSO targets, with 100% of distribution companies meeting quality standards.
Regulatory asset base grew at 14% annually, reaching R$25.6 billion in 2025.
Latest events from Energisa
- Recurring adjusted EBITDA up 9.5% to R$8.2B, net income up 9.5%, leverage at BRL 32.8B.ENGI3
Q4 202513 Mar 2026 - Record energy sales and higher adjusted earnings drove strong 2Q24 results and expansion.ENGI3
Q2 20242 Feb 2026 - Revenue and net income rose, but EBITDA margin narrowed and net debt/EBITDA hit 2.8x.ENGI3
Q3 202415 Jan 2026 - Record net income and 8.1% EBITDA growth in 2024, led by energy and gas expansion.ENGI3
Q4 202426 Dec 2025 - EBITDA and net income surged on distribution growth, cost control, and interim dividends.ENGI3
Q2 202523 Nov 2025 - Net income fell 9.5% and adjusted EBITDA dropped 15.8% in 1Q25 amid regulatory headwinds.ENGI3
Q1 202521 Nov 2025 - EBITDA up 16.9%–17% YoY to R$2.07–2.2B; net income down 13.6%–14%; stable leverage at 3.2x.ENGI3
Q3 20257 Nov 2025