TGS
Transportadora de Gas del Sur S.A.30.72
-0.97-3.06%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
NGL FID, capex details surface in Q&A
Q&A spotlighted the NGL project's progress, with FID targeted for May or June amid negotiations with producers including YPF despite competition risks, and a refined $2.9 billion capex estimate split across SPVs with ~$1 billion project finance. Management detailed Perito Moreno expansion capex at $100 million for 2025, over $500 million in 2026, and the rest in 2027, expecting power plants and industries as main takers via TCS and GBA regions after March 16 bids. Liquids pricing outlook holds steady versus 2025 despite recent weakness, potentially aided by geopolitics. No near-term dividends eyed due to project funding. Confident tone on gas supply and expansions; investors will track FID and open season results. Details emerged only in responses.
Key Stats
Market Cap
5.24BP/E (TTM)
18.85Basic EPS (TTM)
1.63Dividend Yield
8.38%DEC
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